52亿罚单压顶!携程Q2账面亏24亿,剔除影响后净赚27亿,国际业务成亮点

金融界
5 hours ago

9月16日,携程(9961.HK)发布2026年第二季度财报。财报显示,公司实现净营业收入人民币157亿元,同比增长6%;经调整EBITDA为人民币46亿元,较去年同期的49亿元有所下降。

受国家市场监督管理总局反垄断处罚影响,携程在Q2财报中确认约52亿元一次性费用,因此录得净亏损24亿元;若剔除反垄断处罚影响,净利润为27亿元。

携程公告显示,分业务来看,住宿预订营业收入为66亿元,同比增长6%;若剔除处罚相关抵减收入因素,同比增长8%。交通票务营业收入为54亿元,同比下降1%;旅游度假业务营业收入为12亿元,同比增长8%;商旅管理业务营业收入为7.71亿元,同比增长11%。

值得注意的是,第二季度携程国际平台收入同比增长超过50%,入境游收入在此前较高基数上继续实现同比高双位数增长。

二级市场方面,截至9月15日收盘,携程集团港股小幅上涨,报311.2港元/股,总市值2228亿港元,今年以来累计跌超43%。

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