同程旅行股价在2025年1月14日大涨5.06%,引起市场广泛关注。根据相关报道,导致该股价暴涨的主要原因如下:
一方面,国务院近期发文提出多项措施以优化旅游消费环境,包括推出文旅消费券、消费折扣等,并优化入境旅游政策和免签政策。这预计将给本轮春节出游带来显著利好,网上旅游平台预订量大增,同程旅行作为知名OTA将直接受益于出游需求大增。
另一方面,数据显示2025年春节期间,出境游和入境游的需求都有望大幅上升。而同程旅行已推出针对性的营销活动以应对,如为返乡客户提供机票报销等。届时同程旅行平台的机票、酒店等订单有望明显提振。
此外,多家机构对同程旅行给予了较为看好的评级和盈利预期,认为其专注于运营效率优化,加之增长动能较强,有望实现利润率持续改善。
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