Who Will Be the Next Challenger?
谁将成为下一个挑战者？
李超 环球旅讯 CEO
Charlie Li, CEO,
Who dominates the market?
谁是市场的主导者？
Where are the opportunities?
机会在哪里？
Who will be the next challenger?
谁将成为下一个挑战者？
Presentation Outline 演讲提纲
Who dominates the market?
谁是市场的主导者？
General Search + Meta Search = ?
How the deal has changed the competition?
酒店分销
Someone also failed….
We were also told making money in the online travel
business is never easy like playing games……
Where are the opportunities?
机会在哪里？
%
%
%
%
%
%
%
Jan. Feb. Mar. Apr. May Jun. Jul.
%
%
%
%
%
%
%
%
% %
% %
%
%
Domestic International
Source: CAAC
2011 Air Traffic Growth
(By No. of Passengers)
1H 2011 Chinese Travel Market Growth
133
32
66
%
19%
1%
%
%
%
%
%
%
%
%
%
%
%
0
20
40
60
80
100
120
140
Domestic Outbound Inbound
No. of Travellers(in million) Growth Rate
Source: CNTA
Opportunities
Upscale and low-end accommodation bookings
Content aggregation for local tour and activities
High speed train options
Outbound travel planning and booking
The likely deregulation of GDS market
Travel inspiration and sharing
Engage with on-road travelers and sell more
Who will be the next challenger?
谁将成为下一个挑战者？
Dreaming
梦想
Planning
计划
Booking
预订
On-road
旅途
Sharing
分享
The start-ups cover the whole travel cycle
