同程旅行下沉市场OTA龙头,拥抱大众旅游时代红利

中银证券
08 Jul

同程旅行作为国内下沉市场的OTA龙头企业,有望享受大众旅游的时代红利,背靠腾讯和携程两大股东,自身流量和供给资源优势显著。首次覆盖,给予买入评级。支撑评级的要点同程旅行:下沉市场的OTA龙头。公司由同程网和艺龙合并而来,是中国领先的一站式旅游服务平台,目前已成功跻身OTA行业前三。核心业务为在线旅游平台,为用户提供包括交通、住宿预订及各种配套增值旅游产品及服务。疫后公司业绩迅速反弹并屡创新高,...

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