攜程(09961.HK):疫情下業績仍能急速增長
攜程(09961.HK)副總裁孫天旭接受本港電子傳媒訪問時表示,今年五一及十一長假期都顯示疫情下業績仍能急速增長。今年五一黃金週業績較2019年升約兩倍,主要由於農曆新年後疫情緩和,需求有爆發增長。十一長假期雖然有不少學校實施防疫出行限制,生意仍較2019年有雙位數至約一倍增速。
孫天旭未有預測今年「雙十一」銷售情況,但認爲業界在產品基建及心態上已適應疫情,集團亦有機制爲消費者提供退訂保障。
另外,她提到,旅遊直播帶貨在疫情最嚴重時期,可幫助包括酒店在內的供應鏈,以預售形式獲取現金流,相關收益可佔商家總收入比例20%至30%。至於平均每場直播的總商品成交金額(GMV)介乎2,000萬至5,000萬元人民幣(下同),去年直播預售帶來的GMV逾40億元。
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