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梁建章:如何减少内卷
Xin Lang Cai Jing· 2025-12-12 04:00
Core Viewpoint - The primary issue facing the Chinese economy and enterprises is the need to reduce "involution," which is characterized as ineffective competition leading to a zero-sum or negative-sum game, particularly due to resource bottlenecks [3][15]. Economic Challenges - Many industries in China are experiencing demand growth that lags behind supply growth, resulting in price reductions and increased difficulties for enterprises [3][15]. - The tourism industry exemplifies this trend, where domestic tourism numbers are increasing moderately, but supply growth (e.g., hotels, attractions) is outpacing demand, leading to price declines of 7% to 10% [4][16]. Demand Creation Strategies - To address the issue of involution, it is crucial to create more demand, particularly through increasing consumer demand rather than relying solely on investment [4][16]. - Expanding foreign demand, especially in inbound tourism, is identified as a significant opportunity, with potential for substantial GDP contributions if inbound tourism can reach 1% to 2% of the economy [5][18]. Consumer Spending Enhancement - The current economic environment is characterized by deflation, with many consumers hesitant to spend due to economic uncertainty. A proposed solution is to distribute cash directly to consumers through fiscal deficits, potentially amounting to 2% to 3% of GDP [6][19]. - This approach is deemed appropriate given China's production capacity and current deflationary pressures, which would mitigate inflation risks typically associated with cash distribution [7][19]. Addressing Declining Birth Rates - The declining birth rate poses a significant risk to the economy, with births dropping from over 18 million in 2016 to approximately 8 million in the current year, a reduction of over 50% [8][20]. - To counteract this trend, financial support should be directed towards young people, who are most in need of assistance for family planning and child-rearing [8][20]. Work-Life Balance and Education Reform - There is a call for reducing overall working hours and increasing vacation time to improve work-life balance, which could encourage family growth [10][21]. - Education reform is essential to reduce the current "involution" in the education system, which discourages young people from having children due to the pressures of excessive competition and examination [11][22]. Summary of Recommendations - The proposed measures to reduce involution in Chinese society include: increasing foreign tourism, distributing cash to consumers, encouraging higher birth rates, providing more vacation time, and reducing examination pressures [12][23].
云南民宿协会对携程等OTA平台启动反垄断维权
21世纪经济报道· 2025-12-12 03:35
Core Viewpoint - The Yunnan Provincial Tourism Homestay Industry Association has initiated collective legal action against online travel agencies (OTAs) like Ctrip for alleged abuse of market dominance, including unfair competition practices that harm the rights of homestay operators [1][3]. Group 1: Allegations Against OTAs - The association has received multiple complaints from its members regarding OTAs using their market power to impose "choose one from two" clauses, arbitrary commission increases, unfair trading conditions, and traffic blocking, which severely infringe on the rights of homestay operators [1][3]. - The association has engaged a law firm to collect evidence and analyze the situation, calling for members to provide relevant documentation such as contract terms and communication records [1][3]. Group 2: Investigation and Legal Actions - The association's president emphasized that the investigation is not solely targeting a specific OTA but addressing a broader issue that may involve misunderstandings or mismanagement by regional OTA staff [3][4]. - The law firm confirmed the engagement and highlighted the importance of collective action, stating that if widespread issues are confirmed, it could lead to fundamental changes in regulations [4]. Group 3: Previous Regulatory Actions - In August, the Guizhou Provincial Market Supervision Administration held discussions with Ctrip and other travel platforms regarding potential violations, including "choose one from two" practices and price manipulation [4]. - In September, the Zhengzhou Market Supervision Bureau issued a corrective notice to Ctrip for violating e-commerce laws and engaging in unreasonable restrictions on platform operators [4].
云南民宿协会对在线旅游平台启动反垄断维权工作 会长:不是针对某一平台 但对携程反馈较多
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-12 01:36
近日,云南省旅游民宿行业协会(以下简称"云南民宿协会")通过官方公众号发布《关于启动OTA不正当竞争反垄断维权工作 的决定》,宣布将针对携程等在线旅游平台(OTA)涉嫌滥用市场支配地位的行为发起集体维权,引发市场广泛关注。 云南民宿协会在公告中披露,近年来,协会接到多起会员单位投诉,反映携程等个别在线旅游平台利用其市场支配地位,对云 南民宿行业实施了包括但不限于"二选一"霸王条款、单方面随意涨佣、设置不公平交易条件、屏蔽流量等不正当竞争行为。上 述行为严重侵害了广大民宿经营者的合法权益,破坏了公平竞争的市场秩序,阻碍了行业的健康发展。 为维护会员合法权益,协会已委托上海锦天城(昆明)律师事务所作为专项法律顾问,正式启动证据收集与法律分析工作。协 会呼吁会员提供合同条款、后台操作截图、沟通记录等证据,并表示,待证据确凿后,协会将代表受害会员向国家及云南省市 场监督管理部门提起集体投诉,并保留反垄断诉讼权利。 针对此次维权情况,云南省旅游民宿行业协会会长贺双全向21财经·南财快讯记者介绍,今年8月、9月旅游旺季期间,会员单位 投诉OTA平台"二选一"、霸王条款等情况较为明显,其中针对携程的反馈较为集中,11月底召 ...
为何美团、抖音等在蓉业务主体 都在这场政企“面对面”中敞开聊?
Mei Ri Jing Ji Xin Wen· 2025-12-11 15:54
Core Points - The event "Face-to-Face: Promoting Platform Economy" in Chengdu aimed to facilitate direct communication between local businesses and government departments, addressing challenges faced by platform economy enterprises [1][2] - The initiative reflects Chengdu's commitment to improving the business environment by implementing a responsive mechanism for addressing enterprise needs [2][12] Group 1: Business Challenges and Requests - Companies raised specific issues such as the inclusion of new retail in government consumption voucher programs, with potential sales conversion estimated at 50 million yuan for 2024 [4] - There were calls for government collaboration in promoting consumption activities and support for specific enterprises in promotional events [4] - Requests also included the establishment of unified regulations for low-speed unmanned vehicle operations and addressing malicious complaint behaviors [4][9] Group 2: Government Responses and Initiatives - Government representatives actively responded to business concerns, promising to explore solutions and implement new policies to enhance consumer engagement and operational efficiency [8][9] - The city plans to implement a closed-loop mechanism for collecting, solving, and providing feedback on enterprise issues, demonstrating a proactive approach to governance [9][11] - Chengdu's government is focusing on creating a supportive ecosystem for businesses, with initiatives aimed at improving financing options and addressing workforce shortages [11][12] Group 3: Economic Performance and Growth - Chengdu's online retail sales reached 591.9 billion yuan from January to October 2025, accounting for 68.6% of the province's total, with a year-on-year growth of 10.8% [7] - The city has over 960,000 online businesses, contributing to the employment of over 2.5 million people, indicating a robust platform economy [7] - The local government has established several centers to foster a vibrant and resilient industrial ecosystem, with the private economy's value added reaching 920.97 billion yuan in the first three quarters of 2025, growing by 6.4% year-on-year [14]
美亚科技北交所IPO上会在即,募资2亿,广发证券保荐
Xin Lang Cai Jing· 2025-12-11 14:05
2025年12月12日,北交所上市委将召开审议会议,对广东美亚旅游科技集团股份有限公司的IPO申请进行审核,公司计划募集资金2亿 元,保荐机构为广发证券股份有限公司,律师事务所为北京市中伦律师事务所,会计师事务所为广东司农会计师事务所(特殊普通合 伙)。 美亚科技主要面向旅业同行客户和企事业客户,提供涵盖航旅票务、商旅管理和会奖旅游三大场景的数字化泛商旅出行服务。 报告期内(2022年至2025年上半年),美亚科技的营业收入分别为4.57亿元、3.54亿元、4.01亿元、1.83亿元;净利润分别为4032.8万 元、7218.35万元、7740万元、3627.63万元。 | 项目 | 2025年6月30日 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | --- | | | /2025年1月-6月 | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 1.180, 140, 613. 42 | 1.058.759.363.51 | 941.736.087.35 | 762.607.294 ...
去哪儿旅行:元旦3天小长假热门城市酒店预订量增长3倍
Zheng Quan Shi Bao Wang· 2025-12-11 13:31
Group 1 - The core viewpoint of the articles highlights a significant increase in hotel bookings and travel activities during the New Year holiday period in 2026, with some cities experiencing over threefold growth in hotel orders compared to the previous year [1] - Popular cities for hotel bookings include Guangzhou, Nanning, Shanghai, Beijing, and others, with high-star hotels in certain cities seeing order increases of up to five times [1] - Concerts and theme parks are driving travel interest, with Nanning's hotel bookings surging 17 times due to concerts by popular artists, surpassing major cities like Beijing and Shanghai [1] Group 2 - The New Year holiday also meets the demand for outbound travel, with a 40% year-on-year increase in flight bookings to popular international destinations [2] - South Korea, Thailand, and Singapore are among the most favored outbound travel destinations, with flights to Seoul seeing a 3.3 times increase in bookings [2] - The trend of "taking 3 days off for 8 days of vacation" is prevalent, leading to a doubling of flight bookings to destinations like Egypt and Spain, while New Zealand's bookings increased by 1.1 times due to its summer season [2]
元旦3天小长假点燃出游热情 去哪儿旅行:热门城市酒店预订同比增长3倍
Zheng Quan Ri Bao Wang· 2025-12-11 13:16
Group 1 - The core viewpoint of the article highlights a significant increase in hotel bookings during the New Year holiday period, with some popular domestic cities experiencing over a 300% year-on-year growth in orders [1] - Young people are increasingly choosing to attend concerts as a way to celebrate the New Year, with hotel bookings in Nanning for concerts surging by 17 times, surpassing major cities like Beijing and Shanghai [4] - The demand for theme parks is rising, driven by recent popular films like "Zootopia 2," which has boosted attendance at Shanghai Disneyland [4] Group 2 - The travel data indicates that approximately half of the travelers flying to celebrate the New Year are aged between 19 and 30, with Guangzhou being the most popular destination among this demographic [4] - There is a notable increase in search volume for domestic scenic spot tickets, which has grown by 1.8 times year-on-year for the New Year holiday, with theme parks, ice and snow attractions, and traditional scenic spots being the top choices [4] - Shanghai Disneyland remains the top attraction for ticket sales during the New Year period, while Beijing Universal Resort is also gaining popularity among teenagers aged 13 to 18 [4]
旅游平台:元旦假期中国民众出行热
Zhong Guo Xin Wen Wang· 2025-12-11 13:07
Core Insights - The travel platform Qunar reported a significant increase in travel enthusiasm among Chinese citizens for the New Year's holiday in 2026, with hotel bookings in popular cities expected to surge [1] Group 1: Hotel Bookings - Hotel bookings for the New Year's holiday from January 1 to 3, 2026, have seen a year-on-year increase of over 300% [1] - The top 10 cities for hotel bookings include Guangzhou, Nanning, Shanghai, Beijing, Harbin, Shenzhen, Nanjing, Chongqing, Wuhan, and Zhengzhou [1] Group 2: Flight Bookings - There has been a substantial increase in flight bookings to the Guangdong-Hong Kong-Macao Greater Bay Area, with cities like Guangzhou, Shenzhen, Zhuhai, and Foshan experiencing ticket volume growth of over 100% [1] - A pre-New Year travel peak is expected on December 27, with flight bookings to popular international destinations increasing by 40% year-on-year [1] Group 3: Cultural Events - Many travelers plan to celebrate the New Year by attending performances, with cities hosting New Year's concerts significantly boosting local tourism [1] - Nanning has seen a 1700% increase in hotel bookings due to multiple concerts featuring well-known artists during the holiday, making it one of the top three destinations for New Year's travel, surpassing Shanghai and Beijing [1] Group 4: International Travel Trends - The fastest-growing international travel destination is Seoul, South Korea, with flight bookings increasing by 330% year-on-year [2] - Other popular international destinations include Vietnam, with Ho Chi Minh City and Hanoi seeing booking increases of 320% and 240%, respectively [2]
同程旅行:全岛封关进入倒计时 海南多地酒店热门房型已售罄
Zheng Quan Ri Bao Wang· 2025-12-11 11:30
封关政策利好下,同程旅行旗下的呀诺达热带雨林景区预订增幅明显。目前,呀诺达热带雨林景区一方面推出优惠套票和 跨年主题活动,另一方面围绕入境旅游市场,新增俄语、英语等多语种导览服务,多条结合境外游客需求打造的入境旅游线路 已全面推向市场。 (编辑 郭之宸) 同程旅行数据显示,截至12月10日,元旦假期的三亚酒店搜索热度同比大涨。从元旦假期的航线热度来看,以三亚凤凰国 际机场为目的地的十大始发地城市分别为北京、成都、上海、哈尔滨、沈阳、广州、西安、郑州、长春、济南。 随着海南自贸港全岛封关带来的入境旅游便利化提升,首尔、曼谷、新加坡、墨尔本、莫斯科预计成为12月18日至12月31 日,从三亚凤凰国际机场入境海南旅游的五大热门客源地。 本报讯 (记者梁傲男)12月11日,海南自贸港全岛封关运作进入7天倒计时。同程旅行数据显示,海南自贸港正式启动全 岛封关运作后的首个周末(12月20日至12月21日),包括三亚、海口等多个城市的度假酒店热门房型已售罄,热销房型以亲子 房和海景套房为主。 海南自贸港将于12月18日启动全岛封关运作,封关后更加优惠的货物"零关税"政策,将进一步提升海南在冬季避寒游以及 购物游市场的吸引力 ...
云南省旅游民宿行业协会:对携程等在线旅游平台启动反垄断维权工作
Xin Lang Cai Jing· 2025-12-11 11:06
云南省旅游民宿行业协会发布《关于启动OTA不正当竞争反垄断维权工作的决定》称,近年来,协会接 到多起会员单位投诉,反映携程等个别OTA(在线旅游)平台利用其市场支配地位,对云南民宿行业实 施了包括但不限于"二选一"霸王条款、单方面随意涨佣、设置不公平交易条件、屏蔽流量等不正当竞争 行为。在证据确凿的基础上,协会将代表全体受害会员,向国家市场监督管理总局、云南省市场监督管 理局等相关部门提起集体投诉,并保留提起反垄断诉讼的权利。 请各会员单位积极配合,如实提供相关线索与证据。协会将坚 定站在会员身后,坚决捍卫行业尊严与合法权益。 (包括合同条款、后台截图、沟通录音、处罚通知等)。 的一个人类在法律服务: 授权协会正式聘请 上海锦天城(昆明)律师 新闻: 本条所 提出手位 参考文献 事务所 作为本次维权行动的专项法律顾问,负责对收集的证据进行 法律梳理、公证与分析。 提起集体投诉:在证据确凿的基础上,协会将代表全体受害会 员,向国家市场监督管理总局、云南省市场监督管理局等相关部门 提起集体投诉,并保留提起反垄断诉讼的权利。 线索征集联系人:熊黎 联系电话/邮箱: 18608881205 - 云南省旅游 2025 ...