金吾财讯 | 携程网(TCOM)盘前涨超2%，截至发稿，报73.14美元。消息面上，国证国际研报指出，据文旅部数据，2025年国庆假期（8天）国内旅游收入8,090亿元，旅游人次8.9亿，旅游收入/人次总量同比增15%/16%，旅游收入/人次日均同比增1.0%/1.6%，人均旅游花费911元/人次，略好于该机构此前预期（905元/人次），同比降-0.6%，对比该机构此前预期-1.2%，降幅较1季度（-6%）、2季度（-3%）持续收窄。据民航局数据，假期国内日均旅客量240万人次，同比增3.4%；据航班管家数据，假期国内经济舱均价849元，同比微增0.3%。该机构指出，OTA平台国庆假期表现：国内长线游、亲子游占比提升；年轻用户机票占比提升；订单客单价企稳回升；出境游维持较高增速。其中，携程：出境包车订单同比增120%，日韩+新马泰仍是出境游热门目的地，欧洲出境游订单增长显著，其中冰岛、挪威订单同比翻倍，西班牙/意大利/德国等订单同比增约70%。
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