安信国际：料五一黄金周国内外出游数据向好看好携程集团-S(09961)、同程旅行(00780)

智通财经04-18

智通财经APP获悉，安信国际发布研究报告称，五一假期家庭亲子游、长线游需求释放有望带动用户平均花费提升，同时消费者对性价比、特色旅游偏好将影响公司/区域旅游订单复购。建议关注机票&酒店的预定量及价格趋势。该行看好旅游大盘的稳健增长前景及OTA平台在拓展用户群体、提升用户预订频次上的优势，看好携程集团-S(09961/TCOM.US)的供应链优势及用户心智，同程旅行(00780)用户花费增长及旅行社...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428258525?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-18 10:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2428258525","market":"us","top_or_hot":-1,"title":"安信国际：料五一黄金周国内外出游数据向好 看好携程集团-S(09961)、同程旅行(00780)","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，安信国际发布研究报告称，五一假期家庭亲子游、长线游需求释放有望带动用户平均花费提升，同时消费者对性价比、特色旅游偏好将影响公司/区域旅游订单复购。建议关注机票&酒店的预定量及价格趋势。该行看好旅游大盘的稳健增长前景及OTA平台在拓展用户群体、提升用户预订频次上的优势，看好携程集团-S(09961/TCOM.US)的供应链优势及用户心智，同程旅行(00780)用户花费增长及旅行社...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1104362.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>安信国际：料五一黄金周国内外出游数据向好 看好携程集团-S(09961)、同程旅行(00780)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n安信国际：料五一黄金周国内外出游数据向好 看好携程集团-S(09961)、同程旅行(00780)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 10:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1104362.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，安信国际发布研究报告称，五一假期家庭亲子游、长线游需求释放有望带动用户平均花费提升，同时消费者对性价比、特色旅游偏好将影响公司/区域旅游订单复购。建议关注机票&酒店的预定量及价格趋势。该行看好旅游大盘的稳健增长前景及OTA平台在拓展用户群体、提升用户预订频次上的优势，看好携程集团-S(09961/TCOM.US)的供应链优势及用户心智，同程旅行(00780)用户花费增长及旅行社...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1104362.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0640798160.USD","symbol_name":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1104362.html","article_id":"2428258525","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2428258525","pubTimestamp":1713405955,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"文旅部预测2024年国内旅游收入/人次6万亿元/60亿人次，对应同比增速为22%/23%，恢复至2019年的105%/100%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0228659784.USD":"施罗德金砖四国基金","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4142":"酒店、度假村与豪华游轮","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","SG9999001051.SGD":"United Asia Fund SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","09961":"携程集团—S","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK1516":"腾讯概念","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0051755006.USD":"摩根大通中国A (dist)","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1588":"回港中概股","BK1604":"节假日概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1587":"次新股","BK4588":"碎股","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1164":"酒店、度假村与豪华游轮","BK4534":"瑞士信贷持仓","00780":"同程旅行","TCOM":"携程网","BK4526":"热门中概股","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD"},"translate_title":"Essence International: It is expected that the domestic and foreign travel data during the May 1st Golden Week will be good, optimistic about Ctrip Group-S (09961), Tongcheng Travel (00780)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09961":1,"TCOM":1,"00780":1},"content_text":"智通财经APP获悉，安信国际发布研究报告称，五一假期家庭亲子游、长线游需求释放有望带动用户平均花费提升，同时消费者对性价比、特色旅游偏好将影响公司/区域旅游订单复购。建议关注机票&酒店的预定量及价格趋势。该行看好旅游大盘的稳健增长前景及OTA平台在拓展用户群体、提升用户预订频次上的优势，看好携程集团-S(09961/TCOM.US)的供应链优势及用户心智，同程旅行(00780)用户花费增长及旅行社业务增量贡献。安信国际主要观点如下：OTA五一假期预订数据：据各平台预订数据综合看，国内旅游呈长途游、县域文旅游、演唱会周边游特点;免签政策落地及出境机票吸引力或带动出境游恢复提速，日韩及东南亚仍为热门。具体看，1)携程：国内旅游长途出行需求释放(长途订单占比56%)，四线及以下城市及县域旅游目的增长明显(酒店预订/景区门票订单同比增68%/151%);出境游方面，日韩及东南亚为热门目的地，入境游订单同比增130%;00后订单同比增20%，占比提升至31%。2)同程旅行：中长线旅游和出境游订单呈高增长趋势，东南亚仍为热门目的地，与行业大盘趋势一致;演唱会、音乐节、影视剧取景地带动相关目的地旅游消费。预计五一假期国内旅游收入及人次恢复程度提升：据文旅部数据，2024年元旦/春节/清明国内旅游收入在可比口径下恢复至2019年同期的106%/108%/113%，旅游人次恢复至2019年同期的109%/119%/112%，对应人均花费恢复至2019年同期的97%/103%/106%。文旅部预测2024年国内旅游收入/人次6万亿元/60亿人次，对应同比增速为22%/23%，恢复至2019年的105%/100%。考虑到长假中长途出游需求释放、各地文旅热持续，该行预计五一假期恢复程度有望高于元旦及春节，对应旅游收入有望达1,500-1,700亿元，旅游人次有望达2.8-3.0亿人次。出境游或有较高增速，受益于免签政策及机票价格吸引力：据航班管家数据，2024年4月前两周(2024/4/1-2024/4/14)，从目的地看，国际航班量TOP3为日本、韩国、泰国，平均每周出港航班量恢复至2029年同期的72%、80%、65%。对比看2023年五一假期数据，国际航班量TOP3为泰国、韩国、日本，较2019年同期恢复41%、45%、26%，4月以来的恢复程度较去年五一假期已有较大幅度提升，该行预计提升趋势将延续，受益于出游意愿持续提升、免签政策落地、签证优化、出境机票价格下降(图7)，出境游吸引力提升。此外，该行观察到3月部分欧洲国家航班量已超过2019水平，如意大利、西班牙、英国的航班量为2019年同期的159%、122%、111%，表现好于欧洲整体(约80%)。尽管东南亚及东亚仍为出境游主要目的地，但欧美长线旅游恢复程度或有可观改善。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428258525"}

安信国际：料五一黄金周国内外出游数据向好 看好携程集团-S(09961)、同程旅行(00780)

精彩评论

安信国际：料五一黄金周国内外出游数据向好看好携程集团-S(09961)、同程旅行(00780)