国庆假期国内旅游收入/人次总量同比增15%/16%,人均花费降幅收窄至-0.6%,好于上半年表现及我们此前预测。我们维持全年旅游大盘10%的增速预测,预计下半年客单价有企稳回升趋势。抖音、飞猪等有布局加码趋势,利好线上渗透率提升,我们认为目前平台竞争优势仍有差异化,竞争激烈程度低于电商、外卖等互联网子板块,存量玩家的收入及利润基本不受影响。报告摘要国庆假期国内旅游大盘稳健:据文旅部数据,2025 ...
Source Link国庆假期国内旅游收入/人次总量同比增15%/16%,人均花费降幅收窄至-0.6%,好于上半年表现及我们此前预测。我们维持全年旅游大盘10%的增速预测,预计下半年客单价有企稳回升趋势。抖音、飞猪等有布局加码趋势,利好线上渗透率提升,我们认为目前平台竞争优势仍有差异化,竞争激烈程度低于电商、外卖等互联网子板块,存量玩家的收入及利润基本不受影响。报告摘要国庆假期国内旅游大盘稳健:据文旅部数据,2025 ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.