携程集团-S(09961)绩后大跌8% 未来前景怎么看_老虎社区_美港股上老虎

携程集团-S(09961)绩后大跌8% 未来前景怎么看

智通财经2023-09-05

智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据...

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李飞飞
·2023-09-05
遥遥领先
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What do you think of the future prospects","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TCOM":1,"09961":1},"content_text":"智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。在强劲的旅行需求带动下，携程业绩显著复苏。分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。财报显示，2023年二季度，同程旅行收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，香港中旅综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。山西证券8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":216630825513064,"gmtCreate":1693921745621,"gmtModify":1693923016926,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"49173938540250","authorIdStr":"49173938540250"},"htmlText":"遥遥领先","listText":"遥遥领先","text":"遥遥领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216630825513064","repostId":2365052624,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}