截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 同程旅行控股有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00780 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | USD | | 0.0005 | USD | | 1,500,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 3,000,000,000 | USD | | 0.0005 | USD | | 1,500,000 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 本月底法定/ ...

Core Insights - The sudden drop in temperature across many provinces has led to an early migration of "snowbirds," with a significant increase in flight bookings to warmer destinations like Hainan and Yunnan, showing a year-on-year growth of approximately 100% from October 18 to November 10 [1][4] - There is a noticeable trend of "snowbirds" seeking new and less conventional destinations, with increased interest in places like Jianshui and Yuanjiang in Yunnan, and Bama and Chongzuo in Guangxi [1] - The demographic of migrating "snowbirds" is evolving, with younger individuals, particularly those aged 55 and above, joining the ranks of traditional retirees [4][5] Travel Trends - The Northeast provinces remain the primary source of travelers heading south, with flights from Harbin, Shenyang, and Changchun to Sanya and Haikou being the most searched and booked [4] - Young "snowbirds" are characterized by their focus on cost-effective travel options, with a 25% higher preference for early and late flights compared to older travelers, and they are willing to spend more on accommodations [5] Accommodation Preferences - There is a growing demand for quality long-term rentals and hotels, with travelers spending longer periods in southern destinations, often ranging from weeks to months [6] - Older travelers prefer high-quality accommodations, with a 30% higher average spending compared to younger travelers, while younger travelers are increasingly opting for unique and stylish homestays [6] Impact on Tourism - The migration of "snowbirds" contributes significantly to increased visitor numbers at various tourist attractions, such as the Yanuoda Rainforest Cultural Tourism Area in Hainan, which has tailored experiences for both younger and older travelers [7]

Group 1 - The core viewpoint of the articles highlights a significant increase in travel bookings in major cities of the Guangdong-Hong Kong-Macao Greater Bay Area due to the upcoming National Games, with a nearly 400% increase in comprehensive search volume for hotels, flights, train tickets, and attractions related to the event [1] - Major cities such as Guangzhou and Shenzhen experienced over 40% growth in search heat, while Hong Kong and Macau also saw noticeable increases in travel search activity [1] - Flight search heat from cities like Beijing, Chengdu, Hangzhou, Shanghai, Xi'an, and Wuhan to Guangzhou and Shenzhen has shown significant growth, indicating a rise in travel interest during the event period [1] Group 2 - Hotel booking trends show substantial year-on-year increases in cities hosting the events, with Huizhou and Qingyuan exceeding 100% growth, and Shenzhen, Foshan, and Jiangmen showing over 60% growth [1] - The peak travel periods are expected to occur on the weekends of November 8-9 and November 15-16, indicating strong demand for accommodations during these times [1] - The research institute anticipates a considerable rise in winter tourism in major cities of the Greater Bay Area, driven by the National Games and the release of winter travel demand [2]

Core Insights - The recent approval from the central bank has finalized the acquisition of multiple payment licenses, with Xinxing Payment being acquired by Tongcheng Travel and Yongyi Payment being taken over by Zhengkai Group [2][3]. Group 1: Company Acquisitions - Tongcheng Travel has expanded its portfolio by acquiring Xinxing Payment, which is the only licensed payment institution in Hainan Province, enhancing its licensing capabilities in financial services [2][4]. - Zhengkai Group, a top 500 private enterprise, has acquired Yongyi Payment, which previously had a connection with Bilibili, highlighting the competitive landscape for payment licenses [2][5]. Group 2: Strategic Importance of Payment Licenses - The acquisition of payment licenses is a strategic move for companies like Tongcheng Travel, allowing them to reduce reliance on external payment channels and improve transaction efficiency [8]. - Payment licenses are becoming standard for major internet companies, facilitating the integration of various financial services and enhancing business ecosystems [6][8]. Group 3: Future Prospects - The geographical advantage of Xinxing Payment is expected to become more significant with the future closure of Hainan's free trade port, potentially increasing its value [4]. - The strategic cooperation framework agreement between Hainan Province and Tongcheng Group aims to leverage policy advantages for mutual growth in the tourism and financial sectors [4].

Core Viewpoint - The National Immigration Administration of China has announced 10 measures to enhance immigration and exit-entry management services, including the expansion of the "full online processing" pilot program for issuing exit-entry documents for residents, increasing the number of pilot cities from 20 to 50 starting November 20 [1] Group 1: Policy Changes - The expansion of the "full online processing" pilot program aims to improve the convenience of outbound travel for residents in non-first-tier cities [1] - The new measures are expected to facilitate the processing of exit-entry documents, thereby encouraging more residents to travel abroad [1] Group 2: Market Trends - According to Tongcheng Travel, the volume of visa applications on their platform has increased by over 30% year-on-year in the first three quarters of this year [1] - Non-first-tier city residents show a higher enthusiasm for visa applications compared to those in first-tier cities [1] - During the recent National Day and Mid-Autumn Festival holidays, bookings for group tours to Europe from non-first-tier city users increased by over 140%, while bookings for group tours to the Americas rose by over 32% [1] Group 3: Company Initiatives - Tongcheng Travel has enhanced its outbound visa services by launching a pilot program in Suzhou, collaborating with the local subway system to upgrade the visa application experience [1] - The upgraded visa application center at subway stations offers services such as "2-hour rapid pre-review, full refund for visa refusals, and door-to-door collection within 2 kilometers," with nearly 10,000 users served to date [1]

Core Viewpoint - Tongcheng Travel (00780.HK) announced that its board meeting will be held on November 25, 2025, to approve the unaudited third-quarter results for the nine months ending September 30, 2025, and to release these results [1] Summary by Categories - Company Announcement - The board meeting is scheduled for November 25, 2025 [1] - The meeting will focus on approving the unaudited third-quarter performance for the nine months ending September 30, 2025 [1]

Tongcheng Travel Holdings Limited 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。 同程旅行控股有限公司 同程旅行控股有限公司 執行董事兼首席執行官 馬和平 香港，二零二五年十一月三日 於本公告日期，董事會由以下成員組成： 執行董事 （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 二零二五年十一月二十五日（星期二）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九月三十日止九個月之未經審計第三季度業績及其發佈。 承董事會命 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 吳志祥 （聯席董事長） 楊嘉宏 馬和平 （首席執行官） 戴小京 ...

Core Viewpoint - The People's Bank of China has approved the change of major shareholder and actual controller of Newborn Payment Co., Ltd. to eLong Network Information Technology (Beijing) Co., Ltd., marking a significant ownership transition in the non-bank payment sector [1] Company Changes - Newborn Payment's major shareholder has changed from HNA Cloud Payment Technology Co., Ltd. to eLong Network [1] - The actual controller has shifted from Hainan HNA No. 2 Trust Management Service Co., Ltd. to Tongcheng Travel Holdings Limited [1] - Key management changes include the appointment of Qiu Xiaohong as Chairman and General Manager, Wang Jieming as Supervisor, and Ji Linlin as General Manager of the Financial Management Department [1] Financial Information - The registered capital of Newborn Payment has increased from 100 million yuan to 330 million yuan [1]

Core Viewpoint - The strategic cooperation between Tongcheng Travel and Liaoning Airport Group aims to innovate business models and enhance the aviation experience in Liaoning Province, contributing to the development of the ice and snow economy and promoting local culture [1][3]. Group 1: Strategic Cooperation Details - The cooperation will focus on marketing collaboration, expanding the travel chain, and developing tourism resources in Northeast Asia [3]. - Both parties will work together to enhance the quality of air-rail intermodal services and promote international route expansion and marketing for Liaoning [3][4]. - The agreement allows for the integration of retail and dining services at airports into the Tongcheng Travel platform, improving commercial efficiency [3]. Group 2: Ice and Snow Economy Development - Liaoning Province aims to become a leader in the ice and snow economy, with a target of achieving an industrial output value of approximately 250 billion yuan by 2030 [4]. - The partnership will promote combined travel products such as "flight + scenic ticket" and "flight + skiing package" to attract more tourists [4]. - The collaboration will also include promotional events to showcase local tourism attractions to international markets [4]. Group 3: Leadership Statements - The Chairman of Liaoning Airport Group emphasized that this cooperation marks a significant step in the digital transformation and service upgrade of the airport group [4]. - The CEO of Tongcheng Travel highlighted the partnership as a new chapter in integrating air travel and tourism, focusing on enhancing the overall travel experience for passengers [5]. Group 4: Airport Operations - Liaoning Airport Group operates several airports, with Shenyang Taoxian International Airport projected to handle 23.744 million passengers and 228,000 aircraft movements in 2024 [6].

Core Viewpoint - The strategic cooperation agreement between Tongcheng Travel and Liaoning Airport Group aims to innovate business models and enhance the "smart airport" concept, contributing to the revitalization of the ice and snow economy in Liaoning Province and promoting its unique cultural heritage [1][3]. Group 1: Strategic Cooperation Details - The cooperation will focus on marketing collaboration, expanding the travel chain, developing cultural tourism resources, and establishing a Northeast Asia international hub [3]. - Both parties will support the high-quality development of civil aviation in Liaoning through online and offline marketing, enhancing the integration of air travel services, and improving the quality of air-rail intermodal services [3][5]. - The agreement includes integrating retail and dining services at airports into the Tongcheng Travel platform to improve commercial efficiency [3][4]. Group 2: Ice and Snow Economy Development - Liaoning Province aims to become a leader in the ice and snow economy, leveraging its natural resources and hosting the 2028 National Winter Games [3][4]. - The provincial government plans to develop high-quality ice and snow tourism destinations by 2030, with the ice and snow industry expected to reach a total output value of approximately 250 billion yuan [4]. - The cooperation will also involve designing and promoting integrated travel products, such as "flight + attraction tickets" and "flight + skiing packages," to attract more tourists [4][5]. Group 3: Leadership Statements - Liaoning Airport Group's Chairman expressed that this cooperation marks a significant step in the digital transformation and service upgrade of the airport group [5]. - The CEO of Tongcheng Travel highlighted that the partnership opens a new chapter in the integration of air travel and tourism, focusing on enhancing the overall travel experience for passengers [5]. Group 4: Airport Operations - Liaoning Airport Group operates several airports, with Shenyang Taoxian International Airport projected to handle 23.744 million passengers and 228,000 aircraft movements in 2024, ranking 27th among airports in China [7].