同程旅行(00780.HK)發佈2025半年報:用户價值持續提升,營收90.5億元
2025年8月18日,同程旅行(0780.HK)發佈了2025年第二季度及上半年業績報吿。財報顯示,2025年上半年,同程旅行實現營收90.5億元,同比增長11.5%;經調整EBITDA(税息折舊及攤銷前利潤)23.4億元,同比增長35.2%;經調整淨利潤15.6億元。
隨着大眾旅遊時代的到來,旅行已經成為普通人的生活方式。尤其是在非一線城市,大眾旅行者的消費頻次持續提升。財報顯示,截至2025年二季度末,同程旅行年累計服務人次已達到19.9億,同比增長7.2%;年付費用户再創新高,達到2.52億。
非一線市場消費潛力的持續釋放,也帶來用户旅遊消費品質的不斷升級。2025年上半年,同程旅行住宿業務收入實現18.8%的同比增長,達到25.6億元,用户住宿消費水平持續提升,對高品質住宿的需求和預訂量增長顯著。交通業務收入方面,同程旅行實現11.6%的同比增長,達到38.8億元,其中航空出行首乘用户規模二季度環比增長241%。
值得注意的是,2025年上半年,同程旅行包括線上度假在內的其他收入達到13.6億元,同比增長24.1%。這表明,隨着大眾旅遊時代的到來,大眾旅行需求已從"剛需出行"延伸至"休閒度假",旅行邊界也從國內延伸至國際。2025年二季度,同程旅行的國際機票票量同比增長近30%,日均票量創歷史新高。
同程旅行CEO馬和平表示:"今年上半年,大眾旅遊市場需求持續釋放,特別是非一線城市消費力的提升,為同程旅行的高質量增長奠定了堅實基礎。同程旅行長期看好大眾旅遊市場,未來將繼續打造更優質、更智能的產品服務,幫助更多普通人實現旅行夢想。"
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