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全球化、低线城市战略发力 携程二季度净利环比增长近三倍
央广网北京9月4日消息(记者 赵龙)8月31日,中国领先的住宿预订、交通票务、旅游度假及商旅管理服务公司携程旅行网(以下简称“携程”或“公司”,纳斯达克股票代码:CTRP)公布了截至2017年6月30日第二季度的财务业绩。 财报显示,受益于运营效率的全面提升,2017年第二季度非美国通用会计准则营业利润率为18%,相比去年同期的4%有大幅提升。 同时,今年第二季度,归属于携程股东的净利润为3.27亿元人民币,环比增长近3倍。对此,携程CEO孙洁表示,携程保持了收入的健康增长并实现了运营效率的持续提升,“集团将继续专注于扎实运营,为用户和供应商创造价值。我们也相信将为股东创造长远的价值”。 票务增长迅速 全面夯实业绩“护城河” 第二季度财报显示,携程毛利率为82%,相比2016年同期为72%,相比上季度为80%,这也远高于在线旅游行业的平均水平。 这得益于携程大住宿、大交通、旅游度假、商旅等部门齐发力。财报显示,2017年第二季度住宿预订营业收入为23亿元人民币(3亿4100万美元),旅游度假业务营业收入为6.12亿元人民币,同比均呈现大幅增长态势。 在票量大幅攀升的带动下,2017年第二季度交通票务营业收入为30亿元人民币,同比增长近五成。 这其中,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,当前,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。这助力了携程大交通业绩的持续增长。 此前,携程还收购了欧洲知名的旅游搜索引擎公司天巡。根据财报,天巡本次显示出了更强的业绩。数据显示,天巡在第二季度正式开展直接预订业务,为用户带来了更流畅的预定体验,截至目前,上线该功能的合作伙伴在天巡移动端的流量转化率提升了大约50%。 另外,受益于旅行产品覆盖的扩大,2017年第二季度商旅管理业务营业收入为1.99亿元人民币,同比增长36%。 效果显现 生态圈继续扩容 业绩之外,更凸显了携程战略的成功——举例来说,大交通的增长,明显得益于携程的“全球化”策略;大住宿在基数庞大的情况下,保持持续高速增长,既得益于全球化,同样也与深度布局二、三、四线城市关系密切。 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。 不止如此,2017年第二季度低线城市的新客获取及用户参与度都有明显提升。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。 可以预计,携程将继续加强在低线城市的影响力。 “携程集团在低线城市渗透和国际化方面取得了良好的进展。”携程董事会执行主席梁建章总结称,“我们将继续投资于这些市场,持续提升产品丰富度,加强市场领先的服务,并开展有效的营销活动,为国内和国际客人提供服务。” 服务优势明显 携程“值得长期关注” 成功的业绩,加上实施战略的坚决执行力,也离不开携程在服务与技术上的全力保障。 目前,携程的服务体系不仅持续在7x24小时运转,更在提升效率、降低用户预订费力度上下功夫。比如,携程上线了酒店“闪住”服务,超过30万用户享受“到店免押金、离店免查房、离店后再扣款”的全新体验。 这些,都将助力携程业绩进一步保持持续增长。 孙洁近日表示,旅游是永远的朝阳产业,中国的人均旅游次数还远不及发达国家,“旅游业的投入虽然很大,但回报却是相当稳定和长期的,因为人们的旅游需求会随着收入提高稳步提高”。 “携程值得关注。”雅虎财经近期的一篇专栏文章也称,“携程面对的市场是一个有潜力的市场,不仅中国人口基数大,使用移动互联网的年轻人也非常多,这就改变了旅游本身‘低频’的客观事实。” “同时,携程的‘全球化’战略和布局等都领先于市场中的其他竞争对手,这都将是携程持续领跑市场的优势。”雅虎财经称。
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