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艺龙价格战伤人伤己 在线旅游越发细分化--亲民维稳网络舆情监测室
2013-02-25
在携程净利润下滑的同时,挑起价格战的在线旅游预订商(OTA)艺龙(LONG.NASDAQ)也被价格战击伤。
Ctrip net profit decline in at the same time,Make price war online travel booking business(OTA)Art dragon(LONG. The NASDAQ)Also be price war wounded.
日前,艺龙发布的未经审计的2012年第四季度及全年财报显示,四季度净利润为570万元(人民币,下同),同比下滑62%,而全年净利润仅为50万元,同比降幅更是高达98.7%。
a,Art dragon released without audit in the fourth quarter of 2012 and annual earnings display,The fourth quarter net profit for 5.7 million yuan(RMB,Similarly hereinafter),Fell 62% year-on-year,The annual net profit is 500000 yuan only,Year-on-year drop is as high as 98.7%.
即使如此,在公布财报时,艺龙CEO崔广福仍旧表示,目前艺龙手中还有20亿元现金储备用以继续打价格战,目标是争到在线酒店预订市场份额第一名。
Even so,In announcing the results,Art dragon CEO CuiGuangFu still said,At present art dragon hands and 2 billion yuan in cash reserves to continue to price war,Goal is to online hotel bookings for market share first.
量增利减 Quantity ZengLi minus
从去年开始,各大在线旅游商大肆开打价格战,就在昨日,艺龙还在力推五折起的元宵特价酒店。此种策略下,艺龙的酒店预订量和营业额的确有所增长。
Since last year,The online travel business to open a price war,In yesterday,Art dragon in promoting the sale of fifty percent in the hotel.This strategy,Art dragon hotel YuDingLiang and turnover is increased.
财报显示,艺龙2012年四季度酒店预订业务营收为1.75亿元,比上年同期的1.27亿元增长了38%。不含上述部分,额外的酒店团购间夜带来的营收,艺龙第四季度酒店预订业务营收同比增长了36%。艺龙第四季度净营收(计入营业税和附加税)为2.09亿元,比上年同期的1.58亿元增长了32%。
Results show,Art dragon 2012 quarter hotel reservation business revenue for 175 million yuan,Over the same period of last year's $127 million increased by 38%.Does not contain the above parts,Additional hotel group purchase room night brings revenue,The fourth quarter art dragon hotel reservation business revenue growth of 36% year-on-year.Art dragon fourth quarter net revenue(Included in the business tax and surcharge)For 209 million yuan,Over the same period of last year's $158 million increased by 32%.
与此同时,2012年四季度通过艺龙预订的酒店客房间夜数量同比增长了94%,该数字全年同比增长75%。
meanwhile,2012 in the fourth quarter through the art dragon reservation hotel room night room quantity growth of 94% year-on-year,The digital the year-on-year growth of 75%.
值得注意的是,尽管艺龙的酒店预订量明显上升,但价格战的杀伤力也暴露无遗,高成本营销和低价销售导致极大程度地摊薄了利润。
It is important to note that,Although art dragon hotel YuDingLiang increased obviously,But price war damage also completely unmasked,The high cost of marketing and low sales lead to great degree booth thin profit.
艺龙2012年四季度来自酒店预订业务的总营收与上年同期相比增长38%,主要是由于酒店客房间夜数量的增加,但被酒店每间夜佣金的减少部分抵消,四季度净利润为570万元,而上年同期为1500万元,即2012年四季度净利润同比下滑62%。艺龙2012年全年净利润为50万元,与2011年的3930万元相比,同比大幅下滑98.7%。
Art dragon in the fourth quarter of 2012 from hotel reservation business revenue and total year-on-year growth of 38%,Is mainly due to the hotel guest room between the increasing number of the night,But the hotel each night to reduce partly offset by the commission,The fourth quarter net profit for 5.7 million yuan,And the same period last year for 15 million yuan,Or 2012 in the fourth quarter net profit fell 62% year-on-year.Art dragon 2012 annual net income for 500000 yuan,And compared to 2011 yuan in 39.3 million,98.7% year-on-year decline sharply.
艺龙去年第四季度每股美国存托凭证净利润和摊薄净利润均为0.16元,而上年同期为0.44元。
Art dragon last year in the fourth quarter net profit per share American depository receipt and diluted net profit are 0.16 yuan,And the same period last year is 0.44 yuan.
价格战将继续 Will price wars continue to
当然,价格战拉低利润的不仅是艺龙,其最大竞争对手携程也一样。就在前不久,携程公布的财报显示,净利润继续出现下滑,携程2012年四季度净利润3100万美元,同比下滑24%;2012年全年净利润1.15亿美元,同比下滑34%。而芒果等同业者虽然无具体财务数字公布,但目前这类在线旅游商也都在自掏腰包贴现促销。
Of course,Price war and low profit is not only art dragon,Its biggest competitor ctrip too.Before long,Ctrip by disappointing display,Net profit declined to continue,Ctrip 2012 in the fourth quarter net profit of $31 million,Fell 24% year-on-year;2012 annual net profit of $115 million,Fell 34% year-on-year.And mango equate industry although no specific financial figures released,But now this kind of online travel business in own discount promotion.
尽管价格战导致各家的利润出现明显下滑,但为争夺客源,已成“骑虎”之势的艺龙与携程秉承的态度十分一致,即不会首先停止价格战。此前携程高层表达了继续价格战的态度,称有足够现金支撑,何时停止价格战就看艺龙。而艺龙也在公布财报时表示,储备现金足够继续打价格战。
Although their price war led to a significant slowdown in profits,But as for the tourists,Has become a"Riding a tiger"The potential of art with the attitude of the dragon ctrip adhering to the very consistent,That is not the first stop price war.Ctrip had high expressed to continue the attitude of the price war,Say enough cash support,When to stop price war see art dragon.And art dragon also said in the report earnings,Reserve enough cash to make price war.
艺龙预计,2013年第一季度净营收(计入营业税和附加税)在处于比去年同期增加20%到30%的区间内。
Art dragon is expected to,The first quarter of 2013 net revenue(Included in the business tax and surcharge)In the midst of than the same period last year increased by 20% to 30% of the interval.
“在几大依靠佣金获利的在线旅游商‘以本伤人’大打价格战时,其实不少酒店也并不满意这种以超低价打乱酒店本身正常价格体系的做法,于是一些依靠非佣金模式运作的同业者在悄然崛起。”华美首席知识专家赵焕焱分析,去哪儿并不收取佣金,而是提供搜索平台,收取广告费和点击费,其与各大在线旅游商及酒店合作,作为各大商户的分销渠道。而一直主打传统策略的锦江国际此前也投入3亿元建设锦江电商,以在线销售锦江系酒店、旅游的“专卖店”形式运作,且也不收取佣金,而是依靠积分管理、发卡消费等方式获利。
"In a few big profit on commission of the online travel business‘This hurt’Played the price war,In fact many hotel is not satisfied with this super low disturb the hotel itself normal price system approach,So some rely on the commission mode operation of the trade in quietly rising."Colorful chief knowledge experts ZhaoHuanYan analysis,Where to go is not a commission,But to provide search platform,Collect and click on the advertising fee,The major online travel and hotel business cooperation,As each big merchant distribution channels.Has been featured traditional strategy the jinjiang international investment 300 million yuan to build jinjiang electric business,With online sales department of jinjiang hotel/tourism"store"Form operation,And also don't a commission,But rather on integral management/Card consumption means such as profit.
业内人士预计,未来在线旅游市场将会更加细分化。
The personage inside course of study is expected to,Online travel market in the future will be more differentiation.
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