攜程-S(09961.HK):內地消費者需求轉向服務消費 旅遊需求保持韌性
攜程-S(09961.HK)聯合創辦人、董事局主席梁建章在業績會上表示,中國消費者的需求開始從商品消費轉向服務消費,因而旅遊需求始終保持韌性。攜程也將持續提升產品供應,並且以AI等創新方式增強用戶體驗,為抓住未來機遇做好充分準備。
對於第三季業績表現,攜程表示,受惠於休閒需求帶動,旅遊市場繼續保持強勁勢頭。暑期國內酒店預訂較2019年同期增逾70%,高峰增速達100%。暑期出境機酒預訂恢復至2019年同期八成水平,高峰甚至超過2019年水平。此外,國際OTA平台較2019年繼續保持三位數增長。
攜程首席執行官孫潔表示,將繼續加強供應鏈以及業務部門之間的協同效應,同時繼續專注於在全球市場上強化品牌。國際OTA平台的品牌提升也將有助於擴大對國際旅行者的影響力,並吸引潛在的入境旅行者,挖掘入境遊市場潛力。
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