《大行》花旗:内地端午旅游表现较弱 吁买入携程及同程

阿斯达克财经
04 Jun

花旗研究报告指,内地3日端午节假期内地旅游量和行业收入分别按年升5.7%及5.9%,国内客运量升2.5%,当中铁路和航空分别升4.3%和1.7%。而跨境交通量则增长2.7%,免签入境量增长59.4%。该行认为出境及境内游的数据表现均有点弱,但并不意外,因长江三角洲降雨,以及今年端午节较接近五一黄金周。而入境势头持续,将有利于携程集团(09961.HK) (TCOM.US)  。该行认为即将到来的暑假表现对评估旅游需求更加重要,并相信投资者将密切关注酒店数据,其中平均房价(ADR)在去年6月中至8月中的基数相对较低。

股份方面,携程在家庭旅游需求方面表现强劲,订单量占总订单25%,因儿童节和端午节重叠,入境旅游订单的增长接近90%。同样,同程旅行(00780.HK) 亦观察到与家庭旅游相关的订单量增长显著。该行予携程美股目标价78美元,同程港股目标价26港元,均维持“买入”评级。(ss/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-03 16:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)

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