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携程2025年财报发布:入境游年投10亿元,四大转型策略重构行业生态
Di Yi Cai Jing· 2026-02-27 08:09
目前旅游行业整体恢复良好,出游人数逐年增加,经文化和旅游部数据中心测算,2026年春节假日9 天,全国国内出游5.96亿人次,较2025年春节假日8天增加0.95亿人次;国内出游总花费8034.83亿元, 较2025年春节假日8天增加1264.81亿元,假日游客人数和花费均创历史新高,全国文化和旅游市场平稳 有序。 #携程2025年营收624亿元#【#携程2025年财报发布#:入境游年投10亿元,四大转型策略重构行业生 态】春节假期刚过,携程迎来其2025年第四季度及全年未经审计财务业绩,财报显示,携程集团2025全 年营收624亿元,剔除投资收益净利润134亿元。2025年全年国际OTA平台总预订同比增长约60%,全年 服务入境旅客约2000万人次。 与此同时,人们对于旅游产品的细分化、品质化等方面有更深层的要求,旅游平台、酒店和景区等线上 线下资源也都在更好地融合,携程这样的平台正在此大背景下亲身下场。 ...
武汉位列十大热门旅游目的地第五 春节期间16次登上央视
Chang Jiang Ri Bao· 2026-02-26 02:59
去哪儿平台数据显示,武汉春节到客增长33.53%,收入增长40.53%,在全国十个重点 旅游城市中排名分别位居第二和第三,跻身全国最受欢迎的中转目的地TOP5。携程数据统 计显示,截至2月22日,2026年春节期间(2.16—2.22)武汉入境线上预订旅游人次、订单消 费金额同比增长分别为15.5%、72.1%。 据统计,春节期间,武汉16次登上央视。央视《新闻联播》《新闻直播间》分别聚焦东 湖年宵花市、黄鹤楼景区,展现江城浓厚年味。武汉市"2026武汉新春嘉年华天马行空光影 秀",4000架无人机在两江四岸夜空铺展360度立体画卷传递新春祝福,被央视《新闻联播》 报道。央视《晚间新闻》关注报道了武汉木兰不夜城推出"非遗贺春年"活动。 编辑:胡之澜 "史上最长春节假期"收官,武汉文旅市场迎来开门红!中国旅游研究院数据显示,2026 年春节假期,湖北省旅游接待人次全国排名第七;游客接待量前20座城市中,武汉位列第 五。来自武汉市文化和旅游局发布的数据显示,春节期间,全市A级旅游景区共接待游客 385.89万人次,较去年同期增长17.78%。 2月25日,湖北省文化和旅游厅发布的数据表明,综合省文旅产业监管决策平 ...
TRIP.COM(TCOM) - 2025 Q4 - Earnings Call Transcript
2026-02-26 01:02
Financial Data and Key Metrics Changes - For Q4 2025, Trip.com Group reported net revenue of RMB 15.4 billion, a 21% increase year-over-year, driven by robust travel demand during the winter holiday [27] - For the full year 2025, gross bookings reached RMB 1.1 trillion, with net revenue totaling RMB 62.4 billion, reflecting a 17% year-over-year increase [27][28] - Income from operations for the full year was RMB 15.8 billion, an 11% increase year-over-year, while net income attributable to Trip.com Group Limited was RMB 13.4 billion [27][28] - Adjusted EBITDA for Q4 was RMB 3.4 billion, compared to RMB 3.0 billion in the same period last year, with full-year adjusted EBITDA at RMB 18.9 billion, an 11% growth year-over-year [30] Business Line Data and Key Metrics Changes - Accommodation Reservation revenue for Q4 was RMB 6.3 billion, a 21% increase year-over-year, while full-year revenue was RMB 26.1 billion, also a 21% increase [28] - Transportation ticketing revenue for Q4 was RMB 5.4 billion, a 12% increase year-over-year, with full-year revenue at RMB 22.5 billion, an 11% increase [28] - Package Tour revenue for Q4 was RMB 1.1 billion, a 21% increase year-over-year, with full-year revenue at RMB 4.7 billion, an 8% increase [28] - Corporate Travel revenue for Q4 was RMB 808 million, a 15% increase year-over-year, with full-year revenue at RMB 2.8 billion, a 13% increase [29] Market Data and Key Metrics Changes - APAC remained the largest source of inbound travelers, with demand from Western markets expanding, reflecting rising international interest in China as a travel destination [12] - In 2025, approximately 20 million inbound travelers were served, connecting demand to about 150,000 hotels, with over 63,000 hotels serving inbound travelers for the first time [12][14] - The international OTA platform saw gross bookings increase by approximately 60% year-over-year, with international business contributing about 40% of total revenue and bookings in 2025 [55] Company Strategy and Development Direction - The company focuses on three key investment areas: inbound tourism, social responsibility initiatives, and AI innovation [5][9] - A $100 million tourism innovation fund was launched to support commercial innovation across the travel ecosystem [8] - The company aims to enhance its AI capabilities to improve operational efficiency and user experience, positioning itself as a leader in the evolving travel landscape [9][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth of inbound tourism, projecting a potential 5x-10x growth for inbound travel in China [47] - The company remains committed to fostering a transparent and sustainable travel ecosystem while focusing on long-term value creation for shareholders [26][37] - Travel sentiment remains strong, with leisure travel being the primary driver of market growth, and the company is strategically positioned to capture this demand [55] Other Important Information - The company is cooperating with the State Administration for Market Regulation regarding a regulatory investigation, emphasizing its commitment to compliance and transparency [26] - The company has invested approximately RMB 2.9 billion to enhance the overall travel experience for users, focusing on customer protections and service quality [22] Q&A Session Summary Question: Update on the recent SAMR investigation - The company is actively cooperating with the SAMR and remains committed to fostering a transparent environment while focusing on core investment priorities [35][36] Question: Impact of AI disintermediation on OTA business model - The company views AI advancements as a catalyst for its strategy, emphasizing the importance of its transactional and service layers in the travel industry [39][40] Question: Future growth trajectory for inbound tourism - Management believes inbound travel to China is at the start of a significant growth cycle, with efforts to promote the country as a travel destination [46][47] Question: Booking trends during Chinese New Year - The extended holiday stimulated travel demand, with robust growth in domestic and outbound business, particularly in long-haul destinations [53][54] Question: Competition in the domestic travel market - The company acknowledges dynamic competition but maintains its competitive edge through high service levels, comprehensive product offerings, and global coverage [57][60] Question: Operational highlights and outlook for 2026 - The company expects continued strong growth in international bookings, particularly in the APAC region, supported by its globalization strategy [66][67] Question: Update on shareholder return program - The company fully utilized its share repurchase quota in 2025 and remains committed to delivering long-term shareholder value [74][75]
平台数据显示今年春节期间“中国游”持续升温
Zhong Guo Xin Wen Wang· 2026-02-23 14:38
出境游方面,据去哪儿平台统计,2月15日至23日,平台上的中国游客飞往全球近千个城市。最受中国 游客青睐的前十位出境游目的地分别是:泰国曼谷、马来西亚吉隆坡、中国香港、新加坡、韩国首尔、 泰国普吉、越南胡志明市、印度尼西亚巴厘岛、澳大利亚悉尼、泰国清迈。 据去哪儿平台统计,春节期间热门的外国游客入境目的地城市为:上海、北京、广州、成都、深圳、厦 门、海口、福州、重庆、青岛。 (文章来源:中国新闻网) 中新社北京2月23日电中国在线旅游平台去哪儿23日发布的数据显示,今年春节假期,"China Travel"(中 国游)持续升温。2月15日至23日,外国游客来华机票预订量同比增长两成。 从入境游客源地看,来华过年的主要客源地包括:韩国、越南、新加坡、澳大利亚、美国、印度尼西 亚、泰国、加拿大、老挝等。 一些年味浓郁、民俗体验丰富的目的地,也吸引越来越多外国游客。到大同看一场热闹的社火表演,在 雪域高原拉萨体验民族风情,或是去腾冲欣赏一场打铁花……这些充满地方特色的城市,跻身去哪儿平 台入境游热度增长最快榜单。 ...
超长春节假期点燃文旅市场,平台多维度数据创新高
Bei Jing Ri Bao Ke Hu Duan· 2026-02-23 10:13
2026年春节假期即将圆满收官,旅游市场交出一份亮眼成绩单。2月23日,记者从同程、去哪儿、途牛 等旅游平台获悉,今年出外"旅游式过年"与返乡"过年式旅游"双双爆火,出游频次更高、游玩内容更丰 富,人均旅游消费持续提升。受益于此,各家平台多维度数据表现亮眼,超长假期释放出消费市场强劲 增长动能。 这个假期,不少城市的街头巷尾也有了更多国际"新面孔"。受益于持续优化的免签政策,越来越多的外 国游客选择春节期间来华旅游,感受"中国年"。飞猪平台上,春节假期入境游机票订单量同比增长近10 倍,上海、广州、成都、北京、大连、西安、杭州、深圳、福州、宁波等是他们最青睐的"入境游首 站"城市。 具体来看,如木鸟民宿平台上,春节期间订单同比增长26%,连住3天以上订单同比增长32%,刷新平 台历史春节高峰数据。同程旅行平台上,重庆、成都等中西部城市文旅产品来自本地居民的预订热度同 比增幅超100%;米兰等意大利热门目的地酒店预订热度同比增长超200%。飞猪数据则显示,国内游订 单量再创新高,其中门票订单量同比去年增长超80%,酒店间夜量同比增长75%。同时,该平台上假期 国内游人均预订金额较去年提升约10%。 过年不再围着 ...
同程旅行春节盘点:汕头、福州、北京成热门目的地TOP3
Xin Lang Cai Jing· 2026-02-23 03:54
新浪科技讯 2月23日上午消息,同程旅行发布了《2026春节假期旅游消费盘点报告》,基于同程旅行平 台数据,总结了2026年春节假期旅游消费的新趋势和新特点。 《报告》数据显示,传统年俗文化依然是春节旅游市场的"大菜",追寻传统"年味儿"成为春节国内游主 流,广东、福建等地举办的各类迎新春年俗活动成为假日文旅消费的大热门,汕头等地旅游热度增幅领 先,成为春节国内游"黑马"目的地。封关后首个春节长假,海南全岛春节旅游热度创新高,酒店预订热 度同比增长超70%。春节假期冰雪游热门目的地哈尔滨热度居前,同时室内滑雪场成为南方地区居民体 验滑雪的首选。春节期间"返乡游"与"反向过年"双向奔赴,重庆、成都等中西部城市文旅产品来自本地 居民的预订热度同比增幅超100%。"跟着AI过大年"成为今年春节出游新时尚,年轻人流行向AI请教各 地的春节民俗。超长假期显著推高了春节长线出境游需求,米兰等意大利热门目的地酒店预订热度同比 增长超200%。 同程旅行平台数据显示,今年春节假期期间主打传统特色"年味儿游"的前十大热门目的地依次为:汕 头、福州、北京、赣州、苏州、九江、上海、泉州、德宏、开封。 数据显示,哈尔滨、长白山、阿勒 ...
“特色年味游”大PK,这届游客全国各地寻找宝藏过年地
Xin Lang Cai Jing· 2026-02-19 04:31
Core Insights - The tourism industry in China has experienced a significant surge during the Spring Festival, with a 38% increase in civil aviation travel compared to the same period last year [1] - Popular destinations for "cultural and festive tourism" have emerged, with cities like Shantou, Fuzhou, and Taiyuan ranking among the top choices for travelers seeking unique experiences [4][5] Group 1: Travel Trends - The peak travel period during the Spring Festival was identified between February 18 and February 19, with a notable increase in travelers opting for "segment-style" celebrations [1] - The number of travelers taking two or more flights during the holiday is expected to rise by over 50% compared to last year [1] Group 2: Popular Destinations - Shantou, Fuzhou, and Taiyuan have been highlighted as top destinations for "cultural and festive tourism," with Shantou leading in visitor numbers due to its rich cultural heritage [4] - The search interest for "New Year flavor" has surged by 358% in the two weeks leading up to the festival, indicating a strong demand for culturally immersive experiences [4] Group 3: Hotel and Accommodation Insights - In Shantou, popular hotel types such as family rooms and suites have sold out quickly, reflecting high demand in key areas [4] - The hotel occupancy rates in Haikou and Sanya have significantly exceeded the national average, with a 300% increase in flight bookings to these destinations [7][8] Group 4: Domestic and International Travel - Classic destinations like Beijing, Chengdu, and Kunming continue to attract significant traveler numbers, maintaining their status as primary travel hubs [8] - Short-haul international travel has seen a resurgence, with Southeast Asian cities becoming popular due to favorable visa policies and appealing climates [9]
义乌旅游预订增长131%
Di Yi Cai Jing· 2026-02-17 12:05
今年春晚在北京主会场之外,设置了四大分会场,分别是黑龙江哈尔滨、浙江义乌、安徽合肥和四川宜 宾。 这四个城市旅游热度也一路走高。截至2月17日,去哪儿平台上,合肥热门商圈酒店预订量同比增长超 一倍,宜宾增长超五成。哈尔滨和义乌则吸引了更多外国客人前往。哈尔滨跻身今年春节最受欢迎的入 境游城市TOP10,义乌则凭借131%的预订增速跻身入境游热度蹿升榜。 ...
春晚四大分会场火了,义乌旅游预订增长131%
Xin Lang Cai Jing· 2026-02-17 09:09
(本文来自第一财经) 这四个城市旅游热度也一路走高。截至2月17日,去哪儿平台上,合肥热门商圈酒店预订量同比增长超 一倍,宜宾增长超五成。哈尔滨和义乌则吸引了更多外国客人前往。哈尔滨跻身今年春节最受欢迎的入 境游城市TOP10,义乌则凭借131%的预订增速跻身入境游热度蹿升榜。(第一财经记者 乐琰) 今年春晚在北京主会场之外,设置了四大分会场,分别是黑龙江哈尔滨、浙江义乌、安徽合肥和四川宜 宾。 ...
春晚四大分会场火了 义乌旅游预订增长131%
Di Yi Cai Jing· 2026-02-17 08:14
(文章来源:第一财经) 今年春晚在北京主会场之外,设置了四大分会场,分别是黑龙江哈尔滨、浙江义乌、安徽合肥和四川宜 宾。这四个城市旅游热度也一路走高。截至2月17日,去哪儿平台上,合肥热门商圈酒店预订量同比增 长超一倍,宜宾增长超五成。哈尔滨和义乌则吸引了更多外国客人前往。哈尔滨跻身今年春节最受欢迎 的入境游城市TOP10,义乌则凭借131%的预订增速跻身入境游热度蹿升榜。 ...