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携程二季度主营业务收入大幅增长 服务保障有待改善

2017-09-01 10:21:07   央广网

央广网北京9月1日消息(记者何微)31日,在美国纳斯达克上市的携程旅行网(简称:携程,NASDAQ:CTRP)公布了截至2017年6月30日的第二季度业绩。

财报显示,携程第二季度净营收为人民币64亿,同比增长45%;归属于股东的净利润为3.27亿元,相比去年同期亏损5.21亿元,同比扭亏为盈;毛利率为82%,相比2016年同期的72%以及上季度的80%都有所增长,且远高于在线旅游行业的平均水平。

对此,携程CEO孙洁表示,二季度携程收入保持健康增长得益于全球化、底线城市战略发力以及运营效率的全面提升。

主营业务向好 交通票务成增长主力

携程第二季度的业绩增长主要得益于主营业务收入的全面增长。财报显示,2017年第二季度住宿预订营收为23亿元人民币,旅游度假业务营收为6.12亿元人民币,商旅管理业务营收为1.99亿,交通票务业务营收为30亿,同比分别增长30%、29%、36%、50%。

可以看出,携程在交通票务业务上保持了一贯的优势。携程机票大数据显示,目前,不止是中国游客在使用携程预订国际机票,正有越来越多的国际游客使用携程预订国际间的往返机票,再加上,此前携程收购了欧洲旅游搜索引擎公司天巡Skyscanner,这也大大助力了大交通业务的在海外的增长。

全球化+低线城市战略布局奏效

除了“全球化”战略,携程同样对国内二、三、四线城市保持密切关注。截至第二季度末,携程和去哪儿新开了400多家线下门店,另有200多家已经签约。报告期内,低线城市的新客获取及用户参与度都有明显提升。携程董事会执行主席梁建章表示,携程将进继续投资低线市场,持续加强在低线城市的影响力。

携程8月初公布的数据显示,仅今年7月,携程二、三、四线城市酒店间夜量就达到了2000万。

客服保障有待改善:投诉率第二 回复率82%

2017年第二季度,携程的管理费用占净营业收入的7%,主要由于人力和咨询支出。虽然同比增加了19%的投入,但客服保障尚有提高空间。

人民网旅游3·15投诉平台发布的2017上半年旅游投诉舆情报告显示,上半年在线旅游企业投诉中,涉及携程的投诉率排名第二(24.3%),回复率为82%,低于业内平均水平。

表:2017上半年在线旅游企业投诉率、回复率

业内分析认为,OTA面对的是一个潜力巨大的市场,不仅中国人口基数大,使用移动互联网的年轻人也非常多,这不仅使形成旅游“低龄化”趋势,也改变了旅游本身“低频”的客观事实。规模效应带来红利,同时也给OTA企业的服务质量提出了更高的要求。“面对旅游需求和消费的全面升级,为消费者创造良好的体验才是OTA企业持续领跑市场的‘硬道理’”。

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