酒旅市场热闹起来了。 作者 I 金洋 酒旅市场，从来没这么热闹过。 一个9月，三个巨头集体"进场"： 京东打出"0佣金"招牌，抖音祭出"扫码免佣"，阿里则用高德地图悄悄布了个"扫街榜"。 三家从不同赛道杀入，却目标一致——撕开酒旅行业最后的蛋糕。 过去，这里是携程、美团、同程的天下。 如今，大厂的脚步声，已经在这片万亿市场里震响。 抖音先动手，直播间成了"酒店前台" 第一个出手的，是抖音。 9月25日，抖音官宣推出"心动榜酒店"，一个全新的榜单系统，让酒店也能像短视频一样被"点赞"。 来源：电商天下 不看评分、不看广告，只看真实用户的点赞、转发、收藏。 首期榜单覆盖全国39个城市，443家酒店上榜，从"无价窗景"到"亲子友好"，再到"自然疗愈""品质商旅"，六大标签几乎囊括了所有旅行人 群。 但抖音真正的武器，不是榜单，而是内容。 去年暑期，一个"非洲旅游直播间"火了：主播穿黑丝cos非洲人，身边是一只总犯困的金毛"狮子"。直播里介绍肯尼亚、坦桑尼亚旅行团，讲 火烈鸟、讲花少同款酒店，笑点频出。 结果，这个奇葩直播间播放量暴涨260倍，一晚就卖出上百单"非洲团"。 抖音发现了新大陆——原来，酒店可以靠"整活" ...

Core Insights - JD.com is expanding into the hotel and travel industry following its entry into the food delivery market, aiming to address the current challenges faced by hotel operators due to intense price competition [1][3] - The company plans to introduce a new model to promote the development of the hotel industry, with an announcement expected by the end of the year [1] Group 1: Market Entry and Strategy - JD.com officially entered the hotel and travel sector during the 618 shopping festival, launching the "JD Hotel PLUS Membership Program" which offers hotel merchants up to three years of zero commission [3] - A strategic cooperation agreement has been signed between JD.com and Jinjiang Hotels, focusing on deepening collaboration in hotel services, supply chain coordination, and innovation in dining consumption scenarios [3] Group 2: Supply Chain Focus - JD.com emphasizes that its business revolves around supply chain management, noting that the hotel and restaurant sectors are supported by a complex and costly supply chain [3] - The company aims to provide supply chain services to the hotel industry, optimizing costs and reducing operational expenses for hotels [3] Group 3: Industry Competition - Liu Qiangdong highlighted the issue of industry "involution," where competition leads to lower quality and profitability, advocating for a shift towards quality and fair pricing in the industry [3] - The company believes that platforms should exercise self-restraint to foster a win-win situation within the industry, rather than engaging in destructive price wars [3]

Group 1 - The core viewpoint of the article highlights the transformation in the accommodation industry towards a more integrated and responsive model, driven by the evolving demands of young consumers for convenience and efficiency [1][3] - The demand for cross-category combinations in accommodation has surged, with "accommodation + dining" increasing by nearly 87%, "accommodation + entertainment" by 99%, and "accommodation + flights" by 36% over the past year [1] - During the recent "May Day" holiday, the growth rate for "hotel + flash purchase" combinations exceeded 40%, with night-time craft beer flash purchase orders rising by 176% [1] Group 2 - The proportion of users under 30 years old in the context of travel has reached 44%, indicating a diverse range of cultural and tourism consumption needs among younger consumers [3] - There is a notable increase in demand for medium to long-distance travel (over 300 kilometers), with growth exceeding 15% [3] - The rise of "niche" destinations is evident, with 80% of the top twenty cities for inbound tourists being lesser-known locations, highlighting a gap in quality and unique accommodation supply in these areas [3] Group 3 - The first quarter saw a 127% year-on-year growth in travel packages combining "hotels + traditional attire," indicating a significant trend towards cross-category collaboration [3] - The traditional hotel industry is urged to incorporate more flexible experiential offerings to meet the changing consumer preferences [3] - The travel industry is expected to enter the "AI era" post-2025, with the current AI customer service problem resolution rate on the platform reaching 95% [3]