我认为任何危机都有两面性，所谓“危中有机”——吴志祥这样说

Vol.1 Issue 7

March 11, 2020

聊点什么 | Subject of the Day   

#关于新冠疫情和旅游我怎么看

#Quick Thoughts About COVID-19 Outbreak & Tourism   

来者何人 | Meet our Ace  

吴志祥

创始人、董事长

同程集团

Wu Zhixiang

Founder and Chairman

Tongcheng Group   

他怎么说 | What the Ace says...    

问：您的业务/机构是否受到新冠疫情影响？程度如何？

Q: Is your business / organization affected by the recent outbreak of coronavirus? To what extent?

答：旅游行业受到了比较大的影响，同程集团也不能独善其身。

A: The tourism industry has been greatly affected. The Tongcheng Group hasn’t been able to stay aloof.

问：根据您的乐观估计，旅游业从疫情的负面影响中完全恢复需要多长时间？

Q: According to your optimistic estimate, how long will it take for tourism to fully recover from the negative impact of the outbreak?

答：旅游行业中的商旅刚需出行将是恢复较快的一个旅游服务业细分市场，随着各地逐步复工复产，3、4、5月或将分别恢复至50%、80%、90%景气水平状态；旅游行业的酒店、餐饮等恢复速度次之。总体来看，商旅出行、旅游休闲出行、景点业、餐饮业、酒店业等国内旅游服务业将在6月恢复至100%景气水平状态，7月或迎来明显的“爆棚”。

A: Business travel as a market segment will be the first to recover because of the rigid demand. Along with the gradual resumption of work and production in regions across the country, business travel will outperform the hospitality and catering segments with its total business bouncing back to 50%, 80% and 90% of normal level in March, April and May, respectively. In general, domestic tourism services including business travel, leisure travel, sight-seeing, catering and lodging will achieve 100% recovery in June, and may even respond with a surge in July.

相对国内游，入境游和出境游恢复速度会更慢一些，这主要取决于WHO对全球疫情形势的判断。此外，还取决于主要目的地国家在签证政策方面的放松，以及主要批发商、目的地国家、航空公司再次发布相关产品等措施。

In comparison, the recovery of inbound and outbound tourism will be rather sluggish, primarily depending on the judgement of WHO on the situation of global epidemic. In addition, it also relies on the relaxation of visa policies of major destination countries, as well as the measures taken by major operators, destination countries and airlines to relaunch relevant products.

问：您认为疫情后行业恢复应该关注的一个突出问题是什么？

Q: What do you think is a key point that our industry must pay attention to when it recovers from the crisis? (Please pick only one)

答：疫情过后，最大的问题应该是信心的问题，消费的信心、经营者的信心都很关键，先建立了信心才能谈如何恢复。

A: The key factor would be the restoration of confidence when the epidemic ends. Confidence is crucial for consumers and business owners alike. Only when the confidence is restored can we start talking about the subject of recovery.

问：您认为疫情可能为旅游业未来带来的一点变化（积极或消极）是什么？

Q: What change (positive or negative) do you think the outbreak may eventually bring to the tourism industry in the future? (Please pick only one)

答：我认为任何危机都有两面性，所谓“危中有机”。就这次危机而言，积极的变化可能是整个行业对于类似外部系统性风险的机制化防范会有一个深入的思考，可能会出现一些市场化的解决方案，这对行业的长期发展有利。

A: I think crises are double-edged. Every crisis brings with it an opportunity. As far as this particular crisis is concerned, a positive change could be that the whole industry will develop an in-depth thinking on the institutional prevention of external systematic risks of similar kind in the future. Market-oriented solutions may soon become available. This has to be a good thing for the long-term development of our industry.

问：您的机构在此次危机应对中取得的一点经验是什么？

Q: Please share with us a story of your business / organization in dealing with the crisis that others may draw experience from. (Please focus on one aspect)

答：强大的团队是企业应对危机的根基，危机来临，团队能够迅速调整状态进入极限生存模式，保持强大的信心和斗志，积极从危机中发现新的机会。

A: A strong teamwork lays the foundation for a business in dealing with the crisis. When the crisis happens, the whole team must swift to turn on extreme survival mode, maintain strong confidence and morale, and dig deep into the crisis for alternative opportunities.   

关于同程集团 | About Tongcheng Group    

同程集团是一家多元化企业集团，正式创立于2004年，总部设在中国苏州。目前致力于旅游全产业链布局。

同程集团于2016年拆分为同程网络和同程控股两个板块，同程控股涵盖旅行社、金服、航空、资本等领域，是同程全产业链布局的核心板块。同程网络与艺龙旅行网于2018年3月合并为同程艺龙，聚焦交通出行及住宿预订业务。艾瑞咨询数据显示，以交易额计，同程艺龙是中国三大OTA之一。2018年11月26日，同程艺龙成功在香港联交所主板挂牌上市（股票代码：0780.HK），成为同程集团生态体系内孵化出的第一个上市公司。

同程是国家高新技术企业、商务部首批电子商务示范企业，连续多年入选“中国旅游集团20强”和中国互联网企业百强榜单。鉴于公司强大的综合实力和良好的发展态势，同程集团入选了“中国企业500强”、 “中国民营企业500强”、“民营企业服务业100强”等榜单。

同程集团以“成为客户信赖的百年企业”为愿景，以“让更多人享受旅游的乐趣”作为使命，围绕用户口碑、品质服务和管理效率三大目标，致力于搭建面向未来的新旅游生态平台。未来十年，同程集团在旅游主战场的目标是实现至少千亿估值，同时，作为生态投资平台，同程集团还将立志孵化和加速千亿估值的公司群。

同程集团于2018年成为世界旅游联盟会员。

Tongcheng Group is a diversified enterprise group, formally established in 2004 and headquartered in Suzhou, China. Currently it is committed to the layout of the entire tourism industry chain.

Tongcheng Group was split into Tongcheng Network and Tongcheng Holding in 2016. Tongcheng Holding covers travel agencies, financial services, aviation, capital and other fields, and is the core sector of Tongcheng's entire industrial chain layout. Tongcheng Network and Elong Travel Network merged into Tongcheng-Elong in March 2018, focusing on transportation and accommodation reservation. Statistics from IResearch show that Tongcheng Elong is one of the three largest OTAs in China in terms of transaction value. On November 26, 2018, Tongcheng Elong was successfully listed on the main board of the Hong Kong Stock Exchange (stock code: 0780.HK), becoming the first listed company hatched in the Tongcheng Group ecosystem.

Tongcheng Group is the first batch of national high-tech enterprises and the first batch of e-commerce demonstration enterprises of the Ministry of Commerce. In view of the company's strong overall strength and good development trend, Tongcheng Group was selected to the list of "Top 500 Chinese Enterprises", "Top 500 Chinese Private Enterprises" and "Top 100 Private Enterprise Service Industries”.

With the vision of “becoming a century-old enterprise trusted by customers”, Tongcheng Group takes the mission of “let more people enjoy the fun of travel”, focusing on the three goals of user reputation, quality service and management efficiency, and is committed to building a new future-oriented tourism ecological platform. In the next ten years, Tongcheng Group's goal in the main battlefield of tourism is to achieve at least 100 billion valuations. At the same time, as an ecological investment platform, Tongcheng Group is also determined to incubate and accelerate the company group with 100 billion valuations.

Tongcheng Group is a member of WTA since 2018.

关于见面闲聊 | About "Chitchat with an Ace"    

世界旅游联盟的热情之一就是通过我们的平台源源不断向行业传递真诚、立体和有趣的声音。作为这方面的一个新的尝试，我们推出了一个暂名为“见面闲聊”的迷你访谈栏目。每期访谈，我们会就一个有意思的话题提出5-6个问题，并从每位受访嘉宾的反馈中精选2-3个最精彩的回答制作成系列双语访谈专栏。期待各位会员能够积极参与这个有趣的活动。

One of the passions of ours is to unremittingly provide our community with candid, multi-dimensional and fun voices through our platform. As a new attempt at this, we are launching a mini interview column temporarily named "Chitchat with an Ace". In each interview, we will put forward 5-6 simple questions on an interesting subject matter of our choice. From the feedback of each interviewee, we will select 2-3 answers that best demonstrate their brilliant insights to present in the bilingual interview column. We look forward to having all of our dear members actively involved in this fun project.