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春秋航空赚钱的秘密:天上没有免费的午餐
3 6 Ke· 2025-10-14 00:16
这个十一,坐飞机的和不坐飞机的都沉默了。 作为2025年最后一个假期、也是全年最长节假日,长达八天的"超级黄金周"极大的激发了旅行需求。但在选择哪一种出行方式上,却让人犯了难。 2023年和2024年国庆,机票价格大跳水,"没出发就已亏了数千元"让不少旅客心有余悸。但今年,机票价格却"涨疯了"。 根据航班管家数据,截至9月28日,2025年国庆假期预售机票价格,即裸票价为804元,同比2024年736元上涨9.2%。 | 截至9月28日均价 | 指标 | | | VS同周期 | | | --- | --- | --- | --- | --- | --- | | 2019年 | 裸票价 817 | 2024年 736 | 2025年 804 | 25VS24 9.2% | 25VS19 -1.6% 数据来源: 航班管家DAST | | 2025年国庆假期预售机票价格监测及同比 | | | | | | 现实是,今年国庆黄金周国内机票尽管出现上涨,但远没有到盈亏平衡点,民航业仍困在了以价换量、旺丁不旺财的收益困境。 不过,在这之中也有一个例外——春秋航空(601021.SH),这家以"低票价、高效率"著称的廉航,却 ...
骑着自行车看市场
虎嗅APP· 2025-05-09 10:47
Core Viewpoint - The article emphasizes the importance of understanding market dynamics from a grassroots perspective rather than a high-level, luxury viewpoint, suggesting that true insights come from observing everyday consumer behavior and environments [2][8][32]. Group 1: Market Understanding - The article discusses the concept of "灯下黑" (blind spots), indicating that professionals often overlook critical market insights while focusing on high-level analysis [3][5]. - It highlights the disconnect between luxury experiences and the realities of the broader market, suggesting that frequent travelers may lose touch with the average consumer's preferences and behaviors [8][10]. - The author argues that true market understanding requires immersion in everyday environments, such as local neighborhoods, rather than just high-end commercial areas [15][17]. Group 2: Consumer Behavior - The article illustrates how consumer preferences can be misjudged, using the example of airplane meals being sold to a demographic that may not have experienced flying [4][6]. - It points out that many consumers prioritize practicality and affordability over luxury, as evidenced by the popularity of budget travel options and local dining experiences [24][26]. - The discussion includes the observation that many consumers are willing to spend on experiences that are perceived as valuable, even if they seem mundane to industry insiders [28][31]. Group 3: Industry Insights - The article critiques the reliance on traditional market theories, suggesting that businesses often miss opportunities by not adapting to the realities of consumer behavior [21][22]. - It emphasizes the need for businesses to engage with the actual market conditions and consumer sentiments rather than relying solely on data from high-end environments [12][14]. - The author notes that understanding the local market dynamics is crucial for successful investment and business strategies, as many assumptions made by analysts can be misleading [18][30].