金吾财讯 | 花旗发研报指,内地数据显示,春运期间(1月14日至2月22日)的首十九日录得全国旅客流量按年增长7.9%,当中铁路、民航、公路、水路旅客流量分别按年增长6.9%、6.8%、8%及12.4%。该行认为,从铁路、民航及公路数据而言,今年国内长途和短途旅行的分布更为均衡。而与2024年春节相比,今年春节前出行的人数略有增加,可能是由于今年春节假期较长,且许多人结合年假来延长假期。出境游方面,该行引述移民局数据预期,春节8日假期日均出入境人次将达185万人,按年增长9.5%,该行估计与国内旅游情况类似,即今年有更多旅客提前出行,而且在线旅游平台(OTA)数据亦反映出境旅行预订量的可观增长。该行相信,春节期间国内旅游需求可能保持韧性,仍看好携程(09961)和同程旅行(00780)。
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