港股异动 | 携程集团-S(09961)现跌超4% 赴日旅行降温 携程称协助客人取消酒店订单

智通财经
4 hours ago

智通财经APP获悉,携程集团-S(09961)早盘一度跌超6%,截至发稿,跌4.17%,报552.5港元,成交额13.16亿港元。

消息面上,11月14日,外交部和中国驻日本使领馆郑重提醒中国公民近期避免前往日本。11月16日,红星新闻致电携程,客服表示平台方也在密切关注。现在有很多日本的酒店订单取消,在帮顾客处理;有的客人还在观望。部分酒店好沟通,同意免费退改,携程可直接提交申请并自动退款;部分酒店则需进一步沟通,尚在协调中。

高盛此前发布研报称,携程集团出境游业务增长持续正常化,同比增长14-15%,略好于公司指引的10-20%区间低端。国泰海通证券则表示,受益于研发和管理费用率的规模经济,携程整体经调整利润率依然处于明确的向上通道。随着后续Trip.com的盈利改善,预计利润率会提升。

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