携程网(TCOM)今日盘中大涨5%,引发投资者广泛关注。从业绩表现来看,携程2024年第四季度营收同比增长23%至127亿元,利润也有不同程度的增长,主要得益于出境游复苏和国际业务增长。
消息面上,携程第四季度出境游酒店和机票预订量恢复到疫情前的120%以上,领先行业水平。旅游市场的持续复苏为携程等OTA公司带来了可观的收益。同时,携程国际业务也保持良好势头,第四季度国际OTA平台酒店和机票预订同比增长超过70%,亚太地区预订量增长约80%,入境旅游预订同比增长超过100%。
多家券商看好携程今年国际业务的持续高增长,出于对公司长期增长潜力的信心,部分券商维持"买入"评级。然而,第四季度携程毛利率和运营利润率也有所下滑,销售及营销费用高速增长,这表明公司仍需持续投入以保持增长。此外,携程与酒店业的利益矛盾仍在持续,如何平衡二者利益也将是面临的挑战。
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