中信证券：同程旅行(00780)全资收购万达酒管维持“买入”评级

智通财经2025-04-21

智通财经APP获悉，中信证券发布研报称，同程旅行(00780)近日宣布以24.97亿元全资收购万达酒店管理(香港)公司，进一步完善其酒店管理业务布局。此次收购标的万达酒管采用轻资产运营模式，目前管理204家高端及豪华酒店，并拥有1700万高端会员资源，与艺龙酒管现有会员体系形成良好互补。中长期来看，公司核心OTA业务有望凭借流量优势和技术赋能持续领跑行业，公司有望通过内生外延发展的PMS、旅行社、...

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中信证券：同程旅行(00780)全资收购万达酒管 维持“买入”评级

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中信证券：同程旅行(00780)全资收购万达酒管维持“买入”评级