传统行业拥抱AI，既需要一把手的坚定决心，也依赖海量垂直场景数据。 在可以功成身退的年龄，创业二十余年的酒店"老兵"郑南雁仍然"不服"。最近，他做出了一个大胆的决定：把自家酒店的前台取消了。 "客人与工作人员分隔开的柜台将被逐步淘汰，未来公司要全面接入AI。客人到店，先端上一杯茶，其他环节交给AI。"德胧集团创始人郑南雁说。 做这个颠覆式的决定并不容易，用郑南雁的话说，这或许是攸关德胧未来的核心武器，"行业里没有人比我改革得更彻底。有些公司日子过得比较好，就 没有动力干这事。" 但AI本身还存在许多未知数，传统行业全力做AI，是个"绝对的一把手工程"。2025年11月底，《中国企业家》在深圳总部见到郑南雁时，他直言："我想 用AI重塑业务流，把它打造为德胧最大的特点。" 冒险、创新、对用户和资本的敏感，是郑南雁行走酒店江湖二十年的标签。1993年在中山大学计算机系读书期间，他便开发了"千里马"酒店管理系统，实 现前台、后台和餐饮一体化管理。当国内酒店进入野蛮生长时期，他是推动酒店走向连锁、规范化经营的关键角色。2005年，郑南雁创办"7天酒店"，并 在业内首创客户会员系统。 那时，郑南雁是文旅行业的初代弄潮儿 ...

Core Insights - The hotel industry is experiencing a paradox where there is a high demand for managerial talent with salaries reaching up to 1 million yuan, while at the same time, there is a significant shortage of qualified candidates [1][2][10] - The mismatch in the labor market is evident, with only 15% of the 500,000 annual graduates in hospitality finding jobs in their field, leading to over 400,000 graduates choosing to work in other industries [7][8] Group 1: Supply and Demand Mismatch - The hospitality sector is facing a "talent black hole," where low salaries and high labor intensity deter graduates from pursuing careers in hotels [2][10] - The average employment rate for hospitality graduates is only 45%, with many opting for alternative career paths such as further education or public service [7][8] - The industry is experiencing a high turnover rate due to low wages, which negatively impacts service quality and overall hotel performance [10][11] Group 2: Educational Discrepancies - There is a significant disconnect between the skills taught in hospitality programs and the actual needs of the industry, particularly in areas like digital transformation and data analysis [12][13] - Traditional educational content is outdated, failing to address the current demands for IT and AI skills in the hospitality sector [13][14] - Many graduates enter the workforce with unrealistic expectations about job roles, leading to further misalignment between industry needs and graduate capabilities [14] Group 3: Talent Development and Industry Trends - The demand for composite talents who understand both hotel operations and digital skills is increasing, prompting educational institutions to adapt their curricula [19][20] - AI integration in hotel operations is on the rise, with companies like Jin Jiang International and Huazhu Group implementing AI tools to enhance efficiency and service quality [20][21] - Performance management reforms are being explored to better engage employees and improve retention rates, with some hotels innovating their assessment systems to reward high performers [22][24]

Core Viewpoint - The event highlighted the integration of technology in the cultural and tourism sectors in Beijing, showcasing innovative cases and solutions that enhance service efficiency and cultural expression [1][2]. Group 1: Innovative Cases and Solutions - A total of 14 outstanding cases and 8 excellent solutions were selected, including projects like the National Centre for the Performing Arts' ultra-high-definition digital performances and VR experiences at the Old Summer Palace [1]. - The selected innovations also feature applications of artificial intelligence, such as AI digital store managers and multilingual AI transparent screens, aimed at improving service and governance in the cultural tourism sector [1]. - Other notable projects include immersive experiences in the metaverse, such as the 798 VR cinema and the Yiyun Digital Art Center, as well as physical venues like the Aipalang Outdoor Smart Playground and Haidian Park AI Technology Theme Park [1]. Group 2: Government Support and Future Plans - The Deputy Director of Beijing's Cultural and Tourism Bureau emphasized the importance of technology in transforming the cultural tourism industry and enhancing its service capabilities [2]. - The bureau plans to continue fostering an innovative ecosystem, encouraging collaboration among market entities and research institutions to deepen the integration of technological innovations into cultural tourism [2]. - Future initiatives will focus on promoting digital transformation in the industry, providing a supportive environment for technological advancements, and sharing best practices to lead the digital and intelligent transformation trends [2].

Group 1 - The event held on September 12, 2025, showcased 14 outstanding cases and 8 excellent solutions in cultural and tourism technology innovation in Beijing [1][2] - Selected cases include high-definition digital performances at the National Centre for the Performing Arts and VR experiences at Yuanmingyuan, highlighting the capital's cultural heritage [1] - The solutions encompass AI applications in tourism services, such as AI digital store managers and multilingual AI transparent screens, as well as immersive experiences in the metaverse [1] Group 2 - Liu Zhuang, Deputy Director of the Beijing Municipal Bureau of Culture and Tourism, emphasized that technology is crucial for the transformation and upgrading of the cultural and tourism industry [2] - The bureau aims to foster a better innovation ecosystem, encouraging market entities and research institutions to explore and collaborate on technological integration in cultural tourism [2] - Future efforts will focus on enhancing support for cultural tourism technology innovation, promoting deeper integration with technology, and sharing advanced experiences to lead the digital and intelligent transformation of the industry [2]

Core Viewpoint - The company reported a slight decline in hotel business revenue for the first half of 2025, while net profit showed an increase, indicating a mixed performance amidst ongoing challenges in the hospitality sector [3][4]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 3.661 billion yuan, a year-on-year decrease of 1.93%, while net profit attributable to shareholders was 397 million yuan, an increase of 11.08% [3]. - For Q2 2025, revenue reached 1.896 billion yuan, up 0.42% year-on-year, with net profit at 254 million yuan, reflecting a 7.37% increase [3]. - The overall gross margin for H1 2025 was 38.33%, an increase of 0.76 percentage points year-on-year, primarily due to a higher proportion of high-margin hotel management revenue [6]. Group 2: Business Segments - In H1 2025, hotel business revenue was 3.365 billion yuan, down 2.09% year-on-year, while profit totaled 395 million yuan, up 20.53% [4]. - The hotel operation revenue declined by 7.85% due to the closure of underperforming stores and a decrease in RevPAR [4]. - The management business revenue increased by 11.70% due to the expansion of franchise stores [4]. Group 3: RevPAR and Market Dynamics - The RevPAR for all hotels, excluding light management hotels, was 153 yuan, down 4.3% year-on-year, with Q2 showing a smaller decline of 4.1% compared to Q1's 4.6% [5]. - The average room rate for Q2 was 242 yuan, down 2.0%, with an occupancy rate of 68.2%, a decrease of 1.5 percentage points year-on-year [5]. - Economic hotels showed resilience with a RevPAR of 133 yuan, down 2.3%, while mid-to-high-end hotels faced pressure with a RevPAR of 190 yuan, down 7.0% [5]. Group 4: Store Expansion and Structure Optimization - The company opened 664 new stores in H1 2025, a year-on-year increase of 17.1%, with a significant focus on standard management hotels [5]. - The number of mid-to-high-end hotels increased, accounting for 29.3% of total hotels and 42.1% of total rooms by the end of H1 2025 [5]. - The company is focusing on product upgrades and has launched new products like Home 4.0 and Home Business Travel 2.5, which have received positive market feedback [8]. Group 5: Cost Control and Profitability - The company effectively managed costs, with a period expense ratio of 24.02%, down 0.79 percentage points year-on-year [6]. - The net profit margin for H1 2025 was 10.85%, an increase of 1.27 percentage points year-on-year, indicating improved profitability [7].

Core Viewpoint - The company reported a slight decline in revenue for the first half of 2025, but net profit increased, indicating improved profitability despite challenges in the hotel business [1][3]. Revenue and Profit Summary - In H1 2025, the company achieved revenue of 3.661 billion yuan, a year-on-year decrease of 1.93%, while net profit attributable to shareholders was 397 million yuan, an increase of 11.08% [1]. - In Q2 2025, revenue reached 1.896 billion yuan, a year-on-year increase of 0.42%, with net profit of 254 million yuan, up 7.37% [1]. Business Segment Performance - Hotel business revenue in H1 2025 was 3.365 billion yuan, down 2.09%, but profit increased by 20.53% to 395 million yuan. The decline in revenue was attributed to the closure of underperforming stores and a decrease in RevPAR [1][2]. - The management business benefited from the expansion of franchise stores, with revenue increasing by 11.70% [1]. - Scenic area revenue in H1 2025 was 296 million yuan, with profit totaling 153 million yuan, showing a slight decrease of 0.09% in revenue but a marginal increase in profit of 0.16% [2]. RevPAR and Hotel Operations - The RevPAR for all hotels, excluding light management hotels, was 153 yuan in H1 2025, down 4.3% year-on-year, with Q2 showing a smaller decline of 4.1% compared to Q1 [2]. - The average room rate in Q2 2025 was 242 yuan, down 2.0%, with an occupancy rate of 68.2%, a decrease of 1.5 percentage points [2]. - The company opened 664 new hotels in H1 2025, a year-on-year increase of 17.1%, with a focus on standard management hotels [2]. Profitability and Cost Control - The overall gross margin for H1 2025 was 38.33%, an increase of 0.76 percentage points, driven by a higher proportion of high-margin hotel management revenue [3]. - The company’s expense ratio was 24.02%, down 0.79 percentage points, with notable improvements in management expenses due to enhanced cost control [3]. - The net profit margin for H1 2025 was 10.85%, up 1.27 percentage points year-on-year, indicating effective cost management [3]. Future Outlook and Valuation - The company has slightly adjusted its net profit forecasts for 2025-2027 to 910 million, 1.092 billion, and 1.319 billion yuan, reflecting a cautious outlook on business travel demand recovery [4]. - The company maintains a positive view on its future development prospects, supported by an increasingly complete mid-to-high-end brand layout [4].

Group 1: Airline Industry - China National Airlines has launched a cross-airline voluntary transfer service on the Beijing-Shanghai route, collaborating with Eastern Airlines and the airports in Beijing and Shanghai, breaking traditional transfer barriers in the aviation industry [2] Group 2: Cultural Industry - The "Digital Dunhuang + Physical Exhibition + Immersive Narrative" model has been introduced at the Dunhuang exhibition, utilizing high-precision digital replicas, holographic projections, and interactive light and shadow technologies to recreate the artistic treasures of Mogao Caves, transcending time and space limitations [3] Group 3: Online Travel Industry - Ctrip Group has initiated a free half-day tour in Beijing, responding to the "240-hour visa-free transit" policy, and has created the industry's first free one-stop inbound travel service product, showcasing China's charm through integrated resources like foreign language guides and mobile internet [4] - Mafengwo has achieved an industry-level leap from "users searching for travel guides" to "real-time travel companions," providing real-time itinerary planning services for travelers by integrating real travel data with the DeepSeek model [9] Group 4: Low-altitude Industry - EHang has introduced the EH216-S, the world's first commercially operable unmanned passenger aircraft, marking the beginning of the low-altitude economy's "manned era" and offering innovative sightseeing experiences across 16 cities and over 20 demonstration sites in China [5] Group 5: Visa Services - VFS Global has launched a door-to-door visa service, addressing the pain points of business and elderly groups regarding the difficulty of running errands, and has created the industry's first "full-process mobile visa service," breaking the limitations of traditional visa centers [7] Group 6: Hotel Industry - Shoulv Home has developed an AI digital store manager, breaking the traditional hotel management model by creating an intelligent management system that integrates multiple models, replacing 60% of repetitive tasks and significantly improving hotel operational efficiency [8] - Lvzhi Technology has introduced the first PMS system deeply integrated with AI models like DeepSeek and Tongyi Qianwen, transforming the labor-intensive management model of the hotel industry and promoting a shift from "process-driven" to "intelligent decision-making" [10]

Core Insights - The tourism industry is transitioning from a traditional service model to an integrated ecosystem driven by digitalization and consumer demand for experiential travel [1] - Key transformations are occurring in technology, emotional engagement, and ecological integration within the tourism sector [16] Group 1: Technology Upgrade - AI is evolving from a tool to a "smart co-pilot" in the online travel industry, with platforms rapidly iterating AI products every 1-2 months [6] - Hotels are leveraging AI to enhance operational efficiency, with 60% of repetitive tasks potentially handled by AI, allowing human managers to focus on more complex responsibilities [6][7] - Self-service check-in and robotic assistance in hotels are significantly reducing service time and improving operational efficiency [7] Group 2: Scene Innovation - The low-altitude economy is reshaping tourism experiences, with government support leading to the commercialization of eVTOL (electric vertical takeoff and landing) aircraft [8][9] - New applications in low-altitude tourism, such as drone delivery and aerial sightseeing, are creating seamless experiences for travelers [9] Group 3: Service Elevation - The tourism service model is shifting from functional delivery to emotional resonance, with airlines introducing pet-friendly services to cater to emotional consumer needs [10][11] - Young travelers are increasingly prioritizing emotional experiences, as evidenced by their willingness to travel for concerts or events, significantly boosting local tourism economies [11] Group 4: Business Model Reconstruction - The hotel industry is diversifying beyond accommodation, with many hotels venturing into new retail businesses, creating a lifestyle ecosystem [12][13] - Medical tourism is emerging as a new trend, with cross-border healthcare services becoming increasingly popular [13] Group 5: Consumption Chain Restructuring - The phenomenon of "one ticket leading to multiple expenditures" is transforming traditional consumption into a more interconnected ecosystem [14] - Cultural events are becoming key drivers for tourism, with significant increases in local tourism linked to events like music festivals [14][15] Group 6: Future and Challenges - The tourism industry is expected to undergo significant changes by 2025, driven by advancements in AI, emotional engagement, and cross-industry integration [16] - Challenges such as regulatory barriers, supply imbalances, and the need for a stable content production mechanism remain critical for the industry's evolution [17]

Core Insights - The Chinese hotel industry is undergoing a significant efficiency revolution driven by AI technology, transforming service models and competitive logic [1][8] - AI is expected to replace a portion of hotel labor, potentially saving up to 30% in labor costs while shifting roles from repetitive tasks to high-value services [1][6] AI Implementation in Hotels - AI technologies such as smart front desk robots and AI digital managers are being integrated into hotel operations, enhancing efficiency and customer service [3][4] - Companies like Huazhu and Shoulv Rujia are leveraging AI for self-service check-ins and backend management, improving operational decision-making [3][4] Cost Reduction and Efficiency Gains - AI applications are reported to reduce labor costs by 30% and improve operational efficiency by 50% in processes like order inquiries and room assignments [6][4] - The use of AI digital managers has allowed hotel groups to automate 60% of repetitive tasks, freeing up human resources for more strategic roles [4][6] Market Trends and Challenges - The hotel industry is facing declining average daily rates (ADR) and occupancy rates (OCC), prompting a focus on cost reduction through AI [7][6] - Despite the benefits, challenges remain in AI adoption, including technology maturity and employee skill gaps [8][9] Future Outlook - The trend towards increased digital training and skill enhancement in the hotel workforce is expected to continue, with a shift towards a more technology-driven operational model [10][9] - The integration of AI is anticipated to evolve the hotel industry from a labor-intensive model to a human-machine collaborative approach [8][10]

Core Insights - The Chinese hotel industry is undergoing a significant efficiency revolution driven by AI technology, transforming service models and competitive logic [1] - AI is expected to replace a portion of hotel labor, potentially saving up to 30% in labor costs while shifting roles from repetitive tasks to high-value services [1][4] Group 1: AI Implementation in Hotels - Companies like Huazhu and Shoulv Rujia are increasingly adopting AI technologies, such as smart front desk robots and AI digital managers, to enhance operational efficiency [2][3] - AI applications in hotels are improving various processes, with data showing a 50% increase in efficiency for tasks like order inquiries and room assignments [3] - The "AI digital manager" is already operational in 3,200 stores under Shoulv Hotel Group, achieving a 90% usage rate and conducting 420,000 automatic price adjustments this year [3] Group 2: Cost Reduction and Efficiency - AI is helping hotels reduce labor costs by 30% through self-service solutions and energy management systems [4] - The average room price (ADR), occupancy rate (OCC), and revenue per available room (RevPAR) have shown a downward trend, prompting hotels to focus on cost reduction [5] - AI-driven revenue management systems are dynamically optimizing pricing, which has positively impacted RevPAR for some hotels [5] Group 3: Transition to Human-Machine Collaboration - The hotel industry is shifting from a labor-intensive model to a human-machine collaborative approach, with over 60% of surveyed entities acknowledging this trend [6] - Challenges remain in AI adoption, including insufficient technology maturity and a lack of employee skills in utilizing AI [6] - Future training will focus on enhancing digital capabilities and integrating AI with operational processes to avoid traditional practices [7]