同程旅行早盘涨超3%创新高 花旗给予目标价28港元

新浪港股
Sep 18
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  同程旅行(00780)早盘涨超3%,高见24.90港元,再创历史新高。截至发稿,股价上涨3.41%,报24.86港元,成交额1.87亿港元。

  中金认为,若春秋假成为固定安排后,有望分散原本集中的旅游需求,形成新的出行小高峰,使旅游需求在一年中分布更加均衡。更好平衡价格,OTA以量取胜,长假拉动利润率提升。

  此外,2025年国庆中秋假期合并,10月1日至10月8日放假八天,今年假期旅游热度高涨。花旗预计期间旅游需求将强劲,长线游及出境游可更受惠。花旗维持对同程的买入评级,目标价为28港元。

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