智通财经APP获悉,同程旅行(00780)涨超5%,截至发稿,涨5.07%,报20.3港元,成交额2.65亿港元。
消息面上,国家移民管理局今天公告,12月17日起全面放宽优化过境免签政策,将过境免签外国人在境内停留时间由原72小时和144小时均延长为240小时(10天),同时新增21个口岸为过境免签人员入出境口岸,并进一步扩大停留活动区域。同程旅行数据显示,消息公布一小时内,海外游客搜索国内酒店和入境机票的搜索热度较前日同一时段上涨87%。
同程研究院分析认为,过境免签政策时间延长和活动范围扩大,将吸引更多符合条件的外国人通过过境免签来中国旅游,从而促进中国入境旅游市场的进一步增长。东吴证券此前研报指出,基于居民出行意愿高、政策密集出台推动文旅行业景气度持续提升,OTA平台将持续受益于出入境游的高增及国内游基本盘的繁荣,格局稳固有利于OTA平台的变现率保持平稳。
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