智通财经APP获悉，同程旅行(00780)尾盘涨超10%，截至发稿，涨9.96%，报19.88港元，成交额5.21亿港元。
消息面上，4月7日，文旅部公布今年清明小长假旅游市场数据。经文旅部数据中心测算，清明节假期3天，全国国内出游1.26亿人次，同比增长6.3%；国内出游总花费575.49亿元，同比增长6.7%。华西证券表示，2025年清明节假期文旅消费具有韧性，旅行消费逐步具有刚需特征。Q2起旅行旺季逐步开启，建议关注出行链投资机会。
东吴证券认为，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。华福证券指出，公司核心OTA收入稳健增长，国际业务快速扩张。同程旅行作为下沉市场OTA龙头，背靠腾讯和携程的流量及库存资源竞争优势突出，国内业务竞争力持续提升；积极布局国际市场，有望推动中长期收入&业绩增量释放。
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