大和发表研究报告指,即使外界对“降级效应”感担忧,但中国消费者支出仍然强劲,又指消费者表现出更强烈的长途旅行意愿。即使连锁酒店供应增加,行业平均房价压力或今年首季持续存在,但认为携程集团(09961.HK) 中国酒店平均房价按年跌幅低于行业的中至个位数按年跌幅。亚太地区(APAC)贡献了携程(Trip.com)70%的收入,其次是欧洲(20%)和其他地区(10%)。在盈利能力方面,该行认为东南亚...
Source Link大和发表研究报告指,即使外界对“降级效应”感担忧,但中国消费者支出仍然强劲,又指消费者表现出更强烈的长途旅行意愿。即使连锁酒店供应增加,行业平均房价压力或今年首季持续存在,但认为携程集团(09961.HK) 中国酒店平均房价按年跌幅低于行业的中至个位数按年跌幅。亚太地区(APAC)贡献了携程(Trip.com)70%的收入,其次是欧洲(20%)和其他地区(10%)。在盈利能力方面,该行认为东南亚...
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