同程旅行(00780.HK):內地春運期間國際機票均價按年跌41% 基本回到正常水平
同程旅行(00780.HK)發布《2024年春運出行趨勢報告》顯示,今年春節假期居民出行需求旺盛。探親流與旅遊客流疊加,臘月二十九前後,鐵路、民航將同時迎來節前客流高峰,節後返程高峰較去年延後一天至正月初八。
受哈爾濱冰雪旅遊熱度帶動,哈爾濱及沈陽等東北主要城市的春運客流量按年大幅增長。春運期間,居民多次出行需求佔比提升明顯,鐵路和民航的親子、家庭出行比例預計創新高。
國內出行方面,旺盛的出行需求帶動國內機票價格一路走高。目前,國內機票均價(不含稅費)已接近千元人民幣(下同),為2019年以來同期新高。其中,海南作為春節長假「南下避寒」的傳統熱門目的地,相關航線機票價格漲幅明顯。同程旅行數據顯示,春運期間特別是春節長假,全國主要城市飛往海口、三亞的機票價格漲幅居前,杭州至海口、杭州至三亞、上海至三亞等熱門航線的票價漲幅均在60%以上,杭州至海口的機票價格按年漲幅達105%。
同程旅行數據顯示,今年春運期間,鐵路出行熱門目的地前十名依次為重慶、哈爾濱、貴陽、北京、成都、昆明、西安、廣州、長沙與上海。其中,哈爾濱的熱度排名由去年同期第16名上升至第二名。
出境遊方面,春運期間,國際機票平均價格約為1,197元(含稅費),按年下降41%,略低於2019年同期,基本回到正常水平。同程旅行日前發布的春節旅行趨勢顯示,2024年春節出境遊熱門目的地主要集中在東南亞,以泰國、馬來西亞等海島遊線路最為熱門,阿聯酋、澳洲、北歐等則是較為熱門的春節長線出境遊目的地。
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