隨(sui)著(zhu)游(you)(you)客個性(xing)化(hua)旅游(you)(you)需(xu)求的日益增長(chang),旅游(you)(you)方式也(ye)變得越來越多元化(hua),主題游(you)(you)伴隨(sui)著(zhu)旅游(you)(you)發(fa)展階段的逐漸成熟后應(ying)運(yun)而生出更多形態。旅游(you)(you)業日益成為經濟轉型的新動能、消費升級的新引擎。進入2020年,新的熱點不斷凸顯,行(xing)業變化(hua)持(chi)續進行(xing)。
2019年,中國(guo)旅(lv)游(you)業的國(guo)內旅(lv)游(you)人次和收入(ru)雙雙保持(chi)了(le)兩位(wei)數增長(chang)的勢頭(tou),旅(lv)游(you)業日益(yi)成為經濟轉型的新(xin)動能、消費升級(ji)的新(xin)引擎、供給側(ce)改革的新(xin)抓手。這一年,旅(lv)游(you)被認為是“最好的投(tou)資”以及(ji)“人類(lei)唯一昂貴的精(jing)神(shen)需求”。
旅游行業電商發展現狀
最近有一個被旅游業界普遍忽略的新聞來自于去哪兒網(wang)創始人莊(zhuang)辰(chen)超。莊(zhuang)辰(chen)超現(xian)在的(de)(de)身份是斑馬資本創始合(he)伙人,出手投(tou)資的(de)(de)第一個項目,是叫(jiao)做(zuo)“便(bian)(bian)利(li)蜂”的(de)(de)便(bian)(bian)利(li)店(dian)。沒(mei)錯,就是街邊(bian)的(de)(de)便(bian)(bian)利(li)店(dian)。渾身上下全是互聯(lian)網氣息的(de)(de)莊(zhuang)辰(chen)超,為(wei)什么居(ju)然會(hui)看好(hao)如此傳統模(mo)式的(de)(de)便(bian)(bian)利(li)店(dian)?因為(wei)旅游電商(shang)正在落地,線下渠(qu)道(dao)越(yue)來(lai)越(yue)重要。線上渠(qu)道(dao)增速大(da)幅下降。
如此看來,曾經被極度看衰的門店,似乎迎來了再度煥發生機的新春。事實上,隨著線上流量成本的無節制上漲,線下渠道的價值確實正在被越來越多的人所認識,攜程就是其中的典型(xing)代表。攜程高調宣布在國內的5500多家線下實(shi)體門店正式開(kai)業(ye),將重(zhong)(zhong)點在重(zhong)(zhong)慶(qing)、四川、云(yun)南、貴州西安(an)等省市開(kai)啟(qi)一(yi)場“旅游(you)新零售”的布局實(shi)驗。當然,這離不開(kai)其重(zhong)(zhong)要的合作伙(huo)伴——旅游(you)百事(shi)通。
國內(nei)旅游業的高速發展(zhan)開始放緩(huan),但資(zi)本對(dui)旅游行(xing)業的投資(zi)熱(re)情仍(reng)然未減,他們(men)將(jiang)目(mu)(mu)光對(dui)準海外旅游市場。特別是國際大(da)型項(xiang)目(mu)(mu)"絲綢之路"開啟后,大(da)的合并舉動頻發,寡頭經營的格局雛形已現。
點燃了國內消費、投資熱潮后,越來越多的旅游企業將目光放到更遠的海外,攜程向印度最大的在線旅游公司MakeMyTrip投資1.8億美元,正式進軍印度市場;由“中免集團”連同眾信旅游、中國國旅(lv)、凱撒旅(lv)(lv)(lv)游(you)、竹園國旅(lv)(lv)(lv)、鳳凰假期共同設立的海(hai)外投(tou)資(zi)公(gong)司在香(xiang)港注冊(ce)成(cheng)立,劍指中國出(chu)(chu)境游(you)客,經營(ying)旅(lv)(lv)(lv)游(you)零售業(ye)(ye)務。對(dui)此(ci),業(ye)(ye)內人士表示,伴(ban)隨著(zhu)中國出(chu)(chu)境旅(lv)(lv)(lv)游(you)的蓬(peng)勃(bo)發(fa)展,“走出(chu)(chu)去(qu)”逐漸成(cheng)為越來越多中國旅(lv)(lv)(lv)游(you)企業(ye)(ye)的必修(xiu)課,中國旅(lv)(lv)(lv)游(you)企業(ye)(ye)的海(hai)外投(tou)資(zi)已然進入“黃金時代(dai)”。
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24.06%(1770家) |
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12.23%(900家) |
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12.98%(955家) |
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5.80%(427家) |
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0.48%(35家) |
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0.75%(55家) |
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35.35%(2600家) |
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14.23%(1047家) |
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6.00%(441家) |
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1.13%(83家) |
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0.16%(12家) |
0.33%(24家) |
2021年網(wang)(wang)(wang)(wang)(wang)(wang)站數(shu)據庫共收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)7356家(jia),其中(zhong)小品(pin)牌網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)的網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)占總(zong)比最多,達到2600家(jia),其次為(wei)(wei)品(pin)牌旗艦(jian)店(dian)(dian)(dian)(dian)(dian)(dian)(dian),收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)1770家(jia),品(pin)牌特許(xu)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)1047家(jia),京東旗艦(jian)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)955家(jia),京東自營(ying)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)900家(jia),京東特許(xu)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)441家(jia),拼多多店(dian)(dian)(dian)(dian)(dian)(dian)(dian)鋪(pu)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)427家(jia),唯品(pin)會店(dian)(dian)(dian)(dian)(dian)(dian)(dian)鋪(pu)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)83家(jia),蘇寧旗艦(jian)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)55家(jia),蘇寧自營(ying)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)35家(jia),企(qi)業店(dian)(dian)(dian)(dian)(dian)(dian)(dian)鋪(pu)收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)24家(jia),品(pin)牌商(shang)城收(shou)(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)(dian)為(wei)(wei)12家(jia)。
小編認為,旅游業近年一直在快速增長,2016年旅游總收入達4.69萬億,而互聯網對旅游業的影響已經不言而喻了,我們也經常看到一些互聯網滲透率、在線預訂占比等相關數據,每年增長很快,而進入2017年,旅游(you)行業的(de)整合會(hui)(hui)加(jia)速,旅游(you)線(xian)上(shang)線(xian)下(xia)一體化發展步伐(fa)加(jia)快。旅行社(she)行業會(hui)(hui)朝品牌(pai)化、網絡化發展,集中(zhong)度也將越來(lai)越高;其(qi)次,在旅游(you)產品層(ceng)面,著眼于細分市場的(de)主題(ti)產品,針對游(you)客個性化需求的(de)定制產品,會(hui)(hui)越來(lai)越受歡迎。