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错峰游升温:机票价格便宜一半,小众目的地受追捧
与此同时,"低热度、高体验" 的旅行地正成为新宠,携程口碑榜最新公布的"国内10月小众目的地榜, 把丽水云和梯田、黔东南肇兴侗寨、盐城中华麋鹿园、甘南扎尕那等20处国内目的地及景区纳入榜单; 而"国内10月赏秋目的地榜"则在延续北京、上海、成都等经典线路的基础上将甘孜、阿坝、额济纳旗等 并不常见的赏秋目的地指引给到资深旅行者们,同时新增本溪、湖州、昆明等同时入选中国50赏秋目的 地的高分秋景观赏地。 国庆假期首日出行的热闹后,不少游客将目光转向节中错峰出行,享受更高性价比的旅行体验。携程数 据显示,10月3-4日,国内机票单程均价较10月1-2日便宜超30%。例如,10月4日从北京到青岛的直飞航 班价格最低为920元(以下均不含税),而10月1日最低价为2140元,便宜近六成;10月3日上海直飞广州 的航班价格最低为339元,而10月1日最低价为649元,便宜几乎一半。 (原标题:错峰游升温:机票价格便宜一半,小众目的地受追捧) ...
受台风“桦加沙”影响 多家在线旅游平台启动应急保障
Group 1 - Typhoon "Haikashan" is approaching the coastal areas of Guangdong, expected to make landfall on September 24 [1] - Ctrip has initiated major emergency measures for hotel, flight, and travel products affected by the typhoon, including a guarantee for users to minimize cancellation losses [1] - Ctrip has launched a "Major Disaster Travel Experience Guarantee Fund" for orders affected by the typhoon, covering losses for cancellations due to direct impacts [1] Group 2 - Fliggy has activated an emergency response mechanism to implement refund and modification guarantees for affected flight, hotel, and travel orders [2] - Fliggy is monitoring real-time refund policies from 26 airlines, including major carriers, to facilitate full refunds for eligible consumers [2] - Fliggy will provide free refund and modification guarantees for hotel orders in cities affected by the typhoon, including Shenzhen and Guangzhou [2] Group 3 - Qunar has also initiated emergency guarantees for hotel orders in affected regions, including Guangdong, Hong Kong, and Hainan [3] - Qunar is closely monitoring updates from railway and transportation authorities to ensure compliance with refund and modification services [3]
资深OTA专家国庆展望
2025-09-18 14:41
Summary of Conference Call Notes Industry Overview - The conference call primarily discusses the **tourism industry** in China, focusing on domestic and outbound travel trends during the National Day holiday period [1][3][4]. Key Points and Arguments 1. **Optimistic Market Performance**: The tourism market during the National Day holiday is expected to perform well, continuing the positive trend from the summer, with capacity recovery reaching **94%** [1][3]. 2. **User Behavior Changes**: There is a significant shift in user behavior, with **65%** of travelers opting for deep travel and long-distance trips, indicating a diversification in travel methods [1][5]. 3. **Stable Pricing**: Domestic flight and hotel prices remained relatively stable during the holiday, with a slight year-on-year decline. Hotel supply increased by **15%** compared to previous quarters [1][6]. 4. **Peak Travel Trends**: The holiday's extension led to a more dispersed travel peak, with **30% to 35%** of users choosing to travel during off-peak times, extending the travel period from **September 29 to October 12** [4]. 5. **Increased Depth of Travel**: Outbound travel trends show a preference for deep exploration and self-driving tours, reflecting evolving user demands and preferences [1][7]. 6. **Hotel Market Growth**: The domestic hotel market is projected to grow by approximately **15%**, with varying performance across different destinations, particularly in regions known for autumn scenery [12]. 7. **Outbound Travel Popularity**: Popular outbound travel destinations include Japan, South Korea, Thailand, and Malaysia, with a notable increase in family and group travel [13][14]. 8. **Rising Customer Spending**: The average spending per outbound tourist is on the rise, driven by longer stays and increased group travel, with family trips accounting for about **50%** of the total [15]. 9. **OTA Market Competition**: The OTA market is experiencing competitive pressures from both established players and new entrants, with companies like JD.com and Meituan actively entering the travel sector [16][20]. 10. **Marketing Strategies**: The OTA industry plans to increase marketing budgets in Q4 to address competitive pressures and seasonal demand fluctuations, particularly in overseas markets [21]. Additional Important Insights - **Temporary Travel Plans**: An estimated **25% to 30%** of travelers are expected to make last-minute travel plans during the holiday, indicating a growing demand for flexible travel arrangements [10]. - **Hotel Pricing Trends**: The average daily room rate (ADR) has seen a narrowing decline, reflecting improved market confidence, with a current drop of about **3%** compared to earlier in the year [9]. - **Challenges for New Entrants**: JD.com faces challenges in the food delivery and hotel markets, struggling to achieve significant results despite initial efforts [17][19]. - **Marketing Adjustments**: The OTA industry is adjusting its marketing strategies to enhance competitiveness, particularly in response to aggressive moves by rivals like Fliggy [20][21].
携程就迪士尼探险号游轮延期公布相关专项保障方案
Xin Lang Cai Jing· 2025-09-17 09:44
Core Points - Ctrip has announced a special guarantee plan for customers affected by the postponement of the Disney Wonder cruise, which is scheduled from December 15, 2025, to March 12, 2026 [1][2] - The plan includes free rescheduling or cancellation services for flights and hotel bookings made through Ctrip within 7 days before or after the original travel date [2][3] - Ctrip will cover any additional losses incurred by customers, with refunds processed through Ctrip Wallet by the end of September [1][3] Summary by Categories Customer Impact - Customers who booked flights and hotels through Ctrip during the affected travel period will be contacted by customer service by September 30, 2025 [2][3] - The company acknowledges the inconvenience caused by the cruise delay and is actively seeking solutions to minimize customer losses [2] Service Offerings - Ctrip provides two options for affected customers: rescheduling their travel dates or canceling their bookings [2] - All refunds for hotel and flight bookings will be processed according to normal cancellation policies [3] Company Commitment - Ctrip emphasizes its commitment to customer service and aims to provide excellent support during this situation [3]
超长假期点燃出境游热情,热门目的地预订量翻番
Huan Qiu Wang· 2025-09-04 03:11
Group 1 - The outbound tourism market is experiencing a significant surge as travelers increasingly utilize "holiday stitching" to extend their vacations, with a notable rise in hotel and flight bookings [1][2] - Data from Ctrip indicates that during the double holiday period of National Day and Mid-Autumn Festival, domestic hotel prices have increased by 30% to 50% compared to the previous month, while outbound visa service bookings have risen by nearly 30% year-on-year, reflecting a strong desire for international travel [2][3] - Popular destinations such as Uzbekistan and Kazakhstan have seen flight bookings increase by 3.3 times and 2.3 times respectively, driven by the benefits of visa-free policies [3][4] Group 2 - The trend of "holiday stitching" has become a new norm for travelers, with many opting for extended breaks during the National Day holiday [4][5] - Data shows that this "holiday stitching" approach has significantly boosted bookings during specific periods, with flight bookings to popular countries increasing by 120% from October 8 to 12, and by 40% from September 26 to October 1 [5]
携程集团-S(09961.HK):利润及回购好于预期 国际业务继续高增
Ge Long Hui· 2025-09-02 02:55
Group 1: Financial Performance - In Q2 2025, the company achieved net operating revenue of 14.8 billion yuan, a year-on-year increase of 16%, in line with Bloomberg consensus expectations [1] - Adjusted net profit for the same period was 5 billion yuan, remaining flat year-on-year, which was better than Bloomberg consensus expectations [1] - The company has repurchased approximately 7 million American Depositary Receipts (ADRs) for a total consideration of about 400 million USD under the stock repurchase plan authorized in February 2025 [1] Group 2: Domestic Tourism Market - The domestic accommodation booking revenue grew by 21% year-on-year and 12% quarter-on-quarter, driven by strong travel demand, particularly during holidays [2] - The supply of hotel rooms during the summer increased by a mid-single-digit percentage year-on-year, with hotel prices stabilizing and the year-on-year decline in prices narrowing to a mid-low single-digit range [2] - The number of inbound tourists in H1 increased by approximately 30% year-on-year, with a more than 100% year-on-year growth in inbound travel bookings on the company's platform [2] Group 3: International Business Growth - In Q2, cross-border flight capacity recovered to 84% of pre-pandemic levels, with outbound hotel and flight bookings exceeding 120% of the same period in 2019, outperforming the market by 30-40 percentage points [3] - The company's international business saw a total booking volume growth of over 60% year-on-year, with the Asia-Pacific region remaining a key operational focus [3] - The company’s non-GAAP sales expense ratio was 22%, remaining stable year-on-year, indicating better-than-expected customer acquisition efficiency [3] Group 4: Profit Forecast and Investment Rating - The company’s performance exceeded expectations, leading to an adjustment in the forecast for adjusted net profit for 2025-2027 from 17.6/19.7/22 billion yuan to 18.3/20/22 billion yuan [3] - The corresponding adjusted PE ratios are projected to be 20/19/17 times, with a continued positive outlook on the company's overseas business growth [3]
2025暑期旅游新亮点:品质游客群扩大
Group 1: Summer Travel Trends - The summer travel season for 2025 has shown a shift from "traffic growth" to "quality upgrade," with significant increases in travel orders for flights, hotels, car rentals, and local activities [1] - The estimated passenger transport volume for civil aviation during the summer is expected to reach a record high of 150 million, with around 6 million first-time flyers, primarily children, students, and seniors [1] - Self-driving travel orders have also seen a notable increase, with average car rental spending rising by 15% year-on-year, and family-oriented rentals, particularly for SUVs and MPVs, growing by 77% [1] Group 2: University Student Travel Behavior - University students are a key demographic in the summer travel market, with a reported 10% of outbound travelers being students, and some flying up to 13 times in a month [2] - Domestic self-driving and free travel bookings have increased by over 20%, with a significant portion of travelers being from the "80s" and "90s generations [2] - Flexible travel options such as "flight + hotel" packages are increasingly popular among young travelers [2] Group 3: Event-Driven Travel - There is a growing trend of combining travel with major events, such as concerts and exhibitions, which has significantly boosted travel-related searches and bookings [3] - For instance, searches around venues for popular concerts have surged, with some events seeing a more than 7-fold increase in related searches after ticket sales [3] - Fans are increasingly planning their travel itineraries around these events, contributing to local economies through increased hotel bookings and related spending [3] Group 4: Immersive Experiences in Theme Parks - Theme parks offering immersive experiences and emotional value have become important growth points in the summer travel market, with creative interactions like NPCs gaining popularity [4] - The search interest for parks with such interactive experiences has reportedly tripled during peak times [4] - Looking ahead, the upcoming National Day and Mid-Autumn Festival are expected to drive further travel demand, with hotel prices rising significantly and a notable increase in visa service bookings [4]
同程旅行暑期旅游盘点:大众旅游消费呈现品质升级新趋势
Group 1 - The core viewpoint of the article highlights a trend of quality upgrades in tourism consumption during the summer of 2025, with a significant increase in first-time air travelers and a notable rise in bookings for mid-to-high-end hotels compared to budget hotels [1][2] - The total passenger volume for civil aviation during the summer is expected to reach a historical high of 150 million, driven by affordable ticket prices on popular domestic and international routes [1] - Approximately 6 million people are expected to fly for the first time this summer, primarily consisting of children, students, and seniors, indicating a significant shift in consumer behavior towards travel [1] Group 2 - Weekend local leisure and nearby vacation travelers are identified as a major source of tourism in central cities, with over 70% of hotel and scenic area guests coming from local and surrounding cities [2] - Popular cities for hotel bookings during the summer include Shenzhen, Guangzhou, Chengdu, Shanghai, Beijing, Chongqing, Hangzhou, Xi'an, Dongguan, and Changsha, which are also favored destinations for family travel [2] - Destinations such as Xinjiang, Tibet, and Qinghai have seen significant increases in travel interest, with hotel booking rates in certain areas exceeding 80% year-on-year [2]
营收同比双位数增长,携程集团发布第二季度财报:出境机酒预定量已恢复至2019年的120%
Mei Ri Jing Ji Xin Wen· 2025-08-28 01:32
Group 1 - The core viewpoint of the article highlights Ctrip Group's strong financial performance in Q2 2025, with a net revenue of 14.8 billion yuan, representing a 16% year-on-year growth [1] - In terms of business segments, accommodation booking revenue reached 6.2 billion yuan, up 21% year-on-year; transportation ticketing revenue was 5.4 billion yuan, an 11% increase; vacation revenue was 1.1 billion yuan, growing by 5%; and business travel management revenue was 692 million yuan, up 9% [1] - Ctrip's international OTA platform saw a more than 60% year-on-year increase in flight bookings, with inbound travel bookings doubling compared to the previous year, and outbound hotel and flight bookings recovering to 120% of 2019 levels [1] Group 2 - Ctrip's Executive Chairman Liang Jianzhang emphasized the importance of tourism as a key driver for economic development and cultural exchange, expressing confidence in the long-term growth prospects of the industry [1] - The company announced a new share repurchase plan, authorized to buy back up to 5 billion USD of its issued common stock and/or American Depositary Receipts, subject to market conditions and applicable laws [1]
中金:维持同程旅行(00780)跑赢行业评级 目标价23港元
智通财经网· 2025-08-19 02:01
Core Viewpoint - Company maintains revenue and profit expectations for Tongcheng Travel (00780) for 2025 and 2026, with a target price of HKD 23, indicating a 17% upside potential [1] Group 1: Hotel Business Performance - Domestic hotel business outperforms industry, with 2Q25 average daily rate (ADR) showing positive year-on-year growth, reflecting changes in consumer habits [2] - Company expects hotel room nights to grow by 10-15% year-on-year in 3Q25, with hotel revenue projected to increase by 13% [2] Group 2: International Business and Hotel Management - Company is tapping into outbound tourism demand from lower-tier markets, aiming for international business to reach 6-7% of total by year-end, with a goal of breakeven for the year [3] - Hotel management business is expanding, with over 2,700 hotels currently operating and another 1,500 in preparation, ranking 8th in the 2024 China Hotel Association list [3] Group 3: Core OTA Profitability - Core OTA operating profit reached CNY 1.07 billion in 2Q25, with an operating profit margin of 26.7%, an improvement from 24.3% in the same period last year [4] - Company anticipates continued profit margin improvement due to enhanced marketing efficiency and operational leverage [4]