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同程旅行尾盘涨超5% 元旦后迎来错峰游窗口期 公司有望受益下沉市场消费升级
Zhi Tong Cai Jing· 2026-01-12 07:35
国盛证券还表示,同程积极拓展APP端等多渠道流量,并深度挖掘客群消费需求,推动用户价值提升, 近期各季度的MPU值和客均收入贡献均持续增长,其中25Q3分别+3%/12%,整体运营呈量价齐升趋 势。此外同程积极布局产业链延展,25年以来收购万达酒管、定增入主大连圣亚(600593),亦有望在 后续贡献增量。 同程旅行(00780)尾盘涨超5%,截至发稿,涨5.36%,报25.18港元,成交额3.16亿港元。 消息面上,同程旅行的报告显示,随着全国多地的学生陆续进入寒假时间,学生放假叠加机票酒店降 价,国内迎来错峰旅游热。国盛证券(002670)指出,同程为下沉市场OTA龙头,有望把握核心客群消 费升级红利。该行认为,其增长驱动主要来自下沉市场需求释放及公司精细化运营,对应表现为客群体 量层面和人均消费层面的"量价齐升"。 ...
港股异动 | 同程旅行(00780)尾盘涨超5% 元旦后迎来错峰游窗口期 公司有望受益下沉市场消费升级
智通财经网· 2026-01-12 07:28
智通财经APP获悉,同程旅行(00780)尾盘涨超5%,截至发稿,涨5.36%,报25.18港元,成交额3.16亿港 元。 国盛证券还表示,同程积极拓展APP端等多渠道流量,并深度挖掘客群消费需求,推动用户价值提升, 近期各季度的MPU值和客均收入贡献均持续增长,其中25Q3分别+3%/12%,整体运营呈量价齐升趋 势。此外同程积极布局产业链延展,25年以来收购万达酒管、定增入主大连圣亚,亦有望在后续贡献增 量。 消息面上,同程旅行的报告显示,随着全国多地的学生陆续进入寒假时间,学生放假叠加机票酒店降 价,国内迎来错峰旅游热。国盛证券指出,同程为下沉市场OTA龙头,有望把握核心客群消费升级红 利。该行认为,其增长驱动主要来自下沉市场需求释放及公司精细化运营,对应表现为客群体量层面和 人均消费层面的"量价齐升"。 ...
同程旅行:元旦后错峰游热度走高 京沪蓉哈穗酒店预订热度居前五
Zhong Guo Min Hang Wang· 2026-01-08 12:08
《中国民航报》、中国民航网记者许晓泓 报道:元旦假期过后,全国多地的大中小学生陆续进入寒假 时间。同程旅行数据显示,相较接下来的春运、特别是春节假期,当前的机酒价格更划算,旅游市场将 迎来20天左右的"省钱出行"窗口期。这将拉动学生群体及亲子家庭群体错峰出游热度。 同程旅行数据显示,与2026年春运启动后的机票价格相比,即日起至1月28日,国内机票预订成本预计 便宜40%。国内航线燃油附加费下调,进一步节省了消费者预订国内机票的成本。 同程旅行APP机票频道内的"特价优选"专区上,1月8日出发的航班中,广州—沈阳、上海—太原、深圳 —大连、深圳—长春的部分特价机票"省钱力度"较大。相同出发时间里,国际机票均价相比元旦和春节 也便宜不少,部分长航线的机票价格"省钱力度"高于短途航线。 对于准备趁寒假带娃北上玩雪、南下避寒的游客来说,赶在月底前出发,不仅能节省交通成本,也能在 住宿上省下一大笔钱。同程旅行数据显示,截至1月8日,入住时间在1月28日前的哈尔滨、长春、三 亚、北海、西双版纳的热门商圈酒店预订价格,相比春节出游高峰期预计节省超过50%。 学生放假叠加机票酒店降价的带动下,国内迎来错峰旅游热。同程旅行数 ...
820元机票改签费被收取2560元,法院判同程退一赔三
第一财经· 2025-12-31 15:26
封图 | AI生成 2025.12. 31 本文字数:697,阅读时长大约1分钟 来源 | 九派新闻 社交平台上,不少网友向吴女士留言,希望她出一期详细的维权攻略。"我本身是从事法务工作的, 对法律比较了解,后期有时间会出一篇详细攻略,从各种细节出发,教大家维权。" 微信编辑 | 苏小 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 去年9月,吴女士(化姓)和丈夫在同程旅行APP上购买了两张从上海往返首尔的机票,出发当天因 故改签,事后发现平台收取的机票改签费2560元是实际费用820元的3倍。 吴女士和丈夫将同程旅行诉至法院,近日,法院认为同程旅行实际收取的改签费用与相应规则不符, 存在违约,二审判决同程旅行退一赔三,补偿吴女士夫妻8500元。 12月30日,吴女士表示,她对此判决并不满意,后续或将请求法院再次衡量同程旅行的行为定性问 题。 吴女士介绍,出发当天, ...
同程旅行接入“易安检” 成功预约后可在41家机场高效出行
Zhong Guo Min Hang Wang· 2025-09-30 08:57
Core Insights - Tongcheng Travel has become the first online travel platform to achieve dual-end coverage of the "Easy Security Check" service, allowing users to book security checks at 41 airports nationwide through its WeChat mini-program or app [1][4] - The service aims to enhance user experience by providing a one-stop solution for ticket purchasing, check-in, and security check appointments, significantly reducing average security check times to as low as 3 minutes during peak hours [1][4] Group 1: Service Overview - The "Easy Security Check" service is designed to streamline the security check process using advanced technology, covering major airports in cities like Beijing, Shanghai, Guangzhou, and Shenzhen [4] - Users can access the service through four different methods, including WeChat search and the Tongcheng Travel app, facilitating easy appointment scheduling [1] Group 2: Strategic Implications - The launch of this convenient service ahead of the Mid-Autumn and National Day holidays is expected to provide a more convenient travel experience for users within the WeChat ecosystem [2] - By continuously deepening its integration within the WeChat environment, Tongcheng Travel is building a unique competitive advantage in the "social + travel" space, potentially serving as a new model for digital transformation in the industry [2]
同程旅行(00780)接入“易安检” 成功预约后可在首批41家机场高效出行
智通财经网· 2025-09-29 02:32
Core Viewpoint - Tongcheng Travel has become the first online travel platform to achieve dual-end coverage of the "Easy Security Check" service, enhancing user experience in airport security processes [1][6]. Group 1: Service Overview - Users can access the "Easy Security Check" service through four methods: WeChat search, Tongcheng Travel WeChat mini-program, Tongcheng Travel APP, and specific city services in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [3][6]. - The service allows ticket holders to book the "Easy Security Check" up to 48 hours in advance, significantly reducing average security check times to as low as 3 minutes during peak hours [3][8]. Group 2: Strategic Implications - The launch of this convenient service before the Mid-Autumn and National Day holidays is expected to enhance travel experiences for users within the WeChat ecosystem [6]. - By deepening its integration within the WeChat environment, Tongcheng Travel is building a unique competitive advantage in the "social + travel" space, potentially setting a new benchmark for digital transformation in the industry [6].
同程旅行(00780.HK)接入“易安检”,成功预约后可在首批41家机场高效出行
Ge Long Hui· 2025-09-29 02:28
Core Viewpoint - Tongcheng Travel has become the first online travel platform to achieve dual-end coverage of the "Easy Security Check" service, allowing users to enjoy a convenient security check experience at 41 major airports nationwide [1][6]. Group 1: Service Overview - Users can access the "Easy Security Check" service through four methods: searching "Easy Security Check Appointment" on WeChat, using the Tongcheng Travel WeChat mini-program, searching on the Tongcheng Travel APP, or selecting the service through the WeChat city service menu in cities like Beijing, Shanghai, Guangzhou, and Shenzhen [3][6]. - After integrating the "Easy Security Check" service, users who have purchased tickets can make appointments for the service up to 48 hours in advance, with average security check times reduced to as fast as 3 minutes, especially beneficial during peak hours [3][7]. Group 2: Strategic Implications - The launch of this convenient service ahead of the Mid-Autumn and National Day holidays is expected to enhance the travel experience for users within the WeChat ecosystem [6]. - By continuously deepening its integration within the WeChat environment, Tongcheng Travel is building a unique competitive advantage in the "social + travel" space, potentially setting a new benchmark for digital transformation in the industry [6].