港股异动 | 携程集团-S(09961)午后涨超4% 元旦假期跨境游显著升温 花旗预期春节出行将成为重要催化

智通财经
Jan 06

智通财经APP获悉,携程集团-S(09961)午后涨超4%,截至发稿,涨3.99%,报599.5港元,成交额8.3亿港元。

消息面上,据经济网报道,2026年元旦假期,三天连休叠加“请3休8”拼假潮形成的长假效应,有效激活旅游消费需求。据多家平台发布的消费报告显示,元旦期间机票、酒店、民宿等核心旅游产品预订量价齐升,境内游呈现“南北互跨、城乡联动、场景多元”的格局,出境游热度较往年显著提升,入境游市场同步升温。

花旗发布研报称,国家移民管理局报告显示,元旦假期期间日均出入境人次达220万人次,按年增长28.6%,较2019年水平高约28%,其中内地居民出境人次按年增长39.1%。花旗认为,2026年元旦国内出游表现平稳,但跨境旅游人次表现稳健。然而即将到来的春节更为重要,并预期表现将较为强劲,因为2026年春节假期为9天,较2025年多一天。维持对携程集团-S与同程旅行“买入”评级。

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