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中金公司:入境遊基礎設施需提升 OTA平台有望在新時代獲益
中金公司研報指出,入境遊基礎設施需提升,OTA(在線旅遊機構)平台有望在新時代獲益。當前,我國入境遊基礎設施在支付、通信、語言服務及供應鏈等方面存在不足,尚未充分滿足外國遊客需求。隨着政策的推動和企業積極響應,支付寶、財付通等企業的移動支付解決方案,將逐步改善這一狀況。疫情後,入境遊需求出現新變化,供應鏈和數字化轉型成為改革重點。OTA平台憑藉其靈活性,快速響應市場變化,進行產品和服務升級,中金公司認為有望更大受益於新時代入境遊。
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