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旅游网站价格战抢市场 在线旅游行业量增利减--亲稳舆论引导监测室
2013-03-04
对很多行业而言,随着市场规模的递增,意味着企业的日子也将越来越好过。但时下国内的在线旅游业则显得有些尴尬,在市场规模增长超过三成的背景下,行业巨头的业绩却并不好看。上周,在线旅游巨头携程以及艺龙旅行网新出炉的财报受到了广泛关注。财报显示,携程去年第四季度净利润同比下滑16%,艺龙旅行网的净利润也仅为人民币570万元。
For many industries,With increasing the size of the market,Mean the days of enterprises will be more and more better.But nowadays the domestic online travel industry is somewhat embarrassed,Under the background of market scale growth of more than thirty percent,Giant's performance is not good.Last week,,Online travel giant ctrip and elong travel net new earnings received widespread attention.Results showed that,Ctrip net profit fell 16% in the fourth quarter last year,Elong travel net net income is RMB 5.7 million only.
现象 在线旅游业财报“不好看” Phenomenon of online tourism earnings"Don't look good"
随着社会的发展以及人们生活水平的不断提高,我国在线旅游市场规模近年来也一直在持续扩张。据艾瑞咨询发布的最新数据显示,2012年中国在线旅游市场规模为1729.7亿元,较2011年的1313.9亿元相比增长超过三成。
With the development of the society and the continuous improvement of people's living standard,Size of the online travel market in China has continued to expand in recent years.According to the latest figures released, according to iresearch,In 2012, the scale of China's online travel market for 172.97 billion yuan,From 2011, more than thirty percent over 131.39 billion yuan.
但在此背景下,上周,在线旅游巨头携程与艺龙旅行网相继公布的最新财报并不“好看”。艺龙旅行网发布的2012年第四季度及全年财报显示,艺龙去年第四季度净营收为人民币2.088亿元(约合3350万美元),较去年同期的1.582亿元(约合2510万美元)增长32%;净利润为人民币570万元。而携程的业绩同样不妙,财报显示,去年第四季度携程营收为11亿元,同比增19%,净利同比下降24%至1.93亿元。
But in this context,Last week,,Online travel giant ctrip and elong travel network the latest earnings are not disclosed"Look good".Elong travel website. In the fourth quarter and full-year results show 2012,Elong in the fourth quarter of last year the net revenue of 208.8 million yuan(About $33.5 million),158.2 million yuan from a year earlier(About $25.1 million)Growth of 32%;The net profit of 5.7 million yuan.The ctrip's performance is not same,Results showed that,In the fourth quarter of last year, ctrip revenue of 1.1 billion yuan,Up 19% year-on-year,Net profit fell 24% year-on-year to 193 million yuan.
探因 为分市场“蛋糕”打价格战 Agent for paper generalizes"The cake"Compete on price
在线旅游市场前景诱人前景,为了能在这一市场分食一块蛋糕,在线旅游网站不惜以降低价格来凸显自身旅游产品的高性价比,价格战也就成了在线旅游网站竞争“利器”。
Online travel market promising prospects,In order to eat a piece of cake in the market,Online travel sites at lower prices to highlight their own tourism products cost-effective,Price war becomes competition online travel sites"Sharp object".
据信息时报记者了解,自2012年6月份开始,携程、去哪儿等便打起了惨烈的价格战。去年6月,携程、艺龙旅行网等在线旅游网站相继推出“返利促销”等优惠活动。随后,携程网高调宣布投入5亿美元开展低价促销活动,涉及酒店、机票、旅游门票等多个行业。紧跟着,在线旅游业另一巨头艺龙旅行网公开向携程宣战,“携程团购没有的,我们有;携程团购有的,我们全部先打9折再减1元。”在此期间,芒果、同程、途牛等众多在线旅游网站席卷其中,价格战迅速在整个在线旅游行业内蔓延。且火药味一直延续到2013年。
According to reporter understanding in the information times,Since June 2012,ctrip/Where to go etc. Vicious price war began to play.In June last year,ctrip/Elong travel network, such as online travel web site launched"Rebate sales promotion"And other preferential activities.then,Ctrip proudly announced $500 million in low-cost promotional activities,Involved in hotel/Air ticket/Travel tickets and other industries.Followed by,Online travel another giant openly declared war on ctrip, elong travel network,"Ctrip group no,We have a;Ctrip group buying some,We all 9 discount first and then minus 1 yuan."During this period,mango/With the process/Many online travel sites across the way cattle, etc,Price war quickly spread throughout the online travel industry.And strong until 2013.
不久前,携程旅行网资深营销副总裁汤澜宣称,将价格战将扩展到机票领域。去哪儿、携程等网站的价格战从酒店业务打到机票,令在线旅游网站之间的价格“战争”全面升级。分析人士表示,持久的价格战对行业而言是把双刃剑,能吸引用户但也抹杀了企业自身更多的利润空间。
Not long ago,Ctrip senior vice President of marketing Shang Lan declared,Will price wars expanded to ticket.Where to go/Ctrip web sites such as price war from the hotel business to ticket,Between the price of online travel sites"The war"A comprehensive upgrade.Analysts said,Lasting price war is a double-edged sword for industry,Can attract users but also eliminated the enterprise itself more profit space.
未来 移动互联平台或是新机会 Mobile interconnection platform or new opportunities in the future
此外,随着行业的深入发展,消费者对价格的敏感度势必逐步降低,对于在线旅游网站来说,尽早拓展新的盈利渠道或许才是根本的出路。艺龙旅行网高层公开表示,价格战之外,艺龙未来与携程的竞争战略重点将是移动互联网。
In addition,With the further development of industry,Consumers will gradually decrease to the susceptibility of the price,For online travel sites,Develop new profit channel maybe as early as possible is the fundamental way out.Elong travel network executives publicly,Besides the price war,Elong future competitive strategy and ctrip will focus on is the mobile Internet.
“我们在无线上布局很早。”艺龙旅行网高层表示,目前艺龙在iOS、Android、Windows Phone等主流智能手机平台上开发出了艺龙无线、艺龙酒店、摇摇订酒店等多个应用(APP),其中艺龙无线在iOS的综合类免费下载排名位列前50名。而早在去年10月,去哪儿网便在北京宣布其无线战略,旗下去哪儿攻略、去哪儿旅行、去哪儿酒店、精品酒店、去哪儿兜行、去哪儿旅图六款APP,分别覆盖ios、Android等主流智能移动设备。去哪儿网无线副总裁谌振宇在接受媒体采访时表示,在线旅游企业战略重心已经向无线业务倾斜。
"We layout on wireless early."Elong travel network executive said,Elong in iOS now/Android/Windows Phone in major smartphone platforms developed elong wireless/Elong hotel/Shake to book the hotel, and many other applications(The APP),The elong wireless download for free in iOS comprehensive ranking in the top 50.And as early as October,Where is announced its strategy of wireless network in Beijing,Guide flag down/Where to travel/Where is the hotel/Boutique hotel/Where to take line/Where to travel The APP picture 6,They cover the ios/Android and other mainstream smart mobile devices.Where to vice President of wireless net ChenZhenYu said in an interview with the media,Online travel companies strategic center of gravity is leaning to wireless business.
对携程而言,梁建章重新出任CEO,在业界看来,更是携程的利好。有分析师认为,技术出身的梁建章对无线比较感兴趣,虽然携程不会只把无线作为主要发力点,但绝不会轻易放弃这块阵地的。 因为移动互联网时代的预订渠道、营销手段和用户预订习惯都在发生变化,迫于移动互联网时代的形势所迫,如果电商大佬还维系原有的思维,那么,很可能在这一波移动互联网大潮中被湮没。
For ctrip,Liang Jianzhang return as CEO,In the industry seems to be,Ctrip is good.Some analysts think,Liang Jianzhang interested in wireless compare technology was born,Although ctrip will not only put the wireless as a major swimmer,But will not easily give up this position. Because the booking channel of mobile Internet era/Marketing and customer booking habits are changing,Under forced by the situation of the mobile Internet era,If electricity bosses still maintain the original thought,then,Probably in the wave tide of the mobile Internet is neglected.
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To group:Wuzhen thousand island lake. 3
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