智通财经APP获悉，同程旅行(00780)现涨超4%，截至发稿，涨3.64%，报18.22港元，成交额2910.12万港元。
德邦证券指出，今年元旦假期天数较去年同期有所减少，对整体出行有所影响。国内游方面，冰雪游和避寒游成为两大旅游趋势。出入境旅游方面，“请二休五”为出境游提供了充裕的旅游时间，因此国人整体出境游人次有所增长。此外，在国内持续扩大免签国家以及延长免签时间下，外国人入境人次同比增加 33.6%，或将成为拉动国内旅游的重点增量人群。
东吴证券发布研报称，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。光大证券此前表示，预计24Q4同程旅行的核心OTA业务营收将保持同比双位数增长。
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