酒店业经营承压下,携程逆增长的逻辑思考

知常容
13 Jul

01.前言携程2024年财报刷屏文旅圈-全年净利172亿,同比暴增72%,而同期国内航司亏损超300亿、酒店全行业ReVPAR(每间可用客房收入)同比下滑5%。这组数据对比,像一记耳光打在酒店行业脸上:为何“卖流量”的平台比“造服务”的实体更赚钱?本篇文章笔者通过回顾24年第三季度酒店行业的变化,来讨论为何在酒店业疲软情况下,携程依旧大赚特赚的问题。02.酒店业困境源于行业结构性矛盾2024年中国...

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