价格战持续升级 The price war continued to upgrade

在线旅游面临重新布局 Online travel face new position

　　“从8月1日开始，我们将再投入8000万元，特价酒店规模翻番，展开第二轮促销攻势。”日前，芒果网酒店部总经理高戈宣布。而加码价格战的OTA并不止芒果网一家，一直处于价格战风口浪尖的携程网也宣布，继酒店、机票大规模低价促销后，携程旅游度假产品正式推出“点评返现”，自由行、短途、自驾游产品每间夜现金返还最高达101元，并且称“携程的主流产品全线让利，打出价格战组合拳。”

“From August first，We will spend 80 million yuan，Special offer hotel scale double，The second round on promotion offensive。”a，Mango nets hotel general manager of GaoGe announced。And the price war (more than mango nets a OTA and，The price war has been in a two-decade-long ctrip also announced，The hotel、Ticket sales mass，Ctrip.com tourist products officially launched“Comment on return now”，Free line、short、ZiJiaYou product each night to return cash up to 101 yuan，And say“The mainstream of the profits to all those who hold products，Hit the price war one-two。”

　　暂且抛开低价促销的力度与真实性不谈，对于这场持续升级的价格战，已经让整个在线旅游市场进入了一个新的阶段。不少人认为，在线旅游或将重新布局。事实上，随着价格战的不断升级，“在线旅游市场已经进入了重新洗牌阶段”的说法得到了业内专家的肯定。“价格战的结果肯定是要重新划分市场范围，这就是为什么大家或主动或被动地都要参加。”中国旅游研究院副研究员杨彦锋这样告诉记者。他说，价格战对利润比较小的中小型OTA冲击比较大，客观的结果必将致一些中小型OTA被迫出局，但毕竟价格战才开始两个月，具体的影响显现还需时日。

Put aside for a sale to the intensity of the authenticity and don't talk，For the continual upgrading of the price war，Has let whole online travel market has entered a new stage。Many people think，Online travel or will to layout。In fact，With the constantly upgrade price war，“Online travel market has entered the stage to shuffle”That got the affirmation of the industry experts。“The result of the price war is bound to differentiated afresh the market areas，This is why people or active or passive earth attend。”China's tourism research associate researcher YangYanFeng told reporters。He said，For the smaller price war profits of small and medium-sized OTA impact is bigger，The objective results will cause some small and medium-sized OTA forced out，But after all the price war began two months，Specific influences manifest also need more time。

第二季度利润下滑 The second quarter falling profits

携程网内忧加剧 Ctrip increased internal conflicts

　　其实，这场价格战的影响似乎已经在OTA老大携程网的身上初见端倪。携程网第二季度财报显示，在总营业收入小幅增长情况下，其净利润仅为1.2亿元，同比下滑55%。日前，携程网被剔除纳斯达克－100指数的消息也在业界引发了不小的震动。甚至在携程第二季度财报发布后，“携程衰退论”的猜测开始在业内蔓延。实际上，携程利润下降并不是于第二季度才刚开始，据携程网今年第一季度的财报显示，今年首季该公司总营业收入为9.64亿元，同比增长18%，而营业利润同比下降33%，环比下降23%。

In fact，The influence of price war seems to have in the OTA ctrip, started to take shape。The second quarter earnings ctrip display，Total operating income growth in a small，Its net profit is 120 million yuan only，Decline 55% year-on-year。a，Ctrip taken out the nasdaq-100 index of news is caused a lot of vibration industry。Even in the second quarter earnings after release those who hold，“Ctrip.com recession theory”Speculation began to spread in the industry。In fact，Falling profits and not to those who hold the second quarter is just getting started，Ctrip according to the first quarter of this year show of earnings，First quarter this year the company always operating income for 964 million yuan，Year-on-year growth of 18%，And operating profit fell 33% year-on-year，Annulus comparing fell 23%。

　　全面发动价格战的携程，一直处于风口浪尖。据相关媒体报道，锦江之星等经济型酒店集团曾叫停OTA对其的返现促销活动，以免大额返现破坏酒店与OTA之间的“游戏规则”，影响到酒店的整体收益管理。这对于携程的促销活动来说，也将产生一定的影响。

Launch of the overall price war ctrip.com，Has been in outlet wave。According to the Associated Press reported，The magnitude of jinjiang budget hotel groups have called on its return now OTA promotion activities，Lest the large amount of damage to the hotel and the OTA now between“The rules of the game”，Influence of the overall revenue to the hotel management。Those who hold this for the sales promotion activity for example，There will also be a certain effect。

似遭同行“围攻” By counterparts like“siege”

诚信联盟未见携程身影 Credit union has not seen the electronic form

　　在价格战中，携程网内忧未平，外患也接踵而至。日前，去哪儿网联合艺龙旅行网、同程网、芒果网等十余家旅游企业共同发表《中国旅游诚信服务宣言》，成立中国旅游诚信服务联盟。但联盟第一批创始成员名单中，却没有在线旅游老大携程的身影。宣言中的某些敏感语句也被许多人认为是影射一段时间前与携程相关的负面新闻，并认为携程遭到业内同行的“围剿”。

In the price war in，Ctrip internal conflicts not flat，Trouble and also to follow。a，Where to net with art dragon travel nets、With cheng nets、Mango nets, more than 10 tourism enterprises to jointly published《China's tourism honest service declaration》，The creation of the China travel service group, good faith。But the league first batch of founding member list，But no online travel boss ctrip.com figure。The declaration of some sensitive statements are considered by many a time with innuendo before those who hold related to negative news，And that was the industry peers of the electronic“Encirclement and suppression”。

　　杨彦锋则认为，携程正遭遇的未必是市场的围攻，而是舆论上的围攻。在他看来，携程二季度净利润的同比下滑有两方面因素，一是市场营销费用的增加，第二则是对于度假产品业务的前期投入。因此，净利润的下滑并不意味着携程赢利能力的下降。但作为十年来在在线旅游市场领先的OTA，携程所占市场份额正遭到业内各竞争对手的“蚕食”、不再“一家独大”确是不争的事实。

YangYanFeng argue that，Those who hold is suffering is not necessarily the siege of the market，But public opinion of the siege。In his view，The second quarter net profit compared to those who hold down two categories，One is the rising costs of marketing，The second is for vacation product business in the early period of the investment。so，Net profit decline does not mean that those who hold the declining ability of the profit。But as a decade in the online travel market leading OTA，Of those who hold market share is being attacked by the industry of the competitors“fretting”、No longer“A single big”It is the fact that does not dispute。

新闻链接 News link

OTA价格战回顾 OTA price war review

　　6月底7月初，芒果网宣布投入8000万现金补贴，启动“酒店狂欢节”，全场近2万家酒店家家返现金，最高返还50%。

In early July at the end of June，Mango nets announced 80 million into cash subsidies，start“The hotel carnival”，Full nearly 2 hotel every return cash，Highest return 50%。

　　7月5日，携程高调宣布投入5亿美元开展低价促销，促销活动从7月起持续一年时间，涉及酒店、机票和旅游门票等。

On July 5,，Those who hold high spending $500 million to develop announced a sale，Promotion from July last for a year，Includes hotel、Ticket and travel tickets, etc。

　　7月9日，一度与携程纠缠于口水战的去哪儿网宣布，将投资3000万美元打造旅游智能化服务平台，并向所有旅游在线供应商免费开放其旅游服务平台。艺龙旅行网也推出“最大规模、最大力度的夏季促销”。同时，同程网宣布启动以景区门票为核心的全线产品“点评返现”促销活动，计划投入资金9000万元。

July 9,，Once and electronic getting entangled in the build-up to where nets announced，It will invest $30 million to build tourism intelligence service platform，And to all travel online vendors free open its tourism service platform。Art dragon travel nets rolls out“The most massive、The strength of the largest summer promotion”。At the same time，With cheng nets announced to launch the scenic spot tickets for the core of all products“Comment on return now”Promotion activities，Plan invested 90 million RMB。