虎嗅·商业有味道

入境游遍地是黄金

13 min
May 6, 202625 days ago
Listen to Episode
Summary

China's inbound tourism market is experiencing rapid growth and evolution, shifting from basic sightseeing to specialized experiences including tech tours, medical travel, and immersive cultural activities. Entrepreneurs and platforms are capitalizing on this trend by addressing infrastructure gaps, improving service quality, and positioning inbound tourism as a key driver of China's service trade exports and economic growth.

Insights
  • Inbound tourism has evolved from recovery phase (1.0) to demand segmentation and industry fragmentation (2.0), with foreign visitors seeking tech experiences, medical services, and visits to lower-tier cities rather than traditional landmarks
  • Service trade exports through tourism generate higher-value employment and economic multiplier effects compared to traditional manufacturing exports, as profits directly benefit service providers rather than being reinvested in equipment
  • Foreign visitors' perceptions of China are being fundamentally reshaped by direct experience with modern infrastructure, technology, and services, breaking down stereotypes and creating repeat visitation and extended stay patterns
  • The inbound tourism sector faces quality control challenges as low-barrier entry attracts unprofessional operators, requiring platform-led standardization and KOL-driven authentic marketing to maintain brand reputation
  • Cross-border payment solutions, multi-language platform infrastructure, and specialized service design (medical tourism, tech tours, food experiences) are critical competitive advantages for capturing foreign visitor spending
Trends
Medical tourism integration with travel experiences, with hospitals and specialized clinics targeting foreign visitors as revenue diversification strategyTechnology and innovation tourism becoming primary draw for inbound visitors, with BYD, drone manufacturers, and 3D printing facilities as must-see destinationsShift from concentrated tourism in tier-1 cities (Beijing, Shanghai) to dispersed travel across tier-3 and tier-4 cities with unique cultural and natural attractionsExtended stay and repeat visitation patterns emerging as foreign visitors develop deeper familiarity with China, creating opportunities for residential relocation and education servicesPlatform-led standardization of inbound tourism services across accommodation, dining, transportation, and entertainment to address quality and accessibility gapsKOL and influencer-driven marketing becoming critical for authentic global promotion, with platforms recruiting local opinion leaders from target marketsCross-border commerce opportunities emerging from inbound tourism, with foreign visitors becoming procurement channels for Chinese manufacturers and suppliersService trade export positioning as alternative to manufacturing-dependent economic model, with higher margins and employment quality benefitsVisa facilitation and service convenience becoming competitive differentiators, with ease of entry directly correlating to visitor volume and durationSpecialized experience design (immersive dining, guided tech tours, medical consultations) commanding premium pricing and higher customer satisfaction than commodity tourism
Topics
Inbound tourism market recovery and growth trajectoryService trade exports and economic contribution modelingMedical tourism and healthcare services for foreign visitorsTechnology and innovation tourism experiencesMulti-language platform infrastructure and localizationCross-border payment systems and settlement solutionsHospitality and accommodation service standards for foreign guestsTourism content marketing and KOL strategyVisa and immigration facilitation policiesImmersive cultural and dining experiencesTourism guide training and service quality controlLower-tier city tourism development and positioningCross-border commerce opportunities from tourismRepeat visitation and long-term stay patternsAI-generated content quality issues in tourism marketing
Companies
Ctrip (携程)
Major OTA platform serving 5,000+ hotels with inbound tourism services, expanding to 15,000 hotels; recruiting 150+ K...
TripAdvisor
International travel platform with China CEO discussing inbound tourism's impact on foreign exchange and national image
Trip.com
Travel platform offering immersive dining experiences like 'Taste of China' restaurants targeting foreign visitors
BYD
Electric vehicle manufacturer becoming tourist attraction for foreign visitors interested in Chinese technology and i...
Xiaomi (小米)
Tech company mentioned as destination for foreign tourists interested in Chinese technology experiences
DJI (大疆)
Drone manufacturer featured in technology-focused tourism routes for foreign visitors
People
梁建章
Provided economic modeling showing inbound tourism could contribute 3.5-7% to GDP; advocating for KOL-driven marketin...
王涛
Identified payment friction as barrier to inbound tourism; developed cross-border payment system increasing conversio...
Carol
Leading tourism company with 5-person team generating 300-400k monthly revenue; pioneering tech experience routes for...
阿豪
Former foreign trade professional generating 1M+ revenue in 6 months; connecting foreign visitors with Chinese manufa...
梁一梦
Created viral tourism content for Guangzhou with 300k views; researching Western marketing approaches for China trave...
Kevin
Building premium customized inbound tourism service emphasizing professional margins and personalized guide relations...
Fitz
Co-leading customized inbound tourism company focused on high-value experience design and guide professionalism
王生
Transformed hotel occupancy from 30% to 70% during low season by targeting foreign visitors through OTA platforms
张张
Leading platform's inbound tourism expansion, managing 5,000+ hotel partnerships and KOL recruitment for global marke...
Jessica小南
Tracking foreign visitor behavior patterns showing increased repeat visitation and expansion to lower-tier cities
刘萧舟
Discussed inbound tourism's role in foreign exchange generation and national image enhancement
Quotes
"入境游已经从开始复苏的1.0时代进入需求分层产业裂变的2.0时代"
王涛Early in episode
"入境游不只是观光,它可能是中国服务贸易出海的路眼"
Narrator/EditorialMid-episode
"在西方商业文化里,合理的利润是专业的证明而不是原罪"
KevinMid-episode
"如果这方面做到位了,乐观估计外国游客量每年有望增长50%"
梁建章Late episode
"这半年我们对接了30多家工厂,接了近百万的样品采购单"
阿豪Late episode
Full Transcript
入境由遍地式黄金 本文来自微信公众号表外表里 作者陈子杰 曹斌玲 编辑傅晓玲授权虎秀APP发布 出境由黄金时代 中国人在日本疯抢马桶盖 如今轮到Carol带的外国游客批发中国马桶 那位匈牙利客户回国后 对中国酒店的舒适便利念念不忘 尽管运费昂贵 中欧排水管安装存在差异 他仍执意找Carol带购一台带夜灯自动冲水功能的马桶只因用过了材质有多香跨境结算服务商王涛同样感受到一股热浪他一位做入境一旅的客户两个月前刚开了个TikTok账号现在已经涨粉2万另一组数据是去年上海公立医院接诊的老外超过7万人王涛直言入境游已经从开始复苏的1.0时代进入需求分层产业裂变的2.0时代外国游客不再满足于 而是要去参观科技大厂,要把预算留给中医,把脚步伸入三四线城市。 这给旅游行业带来了更精细的产品设计需求,更高阶的服务挑战,同时也意味着更广阔的绝经空间,更深远的经济影响。 TripAdvisor,中国CEO刘萧舟曾提到,入境油不仅能带来外汇收入,还能提升国家国际形象。 协程联合创始人董事局主席梁建章甚至做了估算 如果未来入境油能直接贡献1%到2%的GDP 那么可额外带动汇率升值2.5%到5% 对经济总量的综合贡献可能达到3.5%到7% 本文记录的入境油从业者们也都在用自己的生意验证 一个道理 入境油不只是观光 它可能是中国服务贸易出海的路眼 偌大一个广州知名国际商都美食之都 但广州TravelTips 广州Tourist的社媒标签下居然是一片空白 两年前撞见的这一幕让梁一梦震惊之余 也第一次意识到入境游有太多缝隙可供耕耘 学外语的他立刻拉上两个朋友 赶在广交会之前录了首条攻略视频 人物出境不多 讲解也主打 够用就行 播放量却冲到30万 近百位外国人私信咨询 创业之路轻松开启 常年跟外国人打交道的马光另辟蹊径 美食在入境有理不可或缺 国内涌现了成都鼠宴 西安大明公宴 携程Test of China 中国味沉浸式餐厅等热门体验项目 emp 负责人王生总结 本来就是淡季 酒店民宿又越开越多 消费者还无紧口袋 不卷低价就没人来 酒店急需破局出口 这时入境游闯入了他的视线 来华旅游的老外都不差钱 还错开国内旅游高峰 人数也以肉眼可见的速度增长 他掐指一数 这笔买卖划算 于是主动报名了OTA海外平台的新客优惠活动 一开始酒店外宾接待能力几乎等于零 王生回忆道 后来靠平台多语言系统以及推出外语景点介绍等服务才汤了出来 酒店入境油间液占比已达到55% 淡季出租率从30%加提升至70% 据在携程任职的张张透露 像空白时这样靠错峰引流打开局面的酒店 他们已经服务了5000家 5月还将扩大至1.5万家 商家愿意配合 推进速度非常快 毕竟大批低兴酒店都存在没经验 没能力接待外宾等问题 而他们一边竖标杆如重庆快关门的老牌民宿 经过多元改造和设施升级 入境兼业两年内从四个攀升至超3000个 一边总结可复制的基础方法论进行推广解决了商家的后顾之忧 张昌说目前平台上能接待外宾的零至三星酒店已经从零提升至约40% 而住只是入境游的一环 事实上各大OTA平台正集体在吃 行 油 购 鱼等各个环节进行多语言化 支付便利化 购票简化 交通接驳优化等全方位的深度运营 行业掀起一轮 基建浪潮 创业者们也前赴后继入局 在尚未被定义的空白领域里挖掘红利 王涛就发现入境油企业常因收款问题而丢单 国内扫码下载Alipay 绑定护照信用卡 转账的流程让老外感觉像遇见骗子 瞄准这一难题 他们依托支付牌照创建了跨境收款系统 让老外扫码跳出来的是熟悉的国际信用卡 所单率提升20% 秦游记联合创始人Kevin和Fitz 则愿景着坐有影响力的入境油定制旅行社 这行看似门槛低 却没有诞生一位超级玩家 Kevin分享他的洞察 在西方商业文化里 合理的利润是专业的证明而不是原罪 一位卷低价也打动不了人 朋友般陪伴更有效 这些认知是做大做强的关键 他们凭着独特的经验 优化寻盘画术 产品手册 导游守则和图中跟进等全流程 and even become so happy when times of the consequences like Youtube that bob would 数百条定制线路 不过在他眼里 选择核种模式并不重要 关键是要大家百花齐放 共同把China Travel的热度提上来 作为曾经的外贸人 阿豪深知国家一直努力稳定人民币汇率 这虽然保住了出口 却一定程度上把卖资源低价走量的老路也定死了而服务贸易出口卖的是体验赚的是附加值贷的是普惠就业更有助于经济换血毕竟比起进场打螺丝外语导游定制师的劳动本身就更值钱更自由赚的钱也是实打实进自己口袋银行卡的数字涨了消费意愿自然跟着涨不像外贸企业利润还得砸回机器和原料里2025年 中国服务贸易逆差约为1.5万亿元 这意味着中国人出境消费跟老外入境消费的差额还很大 未来空间广阔 阿豪说这是他继续all-in入境油的原因之一 更何况入境油作为展现综合国力最直观的窗口 带动的不只是旅游消费 当第三波外国游客点名要比亚迪车接送时 敏锐的Carol团队便意识到这极有可能是一个商机据他观察入境游的上个全盛期外国游客来华几乎千篇一律涌向北京 上海等国际知名城市标配是爬长城 逛顾宫等名胜古迹但这一轮里很多人将坐新能源车 高铁等列入B体验名单抓住这一变化Carol团队专门设计了科技体验路线Carol兴奋道去大江看无人机到拓竹看3D打印等科技公司参观路线非常受欢迎 差异化的产品定位加上团队全程优质靠谱的服务 让Carol公司收获了许多客户的好评 业绩也节节攀升 5人的团队做到了月流水三四十万 甚至订单排到了明年 而外贸转行做地阶的阿豪更是将入境油转化成了商业密码 半年多入账了上百万 去年9月他接待了一个尼日利亚批发商 对方围绕义乌小商品市场展开沉浸式游玩 阿豪全程打以解惑的陪伴以及安排接送的妥贴 让客人对他极为信任 回国后就让他帮忙对接工厂 阿豪难眼激动的说 这半年我们对接了30多家工厂 接了近百万的样品采购单 未来还会扩大规模而这样的变化背后是随着大量普通游客涌入老外对中国的刻板印象被打破了原本认为中国贫穷 愚昧且没有自由但亲自来后发现中国的治安 变民性及现代化程度都在Next Level对此梁建章在接受媒体采访时也有解释新能源车 无人机 机器人等硬件科技相比美国AI等软件科技更容易展示 更直观 This obvious concept is considered a national 在外网掀起了去中国就医热 阿豪也从中受医 一位游客有糖尿病 落地直接让他帮忙推荐中医 他顺势开辟了医疗板块 单次能多赚200美金左右 事实上入境医旅正在成为产业除了上述提到的上海公立医院成规模接诊外国游客外广东近期推出了首批25家医疗机构设立国际医疗服务试点除了生活便利中国丰富的旅游资源本身也极具吸引力中国有几乎所有的地球地貌类型许多地方对外国游客而言都是未知大陆Jessica小南介绍道游客对中国越了解来的频次越高有游客一年能来三次 且旅行城市从北京等国际知名大都市慢慢转向西安洛阳等更小众特色的城市 这一切都指向China Travel最终的目标不是旅游 而是从一次到多次单人到群体的乘数效应下真正留住老外 不过要实现这一点并非一蹴而就的是 因为门槛不高 很多不专业的个体小品牌涌进来引发了不少乱象 如有导游的讲解甚至有反向抹黑之险 别人介绍景点生动有趣 让外国游客感受到深厚的文化底蕴 轮到它只有干巴巴这是个坟墓 人死了埋在这 对外营销推广也不尽人意 梁一梦就发现 今年去外网搜广州旅游攻略 涌现出大量雷同甚至错漏百出的AI视频 梁一梦沉重道 这种非真人的低质内容很难打动注重真实体验的老外 梁一梦最近在研究欧洲人如何在美国社媒做营销 准备用老外熟悉的方式去扩大影响力 有这样调整的不止梁一梦 入境有产业都在谋划着让老外安利老外 毕竟进行全球化有效宣传推广是下阶段的重点 张张提到 携程最近的重点项目之一 就是邀请每个国家的KOL来中国进行体验宣传目前已成功邀约150多位本地化意见领袖覆盖总计2亿粉丝梁建章说过如果这方面做到位了乐观估计外国游客量每年有望增长50%不过他也承认这是一个需要长期做的事情也因此邪程同时还邀请成龙成为入境游大使借助其国际影响力深化文化传播当然比起拉拢更高效的是老外主动来当外国人觉得中国服务便利度做得很好 签证很容易拿到 他们会更长期待在中国 同时带来更多机遇 可以看到 伴随入境油放开 搬去中国定居成为油管流量化体 送孩子来中国游学 留学 甚至来中国买房定居的也越来越多 部分旅行社业务已超越2019年的水平 未来还有一个数量级增长空间 感受到热浪袭来的阿豪 准备旅游医疗商务三手抓 迎接新一波财富