真灼财经
2023.11.24 02:31

【真灼机构观点】携程集团 (09961.HK) 得益于旅游市场的显著复苏

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$TRIP.COM-S(09961.HK) 第三季收入为 137.5 亿元人民币,按年升 99.4%,按季升 22.1%。住宿预订营业收入为 55.9 亿元,同比上升 92.4%,交通票务营业收入为 53.7 亿元,同比上升 104.6%,均得益于旅游市场的显著复苏。

而经调整净利润为 48.9 亿元,按年升 3.7 倍,按季升 42.6%。第三季横跨暑假档期为传统旅游旺季,国内旅游业务持续复苏,国内的酒店预订已较 2019 年疫情前同期增长超过 70%。而出境业务方面亦继续呈现复苏态势,恢复疫情水平由上季的 60%,上升至 80%,较同业复苏速度为快。而随着国际航线逐步恢复,携程可受惠。

疫后旅游持续复苏,后续市场关注本地游的持续性及境外出行的需求变化。

 

凯基证券分析员:谭美琪

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