智通财经APP获悉，携程集团-S(09961)反弹超4%，该股昨日重挫近12%。截至发稿，涨4.46%，报482.6港元，成交额17.46亿港元。
消息面上，携程集团近日公布2024年第四季度业绩，净营业收入为127.44亿元人民币，同比增长23.43%；归属携程集团有限公司净利润约21.57亿元，同比增长66.31%。2024年全年，净营业收入为532.94亿元，同比上升19.73%。归属携程集团有限公司净利润为170.67亿元，同比增长72.08%。董事会已授权于2025年采取新的资本回报措施，包括一项股份回购计划，公司获授权并批准不时回购总额高达4亿美元的普通股和/或ADS；以及2024财年的普通现金股息，总计约2亿美元。
花旗表示，公司上季毛利率为79.3%，而花旗预测为80.5%；非通用会计准则经营利润率为21.6%，虽然大致符合该行预期的21.5%，惟略低于部分投资者的预测。中信建投证券表示，公司作为国内OTA龙头，竞争壁垒稳固，2025年有望受益于扩内需相关政策，同时跨境业务修复仍有兑现空间。受国际业务占比提升影响，25年利润指引有所压降，也或为未来季度预留buffer，建议关注国内酒旅中观景气变化、国际运力恢复进度以及公司利润释放节奏。
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