同程旅行(00780)今日盘中股价大涨5.07%,引起市场广泛关注。这主要与春节旅游的预订率先启动有关。
数据显示,从2025年1月20日开始,机票均价迎来节前第二轮上涨,并在1月23日至27日之间达到节前高点,机票均价预计较平日上浮80%至90%,热门线路票价涨幅更是超过100%。另外,近期多个城市也抓住冰雪游机遇,推出各类文旅消费券,进一步刺激春节假期的旅游消费需求。
作为在线旅游市场的龙头企业之一,同程旅行有望充分受益于春节旅游高峰的到来。分析师预计,公司四季度的在线机票和酒店预订业务将保持同比双位数增长。此外,同程旅行积极布局国际市场,其国际机票及酒店预订量同比也有了显著增长。预计春节期间的旅游消费热潮将进一步推动公司业绩表现,因此获得市场热捧,股价出现大涨。
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