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攜程:中國入境旅遊展現龐大潛力 料國內業務增速跑贏行業
阿思達克 06-20 10:45
攜程-S(09961.HK)行政總裁孫潔向《華爾街日報》表示,中國過去一年放寬對外國遊客的簽證規定,並且向消費者提供補貼,公司非常支持這些措施,有望推動旅遊業收入上升。 她稱,攜程計劃同時發力國內與國際市場,而在放寬簽證要求下入境旅遊亦長現出龐大的潛力,預計今年攜程的入境遊收入將增長逾一倍。目前美國入境旅客消費佔全年GDP的2%至3%,而中國能至少達到美國的水平,這將是一個以萬億美元計的產業。 孫潔稱,今年首季攜程的國際業務表現搶鏡,雖然品牌推廣及用戶獲取令成本上升,對利潤率構成壓力,但這只是過程的一部分,通常開發一個新市場需要18到36個月的時間。至於國內市場方面,雖然市場競爭愈烈,但她並不擔心,預計攜程將可保持在中國市場的領先市佔率,同時國內業務增速將跑贏行業平均水平。
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