携程-S(09961.HK) 首席执行官孙洁向《华尔街日报》表示,中国过去一年放宽对外国游客的签证规定,并且向消费者提供补贴,公司非常支持这些措施,有望推动旅游业收入上升。
她称,携程计划同时发力国内与国际市场,而在放宽签证要求下入境旅游亦长现出庞大的潜力,预计今年携程的入境游收入将增长逾一倍。目前美国入境旅客消费占全年GDP的2%至3%,而中国能至少达到美国的水平,这将是一个以万亿美元计的产业。
孙洁称,今年首季携程的国际业务表现抢镜,虽然品牌推广及用户获取令成本上升,对利润率构成压力,但这只是过程的一部分,通常开发一个新市场需要18到36个月的时间。至于国内市场方面,虽然市场竞争愈烈,但她并不担心,预计携程将可保持在中国市场的领先市占率,同时国内业务增速将跑赢行业平均水平。(mn/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-19 16:25。)
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