｜ 2025年10月9日星期四｜ NO.1飞猪：国庆中秋假期客单价提升14.6% 10月8日，飞猪发布的《2025国庆中秋假期出游快报》显示，假期出行的客单价同比提升14.6%，"95 后"游客预订人次占比最高。今年国庆中秋假期，多目的地"串游"趋势明显，机票、用车等交通工具类 商品人均预订量同比提升5%，酒店、线路游、门票等商品人均预订量同比提升4.6%。 点评：这一增长反映了中国零售市场的吸引力和移动支付的普及程度。随着中国市场的开放和旅游基础 设施的完善，入境游客的消费潜力被进一步释放。 NO.3美团旅行：平台出行订单同比增长超过30% 10月8日，美团旅行发布的数据显示，长达八天的"超级黄金周"(国庆中秋假期)，带动平台出行订单量 较2024年国庆假期增长超30%。 点评：出行订单的增长反映了消费者对旅游市场的热情和需求。这一增长也显示了美团在旅游市场的战 略布局以及市场竞争力的提升。 点评：消费者在假期旅游上的消费意愿和能力有所增强，尤其是年轻一代成为旅游市场的主力军。客单 价提升反映了旅游市场的消费升级趋势。消费者不仅关注价格，更注重旅游品质和体验。 NO.2入境游客使用支付宝在零售品牌消费额同比 ...

Core Viewpoint - Alibaba Group's CEO announced a strategic shift, integrating Ele.me and Fliggy into Alibaba's China e-commerce business group to enhance collaboration and target the local lifestyle service market valued at 35 trillion yuan [1][10]. Group 1: Company Overview - Fliggy, originally Taobao Travel, was established in 2010 and has undergone several rebranding and management changes, including becoming an independent brand in 2014 and rebranding to Fliggy in 2016 [2][4]. - The frequent changes in leadership have led to a decline in Fliggy's market position and user base, with a significant drop in users reported in 2024 [5][6]. Group 2: Strategic Integration - The integration of Fliggy into Alibaba's e-commerce group aims to leverage Alibaba's vast user base and resources to enhance Fliggy's competitive position against rivals like Meituan and JD [8][11]. - This move is seen as a response to the increasing competition in the online travel market and a shift towards a more centralized management approach within Alibaba [10][12]. Group 3: Market Potential - The local lifestyle service market in China is projected to grow from 19.5 trillion yuan in 2020 to 35.3 trillion yuan by 2025, with an increase in online penetration from 24.3% to 30.8% [13]. - Fliggy's role is expected to connect various service entry points, providing high-quality travel services to consumers [13]. Group 4: Future Outlook - Analysts suggest that if Fliggy can effectively utilize Alibaba's resources and improve internal coordination, it has significant growth potential, potentially greater than if it remained independent [13][14]. - The merger is anticipated to enhance Fliggy's operational efficiency, reduce costs through supply chain integration, and improve user experience by leveraging Alibaba's established customer service systems [14].