近日，携程揭晓2025"旅游创新贡献奖"获奖名单——从2023-2024年度全球数百个新开或爆红案例中最 终评选出20个"旅行新物种"，每个获奖的创新项目将获得40万元奖金的激励。奖项看似是一次表彰，实 则是一份用数据写就的"反内卷"指南：告诉所有从业者，旅游业的增长公式正在被重写。 从流量到价值：一条可量化的反内卷路径 今年5月，携程集团联合创始人兼董事局主席梁建章在携程Envision 2025全球合作伙伴大会上表示，"我 们不缺好项目，缺的是把项目翻译成可复用的创新语言。"。为此，携程特别设立10亿元旅游创新基 金，并投入总奖金池达1000万元，同步启动2025旅游创新贡献奖的评选。 2025旅游创新贡献奖提出"旅游创新方程式"——以生产驱动与传播驱动为双轴，通过数据分析 （50%）、专家评审（30%）、用户投票（20%）的三维评估体系，将平台热度、订单转化、社媒播放 量纳入评选。从泉州蟳埔女"簪花围"凭25亿次播放拉动当地民宿预订涨120%到张家界109.9米全球最高 吊脚楼群平台搜索热度涨240%，再到伦敦国王十字车站9¾站台让英国"哈利·波特"主题游订单翻番。这 些项目不再只是目的地，而是一次人生 ...

Group 1 - Some popular Chinese concept stocks showed strong performance, with Hesai (HSAI.US) rising over 12%, NIO (NIO.US) increasing over 6%, Pinduoduo (PDD.US) and Trip.com (TCOM.US) up over 3%, and Bilibili (BILI.US) and Li Auto (LI.US) gaining over 2% [1] - The Shanghai Composite Index rebounded, closing up 0.83% [1] - Key economic data released indicated that the national economy maintained a steady and progressive development trend in July, with fixed asset investment continuing to expand and manufacturing investment growing rapidly [1] Group 2 - In the real estate sector, the decline in new home prices in first-tier cities has narrowed both year-on-year and month-on-month [1]

Core Viewpoint - Ctrip (TCOM) shows a strong market performance with a 4.1% increase in stock price, reaching $62.78 per share, and a total market capitalization of $41.033 billion as of August 15 [1] Financial Performance - As of March 31, 2025, Ctrip reported total revenue of 13.83 billion RMB, reflecting a year-on-year growth of 16.17% [1] - The net profit attributable to shareholders was 4.277 billion RMB, showing a slight decrease of 0.81% year-on-year [1] Upcoming Events - Ctrip is scheduled to release its fiscal year 2025 mid-term report on August 25, with the actual disclosure date subject to company announcements [1] Company Overview - Ctrip Group is a leading one-stop travel platform globally, offering a wide range of travel products, services, and differentiated travel content [1] - The company assists users in exploring travel options, providing inspiration and information for cost-effective travel bookings, and offering in-trip services [1] - Established in 1999, Ctrip went public on NASDAQ in 2003 and was listed on the Hong Kong Stock Exchange in 2021, operating brands including Ctrip, Qunar, Trip.com, and Skyscanner [1] Business Operations - Ctrip's accommodation services provide over 1.7 million options, including hotels, motels, resorts, apartments, and other properties globally [2] - The flight booking service offers tickets from over 600 airlines, covering more than 3,400 airports in over 220 countries and regions [2] - Trip.com and Skyscanner cater to non-Mainland China users, with Trip.com offering services in 24 languages and 35 local currencies [2] - Skyscanner provides services in over 50 countries and regions, supporting more than 35 languages [2] - The company employs 36,249 staff as of December 31, 2023 [2]

Core Viewpoint - The travel and accommodation market is experiencing intense competition, with major players like Ctrip facing challenges from both established competitors and new entrants, leading to a potential shift in market dynamics [21][29]. Group 1: Ctrip's Historical Performance - Ctrip has maintained a leading position in the OTA market for a long time, with revenue increasing from 334 million yuan in its early years to 33.205 billion yuan in 2019, and net profit reaching 6.998 billion yuan [2]. - After a significant decline in revenue during 2020-2021 due to external factors, Ctrip began to recover in 2022 as the domestic tourism market rebounded [4]. Group 2: Market Dynamics and Competition - The domestic tourism market is projected to see 5.62 billion trips in 2024, a year-on-year increase of 14.8%, with total spending expected to reach approximately 5.8 trillion yuan, up 17.1% [5]. - The competitive landscape is intensifying, with traditional OTAs, internet giants, and self-operated businesses vying for market share, leading to a "price war" scenario [7][19]. - New entrants like Meituan, JD, and Douyin are making significant moves into the travel market, leveraging their existing platforms and user bases to capture market share [15][17][19]. Group 3: Shifts in Consumer Behavior - There is a noticeable shift in consumer preferences towards personalized and experiential travel, moving away from standardized group tours to more unique and culturally immersive experiences [22][23]. - The rise of local tourism and the increasing interest in smaller cities and unique destinations are creating new opportunities and challenges for traditional OTAs [22][24]. Group 4: Ctrip's Strategic Responses - Ctrip is exploring overseas markets for growth while facing competition from international players like Booking and Expedia [28]. - The company is also attempting to enhance its content ecosystem by integrating community features and user-generated content to increase user engagement [28].

金融界8月15日消息，携程集团－Ｓ董事会审计委员会会议将于2025年8月27日举行，审议截至2025年6 月30日止三个月及六个月的财务业绩，并于2025年8月28日（香港时间）交易时间前公布。 本文源自：金融界 作者：公告君 ...

格隆汇8月15日丨携程集团-S(09961.HK)宣布，公司的董事会审计委员会将于2025年8月27日(星期三)(香 港时间)举行会议，藉以(其中包括)批准本公司的截至2025年6月30日止三个月及六个月的财务业绩("业 绩")及其刊发。公司将于2025年8月28日(星期四)(香港时间)在香港联交所交易时间之前公布业绩。 ...

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 2025 年第二季度及上半年業績公告日期 攜程集團有限公司（「本公司」）之董事會審計委員會將於2025年8月27日（星期三）（香港時 間）舉行會議，藉以（其中包括）批准本公司之截至2025年6月30日止三個月及六個月的財 務業績（「業績」）及其刊發。 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。 電話會議的網上直播及重播將於網站http://investors.trip.com登載。有關電話將會被錄音， 於該網站保存十二個月。 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/BI721587a0c39340f2abf725eb0ffb89eb參與是次電話會議。 在辦理登記後，各參與者將收取是 ...

Core Viewpoint - Trip.com Group Limited is set to announce its financial results for the three and six months ending June 30, 2025, on August 27, 2025, after market close [1] Group 1: Financial Results Announcement - The financial results will be disclosed after market hours on August 27, 2025, U.S. Time [1] - The management team will host a conference call at 8:00 PM U.S. Eastern Time on the same day [2] - The conference call will be available via live webcast and will be archived for twelve months [2] Group 2: Conference Call Registration - Participants must pre-register to join the conference call using a provided registration link [3] - Upon registration, participants will receive details including dial-in numbers and a unique access PIN [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, and aims to provide cost-effective travel solutions [4] - Founded in 1999, the company was listed on Nasdaq in 2003 and on HKEX in 2021, with a mission to pursue the perfect trip for a better world [4]

Core Insights - Bridgewater Associates has divested from U.S.-listed Chinese stocks in Q2 2023, indicating a significant pullback from the market due to geopolitical tensions and declining investor confidence in China's economic outlook [1][2] - The hedge fund has closed out positions in major Chinese companies such as Baidu, Alibaba, JD.com, PDD Holdings, Nio, Trip.com Group, and Yum China, while also reducing its stake in Apple but increasing holdings in Microsoft and Nvidia [2] - Ray Dalio, the founder of Bridgewater, had previously defended investments in China but has expressed concerns about U.S.-China relations and economic challenges facing China [3] Company Actions - Bridgewater Associates has sold its stakes in several prominent Chinese companies, reflecting a strategic shift in investment focus [2] - The fund's adjustments include a reduction in Apple holdings and an increase in investments in Microsoft and Nvidia, suggesting a reallocation towards more stable or promising sectors [2] Geopolitical Context - The extension of the tariff truce between the U.S. and China for an additional 90 days has implications for trade relations, with current tariffs on Chinese imports at 30% and U.S. exports to China at 10% [4] - The potential increase in tariffs, which could have reached 145% on Chinese goods, highlights the ongoing trade tensions and their impact on investment strategies [4]

【编者按】随着ESG多项国际准则生效实施，ESG的发展进入新纪元。2024年，ESG理念迎来20周 年 。 在 这 一 重 要 历 史 节 点 ， 联 合 国 全 球 契 约 组 织 与 中 国 外 文 局 亚 太 传 播 中 心 、 第 一 财 经 联 合 推 出"ESG+20可持续发展领导力系列访谈"节目，通过对话20位中国企业家的形式，结合实地走访受访企 业的实践成果，探讨中国企业领导者在可持续发展、ESG及企业社会责任方面的洞见、成果和领导力。 本期"ESG+20可持续发展领导力系列访谈"，对话携程集团联合创始人兼董事局主席梁建章。携程集团于2021 年加入联合国全球契约组织。 携程在可持续发展的家庭友好、社区友好、环境友好与业态友好方面，持续开拓创新、积极探索。梁建章表 示，可持续发展的关键，在于创新，企业需要创新，国家层面的创新力需要更多的年轻人来实现。 在中国旅游市场刚起步之际，梁建章尝试通过互联网的方式来为旅行者提供便利的体验，于是便创立了携程集 团。从互联网到移动互联网，再到如今的人工智能（AI），旅游行业的发展紧跟科技革新步伐，在不断地演 化和进步，"未来，不光是AI技术，整个数字技术包括 ...