智通财经APP获悉，同程旅行(00780)涨超4%，截至发稿，涨3.78%，报20.5港元，成交额8399.8万港元。
消息面上，春节旅游的预订已率先启动，同程旅行显示，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%，热门线路票价涨幅则超过100%。值得一提的是，近期多个城市抓住冰雪游机遇，推出各类文旅消费券。其中，四川将推出1.5亿元文旅大礼包，其中包括9500万元文旅消费券。
光大证券指出，公司24Q3业绩保持高增，核心OTA利润率提升。另外，用户价值提升明显，加速开拓新流量与国际业务。该行预计24Q4公司的核心OTA业务营收将保持同比双位数增长。考虑到公司的用户策略改变，后续重点关注公司通过优化费投效率，提升用户价值，驱动盈利能力增长的进展。
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