TRIP.COM(TCOM)
Search documents
遭反垄断调查,携程集团股价巨震
Huan Qiu Lao Hu Cai Jing· 2026-01-15 06:49
Core Viewpoint - Ctrip Group's stock price experienced significant volatility following the announcement of an antitrust investigation by the State Administration for Market Regulation, leading to a drop of over 20% in intraday trading [1] Group 1: Company Overview - Ctrip Group, established in 1999 and listed on NASDAQ in 2003, completed a secondary listing on the Hong Kong Stock Exchange in 2021, operating multiple brands including Ctrip, Qunar, Trip.com, and Skyscanner across various sectors such as accommodation booking, transportation ticketing, travel vacations, and business travel management [1] Group 2: Market Position - As a leading player in the online travel agency (OTA) market, Ctrip has established a dominant position through years of ecosystem building and strategic investments, resulting in a market share of approximately 70% when including its strategic investment in Tongcheng Travel [2] - Ctrip's market share in the core hotel and travel market is projected to reach 56% by the end of 2024, significantly surpassing competitors like Meituan (around 13%), Fliggy (about 8%), and Douyin (approximately 3%) [2] Group 3: Financial Performance - Ctrip's financial performance has shown robust growth, with projected revenues of 20.039 billion yuan, 44.51 billion yuan, and 53.294 billion yuan for the years 2022, 2023, and 2024 respectively, reflecting year-on-year growth rates of 0.13%, 122.2%, and 19.78% [2] - The net profit attributable to shareholders is expected to reach 1.403 billion yuan, 9.918 billion yuan, and 17.067 billion yuan for the same years, with substantial growth rates of 355.09%, 606.91%, and 72.08% [2] - In 2025, Ctrip's revenue for the first three quarters was reported at 47.011 billion yuan, a year-on-year increase of 15.94%, while the net profit attributable to shareholders was 29.013 billion yuan, reflecting a growth of 94.59% [2]
午评:有色牛转弱 降温拳起效
Sou Hu Cai Jing· 2026-01-15 06:48
周一外盘普跌,欧洲股市普跌0.4%左右,美股也是继续下挫,道琼斯跌了0.1%,标普跌了0.5%,纳斯达克跌了1%,技术面也有点延续调整的迹象。1月 份美联储大概率是不会降息,议息会议的时间是1月27和28号,发布决议应该是北京时间的29号凌晨了。 这应该是利空的信号,但是市场应该已经有预期 了,当然这两天还有一个值得期待的就是川川何时公布美联储新主席的人选。 今早亚太市场也是涨跌互现,日本跌了0.1%,韩国涨了0.5%,澳洲涨了0.2%。韩国股市是持续创历史新高,去年4月以来到这两天底部起来涨了110% 了,主要应该还是因为半导体他们的三星以及海力士,在这一波涨价潮里,应该是受益太多,而且最近他们的大头领在中日美三国之间游刃有余。港股恒 生指数今天一度有所冲高0.7%,但目前已经逐渐的回落,跌了0.3%。恒生科技指数跌了1.9%,昨夜中概股也跌了0.9%。 目前a股的情况是低开震荡下行,上海市场大小盘都是泥沙俱下,没有分化。深圳市场则是出现了分化,小票领跌,大票跟跌。昨天市场出现了,好些个 权重股压盘,,不过今天开盘并没有出现这种情况,也就是说他们只是威慑多头,并没有形成实际的砸盘力量。我看昨天招商银行被65 ...
“在携程帝国面前,其他互联网大厂都是弟弟”
程序员的那些事· 2026-01-15 06:25
以下文章来源于伯乐在线 ,作者伯小乐 伯乐在线 . 携程净利率是 32%,排第七位。其他互联网大厂没进前十,腾讯拼夕夕网易分别是 29.4%、28.5%、28.2% 手握流量王牌,携程对商家的掌控堪称"生杀予夺"。云南民宿老板吐槽,基础佣金 12%-15%,叠加推广费后 实际成本超 30%,还被强制"二选一",不独家就遭流量屏蔽。郑州、贵州监管部门早就约谈过它的强制调价问 题,但始终没拦住其垄断套路。 2025 年 11 月,云南民宿协会干脆公开征集 OTA 平台不正当竞争的证据,直指携程等个别平台,为后续反垄 断调查埋下伏笔。 截至 15 日早晨,微博科技热搜 Top50 话题中 12 个和携程相关。 "天下苦携程久矣!" 这句话频繁出现在网易跟帖和公号文章标题中。还有网友点评说" 在携程帝国前面,其他 互联网大厂都是弟弟 "。这话可不是随口吹的, 携程的"底气"来自 碾压级的市场垄断 ,它是实打实的行业霸 主 。 2024 年它的酒旅 GMV 市占率高达 56%,加上控股的同程旅行,"携程系"直接霸占近 70% 的市场。美团和飞 猪分别是 13% 和 8%,这种一家独大的格局,在互联网垂直赛道里少见。 更 ...
TCOM Alert: Monsey Law Firm of Wohl & Fruchter LLP Investigating Trip.com Group for Potential Securities Law Violations
Globenewswire· 2026-01-15 06:00
Core Viewpoint - Trip.com Group Limited (TCOM) is under investigation by China's State Administration for Market Regulation for potential monopolistic behavior, which has led to a significant drop in its stock price by 17% on January 14, 2026 [1][2]. Group 1: Company Investigation - Wohl & Fruchter LLP is investigating whether TCOM has violated federal securities laws in light of the ongoing investigation by Chinese authorities [1]. - The investigation pertains to potential violations of the Anti-Monopoly Law of the People's Republic of China [1]. Group 2: Stock Market Reaction - Following the announcement of the investigation, TCOM's stock price experienced a decline of 17% during trading on January 14, 2026 [2].
港股开盘丨恒指跌0.1% 携程集团跌近15%

Xin Lang Cai Jing· 2026-01-15 05:17
Group 1 - The Hang Seng Index fell by 0.1%, while the Hang Seng Tech Index decreased by 0.55% [1] - Trip.com Group experienced a significant drop of nearly 15% due to an investigation initiated by the market regulatory authority [1] - Tongcheng Travel and Xpeng Motors both saw declines of over 2% [1] - JD Health recorded an increase of nearly 3% [1]
视频|携程帝国惊魂24小时:从屠龙少年到垄断巨头,谁在围猎谁?
Xin Lang Cai Jing· 2026-01-15 05:04
Group 1 - The article emphasizes the importance of using authoritative and professional analyst reports for stock trading, highlighting their role in identifying potential investment opportunities [1][2] - It mentions that the reports are timely and comprehensive, which aids investors in making informed decisions [1][2] Group 2 - The source of the article is identified as a collaboration with a media partner, indicating a broader dissemination of information [1][2] - The article includes a disclaimer stating that the content is for reference only and does not constitute investment advice, which is a standard practice in financial reporting [1][2][3]
Trip.com shares tumble after China launches antitrust probe into travel giant
Invezz· 2026-01-15 04:28
Shares of Trip.com Group plunged sharply on Thursday after China's top market regulator said it had opened an antitrust investigation into the online travel services provider, triggering the company's... ...
追觅CEO俞浩称将推对标携程的产品,“让携程不再垄断”
Sou Hu Cai Jing· 2026-01-15 04:10
IT之家 1 月 15 日消息,市场监管总局 1 月 14 日宣布,对携程涉嫌滥用市场支配地位实施垄断行为立案调查。 俞浩还曾在朋友圈表示,追觅生态将成为人类历史上第一个百万亿美金的公司生态。 综合IT之家此前报道,智能家居品牌追觅近期在各个领域大幅扩张,短短几个月先后官宣入局充电宝、牙刷、显 示器、汽车、洗衣机、冰箱、手机、空调、剃须刀、智能电视、音箱、智能戒指、路由器、智能眼镜、运动相机 等市场,还被曝出将入局无人机、小行星探索 / 采矿等领域。 据新浪科技报道,追觅科技创始人兼 CEO 俞浩随即在朋友圈高调表态,宣称公司对标携程的产品"今天就推 出",并称"让携程不再垄断"。 俞浩还表示:"那我们成立机票与酒旅事业部吧,响应国家号召。" ...
大和:对携程集团-S中长期持建设性看法 料监管措施明朗后带来入场时机
Zhi Tong Cai Jing· 2026-01-15 03:56
大和发布研报称,对携程集团-S(09961)评级"买入",中国国家市监总局昨日(14日)就涉嫌垄断行为,对 携程展开调查,携程回应指正在配合调查,并指出业务营运正常。消息公布后,携程今日低开 14.98%,早段曾跌超过两成,最低见484.2元。 大和表示,短期内,监管不确定性可能对投资者情绪产生负面影响,但该阶段常在监管措施明朗后,带 来入场机会。该行中长期对携程持建设性看法,因其国际扩张、入境旅游复苏趋势及国内酒店库存周期 支撑该行对携程正面看法。 该行表示,市监总局调查重点可能集中在排他性协议、流量分配机制及佣金相关争议。由于中国国内旅 游市场竞争激烈,酒店及交通运输领域有多家业者参与。携程虽为国内交易总额最大的线上旅游平台, 但美团(03690)与阿里(09988)旗下飞猪的竞争模式,持续影响市场份额动态与定价策略。 ...
大和:对携程集团-S(09961)中长期持建设性看法 料监管措施明朗后带来入场时机
智通财经网· 2026-01-15 03:54
大和表示,短期内,监管不确定性可能对投资者情绪产生负面影响,但该阶段常在监管措施明朗后,带 来入场机会。该行中长期对携程持建设性看法,因其国际扩张、入境旅游复苏趋势及国内酒店库存周期 支撑该行对携程正面看法。 该行表示,市监总局调查重点可能集中在排他性协议、流量分配机制及佣金相关争议。由于中国国内旅 游市场竞争激烈,酒店及交通运输领域有多家业者参与。携程虽为国内交易总额最大的线上旅游平台, 但美团(03690)与阿里(09988) 旗下飞猪的竞争模式,持续影响市场份额动态与定价策略。 智通财经APP获悉,大和发布研报称,对携程集团-S(09961)评级"买入",中国国家市监总局昨日(14日) 就涉嫌垄断行为,对携程展开调查,携程回应指正在配合调查,并指出业务营运正常。消息公布后,携 程今日低开14.98%,早段曾跌超过两成,最低见484.2元。 ...