Core Insights - Tongcheng Travel (00780) reported a significant increase in annual paid users, reaching 253 million, and cumulative service users exceeding 2 billion, marking a historical high [1] - The company achieved a revenue of 5.509 billion yuan in Q3 2025, reflecting a year-on-year growth of 10.4%, driven by the rising consumption potential of the mass tourism market [1] - Transportation business revenue grew by 9% year-on-year to 2.209 billion yuan, while accommodation business revenue saw a 14.7% increase to 1.580 billion yuan [1] Company Initiatives - Tongcheng Travel launched the "New Traveler Public Welfare Plan 2.0" aimed at helping industry partners achieve high-quality development [1] - The company has been recognized for three consecutive years in the S&P Global "Sustainability Yearbook (China Edition)" and received an "AAA" rating in the latest MSCI ESG assessment, placing it in the top 5% globally [1] Industry Outlook - The CEO of Tongcheng Travel, Ma Heping, emphasized the robust growth potential of the mass tourism market, indicating that this trend will continue to unfold in the future [1] - The company plans to enhance the supply of high-quality travel products to meet the demands of ordinary consumers while committing to long-term partnerships to foster a sustainable industry ecosystem [1]
同程旅行(00780)发布2025年三季报：年累计服务人次突破20亿