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游輪巨頭嘉年華、皇家加勒比加碼豪賭中國(guó)市場(chǎng)

游輪巨頭嘉年華、皇家加勒比加碼豪賭中國(guó)市場(chǎng)

Phil Wahba 2015-04-02
中國(guó)中產(chǎn)家庭對(duì)乘游輪度假的興趣正在急劇上升,并且推動(dòng)著整個(gè)行業(yè)的不斷增長(zhǎng),全球兩大游輪公司嘉年華及皇家加勒比都迅速抓住這個(gè)機(jī)會(huì),爭(zhēng)相擴(kuò)大其中國(guó)業(yè)務(wù)規(guī)模。
????

????讓一讓,邁阿密。上海來(lái)了。

????受中國(guó)游輪行業(yè)的爆炸式增長(zhǎng)影響,全球兩大游輪公司——皇家加勒比和嘉年華正在對(duì)中國(guó)業(yè)務(wù)成倍地加碼。

????上周五,嘉年華提高了2015年利潤(rùn)預(yù)測(cè),原因是游輪預(yù)定情況好于預(yù)期。該公司預(yù)計(jì),2015年乘游輪出境的中國(guó)游客數(shù)量將首次達(dá)到100萬(wàn)人次,而該公司將為其中幾乎一半的游客提供服務(wù)。

????和美國(guó)或歐洲相比,中國(guó)的游輪市場(chǎng)要小得多。但中國(guó)中產(chǎn)家庭對(duì)乘游輪度假的興趣正在急劇上升,并且推動(dòng)著整個(gè)行業(yè)的不斷增長(zhǎng)。

????嘉年華首席執(zhí)行官阿諾德?唐納德對(duì)華爾街分析師表示:“對(duì)游輪業(yè)來(lái)說(shuō),中國(guó)是下一個(gè)等待開(kāi)發(fā)的關(guān)鍵市場(chǎng),它成為世界上最大的游輪市場(chǎng)只是時(shí)間問(wèn)題?!?/p>

????聯(lián)合國(guó)世界旅游組織提供的數(shù)據(jù)顯示,2014年中國(guó)的出境游客總數(shù)增長(zhǎng)了10%左右,達(dá)到1.09億人次;中國(guó)游客的境外支出也上升了約17%。同時(shí),越來(lái)越多的中國(guó)游客開(kāi)始選擇乘坐游輪。2012-2014年,搭乘游輪旅游的中國(guó)游客數(shù)量增加了79%。

????目前,嘉年華在中國(guó)投放了四條游輪。該公司最近和招商局集團(tuán)簽署了備忘錄,內(nèi)容是設(shè)立兩家合資公司,分別從事游輪碼頭建設(shè)和游輪制造。

????與此同時(shí),皇家加勒比本周早些時(shí)候表示,從2016年4月份開(kāi)始,該公司第三條量子級(jí)游輪(這種游輪擁有巨大的觀光甲板等許多奢華設(shè)施)將以天津?yàn)槟父郏笳哂?000萬(wàn)人口,距北京約100英里(約161公里)。這將是該公司投放中國(guó)市場(chǎng)的第五條游輪,也是第一條一下水就部署在中國(guó)的游輪。去年,皇家加勒比決定將可容納4200名乘客的海洋量子號(hào)重新部署到上海。這是該公司的最新游輪,此前只在紐約-加勒比航線上航行過(guò)六個(gè)月,今后它將常駐上海。

????為了讓更多中國(guó)游客登上自己的游輪,皇家加勒比正打算和中國(guó)旅行社合作。去年秋天,該公司和攜程網(wǎng)達(dá)成協(xié)議,后者是皇家加勒比在中國(guó)的最大銷售代理。

????中國(guó)政府正在和皇家加勒比及其競(jìng)爭(zhēng)對(duì)手合作,而這需要增設(shè)基礎(chǔ)設(shè)施,以便大型游輪??吭谥袊?guó)的各個(gè)城市。為向中國(guó)政府表明自己計(jì)劃不斷在中國(guó)投資,皇家加勒比本周表示,該公司正著眼于在中國(guó)建立干船塢和物流中心,以便為自己部署在中國(guó)的游輪提供服務(wù)。同時(shí),該公司正在考慮推出新旅游項(xiàng)目,目的是讓數(shù)以千計(jì)的北美游客乘游輪來(lái)中國(guó)旅游。

????雖然中國(guó)仍是皇家加勒比的第三大市場(chǎng),排在美國(guó)和歐洲之后,但該公司顯然已將中國(guó)視為主要增長(zhǎng)引擎。

????最近,皇家加勒比總裁兼CEO邁克爾?貝利在北京接受《華爾街日?qǐng)?bào)》采訪時(shí)表示:“中國(guó)市場(chǎng)的增長(zhǎng)潛力超過(guò)美國(guó)?!保ㄘ?cái)富中文網(wǎng))

????譯者:Charlie

????審校: 魏永麗

????Move over, Miami. Here comes Shanghai.

????Buoyed by the explosive growth of the cruise industry in China, the world’s two largest cruise operators, Royal Caribbean RCL 6.47% and Carnival CCL 6.08% are redoubling their presence there.

????Carnival, which on Friday raised its 2015 profit forecast on the strength of better than expected advance bookings, expects the overall number of outbound cruise passengers from China to hit the 1 million market for the first time in 2015, and serve almost half of those.

????China remains a much smaller market for the cruising industry than the United States or Europe, but interest in taking to the seas as a middle-class vacation option is surging in China, and buoying the whole industry.

????“China presents the next great frontier for cruising,” Carnival CEO Arnold Donald told Wall Street analysts. “It’s just a matter of time before China becomes the largest cruise market in the world.”

????According to data from the United Nations World Tourism Organization, the total number of trips abroad by Chinese citizens rose about 10% to 109 million in 2014, with spending up about 17%. And more of that is going to cruises: the number of cruise passengers originating from China rose 79% between 2012 and 2014.

????Carnival currently has four ships based in China. The company recently signed a memorandum with state-owned China Merchants Group to look into forming two joint ventures that will build cruise ports and ships.

????Meanwhile, Royal Caribbean said earlier this week that Tianjin, a city of 10 million about 100 miles from Beijing, will be the new home for its third Quantum-class ship (those with the most bells and whistles like space observation decks) starting in April 2016. It will be the fifth China-based ship in the company’s fleet and its first to be based in China from the get-go. Last year, Royal Caribbean decided to redeploy its newest ship, the 4,200-passenger Quantum of the Seas, to Shanghai year-round as of this spring, after only six months cruising New York-Caribbean trips.

????To funnel more Chinese passengers to its ships, Royal Caribbean is looking for partnerships with local travel companies. In the fall, it struck a deal with Chinese online travel company Ctrip, which is the biggest seller of its cruises there.

????And to make it clear to the China government, whose cooperation Royal Caribbean and its rivals need to get more infrastructure that lets large ships dock in various cities, that its plans to keep investing in China. Royal Caribbean said this week it is looking into building Chinese dry dock facilities and developing logistics centers to supply its ships deployed in the region. It is also considering programs that would bring thousands of North American vacationers to visit China by cruising.

????While China is still Royal Caribbean’s No. 3 market, after the U.S. and Europe, it is clear executives see the Middle Kingdom as a major growth engine.

????“Potential growth here is greater than the U.S. market,” Michael Bayley, president and chief executive of Royal Caribbean’s international operations, told the Wall Street Journal in Beijing earlier this week.

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