智通财经APP获悉，同程旅行(00780)涨超4%，截至发稿，涨4.57%，报22.9港元，成交额1.67亿港元。
消息面上，近日，部分OTA平台发布的端午节假期出游趋势报告显示，端午节假期旅游市场预订稳步增长。此外，外交部日前宣布，自2025年6月9日至2026年6月8日，对沙特、阿曼、科威特、巴林持普通护照人员试行免签政策。浦银国际指，在居民出行需求旺盛、文旅行业高景气度的基础上，中国OTA平台将受益于我国出行人数的提升、出入境游的恢复，业务需求有望持续增长。
高盛发布研报称，同程旅行今年首季净利润增长加速，同比升41%至7.88亿元人民币，较该行预期高7%，当中毛利率由去年同期的65%升至68.8%，略胜预期，在持续货币化努力推动下，提成率升至5.9%，服务开发费用比率亦降低至11.3%。该行对其2025至27财年经调整每股盈测上调1%至2%，并将目标价由28港元升至28.7港元，维持“买入”评级，因国内旅游需求持续。
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