平台数据："十一"假期中国多地民宿预订量激增 来源：中国新闻网 中新社北京9月26日电 (记者 刘亮)中国"十一"国庆假期即将到来，全球公寓民宿预订平台途家26日披 露，假期期间该平台上多地民宿预订量涨幅明显。其中，以追音乐节和"追秋"为主题的出行趋势较为突 出。 途家数据显示，今年"十一"假期该平台整体民宿预订量和去年同期相比增长超三成，预订量增速最快的 城市包括广西钦州、甘肃陇南、江苏泰州、湖北孝感等。 音乐节成为小城"流量密码"，带动当地民宿预订量增长。例如，"十一"假期，四川泸州的"银河左岸音 乐节"集结一众知名歌手和乐队，当地民宿预订量在平台上同比大增12倍，增速领跑全国。同样举办音 乐节的安徽马鞍山、陕西宝鸡、河北邯郸民宿预订量也分别同比增长7倍、4倍和2倍。 不少游客则热衷于"追秋"。平台数据显示，今年"十一"假期，黑龙江伊春，内蒙古呼伦贝尔、阿尔山的 民宿预订量同比翻倍；吉林长白山、新疆阿勒泰的民宿预订量同比增速在50%以上。"追秋"的游客群体 中，"Z世代"是民宿预订主力，其中"95后"游客占比超三分之一；"00后"游客的增速最快，同比增长 43%。 外国游客也加入旅行大军，住进民宿。据途家 ...

国庆长假来临，民宿预订平台的"大战"一触即发。木鸟、途家、美团三大平台各出奇招，试图在这场旅游旺季中分得一杯羹。本文将深入剖析 这三大平台在国庆档的策略与表现，探讨它们如何在激烈的市场竞争中寻找新的增长点。 自暑期档落幕之后，2025年最后一个重磅假期国庆长假聚集了所有人的目光。 木途美分庭抗礼，国庆档的混战随之彻底沸腾。 近期各家陆续发布了预测报告，木鸟民宿大学生民宿订单同比去年同期上涨18.7%，美团旅行数据显示，截至9月22日，国庆文旅预订同比增速达73%。 今年的国庆恰逢中秋，足足8天的长假不仅拉长了旅游窗口期，更叠加了中秋"家庭团聚"与国庆"休闲消费"的双重场景优势，市场空间比往年更为广阔。 早在国庆档前十天，木鸟民宿与途家民宿就上演了一场针锋相对的活动对决，从国庆前一路卷到了国庆结束。 具体来看，木鸟民宿上线了"双节同庆"活动，专题共分为北方、西南、江南、岭南四个版块，每个版块下有所属对应城市及热门景点方便用户选择，同时 推出了5-35元不等的五档优惠券促进转化，而从推荐的房源来看，大部分都是100-300之间的网红民宿，颜值较高，比较符合年轻人调性。 各家虽都推出了国庆活动，却在具体实施上有显著 ...

Core Insights - The summer peak season for homestay platforms is concluding, with a focus on product differentiation and user engagement as key competitive strategies [1] - The report from Muniu Homestay indicates record orders, with county-level homestay orders increasing by 42% year-on-year, and Meituan's hotel accommodation search volume rising by 48% since July [1] - The competition among major platforms is intensifying as they aim to capture the last wave of summer traffic through targeted promotions and activities [1][2] Group 1: Market Performance - Muniu Homestay's seaside travel activities have been popular throughout the summer, with reports of high occupancy rates from hosts in coastal areas [2] - As the summer ends, Muniu is launching back-to-school themed promotions with discounts ranging from 5 to 30 yuan, alongside autumn travel activities focusing on nearby trips [2] - The upcoming Qixi Festival is expected to drive additional orders from couples, with Muniu offering themed discounts [2] Group 2: Competitive Strategies - Tujia Homestay is focusing on family-oriented activities, emphasizing large space rentals, while not providing additional promotional offers [5] - Meituan Homestay is primarily using low-price strategies to attract users, with many listings priced below 100 yuan [6] - Muniu Homestay leads in the number and variety of promotional activities, providing users with more reasons to choose their platform [5] Group 3: Industry Dynamics - Since their establishment, Muniu and Tujia have been in a competitive struggle, with Muniu leveraging social media and C-end operations to build a strong competitive barrier [9] - Tujia has shifted its focus to larger vacation rentals, utilizing Ctrip's traffic to cater to family and group travel needs [13][14] - Muniu is enhancing its product offerings by optimizing user experience and reducing decision-making pressure through features like "Flash Booking" and "Today's Selection" [15][19] Group 4: Future Outlook - The competition between Muniu and Tujia is expected to continue evolving, with both platforms exploring new market segments and promotional strategies [11][12] - The overall market remains promising, with positive order growth reported by Muniu and Meituan, supported by upcoming seasonal events [19]

Core Insights - The summer travel peak season has begun, leading to intense competition among homestay platforms like Muniu, Tujia, and Meituan to capture market share [1][4] - Muniu's report predicts a significant increase in county-level homestay orders, with a year-on-year growth of 76.5% [3] - Overall, the summer season is expected to be one of the busiest in recent years, with various platforms launching diverse promotional activities to attract customers [5][7] Market Trends - There is a notable shift towards smaller cities and counties for travel, with traditional tourist cities still holding a significant market share but experiencing slower growth [3] - User expectations for homestay services are rising, with an increasing demand for unique features and value-added services [3][8] - The overall registration growth of homestay-related businesses has slowed, indicating a more stable market environment [8] Competitive Strategies - Muniu is focusing on diverse themes such as "beach therapy" and "homestay surfing," offering multiple discount coupons to enhance user engagement [6][7] - Tujia has launched family-oriented activities centered around water play, targeting larger group accommodations [6] - Meituan is leveraging its low-cost offerings to attract university students, focusing on group gatherings and events [6][9] Industry Dynamics - The competition among platforms is intensifying, with each trying to establish a unique market position through tailored offerings [8][9] - The platforms are not just selling homestays but are also integrating deeper lifestyle elements into their services [8] - The summer season presents a critical opportunity for platforms and hosts to enhance their market presence and customer loyalty [9]

Group 1 - Xiaohongshu's average daily search volume reached 600 million by Q4 2024, with travel-related content accounting for approximately 15% of its traffic [1] - The Chinese homestay market is projected to reach a scale of 42.27 billion yuan in 2024, with financing in the industry hitting a seven-year high of 4.49 billion yuan [1] - The competition for traffic is intensifying as Xiaohongshu's attention surpasses that of Online Travel Agencies (OTAs) [1] Group 2 - Ctrip's annual GMV is 53.3 billion yuan, while Xiaohongshu's is 7.273 billion yuan, indicating a significant difference in scale [2] - Ctrip has 1.65 billion users compared to Xiaohongshu's 350 million users, and Xiaohongshu has a higher monthly active user count of 32 million versus Ctrip's 9 million [2] - Tujia, a key player in the homestay market, is under pressure to leverage Xiaohongshu for traffic as it faces challenges in its business model [7][12] Group 3 - Tujia's peak year was 2019, where it achieved over 10,000 managed properties, but it has since struggled with losses [3][4] - Tujia's operational model has evolved, splitting into an online platform and a property management service, but it has not successfully replicated the success of Airbnb [4][6] - Tujia's recent attempts to engage with Xiaohongshu have been limited and lack urgency until recent competitive pressures emerged [11][12] Group 4 - The competition landscape has shifted, with players like Muniu and Xiaohongshu emerging as significant threats to Tujia [13][20] - The industry faces challenges in achieving sustainable profitability, with cash flow management being critical for survival [14][15] - Muniu has successfully reached profitability and has focused on leveraging its own traffic, while Tujia has struggled to maintain its market position [17][19] Group 5 - The battle for user attention is intensifying, with both Tujia and Muniu vying for the same demographic on Xiaohongshu [22] - The shift from traditional channels to social media platforms like Xiaohongshu reflects changing user behaviors and preferences [23][24] - As competition increases, brands must focus on creating meaningful connections with users rather than relying solely on advertising [25]