同程旅行(00780.HK):看好內地出境遊發展潛力 非一線市場用戶成為復甦主力軍
同程旅行(00780.HK)表示,首度在新加坡舉辦旅遊展覽會ITB Asia,借助新加坡的亞洲區域樞紐地位,與更多供應商、酒店以及旅行社建立合作關係,加快佈局亞太旅遊市場,為中國消費者提供更全面的出境遊配套服務及旅遊體驗。
同程旅行高級副總裁、住宿與本地消費事業群CEO厲亮表示,隨著中國出境遊市場的顯著復甦,中國出境旅遊市場的發展趨勢以及旅遊者喜好的變化已成為全球旅遊企業關注的焦點。特別是,中國非一線市場用戶日漸崛起,其旅遊需求和消費能力逐步增強,正逐步成為旅遊消費復甦的主力軍。隨著國際航線的逐步恢復和覆蓋面擴大,非一線城市用戶出遊愈發方便,有望帶動出境遊需求進一步增長。
厲亮表示,看好出境遊的發展潛力,隨著航空公司運力和目的地供應鏈的逐步恢復,預計中國出境遊市場將進一步復甦;又指年輕用戶正逐漸成為出境遊市場的主導力量。90後及00後用戶成為最重要的出境遊用戶群體,兩者合計佔比超過了五成。
截至今年次季,同程旅行居住在中國非一線城市的註冊用戶佔比約87%,同期其微信平台新增的付費用戶中約有70%來自非一線城市。同程旅行表示,已於這一部分消費人群中建立了穩固的市場地位,故把握住這部分市場需求,可謂水到渠成。(ca/u)
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