花旗:维持携程集团-S(09961)及同程旅行(00780)“买入”评级 国庆长途及出境游数据表现良好

智通财经
Oct 09

智通财经APP获悉,花旗发布研报称,维持携程集团-S(09961,TCOM.US)及同程旅行(00780)“买入”评级,目标价分别为61美元及22港元。该行认为,国庆黄金周长途旅游和出境旅游数据表现良好,全国日均客运量同比增长0.6%,其中航空、铁路、公路及水路客运量分别同比变动0%、增长12.7%、下降0.3%及增长7.1%。公路客运可能受油价影响而表现疲软,因而带动铁路客运量增长。

中国出入境管理部门数据显示,日均跨境旅客量同比增长6.7%,中国公民出境游总人数同比增长9.3%。花旗认为,中国公民出境游数据表现理想,同时国内长途游需求可能也保持稳健。在线旅游平台(OTA)的新闻稿显示,今年更多游客选择在国庆假期前启程,且假期时长增加,这将为OTA平台2026年第三季度业绩提供支撑。

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