智通财经APP获悉，同程旅行(00780)涨近4%，截至发稿，涨3.92%，报22.55港元，成交额5.25亿港元。
消息面上，五一假期临近，旅游市场迎来预订高峰。途牛数据显示，今年五一出游人次同比翻倍，国内长线游占四成，出境短线游占比三成，其中日本、东南亚最热门；据同程旅行预测，今年五一假期旅游热度或将达到2023年以来峰值。华西证券认为，旅游旺季将至，关注出行链投资机会，2025年五一节假期文旅消费具有韧性，旅行消费逐步具有刚需特征。东吴证券此前指出，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。
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