全球 OTA 行业的全球化竞争,长期以来都困在一套固定逻辑里:欧美双寡头 Booking、Expedia 凭借先发优势垄断全球供应链,靠独家资源与高佣金率锁定存量市场;后发玩家的出海,几乎都绕不开 “抢头部资源、打价格战、分食存量蛋糕” 的内卷路径。而携程 2025 年全年财报,彻底打破了这套行业固化认知。财报显示,其国际 OTA 平台预订量同比增长 60%,全年助力 15 万个国内商家首次接入...
Source Link全球 OTA 行业的全球化竞争,长期以来都困在一套固定逻辑里:欧美双寡头 Booking、Expedia 凭借先发优势垄断全球供应链,靠独家资源与高佣金率锁定存量市场;后发玩家的出海,几乎都绕不开 “抢头部资源、打价格战、分食存量蛋糕” 的内卷路径。而携程 2025 年全年财报,彻底打破了这套行业固化认知。财报显示,其国际 OTA 平台预订量同比增长 60%,全年助力 15 万个国内商家首次接入...
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