转自：北京日报客户端 下一步，省市场监管局将对相关平台企业竞争态势保持密切关注，对顶风违法，整改不到位的平台企业 及平台内经营者，将依法从严从快查处，并公开曝光典型案例，形成有力震慑，坚决维护我省旅游市场 良好秩序和消费者合法权益。 来源：贵州市场监管 8月5日下午，贵州省市场监督管理局集中约谈携程、同程、抖音、美团、飞猪等五家涉旅平台企业，要 求相关平台企业严格遵守《中华人民共和国价格法》《中华人民共和国反垄断法》《明码标价和禁止价 格欺诈规定》等法律法规规章，坚决制止价格乱象，维护公平、有序、诚信的市场环境。 约谈会上，省市场监管局针对相关平台企业可能存在的实施"二选一"、利用技术手段干预商家定价、订 单生效后毁约或加价、价格欺诈、哄抬价格等问题进行了通报，进一步提示了违法风险；要求相关平台 企业严格遵守相关法律法规，积极履行平台主体责任，切实加强自律和合规建设；立即开展全面自查自 纠，禁止价格欺诈、哄抬价格、价格串通、滥用市场支配地位等违法行为，切实维护公平竞争的市场秩 序。 ...

Core Insights - Ctrip hosted a live streaming event called "Strawberry Party" at the Beijing International Tourism Resort, attracting nearly 9 million views and over 6.8 million participants [1] - The event features a series of performances from various artists, creating a multi-genre music festival that runs from July 25 to August 30, with activities designed to provide an immersive experience [3] - Ctrip has integrated its content capabilities with supply chain resources to offer a one-stop package of "tickets + accommodation," resulting in a significant increase in search volume and hotel bookings [5] Group 1 - The "Strawberry Party" is a key summer event that combines music, art, and lifestyle, featuring performances from artists across different genres [3] - The event includes additional attractions such as a cultural market, pet pool, and interactive sports areas, enhancing the overall sensory experience for attendees [3] - Ctrip's marketing strategy has led to a 185% increase in search volume for the "Strawberry Festival," demonstrating the effectiveness of its promotional efforts [5] Group 2 - The event is positioned as a new cultural and tourism experience, particularly appealing to young audiences and short-distance travelers in the Beijing suburbs [5] - The Deputy District Mayor of Yanqing praised Ctrip's innovative approach to driving cultural tourism consumption through content-driven marketing [5]

图片源自京东黑板报、淘宝闪购 正在各大平台混战之际，抖音却在没有发布会，没有全网通告的情况下，悄然投入亿级补贴，并与华住、凯悦等酒店巨头达成合作，还推出6折日历房预 订和直播专属通兑券。 当外卖补贴的热度逐渐散去，互联网巨头们又将新一轮补贴引向了万亿规模的酒旅市场。 今年夏天，京东高调放出三年0佣金的酒店会员计划；淘宝闪购悄悄在杭州、深圳等地区增加了特价酒店入口；美团则携手万豪推出联名会员。 | × | 推荐 闪购 外卖 国补 折上折 穿搭 | | | --- | --- | --- | | 参与"京东酒店 PLUS 会员计划" | | O. 能容 | | 皇最高三年0 用金 | ○ 杭州JW万豪酒店、 订单 | 省 红包 | | 各位酒店经营者朋友们: | | | | 近年来,旅游市场日益繁荣,同步催生出了更多 | | | | 元的需求,京东希望通过新通路的方式为酒店行业提供 | | | | 供应链服务,优化供应链成本,共同把握增长机遇、携 | | | | 手并进,推动酒店行业的健康可持续发展。 | | | | 为帮助酒店合作伙伴提升经营效益,京东将推出 | 答斯汀 查费赠航 | ベスト 大林ド 元水2 全 ...

Core Viewpoint - The acquisition of Dalian Shengya by Tongcheng Travel for 956 million yuan is facing market skepticism, as evidenced by the declining stock prices of both companies following the announcement [1][5]. Group 1: Acquisition Details - Tongcheng Travel's subsidiary, Shanghai Tongcheng, plans to acquire 23.08% of Dalian Shengya's shares, which will give it a total voting power of 30.88% after signing a voting rights delegation agreement with major shareholders [2]. - The acquisition is seen as a strategic move to integrate online and offline tourism resources, potentially enhancing Tongcheng's operational capabilities in the tourism sector [2][3]. Group 2: Market Reaction - Following the announcement of the acquisition, both Tongcheng Travel and Dalian Shengya experienced a decline in stock prices, with cumulative drops of 2.85% and 8.89%, respectively, leading to a combined market value loss of 1.751 billion yuan [1][5]. - Investor sentiment is divided, with some questioning the wisdom of investing in a company with a history of losses, while others see potential in acquiring a shell company for future operations [1]. Group 3: Financial and Governance Issues - Dalian Shengya has a high debt ratio exceeding 80% and is under pressure to resolve short-term debt obligations, with plans to use the funds raised from the acquisition to pay off debts and improve liquidity [3][5]. - Governance issues persist, as evidenced by the abstention of a key shareholder during board votes, raising concerns about potential conflicts among shareholders following the acquisition [6]. Group 4: Strategic Expansion - Tongcheng Travel's acquisition of Dalian Shengya is part of a broader strategy to expand its presence in the tourism industry through various acquisitions, including travel agencies and hotel management companies [8][10]. - The company has reported significant revenue growth, with 2024 revenues reaching 17.341 billion yuan, a 45.77% increase year-on-year, indicating a strong operational performance [10].

Core Viewpoint - Ctrip (TCOM) shows a 2.41% increase in stock price, reaching $62.09 per share, with a total market capitalization of $40.582 billion as of August 4 [1] Financial Performance - As of March 31, 2025, Ctrip's total revenue is 13.83 billion RMB, reflecting a year-on-year growth of 16.17% [1] - The net profit attributable to shareholders is 4.277 billion RMB, showing a slight decrease of 0.81% year-on-year [1] Company Overview - Ctrip Group Limited is a leading one-stop travel platform globally, offering a comprehensive range of travel products, services, and differentiated travel content [1] - Established in 1999, Ctrip went public on NASDAQ in 2003 and was listed on the Hong Kong Stock Exchange in 2021 [1] - The company operates major brands including Ctrip, Qunar, Trip.com, and Skyscanner, and aims to provide high-quality travel booking experiences [1] Business Operations - Ctrip's accommodation services offer over 1.7 million options, including hotels, motels, resorts, apartments, and other properties [2] - The flight booking service provides tickets from over 600 airlines, covering more than 3,400 airports in over 220 countries and regions [2] - Trip.com and Skyscanner cater to non-mainland Chinese users, with Trip.com offering services in 24 languages and 35 local currencies [2] - As of December 31, 2023, the company employs 36,249 staff members [2]

格隆汇8月4日丨同程旅行(00780.HK)宣布，董事会会议将于2025年8月18日(星期一)举行，藉以(其中包 括)批准公司及其附属公司截至2025年6月30日止六个月之未经审计中期业绩及其发布。 ...

来源：格隆汇APP | TCOM 携程网 | | | | --- | --- | --- | | SOLGSO 4 -1.320 -2.13% | | 收盘价 08/01 16:00 美东 | | 61.530 + 0.900 +1.48% | | 盘前价 08/04 04:27 美东 | | 二四四肖图图片 9 选 | | ● 快捷交易 | | 最高价 61.410 | 开盘价 61.260 | 成交量 220.23万 | | 最低价 59.860 | 昨收价 61.950 | 成交额 1.33亿 | | 平均价 60.489 | 市盈率TM 17.85 | 总市值 396.28亿 (m) | | 振 幅 2.50% | 市盈率(静) 17.65 | 总股本 6.54亿 | | 换手率 0.37% | 市净率 1.968 | 流通值 356.83亿 | | 52周最高 76.807 | 李 比 14.29% | 流通股 5.89亿 | | 量 比 1.16 52周最低 40.513 | | 每 手 1股 | | 历史最高 76.807 | 股息TTM 0.300 | 换股比率 1.00 | | 历史最低 1 ...

Core Viewpoint - The article discusses the emergence of the "Civil Aviation Official Direct Sales Platform" by the airline travel app "航旅纵横" (Air Travel Companion), which aims to compete with leading online travel agencies (OTAs) by offering direct ticket sales without intermediaries, emphasizing zero markup, zero bundling, and zero tricks [1][3][4]. Group 1: Platform Features and Offerings - The platform claims to provide 100% direct sales of domestic flight tickets, with products directly published and operated by airlines, ensuring transparency and no hidden fees [4][6]. - It has made six commitments to consumers, including price transparency, no bundling, alignment with airline rules, no data manipulation, information security, and consistency between itinerary and payment amounts [4][6]. - The platform has gained support from major airlines, including Air China, China Southern Airlines, and China Eastern Airlines, which recognize it as an equally important direct sales channel [3][4]. Group 2: Market Context and Competition - The launch of the direct sales platform comes in response to consumer dissatisfaction with existing OTAs, which have faced complaints regarding unreasonable refund policies and high service fees [6][7]. - The article highlights that the OTA sector has seen a significant increase in complaints, with over 174,000 complaints reported in 2024, marking a 7.13% year-on-year increase [6]. - Despite its official backing, the platform is still considered an OTA, as it does not own aircraft or seats, and thus may not have the lowest prices compared to other OTAs that offer bundled services [9][10][13]. Group 3: Consumer Experience and Feedback - Users have reported mixed experiences with the platform, with some expressing trust in its direct sales model while others have faced issues with customer service and ticketing processes [19][20]. - The platform's customer service has been criticized for being difficult to reach, leading to frustrations among users who have encountered problems with ticket purchases [19][20]. - Some consumers appreciate the direct sales approach for its simplicity, but they also emphasize the need for improved service quality to enhance the overall experience [20][21].

Group 1 - The core point of the article is that Ctrip Group has launched a tourism innovation fund worth 1 billion yuan, along with the establishment of the "2025 Tourism Innovation Contribution Award" [1] - The award will select 20 winning projects globally, with 10 from China and 10 from abroad, based on a combination of 50% big data, 30% expert review, and 20% public voting [1] - The selection process will take two months, highlighting the company's commitment to fostering innovation in the tourism sector [1]

Core Insights - The summer travel season in China is experiencing significant growth, with a notable increase in searches for hotels, flights, and travel packages on Meituan's platform [1][3] - Popular domestic travel destinations include major cities like Beijing, Shanghai, and Xi'an, while lesser-known areas are gaining traction among younger travelers [1][3] Group 1: Travel Trends - Hotel accommodation searches increased by 48% year-on-year, flight searches rose by 99%, and travel group searches grew by 42% since July [1] - The top three popular attractions during the summer are Wansui Mountain Wuxia City, Zhongshanling Scenic Area, and Xi'an Museum [1] - Regions such as Jilin, Heilongjiang, Liaoning, and Xinjiang are identified as "cooling-off provinces" with rising tourism interest [1] Group 2: Emerging Destinations - Guizhou's Qiandongnan Miao and Dong Autonomous Prefecture saw a remarkable 197% increase in tourism heat, ranking first in the "emerging cooling-off destinations" list [3] - The popularity of local delicacies and unique experiences in Qiandongnan, such as river rafting and village culture, is attracting a younger demographic [3] Group 3: Activity Preferences - Water-based activities like water parks and rafting have seen a surge, with searches for water parks increasing by 176% and rafting by over 247% [3] - Night tourism is also gaining popularity, with events like the Qinhuangdao International Fireworks Festival drawing significant interest from out-of-town visitors [3] Group 4: Promotional Strategies - Meituan is offering a range of discounts on travel products, including flights, hotels, and attraction tickets, to capitalize on the summer travel boom [3] - Special promotional campaigns, such as "1 yuan for popular attractions," are designed to attract more customers and enhance travel experiences [3]