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港股异动 | 同程旅行(00780)涨超3%再破顶 黄金周旅游热度高涨 机构看好扩大服务消费提振OTA
智通财经网· 2025-09-18 02:19
此外,据央视网报道,2025年国庆中秋假期合并,10月1日至10月8日放假八天,今年假期旅游热度高 涨。花旗预计期间旅游需求将强劲,长线游及出境游可更受惠。花旗维持对同程的买入评级,目标价为 28港元。 智通财经APP获悉,同程旅行(00780)涨超3%,高见24.88港元再创历史新高。截至发稿,涨3.33%,报 24.84港元,成交额1.66亿港元。 消息面上,商务部等9部门9月16日印发《关于扩大服务消费的若干政策措施》的通知。其中提到,吸引 更多境外人员入境消费,及优化学生假期安排,完善配套政策。探索设置中小学春秋假,相应缩短寒暑 假时间,增加旅游出行等服务消费时间。中金认为,若春秋假成为固定安排后,有望分散原本集中的旅 游需求,形成新的出行小高峰,使旅游需求在一年中分布更加均衡。更好平衡价格,OTA以量取胜,长 假拉动利润率提升。 ...
同程旅行涨超3%再破顶 黄金周旅游热度高涨 机构看好扩大服务消费提振OTA
Zhi Tong Cai Jing· 2025-09-18 02:17
同程旅行(00780)涨超3%,高见24.88港元再创历史新高。截至发稿,涨3.33%,报24.84港元,成交额 1.66亿港元。 此外,据央视网报道,2025年国庆中秋假期合并,10月1日至10月8日放假八天,今年假期旅游热度高 涨。花旗预计期间旅游需求将强劲,长线游及出境游可更受惠。花旗维持对同程的买入评级,目标价为 28港元。 消息面上,商务部等9部门9月16日印发《关于扩大服务消费的若干政策措施》的通知。其中提到,吸引 更多境外人员入境消费,及优化学生假期安排,完善配套政策。探索设置中小学春秋假,相应缩短寒暑 假时间,增加旅游出行等服务消费时间。中金认为,若春秋假成为固定安排后,有望分散原本集中的旅 游需求,形成新的出行小高峰,使旅游需求在一年中分布更加均衡。更好平衡价格,OTA以量取胜,长 假拉动利润率提升。 ...
国庆中秋“请3休12”,这些目的地有你中意的吗?
Zhong Guo Xin Wen Wang· 2025-09-18 02:05
Group 1: Holiday Travel Trends - The upcoming Mid-Autumn Festival and National Day holidays are expected to create a "super long holiday" opportunity, with consumers able to take 3 days off and enjoy a total of 12 days off [1] - Travel bookings for this year's holidays have started approximately 3.5 days earlier than last year, with significant increases in bookings for flights, hotels, tickets, car rentals, and tour packages compared to previous years [1][2] - Over 60% of consumers plan to travel across provinces, and nearly 30% intend to travel abroad, with many opting for "staggered leave" to maximize their holiday time [2] Group 2: Booking Insights - In Shanghai, holiday travel bookings have increased by over 40% year-on-year, with average spending per customer rising by 5.2%, and car rental bookings up by 89% [2] - The trend of multi-destination travel is becoming more pronounced, with popular domestic travel cities including Beijing, Shanghai, and Chengdu, while cities like Luzhou and Ma'anshan are experiencing over threefold growth in hotel bookings compared to last year [3] Group 3: Cultural and Event-Driven Travel - There is a notable trend of integrating cultural events with travel, as searches for hotels and attractions near popular performance venues have surged by 1.5 times year-on-year [4] - Travel products are increasingly combining cultural and commercial elements, with events like the "2025 Longing District Autumn Cultural and Commercial Tourism Carnival" being developed to enhance travel experiences [4] Group 4: International Travel Growth - The long-distance outbound travel market is booming, with the top ten countries for international hotel bookings being Japan, Thailand, and South Korea, among others [5] - The mutual visa exemption policy between China and Russia is expected to significantly boost travel to Russia, with cities like Moscow and St. Petersburg seeing a dramatic increase in search and booking activity [5][6] Group 5: Demographic Insights - The 25-29 age group is emerging as the primary demographic for travel, with a notable increase in group travel among young professionals [6] - Lesser-known destinations are gaining popularity, with significant increases in search interest for places like Ostend in Belgium and Crete in Greece [6]
“在为未来做决策规划时,大部分研究都是无用功”
3 6 Ke· 2025-09-18 01:56
殷阿笛:你的方法中有一些史蒂夫·乔布斯的影子,都是重视直觉胜过研究或数据。你说过只有笨蛋才会试图预测观众的喜好,所以在制定商业策略时, 数据的局限和用途是什么? 巴里·迪勒:数据的局限在于提前预测。问一个人对某件新事物的看法时,得到的回复很可能无法说明任何问题。在为未来做决策规划时,大部分研究都 是无用功。当然,各种事实性数据,比如市场规模、竞品表现等可以实时告诉你当下可用的事实数据,但其他任何预测性内容大多是没用的。 殷阿笛:可以说,你的领导生涯几乎和《哈佛商业评论》中一些文章倡导的商业模式相反,你不会经常自省,也没有设定具体目标。 巴里·迪勒:对,我不喜欢设定目标。"想成为医生"是一个有明确路径的目标,但具体到商业目标,我最反感的是那些走进办公室和你讨论未来,却 说:"我想经营一家工作室,或成为工作室的负责人。"我会直接把他们赶出去。这是个愚蠢的"目标"。如果你真的对娱乐行业很感兴趣,只需要着手去 做,你自然会走向该去的地方。 好莱坞的媒体行业变幻莫测,其中巴里·迪勒(Barry Diller)站在这个领域的金字塔尖长达数十年之久,因为他总能比别人更早预测未来会发 生什么。他曾任派拉蒙影业CEO,共同参与 ...
早报|美联储宣布降息25个基点;清华学霸晒1.67亿元年薪引调查;多家餐饮店抹掉无预制菜字样;携程被约谈
虎嗅APP· 2025-09-18 00:17
Group 1 - The Federal Reserve announced a 25 basis point interest rate cut, bringing the target range to 4.00%-4.25%, aligning with market expectations [2][3] - This marks the first rate cut since December 2024, occurring after a 9-month interval [3] Group 2 - China Ping An clarified that recent rumors about relocating from Shanghai are unfounded, stating that the adjustments are regulatory compliance measures rather than a withdrawal from the city [4][5][6] - The company emphasized that its subsidiaries based in Shanghai will remain unchanged, and the adjustments pertain to employees returning to the Shenzhen headquarters [5][6] Group 3 - CATL announced that its sodium-ion batteries will have a range exceeding 500 kilometers and will begin mass production next year, targeting over 40% of the domestic passenger vehicle market [7][8] - The sodium-ion battery has a density of 175 Wh/kg and offers advantages in low-temperature performance and safety compared to lithium-ion batteries [7] Group 4 - Peak Group's chairman denied reports of widespread salary cuts, stating that the overall reduction is less than 10%, with adjustments primarily affecting high-salary positions and loss-making departments [16] - The company reported a loss of 130 million yuan in its direct sales business for the first seven months of the year, prompting the salary adjustments [16] Group 5 - The Tianjin Medical Insurance Consumables Directory will come into effect, including 3,062 types of medical consumables, with 1,896 classified as Class A, setting payment standards to reduce high prices [30]
携程被约谈:严禁用技术手段变相操控价格,尊重商户自主定价权
Guan Cha Zhe Wang· 2025-09-18 00:15
微信公众号"郑州市场监管"消息,9月17日,郑州市市场监管局依法对携程旅行网运营主体进行行政约 谈。 会议强调,公平竞争是市场经济的核心。互联网平台企业应进一步增强法治意识,主动接受监管:一要 建立健全常态化法律法规学习机制,不断提升中高层管理人员及一线运营人员的合规经营能力,积极配 合市场监管部门工作;二要坚守诚信原则,彻底纠正各类不合理限制行为,充分尊重商户自主经营权, 针对"强制开通、无法退出"等问题进行彻底整改,重塑以用户和商户为中心的服务理念;三要切实保障 平台内经营者合法权益,严禁利用技术手段变相操控价格、限制交易,真正尊重商户自主定价权,积极 构建开放、公平、透明的平台环境。 郑州市市场监管局将持续跟踪整改进展,依法开展验收检查,督促企业全面落实主体责任,共同维护公 平有序、健康发展的网络市场秩序。 经调查核实,该平台违反《中华人民共和国电子商务法》第三十五条及《网络反不正当竞争暂行规定》 第二十四条的规定,存在利用服务协议、交易规则和技术手段对平台内经营者的交易及交易价格进行不 合理限制的问题。郑州市市场监管局已于2025年9月4日依法向其下达《责令改正通知书》。本次约谈旨 在督促企业全面整改 ...
携程被约谈
财联社· 2025-09-17 23:58
会议要求,携程旅行网要高度重视此次行政约谈,严格按照时限完成整改。 企业要在规定期限内完成合同条款修订、调价工具优化等整改 任务,并建立健全长效合规机制,加强内部监管和问责,杜绝类似问题再次发生,确保依法合规开展经营活动。 会议强调,公平竞争是市场经济的核心。互联网平台企业应进一步增强法治意识,主动接受监管:一要建立健全常态化法律法规学习机制, 不断提升中高层管理人员及一线运营人员的合规经营能力,积极配合市场监管部门工作;二要坚守诚信原则,彻底纠正各类不合理限制行 为,充分尊重商户自主经营权,针对"强制开通、无法退出"等问题进行彻底整改,重塑以用户和商户为中心的服务理念;三要切实保障平台 内经营者合法权益,严禁利用技术手段变相操控价格、限制交易,真正尊重商户自主定价权,积极构建开放、公平、透明的平台环境。 郑州市市场监管局将持续跟踪整改进展,依法开展验收检查,督促企业全面落实主体责任,共同维护公平有序、健康发展的网络市场秩序。 9月17日,郑州市市场监管局依法对携程旅行网运营主体进行行政约谈。 (本文来源: 郑州市场监管微信公号) 经调查核实,该平台违反《中华人民共和国电子商务法》第三十五条及《网络反不正当竞 ...
雀巢中国研发“一号位”变动;1月至8月全国铁路发送旅客32亿人次丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-09-17 23:21
Group 1 - Nestlé is optimizing its R&D model in Greater China to support transformation and accelerate development, with a leadership change in the R&D department [1] - The new R&D head, Guglielmo Bonora, has extensive experience across multiple regions and categories, which aligns with Nestlé's strategic focus on innovation and local market needs [1] - This leadership transition is expected to enhance product competitiveness and help Nestlé regain growth advantages in the competitive Chinese food and beverage market [1] Group 2 - From January to August, China's railway system transported 3.2 billion passengers, marking a historical high with a year-on-year increase of 6.7% [2] - The average daily operation of passenger trains increased by 7.7%, indicating sustained growth in capacity and effective demand management through big data analysis [2] - The rise in cross-border passenger transport and tourism train operations is expected to stimulate consumption and contribute to the development of the tourism and silver economy [2] Group 3 - Subway introduced a new sandwich line that combines traditional Chinese flavors, marking a significant step in its localization strategy [3] - The collaboration with Michelin-starred chefs to create the "Zhi Zi Kao Rou" flavored sandwich reflects Subway's commitment to catering to local tastes and preferences [3] - This product innovation aims to enhance brand competitiveness in the Chinese market by meeting consumer demands for fresh and healthy food options [3] Group 4 - Chao Hong Ji has submitted an IPO application to the Hong Kong Stock Exchange, aiming for a dual listing in A+H shares [4] - The move indicates a proactive strategic approach to expand financing channels for overseas growth, brand upgrades, and capacity building in a competitive jewelry market [4] - The company has shown strong revenue and profit growth in the first half of 2025, alongside notable performance in IP collaborations and product innovation [5] Group 5 - Trip.com announced it will cover losses for customers affected by the postponement of the Disney cruise, demonstrating a commitment to consumer rights [6] - While this may increase short-term costs, it is expected to enhance brand image and customer loyalty in the long run [6] - The crisis management approach aims to strengthen user engagement and attract potential customers, solidifying Trip.com's position in the online travel market [6]
【财经早报】翻倍牛股,筹划重大事项!今起停牌
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-17 22:32
重要新闻提示 商务部:将通过竞争性评审方式,选出50个左右消费新业态新模式新场景试点城市 商务部今日15时举行新闻发布会,新闻发言人介绍近期商务领域重点工作有关情况,并答记者问。 国新办今日15时举行"高质量完成'十四五'规划"系列主题新闻发布会,请科技部部长阴和俊介绍"十四 五"时期科技创新发展成就,并答记者问。 央行公开市场今日有2920亿元7天期逆回购到期。 第十届华为全联接大会(HUAWEI CONNECT 2025)将于9月18日至20日在上海举办。 寒武纪今日16时至17时举行2025年半年度业绩说明会。 2025深圳国际数字能源展将于9月18日至21日举办。 财经新闻 天普股份:股票交易异常波动等相关事项核查工作已完成,今日起复牌 品茗科技:正在筹划重大事项,可能导致公司控制权变更,今起停牌 今日提示 3. 财政部9月17日发布的数据显示,1—8月,全国一般公共预算收入148198亿元,同比增长0.3%;1—8 月,全国一般公共预算支出179324亿元,同比增长3.1%。2025年1—8月主要税收收入项目中,印花税 2844亿元,同比增长27.4%。其中,证券交易印花税1187亿元,同比增长81 ...
携程,被约谈!
Zhong Guo Ji Jin Bao· 2025-09-17 16:19
Group 1 - The Zhengzhou Market Supervision Administration conducted an administrative interview with the operating entity of Ctrip Travel Network on September 17, 2025, due to violations of the E-commerce Law and regulations against unfair competition [1] - The investigation revealed that Ctrip imposed unreasonable restrictions on transaction and pricing for operators on its platform through service agreements and technical means [1] - A corrective notice was issued to Ctrip on September 4, 2025, requiring the company to rectify its practices and ensure compliance with market regulations [1] Group 2 - The meeting emphasized the importance of fair competition as the core of the market economy, urging internet platform companies to enhance their legal awareness and actively cooperate with regulatory authorities [2] - Companies are required to establish a regular legal education mechanism to improve compliance capabilities among management and operational staff, and to correct unreasonable restrictions on merchants' rights [2] - The Zhengzhou Market Supervision Administration will continue to monitor the progress of Ctrip's rectification efforts and conduct inspections to ensure the company fulfills its responsibilities in maintaining a fair and orderly market environment [2]