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同程旅行(00780) - 董事会会议通告
2025-08-04 09:01
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 馬和平 香港,二零二五年八月四日 Tongcheng Travel Holdings Limited 同程旅行控股有限公司 (於開曼群島註冊成立的有限公司) (股票代號:0780) 董事會會議通告 同程旅行控股有限公司(「本公司」)董事會(「董事會」)謹此宣佈,董事會會議將於 二零二五年八月十八日(星期一)舉行,藉以(其中包括)批准本公司及其附屬公司 截至二零二五年六月三十日止六個月之未經審計中期業績及其發佈。 承董事會命 同程旅行控股有限公司 執行董事兼首席執行官 於本公告日期,董事會由以下成員組成: 執行董事 吳志祥 (聯席董事長) 楊嘉宏 馬和平 (首席執行官) 戴小京 獨立非執行董事 韓玉靈 非執行董事 梁建章 (聯席董事長) 江浩 謝晴華 Brent Richard Irvin ...
避暑旅游太火,西部、东北酒店爆满
21世纪经济报道· 2025-08-03 03:32
Core Viewpoint - The extreme high temperatures in the central and eastern regions of China during the summer of 2025 have led to a surge in national demand for summer vacation tourism, with significant shifts in travel patterns towards cooler destinations [1][4]. Group 1: Travel Trends - The search volume for "summer vacation" keywords on Meituan Travel increased by 45% year-on-year, with "summer vacation travel" searches soaring nearly 200% month-on-month [1]. - Long-distance summer travel is trending westward, with a notable increase in orders for long-distance trips to western and northeastern regions, up over 10% compared to the same period last year [4]. - Popular destinations for long-distance travel include Xining, Lhasa, Yinchuan, Lijiang, and others, with average temperatures ranging from 17°C to 26°C, making them ideal for summer retreats [4][5]. Group 2: Accommodation and Consumption - Hotel bookings in Yunnan have surged by 42% month-on-month, with dining consumption increasing by 62.6% [5]. - The average price for a family-friendly accommodation in Dali is around 1300 yuan per night during peak season, indicating a rise in accommodation costs due to high demand [5]. - The occupancy rates in western and northeastern provinces are exceptionally high, with some cities like Shenyang and Kunming exceeding 90% occupancy [6]. Group 3: Emerging Activities - New leisure activities such as "lazy drifting" in Anji have gained popularity, attracting thousands of visitors and generating significant ticket sales [8][9]. - Cultural and educational venues, including museums and science centers, are also seeing increased interest, with museum bookings up over 200% year-on-year [10]. - The trend of "traveling with events" has emerged, with sports events driving hotel occupancy rates in cities hosting matches, such as Nanjing and Huai'an [11]. Group 4: International Travel - There is a noticeable increase in outbound travel to southern hemisphere countries for cooler climates, with flight bookings to Australia and New Zealand rising over 20% [13][14]. - The price advantage of international flights has become a key driver, with significant reductions in ticket prices for routes like Guangzhou to Sydney [14]. - The overall international travel market is thriving, with a 136% increase in bookings for overseas train tickets and a 185% increase for hotel packages [14].
平台数据显示暑期抗战主题红色旅游升温 南京热度居首
Zhong Guo Xin Wen Wang· 2025-08-01 07:57
中新社北京8月1日电 (记者刘文文)正值暑期旅游旺季,中国在线旅游平台同程旅行8月1日公布的数据显 示,近期红色旅游目的地及相关旅游线路搜索热度快速上升。其中,抗战主题红色旅游热度显著攀升, 南京位居热门目的地榜首。 今年是中国人民抗日战争暨世界反法西斯战争胜利80周年,与抗战历史有关的红色旅游景点和场馆热度 显著高于去年同期。 同程旅行数据显示,自7月下旬以来,与抗战历史有关的纪念场馆和历史遗迹热度上升较快,也推高了 周边景区热度。今年暑期热门抗战纪念场馆或遗址主要有:侵华日军南京大屠杀遇难同胞纪念馆、沈 阳"九·一八"历史博物馆、中国人民抗日战争纪念馆、百团大战纪念馆、台儿庄大战遗址等。 除抗日纪念场馆外,热门电影的拍摄地也迅速成为年轻消费者的"打卡地"。同程旅行平台数据显示,暑 期档电影《南京照相馆》的核心拍摄地——上海影视乐园(车墩影视基地),7月搜索热度环比上涨80%。 该园在影片上映期间同步推出的拍摄地观影活动,让游客沉浸式感受抗战历史,受到不少年轻人欢迎。 同程旅行度假业务相关负责人表示,今年暑期以抗战纪念为主题的研学游等产品热度显著高于去年同 期,特别是《南京照相馆》的热映,进一步推高相关主题 ...
10亿收购A股公司,两天却蒸发超50亿,同程旅行在下什么棋?
券商中国· 2025-07-31 04:21
Core Viewpoint - The article discusses the recent acquisitions by Tongcheng Travel, highlighting the challenges and market reactions associated with its attempts to integrate and control Dalian Shengya, a struggling tourism company [2][4][10]. Group 1: Acquisitions Overview - In April 2025, Tongcheng Travel acquired all shares of Wanda Hotel Development's hotel assets for 2.5 billion yuan [3]. - In July 2025, Tongcheng Travel planned to acquire a 23.08% stake in Dalian Shengya for 960 million yuan, gaining control over the company [6][8]. - The total investment in Dalian amounts to nearly 3.5 billion yuan, indicating a strategy to consolidate local tourism resources [4][10]. Group 2: Market Reactions - Following the announcements of the acquisitions, Tongcheng Travel's stock price dropped significantly, reflecting market skepticism about the deals [5][22]. - Dalian Shengya's stock experienced volatility, initially rising but then falling sharply after the acquisition news, indicating investor concerns about the integration process [5][22]. Group 3: Financial Performance and Challenges - Dalian Shengya reported total assets of 2.1 billion yuan and a net loss of 70 million yuan in 2024, highlighting its financial struggles compared to Tongcheng Travel's total assets of 37.8 billion yuan and net profit of 1.97 billion yuan [10][14]. - The company has a high debt ratio exceeding 85%, with significant financial burdens, including interest payments of 51 million yuan [15][16]. - Dalian Shengya's revenue growth in its main business segments has lagged behind the industry average, with a mere 5.7% increase in its scenic area operations [14]. Group 4: Governance and Control Issues - Dalian Shengya has faced governance challenges, including a power struggle among shareholders, which may complicate Tongcheng Travel's integration efforts [20][21]. - The controlling shareholder's shares are judicially frozen, raising concerns about potential changes in the shareholder structure and governance stability [19][20]. Group 5: Strategic Implications - Tongcheng Travel aims to leverage its extensive user base and resources to enhance Dalian Shengya's operations and expand its market presence [17]. - The acquisition is seen as a move to transition from an online-focused business model to a more integrated offline tourism operation [26].
控制权转移,“海洋公园第一股”迎来转机?
IPO日报· 2025-07-29 09:54
Core Viewpoint - The control of Dalian Shengya has undergone significant changes with the announcement of a private placement of shares to Shanghai Tongcheng, which will result in Shanghai Tongcheng becoming the controlling shareholder of the company [1][5][7]. Group 1: Share Issuance and Control Changes - Dalian Shengya plans to issue 38.64 million shares at a price of 24.75 CNY per share, raising approximately 956 million CNY [1]. - After the issuance, Shanghai Tongcheng will hold 23.08% of the shares and, with voting rights entrusted from other shareholders, will control 30.88% of the voting rights, thus becoming the controlling shareholder [1][5]. - Prior to this issuance, the major shareholders included Xinghaiwan Investment with 24.03% and Panjing Fund with 19.47% [3][4]. Group 2: Financial Performance and Debt Situation - Dalian Shengya has faced continuous losses, with revenues of 205 million CNY, 157 million CNY, and 468 million CNY from 2021 to 2023, and net profits of -198 million CNY, -77.64 million CNY, and 34.38 million CNY respectively [11]. - As of the end of 2024, the company had a debt of approximately 1.512 billion CNY, with a high debt-to-asset ratio of 85.75% [10][12]. - The company reported a revenue of 505 million CNY in 2024, a year-on-year increase of 7.93%, but incurred a net loss of 70.18 million CNY [12]. Group 3: Future Plans and Strategic Direction - Shanghai Tongcheng, as an industrial investor, aims to maintain the independence of Dalian Shengya's management team while leveraging the company as a core platform for its cultural tourism operations [7]. - The strategy includes enhancing the company's capabilities through financial support and potential resource integration, with a vision to establish Dalian Shengya as a leader in the "cultural tourism + IP + digitalization" sector [7].
同程旅行9.6亿定增入主 大连圣亚连亏1年半负债率86%
Zhong Guo Jing Ji Wang· 2025-07-29 03:33
Core Viewpoint - Dalian Shengya (600593.SH) has announced a plan to issue A-shares to specific investors, aiming to raise approximately 956.34 million yuan to repay debts and enhance liquidity, which will lead to a change in control of the company [1][3][7]. Group 1: Share Issuance Details - The planned issuance price is set at 24.75 yuan per share, with a maximum of 38,640,000 shares to be issued, representing up to 30% of the company's total shares before the issuance [3][4]. - The specific investor for this issuance is Shanghai Tongcheng Enterprise Management Partnership, which is a holding entity established by Tongcheng Travel, listed on the Hong Kong Stock Exchange [1][3][6]. - Following the issuance, Shanghai Tongcheng will become the controlling shareholder, and the company will have no actual controller due to the lack of a controlling entity for Tongcheng Travel [3][4]. Group 2: Financial Condition and Objectives - The issuance aims to alleviate the company's debt and operational risks, positioning it as a leading enterprise in the cultural tourism sector through industry integration and IP operation [7]. - Dalian Shengya's consolidated asset-liability ratios were reported at 84.90%, 83.05%, 85.75%, and 85.60% for the end of 2022, 2023, 2024, and March 2025, respectively [7]. - The company has faced financial challenges, with net profits of -76.64 million yuan in 2022, 34.38 million yuan in 2023, and further losses projected for 2025 [8][9]. Group 3: Business Operations - Dalian Shengya primarily operates in the tourism and entertainment sector, managing attractions like Dalian Shengya Ocean World and Harbin Polar Park, focusing on scenic area operations, commercial activities, animal management, and hotel operations [6]. - Tongcheng Travel, the indirect controlling entity, offers a wide range of travel services, including transportation ticketing, accommodation booking, and tour packages, indicating potential synergies with Dalian Shengya's operations [6].
耗资9.56亿元定增入主同程旅行拿下大连圣亚控股权
Core Viewpoint - Dalian Shengya has announced a strategic partnership with Shanghai Tongcheng, which will lead to significant changes in its governance structure and operational capabilities, potentially revitalizing its business and enhancing its market competitiveness [1][2][3] Group 1: Stock Issuance and Control - Dalian Shengya's stock issuance to Shanghai Tongcheng will result in Shanghai Tongcheng holding 23.08% of the total shares and 30.88% of the voting rights, making it the controlling shareholder [1] - The strategic partnership aims to address long-standing governance issues and enhance the company's operational efficiency through industry collaboration [2][3] Group 2: Financial Performance - In 2024, Dalian Shengya reported a revenue of 505 million yuan, a year-on-year increase of 7.93%, but incurred a net loss of 70.18 million yuan, a significant decline of 304.16% compared to the previous year [2] - The losses were attributed to litigation costs, project delays, and asset impairments, highlighting the financial challenges faced by the company [2] Group 3: Future Prospects and Strategic Goals - The partnership with Shanghai Tongcheng is expected to transform Dalian Shengya from a regional operator to a comprehensive cultural tourism platform, enhancing its ability to integrate resources and improve profitability [3][4] - The collaboration aims to fill the gap in high-end cultural tourism products in Northeast China and leverage the strengths of both companies to create a leading position in the market [4][5]
同程旅行联合墨迹天气发布避暑游趋势:中东部游客扎堆西部避暑 青海避暑游热度领跑全国
Zheng Quan Ri Bao Wang· 2025-07-25 13:22
Core Insights - The report indicates a significant shift in the summer travel market, with a notable increase in long-distance travel orders, particularly towards western and northeastern regions of China, driven by high temperatures in the central and eastern parts of the country [1][2] - Popular travel activities include self-driving tours across multiple provinces and night-time stargazing trips, while short-distance travel trends favor air conditioning, water activities, and night tours [1] - There is a growing trend for outbound travel to Australia and New Zealand, with increased flight availability and booking interest for these destinations during their winter season [1][4] Travel Trends - The report highlights that from July 1 to July 24, over 60% of the top 10 provinces with the fastest growth in domestic flight and hotel bookings were in the western region, with Qinghai leading with over 40% growth [2] - Other provinces such as Yunnan, Inner Mongolia, Guizhou, Gansu, Guangxi, and Xinjiang also saw hotel booking increases exceeding 20% [2] Popular Destinations - The most favored destinations for mid to long-distance travel in July include Qinghai, Tibet, Ningxia, Yunnan, Guizhou, Gansu, Inner Mongolia, Xinjiang, Sichuan, and Guangxi, with average temperatures ranging from 17°C to 26°C [4] - The report notes a significant increase in car rental bookings in these regions, with rentals from Xinjiang and Qinghai seeing year-on-year growth of over 87% and 50%, respectively [4] Outbound Travel Insights - There has been a double-digit increase in flight bookings from China to popular cities in Australia and New Zealand, with New Zealand seeing over 20% growth compared to the previous month [4] - The report mentions that discounted flight prices from Guangzhou and Shanghai to various Australian cities have become attractive, even with longer layover times due to visa-free transit options [5]
同程旅行联合墨迹天气发布避暑游趋势:暑期澳新航线性价比拉满 反季出境避暑热度高
Core Insights - The summer travel peak is driven by high temperatures in China's central and eastern regions, leading to increased travel to the western and northeastern areas for cooler climates [1][2] - Long-distance travel orders have increased by over 10% compared to the same period last year, with self-driving tours and stargazing trips gaining popularity [1][2] - The trend of outbound travel for summer vacations has also risen, particularly to Australia and New Zealand, as domestic airlines increase flights to these regions [1][9] Domestic Travel Trends - The western provinces of China are seeing significant growth in travel bookings, with Qinghai leading with over 40% increase in flight and hotel reservations [2][4] - Other provinces such as Yunnan, Inner Mongolia, and Guizhou also reported over 20% growth in hotel bookings [2] - Popular destinations for long-distance travel include Xining, Lhasa, and Lijiang, with average temperatures ranging from 17°C to 26°C, making them ideal for summer vacations [3][4] Travel Activities and Preferences - Self-driving tours have become a favored choice, with rental car bookings in regions like Xinjiang and Qinghai increasing by over 87% and 50% respectively [4] - Unique travel experiences such as "lazy rafting" and "lazy bungee jumping" have gained traction, particularly among families and young travelers [5] - The trend of "staycation" is evident, with significant increases in hotel bookings in county-level destinations like Feixian and Anji County [5][6] Outbound Travel Trends - There is a notable increase in travel to southern hemisphere countries like Australia and New Zealand, with flight bookings rising by over 20% for New Zealand [9][13] - The appeal of these destinations is attributed to their cooler winter weather and competitive flight prices, making them attractive for Chinese tourists seeking relief from summer heat [9][13] Cultural and Recreational Activities - Museum visits have seen a surge, with booking rates increasing by over 200%, followed by religious sites and historical landmarks [8] - The expansion of night-time activities and events in major urban areas is contributing to a robust growth in summer night economy [8]
机构:青海避暑游热度攀升,暑期长线旅行订单同比提升超10%
Bei Jing Shang Bao· 2025-07-25 10:35
Core Insights - The summer travel peak for 2025 is driven by high temperatures in China's central and eastern regions, leading to increased travel to western and northeastern areas for cooler climates [1] - Long-distance travel orders have increased by over 10% compared to the same period last year, with popular activities including multi-province self-driving tours and stargazing trips [1] Group 1: Travel Trends - The report indicates that from July 1 to 24, over 60% of the top 10 provinces with the fastest growth in domestic flight and hotel bookings are located in the western region [1] - Qinghai province leads the nation with a more than 40% increase in both flight and hotel bookings, while Yunnan, Inner Mongolia, Guizhou, Gansu, Guangxi, and Xinjiang also saw over 20% growth in hotel bookings [1] - Popular destinations for mid to long-distance travel include Xining in Qinghai, Lhasa in Tibet, Yinchuan in Ningxia, Lijiang in Yunnan, Liupanshui in Guizhou, Gannan in Gansu, Hohhot in Inner Mongolia, Altay in Xinjiang, Kangding in Sichuan, and Leye County in Guangxi, with average temperatures ranging from 17°C to 26°C [1] Group 2: Transportation Preferences - Due to the vastness of the western regions and the dispersion of popular attractions, flying to destinations and then renting or hiring vehicles has become a popular choice [2] - From July 1 to 24, car rental bookings in regions like Xinjiang, Qinghai, Ningxia, Gansu, and Inner Mongolia have seen significant increases, with Xinjiang experiencing over 87% year-on-year growth in rental bookings and Qinghai over 50% [2] - Stargazing has emerged as a favored activity, with destinations such as Ali Dark Night Park in Tibet, Chaka Salt Lake in Qinghai, Tengger Desert in Ningxia, Niubei Mountain in Sichuan, Dunhuang in Gansu, Mohe in Heilongjiang, Gaomeigu in Lijiang, and the Taklamakan Desert in Xinjiang being popular for their excellent stargazing conditions [2]