携程网业绩超预期并宣布大规模回购,盘中大涨超11%

异动解读
Aug 28

8月28日,携程网盘中大涨超11%。根据携程集团昨日公布的财报显示,2025年第二季度净营业收入达148亿元人民币,同比增长16%,超出市场预期。归属于公司股东的净利润为48亿元人民币,同比大幅增长26%。公司国际业务表现亮眼,国际OTA平台总预订同比增长超过60%,入境旅游预订同比更是激增超过100%。

除亮眼的业绩外,携程还宣布了一项新的股份回购计划,获授权回购总值不超过50亿美元的已发行普通股及/或美国存托凭证。这一举措进一步提振了投资者信心。携程集团董事会执行主席梁建章表示,公司看好行业长期发展前景,将持续投入创新研发、合作伙伴关系发展及入境旅游扩张等战略性投资。

分析人士认为,携程此次财报业绩超预期,加上大规模回购计划的宣布,显示了公司对未来发展的信心,这些利好因素共同推动了投资者情绪。随着中国旅游市场的持续复苏,特别是入境游和国际业务的强劲增长,预计携程网有望继续保持良好的增长势头。值得注意的是,瑞穗证券已将携程集团的目标价从78美元上调至81美元,进一步反映了市场对公司前景的看好。

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