同程旅行(0780.HK):中国OTA行业领先企业 业务版图扩张未来可期

西部证券
11 Jun

同程旅行为中国OTA 行业领先者,由“同程网络”和“艺龙”于2018 年合并后赴港上市。受益于旅游行业复苏反弹,公司2023-2024 年业绩高增,营业收入分别同比增长80.7%、45.8%,归母净利润分别同比增长1164.4%、27.0%。公司通过收购同程旅业、万达酒管,积极拓展业务板块,未来有望为公司贡献可观利润。中国在线旅游市场空间广阔,旅游市场景气度持续提升。在线旅游市场方面,根据...

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