2008-05-12 新闻点评

　　5月9日，艺龙旅行网在北京宣布将推出全新的4G概念商业模式，谋求在激烈的市场竞争中突围。艺龙CEO崔广福表示，“4G代表了未来中国在线旅行行业的发展方向，我相信中国的网民通过4G模式，将放弃柜台式的Call Center，转向超级市场式的在线服务模式。” 这是否意味着艺龙将全面走向在线预订？

　　据悉，4G是指Guarantee、Green、Global和Go-online，分别对应服务效果承诺化、出行环保化、资源全球化和预订在线化。而相对应的服务，则为实行有房保证、低价承诺、7×24小时服务、绿色环保出行倡议、“汉化”其战略合作伙伴Expedia的国际酒店和“旅行超市”的网页用户体验。

　　看看4G所对应的服务，实行有房保证在艺龙和行业内都算不了新鲜事了，只能说是对旅客的基本承诺；低价承诺，Expedia等国外旅游巨头都已经实行多年，但是拿到国内说起来容易做起来难，中国酒店和航空公司独特的价格体系和不规范的收益管理必然使得喝头啖汤者要承受巨大的经营、财务、客户投诉的风险，艺龙有没有胆量迈出这一步要看其管理层能否承受短期内业绩波动的风险；7×24小时服务应该说是艺龙新管理层推出的一个亮点，但这似乎和崔先生所提出的在线服务模式有些冲突；绿色环保出行倡议注重的是长期的品牌效应，欧美主要航空公司和旅游网站所推出的旅客自愿购买碳补偿服务在中国毕竟是曲高和寡，短期内也无助于提升艺龙的财务业绩；国际酒店业务应该说是艺龙最有希望超过携程的一个领域，“汉化”Expedia的国际酒店资源将为艺龙插上助推器，但Expedia的全款预付模式被中国游客所广泛接受还需要非常漫长的时间，这就需要崔先生和他的团队多动动脑筋了；艺龙的在线用户体验被公认为中国旅游网站的No.1，学习Expedia在此方面的丰富经验并根据中国用户习惯灵活运用，艺龙将继续保持在此领域的领先地位。

　　通过以上的分析可以看出，崔先生此番对艺龙的定位更应被看作是对其业务精华的高度概括，缺乏实质性的突破和举措，但可以解读到的是艺龙短期内并没有计划通过收购线下传统业务来进行扩张。看看三条主要产品线，艺龙在国内酒店和机票产品方面在短时间内追赶携程已经无望，度假业务已经自废武功，国际酒店业务尚存一线生机，在此情形下，崔先生和他的团队需要的是更多一点狠劲，俗话说：不破不立。

　　无独有偶，携程CEO范敏上周在接受记者专访时表示：携程不能老打“互联网”的标签，我们的“武器”应该更高明一点，深入（和旅游相关行业里的公司）做更进一步的结合。今年初，携程已经启动在江苏南通建立新的呼叫中心的计划，投资预计超过4000万美元。携程的战略是成为全面型的旅行服务提供商，酒店、机票、度假（包括国内和出境团队游）、企业商旅服务一个都不能少，线上与线下的紧密结合将是其寻求突破的重要手段，从事企业差旅服务、度假业务的传统旅行社应该会成为携程新的猎物。

　　在艺龙强调其超级市场式的在线服务模式的同时，携程将全面走向线下，中国在线旅游市场的大戏将越演越精彩。

<div align="center"><b>附：中国主要旅游预订网站</b><b>Alexa</b><b>排名及访问量分析</b></div>
<table style="margin: auto auto auto 4.65pt; border-collapse: collapse" cellspacing="0" cellpadding="0" width="649" border="0"> <tbody> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: windowtext 1pt solid; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">　</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: windowtext 1pt solid; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><b><span style="font-size: 8pt; color: #333333">一月平均排名</b></div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: windowtext 1pt solid; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><b><span style="font-size: 8pt; color: #333333">三月平均排名</b></div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: windowtext 1pt solid; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><b><span style="font-size: 8pt; color: #333333">日均</b><b><span style="font-size: 8pt; color: #333333"> IP </b><b><span style="font-size: 8pt; color: #333333">访问量</b><b><span style="font-size: 8pt; color: #333333">[</b><b><span style="font-size: 8pt; color: #333333">一月平均</b><b><span style="font-size: 8pt; color: #333333">]</b></div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: windowtext 1pt solid; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><b><span style="font-size: 8pt; color: #333333">日均</b><b><span style="font-size: 8pt; color: #333333"> PV </b><b><span style="font-size: 8pt; color: #333333">浏览量</b><b><span style="font-size: 8pt; color: #333333">[</b><b><span style="font-size: 8pt; color: #333333">一月平均</b><b><span style="font-size: 8pt; color: #333333">]</b></div></td> </tr> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">携程网
www.ctrip.com</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">1,990</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">1,997</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈127,500</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈892,500</div></td> </tr> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">艺龙网
www.elong.com</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">6,714</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">6,448</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈47,100</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈207,711</div></td> </tr> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">游易网
www.yoee.com</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">16,989</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">23,905</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈15,960</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈167,580</div></td> </tr> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">芒果网
www.mangocity.com</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">50,464</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">44,525</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈6,510</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈29,946</div></td> </tr> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">酷讯
www.kooxoo.com</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">3,025</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">2,942</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈98,700</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈461,916</div></td> </tr> <tr style="height: 14.25pt"><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: windowtext 1pt solid; width: 126.75pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="169"><div align="left">去哪儿
www.qunar.com</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">7,487</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 63pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="84"><div align="center"><span style="font-size: 8pt; color: #333333">8,748</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈53,700</div></td><td style="border-right: windowtext 1pt solid; padding-right: 5.4pt; border-top: #f0f0f0; padding-left: 5.4pt; padding-bottom: 0cm; border-left: #f0f0f0; width: 117pt; padding-top: 0cm; border-bottom: windowtext 1pt solid; height: 14.25pt; background-color: transparent" nowrap="nowrap" width="156"><div align="center"><span style="font-size: 8pt; color: #333333">≈108,474</div></td> </tr> </tbody></table>
<b>注：以上数据来自</b><b><a href='http://www.alexa.com/'><font color='#0000ff'>www.alexa.com</font></a></b><b>，数据截至于</b><b>2008</b><b>年</b><b>5</b><b>月</b><b>10</b><b>日</b><b>。</b>