一、核心观点与业绩预期报告对同程旅行(Tongcheng Travel,股票代码780HK)2025年第二季度的业绩进行了预览,预计其收入为46亿元人民币,同比增长9.3%,非GAAP净利润为7.38亿元人民币,同比增长12.4%。这一预测与之前的估计和彭博共识基本一致。分析师团队认为,公司在住宿预订业务上的表现将优于预期,但交通票务及线下旅游业务的增长可能低于预期。二、业务分项分析在具体业务方面...
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