Cov neeg ncig tebchaws Suav xav tau kev mus ncig zoo nkauj thiab tsev so, kev tshawb fawb qhia

Cov neeg siv khoom hauv Suav teb npaj yuav them nyiaj thaum nws los txog tsev so, Morgan Stanley kev tshawb fawb pom nyob rau lub Ib Hlis lig.

Cov kev tshawb fawb taw qhia txog kev xav tau ntau ntxiv rau cov tsev so high-end thiab khoom kim heev hauv Suav teb tam sim no uas lub teb chaws tau xaus kev txwv kev mus ncig hauv tsev - thiab Covid nthwv dej tau dhau mus.

"Cov neeg siv khoom zoo li txaus siab los nce kev siv nyiaj hauv tsev so rau lawv qhov kev mus ncig ua ntej-Covid, nrog 20% ​​suav tias yog lawv cov nqi mus ncig sab saum toj piv rau 17% txhua xyoo 2017 thiab 2020," Morgan Stanley cov kws tshuaj ntsuam tau hais.

Daim ntawv tshaj tawm tau tshaj tawm hnub Tuesday hais txog kev tshawb fawb muaj tswv txij thaum Lub Ib Hlis 29 txog 31 ntawm kwv yees li 2,000 tus neeg siv khoom thoob plaws Tuam Tshoj lub nroog loj hauv 19 lub xeev.

Daim ntawv tshaj tawm tau hais tias "37% ntawm cov neeg siv khoom nyiam cov tsev so siab dua lub hnub qub, nce los ntawm 18% hauv 2020, nrog cov neeg tau txais txiaj ntsig ntau dua qhia tias muaj kev noj qab haus huv ntau dua rau cov tsev so khoom kim heev nyob (47% vs. 31% hauv 2020).

"Kev hais txog cov tsev so pob nyiaj siv thiab cov tsev so nruab nrab tau poob thoob ntiaj teb."

Cov neeg siv khoom nyiam kom txuag tau nce siab kom sau tau siab thaum muaj kev sib kis. Kev muag khoom lag luam lag luam tag nrho kev lag luam loj hlob hauv Suav teb nyob rau hauv lub ntsej muag ntawm kev tsis paub meej txog cov nyiaj tau los yav tom ntej.

Morgan Stanley tau hais tias qhov kev tshawb fawb pom muaj qhov tsis txaus siab rau kev yuav khoom, txawm hais tias nws yog tus nqi siab tshaj plaws rau cov neeg taug kev. Cov peev nyiaj yuav khoom rau cov neeg taug kev yog 9,405 yuan ($ 1,387), me ntsis siab dua xyoo 2020 tab sis tseem zoo hauv qab 2017 qib ntawm 13,782 yuan, raws li kev tshawb fawb hauv ob peb xyoos dhau los.

"Feem ntau ntawm cov neeg siv khoom xav kom lawv cov kev siv nyiaj tag nrho tsis hloov pauv hauv rau lub hlis tom ntej (70% piv rau 73% lub hli dhau los)," tsab ntawv ceeb toom tau hais.

Tab sis 24% ntawm cov neeg teb tau hais tias lawv npaj yuav siv nyiaj ntau dua los "kho lawv lub neej" - tus cwj pwm uas feem ntau ua rau kev yuav khoom zoo dua. Qhov ntawd yog nce los ntawm 20% ib hlis dhau los, tsab ntawv ceeb toom tau hais.

"Kev nce ntawm tus naj npawb ntawm cov neeg siv khoom xav txhim kho lawv txoj kev ua neej nrog kev siv nyiaj ntau dua yog universal."

Cov nyiaj tau los ntawm ib tus neeg pov tseg hauv Suav teb tau nce los ntawm 2.9% hauv 2022 txog 36,883 ($ 5,439) thaum tsis suav nrog tus nqi, raws li National Bureau of Statistics. Rau cov tsev neeg hauv nroog, cov nyiaj tau los pov tseg tau nce ntau dua $ 1,000 saum toj no hauv lub tebchaws, cov ntaub ntawv qhia.

Rov qab rau lub Cuaj Hli, UBS tus kws tshuaj ntsuam Xin Chen thiab ib pab neeg tau hais tias lawv xav tias tom qab Covid dhau mus, cov neeg hauv Suav teb yuav them rau tsev so.

"Kev loj hlob ib nrab-/cov neeg tau txais txiaj ntsig siab hauv Suav teb yuav ua rau muaj kev loj hlob ntxiv hauv kev thov rau cov tsev so loj," UBS tsab ntawv ceeb toom tau hais. "Tam sim no, tus naj npawb ntawm cov khoom kim heev thiab cov tsev so khoom kim heev cov qhua tuaj koom thiab cov khoom lag luam nkag mus hauv Suav teb yog ob qho tib si qis dua hauv North America."

Nws yuav yog lub sijhawm rau cov khoom lag luam thoob ntiaj teb.

UBS tau hais tias "Peb ntseeg tias nws yuav nyuaj rau cov tsev so hauv Suav teb kom nkag mus rau kev lag luam loj," UBS tau hais.

"Tuam Tshoj pawg tsev so tseem tab tom tshawb nrhiav kev lag luam hauv tsev so loj, thiab peb xav tias kev yuav cov khoom lag luam txawv teb chaws tuaj yeem yog lawv qhov kev xaiv zoo tshaj plaws, thiab nrhiav kev koom tes nrog cov neeg tsim vaj tsev tuaj yeem muab kev tswj hwm vaj tse rau kev nthuav dav hauv tsev so ua lag luam loj."

InterContinental Chaw ntiav pw Pawg tshaj tawm lub lim tiam no nws tau kos npe rau ob lub tsev so deals hauv Shanghai, suav nrog thawj lub tsev so hauv Greater Tuam Tshoj raws li nws cov khoom kim heev Vignette Collection hom. Cov tsev so tau teem sijhawm qhib rau thawj ib nrab xyoo 2024, raws li kev tshaj tawm.

InterContinental, Marriott International thiab Wyndham Chaw ntiav pw thiab Chaw So yog yuav tso cov nyiaj khwv tau los tom qab lub hli no.

Hilton Ntiaj Teb Holdings tau hais nyob rau hauv nws daim ntawv tshaj tawm nyiaj tau los ntawm peb lub hlis twg thaum hmo ntuj tias kev lag luam ntsuas ntawm cov nyiaj tau los rau Tuam Tshoj tau pom tias kev lag luam tseem poob qis los ntawm 37% piv rau 2019 qib. Tuam Tshoj txoj kev tswj hwm Covid tseem tiv thaiv lub tuam txhab los ntawm kev nthuav dav ntau npaum li nws tau npaj tseg hauv lub quarter thib plaub.

Hilton Worldwide CEO Christopher J. Nassetta tau hais tias "Koj twb tau pib pom kev mus ncig tseem ceeb hauv Suav teb raws li kev nce nqi," Hilton Worldwide CEO Christopher J. Nassetta tau hais hauv kev hu xov tooj nyiaj tau los.

"Thiab peb cia siab tias, tshwj xeeb tshaj yog nyob rau hauv ib nrab ntawm lub xyoo, koj yuav muaj ib tug loj tailwind los ntawm qhov ntawd," nws hais, raws li ib tug StreetAccount transcript.

"Muaj txuas ntxiv qhov kev thov dav dav ntxiv thoob plaws txhua ntu. Kuv txhais tau tias, koj tuaj yeem sib cav hauv kev lom zem ... tib neeg tau ua ntau heev, tab sis peb tsis pom lawv qeeb. "

- CNBC's Michael Bloom tau pab txhawb rau daim ntawv tshaj tawm no.