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携程,大涨!最新业绩发布

Group 1 - Ctrip Group's stock surged significantly on August 28, with a nearly 9% increase in Hong Kong and a 2.1% rise in U.S. after-hours trading following the release of its Q2 2025 unaudited financial results [1] - The company's Q2 net operating revenue reached 14.8 billion RMB, marking a 16% year-over-year increase and a 7% quarter-over-quarter increase, driven by strong travel demand [1] - Net profit attributable to shareholders for Q2 was 4.846 billion RMB, with international OTA platform bookings increasing over 60% year-over-year and inbound tourism bookings more than doubling [1] Group 2 - Ctrip's inbound tourism business continues to grow robustly, with a 30% year-over-year increase in inbound visitors in the first half of 2025, and over 100% growth in inbound bookings on the platform, primarily driven by demand from South Korea and Southeast Asia [2] - The contribution of inbound tourism to China's GDP remains below 0.5%, indicating significant growth potential compared to developed countries where it ranges from 1% to 2% [2] - Ctrip's global business also shows strong growth, with international orders up over 60%, and mobile orders accounting for 70% of total orders, highlighting the importance of the app as a core channel for user interaction and conversion [2] Group 3 - Ctrip's CEO emphasized the resilience of the travel market and the company's ability to seize structural opportunities, identifying inbound tourism, international business, and younger senior travelers as new growth drivers [2] - The company has repurchased approximately 7 million American Depositary Shares (ADS) for a total consideration of about 400 million USD as part of its stock repurchase plan, with a new authorization to repurchase up to 5 billion USD of issued common stock and/or ADS [2]