1 thought on “Tongcheng Research Institute Cheng Chaolong: 8 forecasts for tourism in 2022”
Gwen
As of January 9, 2022, the situation of the new crown pneumonia in Shaanxi was still severe, and local medical staff were overcome difficulties. For the tourism industry, this means that in the Shaanxi market, the New Year's Day tour and the Spring Festival tour in 2022 will be suppressed. In fact, the tourism industry in 2021 is not good. The rebound characteristics of the new coronary pneumonia are obvious. According to the third quarter of the Tongcheng Travel, the domestic tourism industry was driven by various travel needs (including business travel, long -distance and short -distance leisure travel) from July 2021 to mid -July 2021, and there has been a strong rebound, but Del The emergence of the tower variant virus caused a comeback in the epidemic, which appeared in Nanjing for the first time, and then spread quickly to other cities in China. The government immediately implemented effective control measures for provinces in China. The tourism industry showed signs of recovery in September 2021, but the entire tourism industry still faced the challenges brought by the epidemic. In December 17, 2021, the Ministry of Cultural Tourism was notified, from that day to March 15, 2022, the travel agency and online tourism companies operated in and out of the land border port cities (except for connected to Hong Kong and Macau port) Cross -provincial team tourism and "air ticket hotel" business. The 8 outlook of the tourism industry in 2022 Trends one: The road to recovery is still twists and turns, but the prospects are bright. In 2022, can the tourism industry get out of the haze of the epidemic? Combining the current domestic and foreign epidemic situation and related drug listing progress analysis, the industry recovery process in 2022 will still be full of twists and turns, but the overall recovery efforts will be better than 2021, and in the first half of the year will become the key to the recovery process throughout the year. Trend II: Localized leisure vacation consumption is expected. In the normalization of the epidemic prevention and control, after nearly two years, the Chinese people have basically accustomed to it. With the frequent "melting" of long -term travel, the "micro vacation" of the "home door" has become the daily leisure of people's daily leisure. The first choice. During the epidemic situation, the rapid increase in localized consumption ratio has appeared in the accommodation industry. In the case of uncertain time at the end of the epidemic, localized leisure and vacation consumption in 2022 will continue to maintain strong growth. The first -tier city agglomeration and regional central cities with strong consumption capacity will present a "weekend tour" supply and demand. Trend III: Rural tourism will become a hot spot for tourism investment. In the form of in -depth advancement of rural revitalization countries, rural tourism has been given a new historical mission. Investment with the main landing direction of the rural tourism industry will continue to maintain a growth trend. It will become the mainstream industrial model. On the other hand, under the major proposition of rural revitalization, infrastructure conditions such as transportation in rural areas will be further improved, and it will also create a better environment for the development of rural tourism. Trends 4: From consumption digitization to industrial digitalization. The blueprint from the "digital China" blueprint painted by the market and the government is becoming a little real, digitalization is accelerating entering the "deep water zone", and the "capillaries" of the industrial chain from relatively mature consumption fields are accelerated. Accelerate this process. Digitalized main battlefields have been moving from the consumer side to the industrial end, and the tourism industry is no exception. The source of the "dividend" of online tourism will gradually shift to the digital "node" of the industry side. Trends 5: Tourism promotion policy will be more active. The economy of 2022 will face large downward pressure. Promoting consumption will become an important task of local governments. From retail consumption to service consumption, from cities to rural areas, various consumer policies will actively land, and the tourism industry promotes the tourism industry. Consumption policies will also be more active than 2020. Trend 6: International travel is open from bilateral to multi -sides. In view of the large gap between resistance and immune levels in different regions and different countries around the world, and the unbalanced level of immune level, coupled with a complex geopolitical game, international travel in 2022 may be completely suppressed when the epidemic is completely suppressed. Open, open methods will be gradually realized from bilateral to multilateral to regions. Trend 7: The accommodation industry will usher in a new wave of chain. Under the impact of the epidemic, a single hotel with no large platform traffic support and no advanced operating management model support is difficult. A large number of single hotels chose the franchise model, and a number of high -quality properties that were forced to withdraw after some hotels were forced to close. They were quickly taken over by major lock brands. The new round of chain of the domestic accommodation industry opened. Trend 8: Traffic travel will transition from incremental expansion to the integration of stocks. has gone through high -intensity investment construction in the past 20 years. From high -speed rail to highway network to large international airports, my country's transportation infrastructure existing assets have ranked first in the world, but new problems have followed. : The connection between the traffic road network and the same type of traffic is not smooth enough, and there are many "blocking points" in the conversion multiplication and multi -type transportation. In response to this situation, the Ministry of Transport will focus on the development of transportation integrated during the "14th Five -Year Plan" period. The convenience and unblocking of the transfer of transfer will be an important goal. In 2022, it will be the first to implement the implementation of the relevant planning implementation. Full year. The traffic in the difficult period The financial report in the third quarter of the same trip to 2021 shows that as of 3 months as of September 30, 2021, in terms of revenue, revenue achieved revenue of 1.9394 billion yuan In the same period of 2020, the revenue was 1.914 billion yuan, a year -on -year increase of 1.3%. During the period, the net adjustment of the net profit was 351.5 million yuan. The same period in 2020 was 372.5 million yuan, a year -on -year decrease of 5.6%. The average monthly active user increased from 245.8 million in the same period in 2020 to 276.9 million people. The average monthly paid users increased from 29.8 million in the same period of 2020 to 33.6 million. The paid users during the 12 months ended September 30, 2021 increased by 29.6%year -on -year in the same period in 2020 to 196.1 million people. It online traffic channels, it is understood that as of the third quarter of 2021, the WeChat Mini Program contributed about 79.6%of the average monthly active users for Tongcheng trip, of which most of the traffic came from the WeChat payment interface and the user's favorite favorite user. Or the drop -down list of the most commonly used applet. This trip launched the "Blind Blind Box" event in 2021. This measure attracted a group of young people to become platform users, increasing traffic and user participation. The trip to Tongcheng trip further expanded cooperation with mobile phone manufacturers in that year, formed online applications and offline promotion activities, and provides users with various exclusive rights and interests on mobile phones and other mobile devices. Welfare. In addition, further explores services in different predetermined scenarios, and launch a scheduled and order status tracking service in the smart car system. It's online passenger channels, Tongcheng trip deepened cooperation with the hotel this year and set up a QR code scanning function. At the same time, the coverage of automatic car ticket vending machines enables Tongcheng travel to assist car ticket operators and tourist attractions to digitize, and improve the online penetration rate of the industry. Due to the low penetration rate of the sinking market, the future consumption potential is great. In recent years, Tongcheng travels strategically sinks the market. As of September 30, 2021, registered users living in non -first -tier cities in China accounted for about 86.8%. For the three months ended September 30, 2021, about 62.7%of the newly paid users of WeChat platforms came from China's third -tier or below cities. Cheng Chaogong said that China's economic development is entering a new stage, from poverty alleviation to rural revitalization to common prosperity, showing a clear rhythm of development, and also contains many historical opportunities. Tongcheng travel will go deep into the market strategy to three to six tier cities, starting from the digitalization of basic travel facilities, and inspire new supply and new consumption at the same time. The travel industry has received new development momentum. Users have better services. "He said. (Editor: Wu Qing school pair: Yan Yuxia)
As of January 9, 2022, the situation of the new crown pneumonia in Shaanxi was still severe, and local medical staff were overcome difficulties. For the tourism industry, this means that in the Shaanxi market, the New Year's Day tour and the Spring Festival tour in 2022 will be suppressed.
In fact, the tourism industry in 2021 is not good. The rebound characteristics of the new coronary pneumonia are obvious. According to the third quarter of the Tongcheng Travel, the domestic tourism industry was driven by various travel needs (including business travel, long -distance and short -distance leisure travel) from July 2021 to mid -July 2021, and there has been a strong rebound, but Del The emergence of the tower variant virus caused a comeback in the epidemic, which appeared in Nanjing for the first time, and then spread quickly to other cities in China. The government immediately implemented effective control measures for provinces in China. The tourism industry showed signs of recovery in September 2021, but the entire tourism industry still faced the challenges brought by the epidemic.
In December 17, 2021, the Ministry of Cultural Tourism was notified, from that day to March 15, 2022, the travel agency and online tourism companies operated in and out of the land border port cities (except for connected to Hong Kong and Macau port) Cross -provincial team tourism and "air ticket hotel" business.
The 8 outlook of the tourism industry in 2022
Trends one: The road to recovery is still twists and turns, but the prospects are bright.
In 2022, can the tourism industry get out of the haze of the epidemic? Combining the current domestic and foreign epidemic situation and related drug listing progress analysis, the industry recovery process in 2022 will still be full of twists and turns, but the overall recovery efforts will be better than 2021, and in the first half of the year will become the key to the recovery process throughout the year.
Trend II: Localized leisure vacation consumption is expected.
In the normalization of the epidemic prevention and control, after nearly two years, the Chinese people have basically accustomed to it. With the frequent "melting" of long -term travel, the "micro vacation" of the "home door" has become the daily leisure of people's daily leisure. The first choice.
During the epidemic situation, the rapid increase in localized consumption ratio has appeared in the accommodation industry. In the case of uncertain time at the end of the epidemic, localized leisure and vacation consumption in 2022 will continue to maintain strong growth. The first -tier city agglomeration and regional central cities with strong consumption capacity will present a "weekend tour" supply and demand.
Trend III: Rural tourism will become a hot spot for tourism investment.
In the form of in -depth advancement of rural revitalization countries, rural tourism has been given a new historical mission. Investment with the main landing direction of the rural tourism industry will continue to maintain a growth trend. It will become the mainstream industrial model. On the other hand, under the major proposition of rural revitalization, infrastructure conditions such as transportation in rural areas will be further improved, and it will also create a better environment for the development of rural tourism.
Trends 4: From consumption digitization to industrial digitalization.
The blueprint from the "digital China" blueprint painted by the market and the government is becoming a little real, digitalization is accelerating entering the "deep water zone", and the "capillaries" of the industrial chain from relatively mature consumption fields are accelerated. Accelerate this process. Digitalized main battlefields have been moving from the consumer side to the industrial end, and the tourism industry is no exception. The source of the "dividend" of online tourism will gradually shift to the digital "node" of the industry side.
Trends 5: Tourism promotion policy will be more active.
The economy of 2022 will face large downward pressure. Promoting consumption will become an important task of local governments. From retail consumption to service consumption, from cities to rural areas, various consumer policies will actively land, and the tourism industry promotes the tourism industry. Consumption policies will also be more active than 2020.
Trend 6: International travel is open from bilateral to multi -sides.
In view of the large gap between resistance and immune levels in different regions and different countries around the world, and the unbalanced level of immune level, coupled with a complex geopolitical game, international travel in 2022 may be completely suppressed when the epidemic is completely suppressed. Open, open methods will be gradually realized from bilateral to multilateral to regions.
Trend 7: The accommodation industry will usher in a new wave of chain.
Under the impact of the epidemic, a single hotel with no large platform traffic support and no advanced operating management model support is difficult. A large number of single hotels chose the franchise model, and a number of high -quality properties that were forced to withdraw after some hotels were forced to close. They were quickly taken over by major lock brands. The new round of chain of the domestic accommodation industry opened.
Trend 8: Traffic travel will transition from incremental expansion to the integration of stocks.
has gone through high -intensity investment construction in the past 20 years. From high -speed rail to highway network to large international airports, my country's transportation infrastructure existing assets have ranked first in the world, but new problems have followed. : The connection between the traffic road network and the same type of traffic is not smooth enough, and there are many "blocking points" in the conversion multiplication and multi -type transportation. In response to this situation, the Ministry of Transport will focus on the development of transportation integrated during the "14th Five -Year Plan" period. The convenience and unblocking of the transfer of transfer will be an important goal. In 2022, it will be the first to implement the implementation of the relevant planning implementation. Full year.
The traffic in the difficult period
The financial report in the third quarter of the same trip to 2021 shows that as of 3 months as of September 30, 2021, in terms of revenue, revenue achieved revenue of 1.9394 billion yuan In the same period of 2020, the revenue was 1.914 billion yuan, a year -on -year increase of 1.3%. During the period, the net adjustment of the net profit was 351.5 million yuan. The same period in 2020 was 372.5 million yuan, a year -on -year decrease of 5.6%. The average monthly active user increased from 245.8 million in the same period in 2020 to 276.9 million people. The average monthly paid users increased from 29.8 million in the same period of 2020 to 33.6 million.
The paid users during the 12 months ended September 30, 2021 increased by 29.6%year -on -year in the same period in 2020 to 196.1 million people.
It online traffic channels, it is understood that as of the third quarter of 2021, the WeChat Mini Program contributed about 79.6%of the average monthly active users for Tongcheng trip, of which most of the traffic came from the WeChat payment interface and the user's favorite favorite user. Or the drop -down list of the most commonly used applet.
This trip launched the "Blind Blind Box" event in 2021. This measure attracted a group of young people to become platform users, increasing traffic and user participation.
The trip to Tongcheng trip further expanded cooperation with mobile phone manufacturers in that year, formed online applications and offline promotion activities, and provides users with various exclusive rights and interests on mobile phones and other mobile devices. Welfare. In addition, further explores services in different predetermined scenarios, and launch a scheduled and order status tracking service in the smart car system.
It's online passenger channels, Tongcheng trip deepened cooperation with the hotel this year and set up a QR code scanning function. At the same time, the coverage of automatic car ticket vending machines enables Tongcheng travel to assist car ticket operators and tourist attractions to digitize, and improve the online penetration rate of the industry.
Due to the low penetration rate of the sinking market, the future consumption potential is great. In recent years, Tongcheng travels strategically sinks the market. As of September 30, 2021, registered users living in non -first -tier cities in China accounted for about 86.8%. For the three months ended September 30, 2021, about 62.7%of the newly paid users of WeChat platforms came from China's third -tier or below cities.
Cheng Chaogong said that China's economic development is entering a new stage, from poverty alleviation to rural revitalization to common prosperity, showing a clear rhythm of development, and also contains many historical opportunities. Tongcheng travel will go deep into the market strategy to three to six tier cities, starting from the digitalization of basic travel facilities, and inspire new supply and new consumption at the same time. The travel industry has received new development momentum. Users have better services. "He said.
(Editor: Wu Qing school pair: Yan Yuxia)