Core Insights - Douyin's hotel booking business has seen significant growth, with nearly half of a Yunnan four-star hotel's bookings during the Double 11 shopping festival coming from Douyin [1] - The platform's hotel service segment has been rapidly expanding, with a reported 50% year-on-year increase in accommodation group sales during the National Day holiday [1][2] - Douyin's strategy includes offering substantial traffic support and low commission rates to attract hotels, positioning itself as a strong competitor to established OTA platforms like Ctrip [5][7] Douyin's Market Position - Douyin has established itself as a major player in the e-commerce sector, now competing closely with leading platforms like Ctrip in the hotel booking space [4] - The platform has launched initiatives such as the "Heartbeat List," which features 443 hotels across 39 cities, supported by 10 billion in traffic incentives [5] - Douyin's user engagement is high, with 350 billion views on hotel-related content and significant increases in searches and shares for unique lifestyle hotels [5][12] Competitive Strategies - Douyin's approach includes offering zero commission policies during promotional periods, which is lower than Ctrip's commission rates [7][8] - The platform has implemented a strategy of low pricing to attract users, with significant discounts and promotional offers [10] - Douyin's model emphasizes "content-driven commerce," allowing for higher conversion rates compared to traditional OTA platforms [15][30] Challenges and Limitations - Despite its growth, Douyin faces challenges such as low hotel coverage and a need to improve booking fulfillment rates [2][27] - The actual booking fulfillment rate on Douyin is estimated to be around 30%, with some influencer-driven bookings having even lower rates [27][28] - The platform's reliance on unique and engaging hotel offerings means that standard hotels may struggle to gain traction [23][26] Industry Dynamics - The hotel industry is experiencing a downturn, with average revenue per available room (RevPAR) declining, prompting hotels to lower prices to boost occupancy [11][12] - Ctrip continues to dominate the market, holding approximately 50% of the GMV share in the hotel booking sector, while Douyin's market share remains significantly lower [33][35] - The competitive landscape is characterized by collaboration and competition among various players, with Douyin welcoming partnerships with other OTAs [36]

本篇稍长，也稍微有些矫情，希望粉丝爸爸们给我点耐心。 空调能制冷，是因为和外界隔绝，而且能向外界排热，哪怕外面已经40度，也可以继续向外排热。 同理， 强者的强，是把更多负面能量，把更多苦难，排给了弱者。只是这个社会的运行规则，能够让大部分的弱者感受不到。 我今天不想写太宏观的，还是专注于我的本业。 我在投资行业这么多年，见了太多的弱肉强食，甚至我自己也被合伙人pua过。 于是我就想，这种强者吸食弱者能量，我来做个隔断，到我这里为止。 我其实更想做的，是 杜绝掉这个行业的对赌，回购，落地。但是我现在的行业地位和能力还达不到。 那就从一些小事做起。比如，给比我更低阶层的普通劳动者们，尝试给他们一些温暖。 一、"口是心非"的滴滴司机 不知大家有没有那种经历，跨城打车，比如从深圳的光明区，滴滴打车去东莞，会比跨城高铁+市内打车，更方便快捷。 但是滴滴有个bug，不给外城的司机派单。我从深圳叫个车去东莞，这辆车在东莞是接不到从东莞到深圳的订单的。 意味着司机要空车跑回来。而且全国好像都是如此，不论是深圳-东莞，广州-佛山，或者长三角各城市。 所以当我叫到这种跨城单的时候，上车以后司机一般都会问：老板，可否回程的高速费 ...