名称:同程旅行代码:00780.HK当前股价:22.42港元(2025/12/05收盘)市值:526.69亿港元所属行业:在线旅游(OTA)一、行业发展与挑战1、竞争格局:双寡头主导: 携程集团-S(09961.HK) 聚焦高端及国际业务,同程深耕下沉市场(非一线用户占比87%)。新入局者:抖音、小红书等跨界布局本地生活服务,分流中低端客群。2、上下游关联:上游:航空、酒店集团(如万达酒店)、景区...
Source Link名称:同程旅行代码:00780.HK当前股价:22.42港元(2025/12/05收盘)市值:526.69亿港元所属行业:在线旅游(OTA)一、行业发展与挑战1、竞争格局:双寡头主导: 携程集团-S(09961.HK) 聚焦高端及国际业务,同程深耕下沉市场(非一线用户占比87%)。新入局者:抖音、小红书等跨界布局本地生活服务,分流中低端客群。2、上下游关联:上游:航空、酒店集团(如万达酒店)、景区...
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