中信里昂:予同程旅行“跑赢大市”评级 基本面具有韧性

新浪港股
22 Apr
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  中信里昂发布研报称,予同程旅行(00780)“跑赢大市”评级。该行预计公司2025年第一季核心OTA收入将同比增16.5%,经调整净利将达到7.3亿元人民币,利润率为17%,基本面具有韧性,酒店ADR趋势转为正面。该行调整了第二季的数据,以更好地考虑基数效应,但保持全年预测不变。

  该行指,全国范围内的酒店和旅游补贴可能会被提出,但该行认为现阶段的具体计划只是猜测。公司的DeepTrip旅游AI有吸引力,但需要更多有关转换和交叉销售的数据。

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