携程网(TCOM)今日盘前股价大跌7.81%,引发了市场的广泛关注。此前,该公司公布了2024财年第四季度的业绩。
业绩数据显示,第四季度携程实现营收127.7亿元人民币,同比增长24%,高于市场预期。其中,酒店预订收入同比增长33%,交通票务收入同比增长16%,表现强劲。根据公司披露,出境游和纯海外业务预订量同比均实现了高速增长。
然而,尽管营收增速喜人,但携程在盈利能力方面出现了一些疲软迹象。本季度毛利率下降至79.3%,经营利润率下降超过3个百分点至18.1%。虽然营收增长强劲,但经营利润同比仅增长5%。主要原因是各项费用支出,包括营销费用、研发费用和管理费用均出现了明显扩张,营销费用同比大增44.6%,研发费用和管理费用分别增长16.5%和19%。
总体来看,虽然携程营收同比实现了较好增长,但与此同时费用支出的扩张导致利润率有所下滑,引发了市场对公司盈利能力的疑虑,导致股价在盘前出现了较大幅度的下跌。
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