2月25日,在线旅游预订平台携程网(TCOM)盘中大跌11.26%,引发了市场的广泛关注。此前,该公司公布了2024财年第四季度业绩。
财报数据显示,第四季度携程实现营收127.7亿元人民币,同比增长24%,超出市场预期。其中,酒店预订收入和交通票务收入分别同比增长33%和16%,表现强劲。此外,出境游和纯海外业务的预订量均实现了高速增长。
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%。
分析指出,导致携程利润率下滑的主要原因是各项费用支出出现明显扩张。其中,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%。费用支出的扩张幅度超过了营收的增长幅度,从而拖累了公司的整体利润率水平。
尽管如此,专家指出,携程的营收增长和业绩反映了旅游市场的复苏态势,体现了公司在行业中的领先地位。但公司需要合理控制费用支出,提高运营效率,以进一步改善利润水平。
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