我天泽的个人主页 - 老虎社区

我天泽

量化投资

IP属地：广东

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2022-08-25

片面追求利润是对的

执掌携程6年，孙洁是一个合格的CEO吗？

2021-11-11

$滴滴(DIDI)$这股真的麻烦了

2021-07-29

$滴滴(DIDI)$私有化的话，那买的股票怎么处理？

2021-07-28

$声网(API)$机会来了，没有教育行业支撑。慢慢找其他行业。我就喜欢这种专注搞一种技术的公司。

2021-07-27

$滴滴(DIDI)$我想问个问题，有人割就有人买。那这些买的人为什么要买呢？他们能买，我为什么要抛呢？[龇牙] 想清楚这个问题之前，我是不会卖的。

2021-07-27

$京东(JD)$刚当爸爸，这股票留给儿子了，希望二十年后公司还在[开心]

2021-07-22

$滴滴(DIDI)$不需要任何安慰，买都买了，跟着滴滴一起走。

2021-07-22

$法拉第未来(FFIE)$老赖的人生巅峰，魔幻世界

2021-07-22

$法拉第未来(FFIE)$啥时候上市的，我真有点孤陋寡闻了。

2021-07-16

好事啊，查了，整改了，就好了

抱歉，原内容已删除

2021-07-15

$滴滴(DIDI)$今天高峰同时用了几个软件，最后还是靠滴滴

2021-07-06

$滴滴(DIDI)$坚定看好滴滴，因为我每天都用。离不开了。数据平台，ai积累，运营经验，不是随便就能替代的。资本都是聪明的，会整改的。

2021-03-18

$涂鸦智能(TUYA)$ 几点开盘啊

2021-03-18

$涂鸦智能(TUYA)$新股晚上一般几点开盘？

2020-11-13

$蔚来(NIO)$年初两块的蔚来被我嫌弃到想做空，我是不是不适合炒股？

2020-07-28

$声网(API)$看的热泪盈眶[贱笑]

抱歉，原内容已删除

2020-07-28

$声网(API)$无所谓，年底财报不好我就认了。

2020-07-24

$蓝城兄弟(BLCT)$为此专门下载blued，看了十分钟直播[笑哭]

2020-07-24

$声网(API)$坚定持有，我相信技术的存在

2020-07-24

$特斯拉(TSLA)$利好出尽，总要回调把

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18:47","market":"us","language":"zh","title":"执掌携程6年，孙洁是一个合格的CEO吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2258783443","media":"钛媒体","summary":"6年的时间里，从打着望远镜找不到对手，到对手遍地，从目前携程面临的内忧外患上来看，外界不禁要问：孙洁是不是一个合格的CEO？2018年的第一季度，携程净利润达到11亿元，同比增长19倍，这是孙洁功绩的最好证明。如果从时间线上来看的话，孙洁执掌携程，正好是2016年初，这个时候在线旅游市场已经被再次统一，孙洁执掌的携程又开始了对利润的追求。实际上，孙洁先后接任的，是沈南鹏和范敏的班儿。一个是以CFO身份，一个是CEO身份。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220811184910431v201vqvjro1b9nj\"/><p>图片来源@<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>文 | 牛刀财经，作者 | 方文</p><p>对危险视而不见，这是携程孙洁的失误。</p><p>如今回头来看，美团对高星酒店的不断侵入，<a href=\"https://laohu8.com/S/DYIN\">抖音</a>上铺天盖地的旅游种草视频，携程开始显得落寞，其寄之希望的高端海外旅游三年来迟迟没有得到恢复。</p><p>携程在这一波在线旅游的升级中失去的机会，便是旅游产品在线化，也正是梁建章在2020年初数百场直播所希望弥补的。</p><p>2015年之后，梁建章打下了OTA争夺的最后一战，自此，打着望远镜都找不到对手，2016年开始，孙洁接任CEO。</p><p>6年的时间里，<strong>从打着望远镜找不到对手，到对手遍地</strong>，从目前携程面临的内忧外患上来看，外界不禁要问：孙洁是不是一个合格的CEO？<strong>携程危机</strong></p><p>梁建章收购去哪儿，入股同程，以闪电战打下OTA最后一战时，殊不知在线旅游正在悄悄进入到下一个维度的争夺。</p><p>彼时，短视频还在萌芽期，携程的另一个有力竞争对手美团还没有把触手伸到在线旅游。</p><p>孙洁成为接替梁建章的下一任CEO似乎当之无愧，这位陪着梁建章一起完成了去哪儿等大型收购案，重新奠定了携程OTA老大位置的得力助手，是携程最好的人选。</p><p>同时，从携程四君子的发展历程来看，CFO的职位在携程并不是问题，沈南鹏便是投行出身，携程四君子之一的范敏也同样被市场认为经营策略保守。</p><p>原CFO孙洁来管理携程，保守的经营策略搭配梁建章的大开大合，本是佳话。</p><p>孙洁上任后，对携程的经营管理效率提升起到了表率。2018年的第一季度，携程<span>净利润</span>达到11亿元，同比增长19倍，这是孙洁功绩的最好证明。</p><p>业绩背后，携程商业变现过于激进，2018年前后也是携程口碑最差的时期。</p><p>酒店业务大数据杀熟、机票业务捆绑销售，携程被用户调侃为“携程在手，说走就走不了”。</p><p>梁建章在携程内部曾经反省过，追求KPI要建立在用户的体验上。</p><p><strong>实际上，携程早已变成一家传统公司，在市场和管理上变得迟钝。</strong></p><p>美团对酒店行业正在表现出野心勃勃。</p><p>自2018年美团酒店间夜量超过携程以来，国内市场份额在不断提高。2021年，美团国内酒店间夜量为4.77亿，同比增长34.5%，在高星酒店领域，2022年第一季度高星酒店间夜量占比达到17.4%再创新高。</p><p><strong>抖音更是开始对在线旅游发起进攻。</strong></p><p>4月22日，抖音发布《2022抖音旅行生态报告》，2021年抖音平台上旅行兴趣人数超2.7亿人，旅行相关的视频量增长了65%，相关视频分享量增幅达117%。</p><p>目前，抖音已经对景区的门票、住宿等核心业务，在APP上完成了种草到交易的闭环。<strong>CEO孙洁其人</strong></p><p>携程为什么会变成一家传统的互联网公司，因为过度追求利润，导致对用户造成了伤害。</p><p>携程近几年的表现却显得疲软，从历年财报看，2016-2020年的5年中，携程的营收增速分别为76.45%、39.27%、15.56%、15.18%、-48.65%，连年急速下滑。</p><p>如果从时间线上来看的话，孙洁执掌携程，正好是2016年初，<strong>这个时候在线旅游市场已经被再次统一，孙洁执掌的携程又开始了对利润的追求。</strong></p><p>CFO职业背景做CEO，在互联网圈子里本来就是一个具备争议的话题。同样，孙洁执掌下的携程，也开始面临这个问题，这种对利润的过度追求，可能会伤到企业的根基。</p><p>实际上，<strong>孙洁先后接任的，是沈南鹏和范敏的班儿。一个是以CFO身份，一个是CEO身份。</strong></p><p>当年范敏时代就是因为对利润过度追求，导致携程对市场变化不敏感，以至于梁建章回归重整OTA格局。</p><p>孙洁可能犯了范敏同样的错。</p><p><strong>携程近几年对市场变化不够敏感，梁建章已经意识到这个问题。</strong></p><p>2020年，梁建章间接回归，直播带货一方面是稳住市场，帮助携程渡过短期的难关。另一方面，更重要的是帮助携程实现在线旅游产品的线上化。</p><p>携程的成功，<strong>曾经被总结为是“鼠标+水泥”的胜利，如今不得不反省的是，鼠标早已经没有了，即便是移动互联网的尾声阶段，我们也不能认为携程做得足够好。</strong></p><p>携程作为在线旅游产品的综合平台，过往的优势来自于产品的丰富，从出行产品到住宿、门票，携程能够实现一站式的服务。</p><p>但不可忽视的是，<strong>携程并没有把握住在线旅游的入口，即景点等的在线化，恰巧这部分的需求正在被文娱类产品，诸如抖音在进行填补。</strong></p><p>直播带货之后，携程开始了全年的营销升级，2021年3月携程启动“旅游营销<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>”战略，推出“星球号”旗舰店频道。去年四季度，星球号旗舰店新入住酒店商户环比增长44%，携程社区整体创作者日均发布数量环比增长超过80%。</p><p>但是牛刀财经认为，<strong>推出星球号、上线直播等等策略，还只是停留在携程内部生态，但携程的敌人在外面，如何扩大自己的流量圈，才是携程的当务之急。</strong><strong>OTA的新竞争</strong></p><p>携程也不得不开始正视新兴的对手们。</p><p>美团从下沉市场开始向高星酒店进攻，携程则开始下沉市场的拓展。</p><p>2021年3月，携程推出乡村振兴5年计划，包括10个重点网红村落孵化、100条精品乡村旅游路线打造，还有10亿乡村旅游基础设施基金等。目前，携程在安徽、河南、湖南、新疆等地开设了度假农庄。</p><p>不过有评论认为，携程在度假农庄方面的投入，与下沉的定位不符，度假农庄动辄上千元的民宿价格，并不符合下沉的定位。</p><p>另一方面，携程在2019年开始加大低线城市的开店速度。2021年底，携程在国内300多个城市开设了约5000家门店。</p><p>抖音开始形成在线旅游闭环，去年12月成立微字节（北京）旅行社有限公司，今年开启测试“山竹旅行”。</p><p>抖音对携程的优势在于流量和内容，携程则开展与快手的合作。除了梁建章曾经和快手主播联合直播带货外，同程<a href=\"https://laohu8.com/S/LONG\">艺龙</a>2020年底和快手达成合作，在快手平台可以直接订购同程艺龙旅行服务。</p><p><strong>有悲观者认为，携程之前所构建的业务壁垒，正在被一一打破。</strong>飞猪的机票，美团的酒店，抖音等内容社区关联到旅游产品，这几个正好都是携程的重点业务。</p><p><strong>回头看携程的发展历程，正在经历一轮又一轮的竞争循环。</strong>从PC时代的在线旅游老大，到移动互联时代的龙头，携程在打赢一场场战争之后，又迎来下一轮的竞争点。</p><p>分析其根本，还是在胜利之后放松了警惕，没有留意到新的产业机会正在出现。</p><p>美团的高频流量到低频酒旅，飞猪从巨头平台细化，抖音的传播媒介，这些都是携程应该在竞争出现之前就布局的地方，但携程没有。</p><p>反过来看，携程则是在一场场胜仗之后开始清点战利品。</p><p>曾经有媒体报道，携程在各个事业部KPI独立后，很多事业部开始研究如何进行捆绑销售才能提高业绩。</p><p>这就是携程再次陷入怪圈的早期症状。</p><p>值得注意的是，与同程、艺龙、去哪儿等不同的是，抖音、美团是近5年来最难缠的对手，携程很难像上一场战争一样消灭对手，也意味着在OTA这个领域里，携程要做好持久战的准备，如果能保证自己不下牌桌的话。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>执掌携程6年，孙洁是一个合格的CEO吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n执掌携程6年，孙洁是一个合格的CEO吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 18:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081118491183d82163&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源@视觉中国文 | 牛刀财经，作者 | 方文对危险视而不见，这是携程孙洁的失误。如今回头来看，美团对高星酒店的不断侵入，抖音上铺天盖地的旅游种草视频，携程开始显得落寞，其寄之希望的高端海外旅游三年来迟迟没有得到恢复。携程在这一波在线旅游的升级中失去的机会，便是旅游产品在线化，也正是梁建章在2020年初数百场直播所希望弥补的。2015年之后，梁建章打下了OTA争夺的最后一战，自此，打着望远镜都...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081118491183d82163&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","TCOM":"携程网","BK4142":"酒店、度假村与豪华游轮","BK4531":"中概回港概念","09961":"携程集团—S","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081118491183d82163&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2258783443","content_text":"图片来源@视觉中国文 | 牛刀财经，作者 | 方文对危险视而不见，这是携程孙洁的失误。如今回头来看，美团对高星酒店的不断侵入，抖音上铺天盖地的旅游种草视频，携程开始显得落寞，其寄之希望的高端海外旅游三年来迟迟没有得到恢复。携程在这一波在线旅游的升级中失去的机会，便是旅游产品在线化，也正是梁建章在2020年初数百场直播所希望弥补的。2015年之后，梁建章打下了OTA争夺的最后一战，自此，打着望远镜都找不到对手，2016年开始，孙洁接任CEO。6年的时间里，从打着望远镜找不到对手，到对手遍地，从目前携程面临的内忧外患上来看，外界不禁要问：孙洁是不是一个合格的CEO？携程危机梁建章收购去哪儿，入股同程，以闪电战打下OTA最后一战时，殊不知在线旅游正在悄悄进入到下一个维度的争夺。彼时，短视频还在萌芽期，携程的另一个有力竞争对手美团还没有把触手伸到在线旅游。孙洁成为接替梁建章的下一任CEO似乎当之无愧，这位陪着梁建章一起完成了去哪儿等大型收购案，重新奠定了携程OTA老大位置的得力助手，是携程最好的人选。同时，从携程四君子的发展历程来看，CFO的职位在携程并不是问题，沈南鹏便是投行出身，携程四君子之一的范敏也同样被市场认为经营策略保守。原CFO孙洁来管理携程，保守的经营策略搭配梁建章的大开大合，本是佳话。孙洁上任后，对携程的经营管理效率提升起到了表率。2018年的第一季度，携程净利润达到11亿元，同比增长19倍，这是孙洁功绩的最好证明。业绩背后，携程商业变现过于激进，2018年前后也是携程口碑最差的时期。酒店业务大数据杀熟、机票业务捆绑销售，携程被用户调侃为“携程在手，说走就走不了”。梁建章在携程内部曾经反省过，追求KPI要建立在用户的体验上。实际上，携程早已变成一家传统公司，在市场和管理上变得迟钝。美团对酒店行业正在表现出野心勃勃。自2018年美团酒店间夜量超过携程以来，国内市场份额在不断提高。2021年，美团国内酒店间夜量为4.77亿，同比增长34.5%，在高星酒店领域，2022年第一季度高星酒店间夜量占比达到17.4%再创新高。抖音更是开始对在线旅游发起进攻。4月22日，抖音发布《2022抖音旅行生态报告》，2021年抖音平台上旅行兴趣人数超2.7亿人，旅行相关的视频量增长了65%，相关视频分享量增幅达117%。目前，抖音已经对景区的门票、住宿等核心业务，在APP上完成了种草到交易的闭环。CEO孙洁其人携程为什么会变成一家传统的互联网公司，因为过度追求利润，导致对用户造成了伤害。携程近几年的表现却显得疲软，从历年财报看，2016-2020年的5年中，携程的营收增速分别为76.45%、39.27%、15.56%、15.18%、-48.65%，连年急速下滑。如果从时间线上来看的话，孙洁执掌携程，正好是2016年初，这个时候在线旅游市场已经被再次统一，孙洁执掌的携程又开始了对利润的追求。CFO职业背景做CEO，在互联网圈子里本来就是一个具备争议的话题。同样，孙洁执掌下的携程，也开始面临这个问题，这种对利润的过度追求，可能会伤到企业的根基。实际上，孙洁先后接任的，是沈南鹏和范敏的班儿。一个是以CFO身份，一个是CEO身份。当年范敏时代就是因为对利润过度追求，导致携程对市场变化不敏感，以至于梁建章回归重整OTA格局。孙洁可能犯了范敏同样的错。携程近几年对市场变化不够敏感，梁建章已经意识到这个问题。2020年，梁建章间接回归，直播带货一方面是稳住市场，帮助携程渡过短期的难关。另一方面，更重要的是帮助携程实现在线旅游产品的线上化。携程的成功，曾经被总结为是“鼠标+水泥”的胜利，如今不得不反省的是，鼠标早已经没有了，即便是移动互联网的尾声阶段，我们也不能认为携程做得足够好。携程作为在线旅游产品的综合平台，过往的优势来自于产品的丰富，从出行产品到住宿、门票，携程能够实现一站式的服务。但不可忽视的是，携程并没有把握住在线旅游的入口，即景点等的在线化，恰巧这部分的需求正在被文娱类产品，诸如抖音在进行填补。直播带货之后，携程开始了全年的营销升级，2021年3月携程启动“旅游营销枢纽”战略，推出“星球号”旗舰店频道。去年四季度，星球号旗舰店新入住酒店商户环比增长44%，携程社区整体创作者日均发布数量环比增长超过80%。但是牛刀财经认为，推出星球号、上线直播等等策略，还只是停留在携程内部生态，但携程的敌人在外面，如何扩大自己的流量圈，才是携程的当务之急。OTA的新竞争携程也不得不开始正视新兴的对手们。美团从下沉市场开始向高星酒店进攻，携程则开始下沉市场的拓展。2021年3月，携程推出乡村振兴5年计划，包括10个重点网红村落孵化、100条精品乡村旅游路线打造，还有10亿乡村旅游基础设施基金等。目前，携程在安徽、河南、湖南、新疆等地开设了度假农庄。不过有评论认为，携程在度假农庄方面的投入，与下沉的定位不符，度假农庄动辄上千元的民宿价格，并不符合下沉的定位。另一方面，携程在2019年开始加大低线城市的开店速度。2021年底，携程在国内300多个城市开设了约5000家门店。抖音开始形成在线旅游闭环，去年12月成立微字节（北京）旅行社有限公司，今年开启测试“山竹旅行”。抖音对携程的优势在于流量和内容，携程则开展与快手的合作。除了梁建章曾经和快手主播联合直播带货外，同程艺龙2020年底和快手达成合作，在快手平台可以直接订购同程艺龙旅行服务。有悲观者认为，携程之前所构建的业务壁垒，正在被一一打破。飞猪的机票，美团的酒店，抖音等内容社区关联到旅游产品，这几个正好都是携程的重点业务。回头看携程的发展历程，正在经历一轮又一轮的竞争循环。从PC时代的在线旅游老大，到移动互联时代的龙头，携程在打赢一场场战争之后，又迎来下一轮的竞争点。分析其根本，还是在胜利之后放松了警惕，没有留意到新的产业机会正在出现。美团的高频流量到低频酒旅，飞猪从巨头平台细化，抖音的传播媒介，这些都是携程应该在竞争出现之前就布局的地方，但携程没有。反过来看，携程则是在一场场胜仗之后开始清点战利品。曾经有媒体报道，携程在各个事业部KPI独立后，很多事业部开始研究如何进行捆绑销售才能提高业绩。这就是携程再次陷入怪圈的早期症状。值得注意的是，与同程、艺龙、去哪儿等不同的是，抖音、美团是近5年来最难缠的对手，携程很难像上一场战争一样消灭对手，也意味着在OTA这个领域里，携程要做好持久战的准备，如果能保证自己不下牌桌的话。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870435859,"gmtCreate":1636641645531,"gmtModify":1636641645531,"author":{"id":"3439170125685298","authorId":"3439170125685298","name":"我天泽","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439170125685298","authorIdStr":"3439170125685298"},"themes":[],"htmlText":"<a 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