香港联交所最新资料显示，2月5日，美国资本集团减持携程集团-S(09961)329.6364万股，每股均价 453.1825港元，总金额约为14.94亿港元。减持后最新持股数目约为6124.71万股，最新持股比例为 8.88%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月5日，美国资本集团减持携程集团-S(09961)329.6364 万股，每股均价453.1825港元，总金额约为14.94亿港元。减持后最新持股数目约为6124.71万股，最新 持股比例为8.88%。 ...

格隆汇2月9日丨携程集团-S(09961.HK)公告，公司董事会审计委员会将于2026年2月25日(星期三)(香港 时间)举行会议，藉以(其中包括)批准公司2025年第四季度及全年的财务业绩("业绩")及其刊发。公司将 于2026年2月26日(星期四)(香港时间)在香港联交所交易时间前公布业绩。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）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，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 Trip.com Group Limited 攜程集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號：9961） 審計委員會會議日期及 所有參與者必須辦理預先登記方能通過使用參與者登記鏈接 https://register-conf.media-server.com/register/BI5133b541361040a6adb984eec1e12037參與是次 電話會議。 在辦理登記後，各參與者將收取是次電話會議之詳情，包括撥號號碼及獨有登記編號。 為參與會議，請撥打所提供的號碼，然後輸入登入密碼，閣下即可參與會議。 承董事會命 攜程集團有限公司 董事會執行主席 梁建章 新加坡，2026年2月9日 於本公告日期，本公司董事會包括董事梁建章先生、范敏先生、孫潔女士及羅戎先生以及獨立董事沈南鵬先生、 季琦先生、李基培先生及甘劍平先生。 2025 年第四季度及全年業績公告日期 攜程集團 ...

Core Viewpoint - Trip.com Group Limited is set to announce its fourth quarter and full year financial results for 2025 on February 25, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will be disclosed on February 25, 2026, U.S. Time [1] - The announcement will occur after the market closes [1] Group 2: Conference Call Details - A conference call will be hosted by Trip.com Group's management team at 7:00 PM U.S. Eastern Time on February 25, 2026 [2] - The conference call will be available via live Webcast and will be archived for twelve months [2] - Participants must pre-register to join the conference call [2][3] Group 3: Company Overview - Trip.com Group Limited is a leading global one-stop travel platform, offering a comprehensive suite of travel products and services [4] - The company operates under various brands, including Ctrip, Qunar, Trip.com, and Skyscanner [4] - Founded in 1999, the company was listed on Nasdaq in 2003 and on HKEX in 2021 [4]

海外消费服务 2026年02月08日 版 发行业 相关研究 #研究 证券分析师 黄哲 A0230513030001 huangzhe@swsresearch.com 周文远 A0230518110003 zhouwy@swsresearch.com 贾梦迪 A0230520010002 jiamd@swsresearch.com 册 分歧了后 胡梦婷 A0230524060004 humt@swsresearch.com 联系人 胡梦婷 A0230524060004 humt@swsresearch.com 申万宏源研究微信服务号 港股医药 2025 年报业绩前瞻: 商业化销售放量叠加 授权收入,部分公司有望迎来盈利拐点 -海外消费周报（20260130-20260205） 海外医药：港股医药 2025 年报业绩前瞻——商业化销售放量叠加授权收入，部分公司 ● 有望迎来盈利拐点 创新药：商业化销售放量叠加授权收入，部分公司有望迎来盈利拐点。创新药板块，我 们预计 2025 年有望实现盈利的公司包括：百济神州、信达生物、荣昌生物、复宏汉 霖、诺诚健华，以及和黄医药等，主要由于核心产品的商业化销售放量以及 BD ...

行 业 及 产 业 海外消费服务 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 黄哲 A0230513030001 huangzhe@swsresearch.com 周文远 A0230518110003 zhouwy@swsresearch.com 贾梦迪 A0230520010002 jiamd@swsresearch.com 研究支持 胡梦婷 A0230524060004 humt@swsresearch.com 联系人 胡梦婷 A0230524060004 2026 年 02 月 08 日 港股医药 2025 年报业绩前瞻：商业化销售放量叠加 授权收入，部分公司有望迎来盈利拐点 看好 ——海外消费周报（20260130-20260205） 本期投资提示： ⚫ 海外医药：港股医药 2025 年报业绩前瞻——商业化销售放量叠加授权收入，部分公司 有望迎来盈利拐点 创新药：商业化销售放量叠加授权收入，部分公司有望迎来盈利拐点。创新药板块，我 们预计 2025 年有望实现盈利的公司包括：百济神州、信达生物、荣昌生物、复宏汉 霖、诺诚健华，以及和黄医药等，主要由于核心产品的商业 ...

2026年春节假期，自驾出行持续火热。携程数据显示，截至目前，春节期间全国租车订单量同比提升近两成,平均 用车时长延长至5天左右，较去年增长30%。昆明、海口、三亚、广州、成都等旅游热门城市及一线枢纽城市成为 租车出行首选目的地，异地还车订单占比显著上升，"自驾跨城游"正逐渐成为节假日出行的新常态。 这一增长不仅源自假期出行需求的集中释放，更反映出消费者对自驾出行体验的期待升级——人们不再满足于"有 车可开"，而是追求从预订、取车、使用到归还的全流程确定性、灵活性与保障性。租车行业也从价格竞争阶段， 逐步转向以服务标准化、体验透明化、保障体系化为核心的高质量发展新阶段。 校对胡妍璐 在此过程中，以携程"无忧租"为代表的租车服务标准升级(以下简称"新无忧租")，在统一规则的基础上，叠加用户 痛点与平台兜底机制，将原本分散在租车各环节中的关键信息前置呈现，帮助用户在下单与租车过程中获得更明 确的指导与预订体验。成为推动行业整体服务能力提升的重要助力。 这些举措看似是平台服务升级，实则推动的是整个租车行业从"卖方主导"向"用户驱动"的范式转变。通过将服务 规则透明化、流程标准化，租车体验的"不确定感"被大幅压缩，用 ...

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index falling by 1.21%, the Hang Seng Tech Index down by 1.11%, and the Hang Seng China Enterprises Index decreasing by 0.68% [1] - Southbound funds recorded a net inflow of HKD 14.859 billion [11] Sector Performance - The lithium battery sector saw gains, with Cai Ke New Energy rising over 6%, and other companies like Zhong Chuang Innovation and Ganfeng Lithium also experiencing increases [4][7] - The oil and gas production sector performed well, with Yuanheng Gas surging over 27% and other companies like Jintai Feng International and United Energy Group rising over 7% [5][6] - The automotive sector continued to rise, with NIO increasing nearly 7%, and other companies like Li Auto and BYD also showing positive performance [7] Major Companies - Alibaba, Meituan, Kuaishou, NetEase, and Baidu all experienced declines of over 2%, while Tencent, JD.com, and Ctrip fell over 1% [2][3] - In contrast, Li Auto saw an increase of over 3%, and Xiaomi Group rose slightly by less than 1% [2][3] Cryptocurrency Market - The cryptocurrency sector faced significant declines, with Bitcoin dropping to around USD 64,000 [8] - Companies in the cryptocurrency space, such as New Fire Technology Holdings and Guofu Quantum, saw declines of over 7% and nearly 6%, respectively [8] Insurance Sector - The insurance sector experienced downturns, with AIA falling over 5%, Prudential down over 4%, and other companies like China Pacific Insurance and Zhong An Online also declining [9] Copper Industry - The copper sector faced declines, with China Metal Utilization dropping over 12% and other companies like China Nonferrous Metals and Minmetals Resources also experiencing losses [10] - Analysts predict that basic metals will maintain an upward trend this year, with copper, tin, and aluminum prices expected to rise by 20%, 16%, and 12% respectively by 2025 [10][11]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Trip.com Group Limited due to allegations of materially misleading business information [1] Group 1: Legal Action and Investor Rights - Investors who purchased Trip.com Group Limited securities may be entitled to compensation through a class action without any out-of-pocket fees [2] - Rosen Law Firm is preparing a class action to seek recovery of investor losses related to Trip.com [2] Group 2: Stock Performance and Regulatory Issues - Trip.com stock fell 17% on January 14, 2026, after the company disclosed it is under investigation by China's market regulator for potential antitrust violations [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [4] - The firm has been ranked in the top 4 for securities class action settlements since 2013 and recovered hundreds of millions for investors, including over $438 million in 2019 [4]