隨著(zhu)游(you)客個(ge)性化旅(lv)(lv)游(you)需求的(de)(de)(de)日益(yi)增長,旅(lv)(lv)游(you)方式也變得越來越多元化,主題游(you)伴(ban)隨著(zhu)旅(lv)(lv)游(you)發(fa)展階段的(de)(de)(de)逐漸(jian)成(cheng)(cheng)熟后應運而生出更多形態。旅(lv)(lv)游(you)業日益(yi)成(cheng)(cheng)為經(jing)濟轉型的(de)(de)(de)新動能、消費升級(ji)的(de)(de)(de)新引擎。進入2020年,新的(de)(de)(de)熱點不(bu)斷凸顯,行業變化持(chi)續進行。
2019年,中國旅(lv)游(you)業的(de)(de)(de)國內旅(lv)游(you)人(ren)次和收(shou)入雙(shuang)雙(shuang)保持了兩位(wei)數增(zeng)長(chang)的(de)(de)(de)勢頭(tou),旅(lv)游(you)業日益成(cheng)為經濟轉型的(de)(de)(de)新動(dong)能(neng)、消費升級的(de)(de)(de)新引(yin)擎(qing)、供給側改革的(de)(de)(de)新抓手。這一年,旅(lv)游(you)被認為是“最好(hao)的(de)(de)(de)投資”以及“人(ren)類唯(wei)一昂貴的(de)(de)(de)精神(shen)需(xu)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(qu)哪兒網創始(shi)(shi)人莊辰超。莊辰超現在(zai)的(de)身份是(shi)(shi)斑馬資(zi)本創始(shi)(shi)合伙人,出(chu)手投(tou)資(zi)的(de)第一個項目,是(shi)(shi)叫(jiao)做“便利蜂”的(de)便利店。沒錯,就是(shi)(shi)街邊的(de)便利店。渾身上下全(quan)是(shi)(shi)互聯(lian)網(wang)氣息的(de)莊辰超,為(wei)什(shen)么居然會看好(hao)如此傳統模式(shi)的(de)便利店?因為(wei)旅(lv)游電(dian)商正在(zai)落地,線(xian)下渠(qu)道(dao)越(yue)來(lai)越(yue)重要。線(xian)上渠(qu)道(dao)增速大幅下降。
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(xie)程(cheng)就(jiu)是其中的(de)(de)典型代表。攜程(cheng)高調宣(xuan)布在國內(nei)的(de)(de)5500多家線下實(shi)體門店正式(shi)開業,將重(zhong)點在重(zhong)慶、四(si)川、云南、貴州西安等省市開啟(qi)一場(chang)“旅(lv)游(you)(you)新零(ling)售”的(de)(de)布局實(shi)驗。當(dang)然,這(zhe)離不開其重(zhong)要的(de)(de)合作伙伴——旅(lv)游(you)(you)百事(shi)通。
國內旅(lv)游(you)(you)業(ye)的高(gao)速發(fa)(fa)展(zhan)開始放(fang)緩(huan),但(dan)資本對(dui)旅(lv)游(you)(you)行業(ye)的投資熱情仍然未減(jian),他(ta)們將(jiang)目光對(dui)準海外旅(lv)游(you)(you)市場。特別是國際大型項目"絲(si)綢之路(lu)"開啟后,大的合并舉(ju)動頻(pin)發(fa)(fa),寡頭經營的格(ge)局雛形已(yi)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(xin)旅游、中國國旅、凱撒旅游(you)(you)(you)、竹園國(guo)(guo)旅、鳳凰假期共同設立的海外投資公司在(zai)香港(gang)注冊成立,劍(jian)指(zhi)中(zhong)國(guo)(guo)出境游(you)(you)(you)客,經營旅游(you)(you)(you)零售業務。對(dui)此,業內人士表示,伴(ban)隨著中(zhong)國(guo)(guo)出境旅游(you)(you)(you)的蓬勃發展(zhan),“走出去”逐漸成為越來(lai)越多中(zhong)國(guo)(guo)旅游(you)(you)(you)企業的必修課,中(zhong)國(guo)(guo)旅游(you)(you)(you)企業的海外投資已然進入“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)站數據(ju)庫共收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)7356家(jia)(jia)(jia),其(qi)中小品牌(pai)網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)的(de)網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)占總(zong)比最(zui)多,達(da)到(dao)2600家(jia)(jia)(jia),其(qi)次為品牌(pai)旗(qi)艦(jian)店(dian)(dian)(dian)(dian)(dian)(dian),收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為1770家(jia)(jia)(jia),品牌(pai)特(te)許店(dian)(dian)(dian)(dian)(dian)(dian)收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為1047家(jia)(jia)(jia),京(jing)東旗(qi)艦(jian)店(dian)(dian)(dian)(dian)(dian)(dian)收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為955家(jia)(jia)(jia),京(jing)東自(zi)營店(dian)(dian)(dian)(dian)(dian)(dian)收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為900家(jia)(jia)(jia),京(jing)東特(te)許店(dian)(dian)(dian)(dian)(dian)(dian)收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為441家(jia)(jia)(jia),拼多多店(dian)(dian)(dian)(dian)(dian)(dian)鋪收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為427家(jia)(jia)(jia),唯品會店(dian)(dian)(dian)(dian)(dian)(dian)鋪收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為83家(jia)(jia)(jia),蘇寧(ning)旗(qi)艦(jian)店(dian)(dian)(dian)(dian)(dian)(dian)收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為55家(jia)(jia)(jia),蘇寧(ning)自(zi)營店(dian)(dian)(dian)(dian)(dian)(dian)收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為35家(jia)(jia)(jia),企業店(dian)(dian)(dian)(dian)(dian)(dian)鋪收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為24家(jia)(jia)(jia),品牌(pai)商城收(shou)錄網(wang)(wang)(wang)(wang)店(dian)(dian)(dian)(dian)(dian)(dian)為12家(jia)(jia)(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(xing)業(ye)的整(zheng)合(he)會加速(su),旅游(you)線上線下一(yi)體化(hua)(hua)發展(zhan)步伐加快。旅行(xing)社(she)行(xing)業(ye)會朝品牌(pai)化(hua)(hua)、網絡化(hua)(hua)發展(zhan),集中度也將越(yue)(yue)來(lai)越(yue)(yue)高;其次,在(zai)旅游(you)產品層面,著眼于細分市場的主題產品,針對(dui)游(you)客個性化(hua)(hua)需求的定(ding)制產品,會越(yue)(yue)來(lai)越(yue)(yue)受歡迎。