港股異動 | 攜程集團漲近8%,春運跨境遊預訂量增超2.6倍,機構料其跨境遊業務23年起迎顯著改善
1月4日,$攜程集團-S(09961.HK)$午後持續走強,截至發稿,該股升近8%,創去年下半年以來新高,現報293港元,成交額3.78億港元。攜程數據顯示,春運期間跨境遊預訂量增長超過260%。
消息面上,日前,攜程發佈2023元旦假期總結報告指,跨年經濟帶動全國旅遊迅速升溫,元旦假期有近六成用戶選擇跨省遊,而春運期間跨境遊熱度更高,預訂量增長超過260%。
野村點評指,跨境旅遊市場領導者攜程可能會成爲最新政策放鬆的主要受惠者。料其出境遊業務由2023年初起會有顯著改善,預計全年反彈至疫情前水平的約40%。
華安證券稱,政策端將出行放寬至最低限制,旅遊消費大盤有望迎強確定性復甦。公司作爲在線旅遊全服務龍頭,預計22-24年Non-GAAP歸母淨利分別爲12.70/49.17/75.93億元,維持“買入”評級。
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