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携程马年春节数据报告:北京、成都、上海成游客最爱国内目的地TOP3
Xin Lang Cai Jing· 2026-02-23 10:39
新浪科技讯 2月23日晚间消息,携程平台最新数据显示,今年春节旅游市场呈现出显著的"深度 化"与"国际化"双重趋势。中国人不再满足于简单的回家团圆或景点打卡,而是追求更丰富的文化体验 和更灵活的双城漫游;同时,中国春节也正吸引着全球游客前来深度体验,逐步成为一个世界级的文化 IP。 携程数据显示,今年春节,北京、成都、上海、广州、深圳、哈尔滨、三亚、西安、重庆、福州、厦 门、武汉 等城市依旧是全国游客最喜爱的国内目的地。此外,一批具有独特风情和文化体验的小众目 的地成功突围:陕西延安订单量同比增长70%,山东泰安增长65%,云南普洱增长59%,新疆可克达 拉、海南文昌、广西崇左均实现56%以上增长,内蒙古呼和浩特、云南玉溪、新疆双河、江苏无锡增长 率均在48%以上。 以非遗为代表的文化体验成为最热门出行主题。在北方,传统年画技艺带动了古城旅游,天津订单量同 比增长29%,河南开封和郑州整体订单分别实现50%和27%的增长。在南方,灯会与非遗表演同样火 爆,安徽黄山订单同比上涨32%,四川自贡订单量同比增长20%。潮汕地区的英歌舞在这个春节"再破 圈",广东汕头和潮州的订单量分别增涨36%和31%。同样因非遗而 ...
里昂:携程集团-S短期利润率或受压 预计中国反垄断行动更常态化
Xin Lang Cai Jing· 2026-01-15 07:59
Group 1 - The core point of the article is that the National Market Regulatory Administration has initiated an investigation into Ctrip Group-S (09961) for monopolistic behavior, leading to a 17% drop in Ctrip's ADR price in the US market [1][5]. - Citi estimates that antitrust actions in China may become more routine, with the investigation focusing on exclusive cooperation rights and whether the platform is pressuring merchants due to its advantages [1][5]. - Despite potential loss of exclusive cooperation rights, Ctrip is expected to maintain strong competitiveness due to its large transaction volume and long-term relationships with hotels [1][5]. Group 2 - Ctrip may need to provide more support to merchants, which could pressure profit margins in the short term [1][5]. - The adjusted operating profit margin for Ctrip is projected to be around 29% for the years 2025 to 2026, although merchant support measures may impact this margin [1][5]. - Given the relatively mild competition in the online travel market, the company is believed to be able to offset some of the impacts through further operational efficiency improvements [1][5].
携程(09961)升3.46% 柬埔寨明年对华免签试行 相关搜索量环比增20%
Xin Lang Cai Jing· 2025-12-04 11:25
Core Viewpoint - The Cambodian government announced a visa-free policy for Chinese citizens from June 15 to October 15, 2026, allowing a 14-day stay without visa application or fees, which is expected to boost tourism [1][3]. Group 1: Company Performance - Ctrip's stock price increased by 3.46%, reaching HKD 553.5, with a trading volume of HKD 923 million [1][3]. Group 2: Industry Impact - Following the announcement of the visa-free policy, Ctrip reported a 20% increase in search volume for "Cambodia" related travel keywords on its platform [2][4].