Airbnb

Airbnb/China: exit leaves fat margins to local rivals
Lex專欄:Airbnb退出中國給美團送上機會

Competitors such as Meituan are well-placed to benefit from demand when lockdowns ease
雖然美團的大部分營收仍然依賴外賣,但其民宿和旅遊部門去年營收大幅成長。該公司應該把更多資源投入利潤豐厚的民宿短租業務。

Another US tech group is biting the dust in China. Airbnb will close its business there after years of heavy investment. The room rental giant has said it is throwing in its complimentary towel because China’s “zero-Covid” policy has stifled tourism. The withdrawal will help local rivals in this fiercely competitive market.Airbnb plans to retain an office in Beijing dealing exclusively in outbound travel for Chinese tourists. To date, bookings within the country by locals and foreign tourists have been a negligible part of Airbnb’s sales.

又一家美國科技集團在中國一敗塗地。在多年大舉投資後,Airbnb(Airbnb)將關閉中國國內業務。這家民宿巨擘表示,由於中國的「清零」防疫政策導致旅遊業死氣沉沉,它選擇放棄。在這個競爭激烈的市場,該公司的退出對本土競爭對手有好處。

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