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美股异动 | 携程(TCOM.US)涨逾2% “双节”临近旅游市场持续升温
智通财经网· 2025-09-16 15:48
智通财经APP获悉,周二,携程(TCOM.US)涨逾2%,报75.83美元。消息面上,多家在线旅游平台及旅 行社消息称,今年中秋节和国庆节假期,居民出游意愿显著增强,周边游及包车游预订热度同比翻倍增 长,呈现出短途频次提升、长线品质升级的鲜明特点。部分热门目的地线路提前售罄,国内游与出境游 市场同步升温。 另外,航旅纵横大数据显示,截至9月13日,今年中秋国庆假期国内航线机票预订量超452万张,日均机 票预订量较去年同期增长超25%。截至9月13日,今年中秋国庆假期的出入境航线机票预订量已超129万 张,日均机票预订量比去年同期增长约14%。 ...
美股异动|携程盘前涨约3% “双节”临近旅游市场持续升温
Ge Long Hui· 2025-09-16 08:43
Group 1 - Ctrip (TCOM.US) saw a pre-market increase of 2.94%, reaching $76.3 [1] - There is a significant increase in travel willingness among residents during the Mid-Autumn Festival and National Day holidays, with a notable rise in short-distance and charter travel bookings, which have doubled year-on-year [1] - Domestic and outbound travel markets are both experiencing growth, with popular destination routes selling out in advance [1] Group 2 - As of September 13, over 4.52 million domestic flight tickets have been booked for the upcoming holidays, representing a more than 25% increase in daily ticket bookings compared to the same period last year [1] - For inbound and outbound flights, over 1.29 million tickets have been booked, with a daily booking increase of approximately 14% year-on-year [1]
携程集团股价再创历史新高
Di Yi Cai Jing Zi Xun· 2025-09-16 08:34
9月16日,临近尾盘,港股携程集团股价一度突破600港元,再创历史新高。截至收盘,报597.50港元, 日内涨超4%,总市值超4200亿港元。 ...
携程集团股价再创历史新高
第一财经· 2025-09-16 08:26
9月16日,临近尾盘,港股携程集团股价一度突破600港元,再创历史新高。截至收盘,报597.50港元,日内涨超4%,总市值超4200亿港元。 ...
港股异动|携程集团涨超4%创历史新高 股价突破600港元 市值逼近4000亿!
Ge Long Hui· 2025-09-16 08:16
相关事件 携程集团-S(9961.HK)午后进一步上扬,一度涨4.62%至600.5港元,股价创历史新高,市值达3927亿港 元。 消息面上,携程商旅近期收购了欧洲差旅管理公司Key Travel。Key Travel号称全球最大的专注于 人道主义、宗教机构及学术差旅领域的旅行管理公司,为非营利组织提供24/7全球差旅支持,在欧洲、 北美和非洲9个国家开展业务。携程商旅CEO宋涛表示,携程商旅通过自建和收购等方式不断发展壮大 国际业务,月初刚收购了欧洲的一个TMC,增加了在欧洲6个+北美1个+非洲1个,共计8个市场的覆 盖。目前携程商旅在全球自营的市场超过20个。 交银国际认为,当前内地市场竞争环境中携程处于有 利地位,营销投入投放效率提升趋势将持续。基于2026年市盈率20倍,将公司目标价从591港元上调至 653港元,维持"买入"评级。花旗预期公司的国内收入增长将保持韧性,客房过夜数量仍然可观,而 Trip.com的强劲势头或会持续到第三季度,将其2025至27年的盈测分别上调2%、2%及3%,中资科网股 首选携程等。大华继显亦维持中资科网股"增持"评级,首选携程等股票,并上调携程目标价至725港 元。( ...
港股异动|携程集团涨超4% 股价突破600港元 市值逼近4000亿!
Ge Long Hui· 2025-09-16 07:57
携程集团-S(9961.HK)午后进一步上扬,一度涨4.62%至600.5港元,股价创历史新高,市值达3927亿港元。 消息面上,携程商旅近期收购了欧洲差旅管理公司Key Travel。Key Travel号称全球最大的专注于人道主义、宗教机构及学术差旅领域的旅行管理公司,为非 营利组织提供24/7全球差旅支持,在欧洲、北美和非洲9个国家开展业务。携程商旅CEO宋涛表示,携程商旅通过自建和收购等方式不断发展壮大国际业 务,月初刚收购了欧洲的一个TMC,增加了在欧洲6个+北美1个+非洲1个,共计8个市场的覆盖。目前携程商旅在全球自营的市场超过20个。 交银国际认为,当前内地市场竞争环境中携程处于有利地位,营销投入投放效率提升趋势将持续。基于2026年市盈率20倍,将公司目标价从591港元上调至 653港元,维持"买入"评级。花旗预期公司的国内收入增长将保持韧性,客房过夜数量仍然可观,而Trip.com的强劲势头或会持续到第三季度,将其2025至 27年的盈测分别上调2%、2%及3%,中资科网股首选携程等。大华继显亦维持中资科网股"增持"评级,首选携程等股票,并上调携程目标价至725港元。(格 隆汇) ...
携程集团股价突破600港元,再创历史新高,日内涨4.4%
Mei Ri Jing Ji Xin Wen· 2025-09-16 07:42
每经AI快讯,9月16日,携程集团股价突破600港元,再创历史新高,日内涨4.4%。 ...
机构:“十一”假期前一日火车票开售,多条热门线路“秒光”
Bei Jing Shang Bao· 2025-09-16 07:16
Core Insights - The upcoming "National Day" holiday travel period is experiencing a surge in ticket sales, with many train tickets already sold out for popular routes from Beijing to cities like Wuhan, Changsha, Taiyuan, and Zhengzhou [1] - The extended holiday period this year, lasting 8 days due to the overlap with the Mid-Autumn Festival, has significantly increased travel intentions, with domestic travel willingness up by 30% year-on-year and outbound travel willingness up by over 40% [1] - Travelers are showing a preference for less crowded and cost-effective destinations, with a notable increase in searches for specific types of experiences such as "autumn viewing" and "beach" [1] Travel Industry Trends - The ticket sales for trains and flights are peaking as the holiday approaches, indicating a robust recovery in the travel sector [1] - The trend of early bookings and diversified travel times reflects a shift in consumer behavior, with travelers seeking more relaxed travel experiences [1] - The demand for "pan-destination" recommendations suggests a growing trend where travelers are less fixated on specific destinations and more interested in the type of experience offered [1]
国办点名旅游市场“大数据杀熟”
Bei Jing Shang Bao· 2025-09-15 23:00
Core Viewpoint - The State Council issued a notification on September 15 to strengthen comprehensive regulation of the tourism market, aiming to address issues disrupting market order and protecting tourists' rights, thereby promoting high-quality development in the tourism industry [1] Group 1: Regulatory Responsibilities - The notification emphasizes the need to clarify the responsibilities of various departments in tourism market regulation, adhering to principles of local management, inter-departmental collaboration, and shared responsibilities [1] - The cultural and tourism department is tasked with daily coordination and supervision of tourism service quality, while the police department is responsible for maintaining order at tourist sites and addressing illegal ticket sales [2] Group 2: Protection of Tourists' Rights - The notification addresses the issue of "big data killing familiarity," where different prices are shown for the same service based on user accounts, and emphasizes the need for online travel platforms to protect personal information and avoid misleading practices [3] - It encourages tourism operators to adopt a customer-centric approach, improve service quality, and ensure compliance with legal standards to safeguard tourists' rights [3] Group 3: Regulatory Mechanisms - The notification calls for enhanced regulatory checks and law enforcement collaboration among departments, including online inspections and surprise checks to ensure compliance [4] - It highlights the importance of addressing multi-departmental issues promptly and coordinating investigations to uphold market order [4] Group 4: Seasonal Regulatory Focus - The notification acknowledges that illegal activities tend to increase during peak tourist seasons, and emphasizes the importance of ongoing regulatory efforts to identify and address market issues [5]
剑指“大数据杀熟”、捆绑销售等乱象,国办发文提级旅游市场综合监管
Bei Jing Shang Bao· 2025-09-15 13:22
Core Viewpoint - The State Council issued a notice on September 15 to strengthen comprehensive regulation of the tourism market, aiming to address issues disrupting market order and protecting tourist rights, thereby promoting high-quality development in the tourism industry [1] Group 1: Regulatory Responsibilities - The notice emphasizes the need to clarify the responsibilities of various departments in tourism market regulation, adhering to principles of local management, departmental collaboration, and shared responsibilities [3] - The cultural and tourism department is tasked with daily coordination and supervision of tourism service quality, as well as handling violations of tourism laws [3] - The public security department is responsible for maintaining order in tourist areas and addressing illegal activities such as ticket scalping and fraud [4] Group 2: Protection of Tourist Rights - The notice highlights the issue of "big data killing familiarity," where different prices are shown for the same service based on user accounts, and calls for online travel platforms to protect personal information and prevent unfair practices [5][6] - It encourages tourism operators to adopt a customer-centric approach, improve service quality, and ensure the safety and legal rights of tourists [5][6] Group 3: Regulatory Mechanisms - The notice proposes enhancing regulatory checks and law enforcement collaboration among departments through online inspections and surprise checks [6] - It aims to establish a framework for cross-departmental and cross-regional joint inspections to address issues that span multiple regulatory responsibilities [6] Group 4: Focus Areas for Future Regulation - The Ministry of Culture and Tourism plans to conduct ongoing inspections, particularly targeting popular tourist routes and areas to identify and report issues such as forced shopping and tour guide misconduct [7] - The notice outlines a clear direction for future regulatory efforts, especially during peak tourist seasons, to maintain market order and protect consumer rights [7]