同程旅行(00780)股价上涨4.37%,现报19.58港元,成交额6506.18万港元。
消息面上,据交通运输部预测,2025年春运期间全社会跨区域人员流动量将达到90亿人次,同比+7%,有望创历史新高,铁路/民航客运量同比各+5%/+8%。而携程数据显示,春节期间入境游订单同比增长203%。
德邦证券指出,整体来看,春节预订数据全面开花,国内(小众目的地、一二线城市)、国外游预订数据均表现良好,该行对春节旅游数据表现保持乐观,看好受益于春节旅游预订大盘景气度的OTA板块。
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