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2022-07-04

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The clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip

　　携程一季度录得亏损9.89亿元，收入环比下降12%；　　虽然业绩低迷，该公司对中国放松旅行限制后出境游的潜在热潮表示乐观；　　由于国内疫情期间的旅行限制，这家在线旅行社一季度严重亏损；但预计丰厚的利润已近在眼前。　　如今，经营在线旅行社依然非常艰难；因为目前中国国内仍然禁止国际旅客入境，持续的疫情限制措施也重创了国内旅游业。

The clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip

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The Shanghai-based online travel giant just announced its seemingly lackluster first-quarter results. However, company executives are still full of optimism. They believe that the company is expected to catch the express train of the emerging global tourism gold rush, which will soon come to China when China reopens its doors.Let's start with the bad news. Ctrip reported a loss of 989 million yuan (about $148 million) in the first three months of the year, reversing last year's profit of 1.78 billion yuan. Revenue for the quarter totaled 4.1 billion yuan, down 12% from the previous quarter and basically the same as the same period last year.Ctrip CEO Sun Jie said that over the years, the company has weathered the ups and downs of the tourism industry and made the most of these experiences and lessons during the pandemic. She said that the key to survival is to retain cash. The company is flush with cash, holding 33.3 billion yuan in cash as of the end of March.Although the performance is not bright, Ctrip executives have a convincing story to tell investors and analysts-and it seems to be recognized. After the results were released on Tuesday, the company's shares in Hong Kong rose 25% at one point, and finally closed up 16%. Since then, it has given up some of its gains, but it is still 12% above its pre-announcement level.Such gains look particularly strong, given how flamboyant it may be, covering up travel restrictions not imposed to control the spread of the epidemic<a href=\"https://laohu8.com/S/TCOM\">Ctrip.com</a>And its peers. Ctrip has been working hard to boost revenue in international markets that have not been severely affected by China's restrictions. But more than half of its business is still domestic.In June, the number of aircraft seats on inbound and outbound flights at Chinese airports reached nearly 64 million, down more than 20% from pre-pandemic levels in June 2019, according to aviation analytics firm OAG. Nearly 62.2 million of those seats came from domestic flights, accounting for 97.3% of the total, as China significantly scaled back international travel.Domestic travel tends to resume quickly after the lockdown measures end. However, for Ctrip, it is Chinese outbound travel that really makes money, and this business has almost stagnated in the past two years. More importantly, at present, the mainland has suspended the issuance of inbound tourist visas, and it is almost forbidden to travel abroad.Peers outperformUnlike Ctrip, some other Chinese online travel agencies, which mainly do domestic travel, made a profit in the first quarter. Based in Jiangsu<a href=\"https://laohu8.com/S/00780\">Tongcheng travel</a>The profit in the same period was as high as 245 million yuan. Although both are online travel agencies, most of Tongcheng's registered users live in smaller third-tier cities, which have survived China's worst lockdowns. Tourists living in these places can continue to travel domestically, making Tongcheng a lot of money in the process.China's largest resort operator<a href=\"https://laohu8.com/S/01992\">Fosun Tourism Culture</a>Owner of the popular ClubMed brand, it also managed to avoid a sluggish profit because 75% of its revenue comes from outside China, so it was able to profit from the rebound in tourism in major markets in the United States and Europe in the first quarter. In the first three months of this year, Fosun Tourism Culture achieved net income of 4.2 billion yuan from its core resort and tourist destination business, more than four times that of the same period last year.In contrast, Ctrip said it was heavily affected by COVID-19 pandemic, where the pandemic led to varying degrees of lockdowns in first-tier cities such as Shenzhen, Shanghai and Beijing, which greatly exacerbated its quarterly losses.As the lockdown in these cities lasted until the second quarter, and there was no sign of easing the international travel ban, Ctrip's performance prospects in the second quarter were not so optimistic.\"Season-to-date air passenger traffic at the industry level is down 70% to 90%,\" Ctrip CFO Xiao Wang said on an earnings call this week. \"Revenue per saleable room in the hospitality sector is down 40% to 60% compared to the same period in 2019, with a large portion of that stemming from pandemic prevention requirements.\" As a result, the company expects \"a relatively weak second quarter,\" Jie Sun told analysts.Ctrip's shares listed on the Hong Kong Stock Exchange fell more than 19% from a 12-month high of HK $289.80, and shares listed on the Nasdaq fell even more, as much as 23% over the same period. However, the company's U.S. stock market sales ratio is still 6.2 times, higher than Tongcheng's 4.4 times, and much higher than global travel giants<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>1.6 times.This premium is partly due to the overall optimism of Ctrip executives, which has helped the stock price rebound after the earnings report was released to some extent, because both investors and management believe that the future will be brighter. In the final analysis, China cannot close its doors forever. When the border reopens, millions of Chinese people have saved a lot of money and will be busy placing orders on travel websites like Ctrip.Outside of China, long-distance travel has revived as countries reopen and ease restrictions. In many markets, demand for seats and hotel rooms has exceeded supply, and travel yields have soared. The price is high, but people don't care. Everyone just wants to travel and is willing to pay extra for it.Ctrip isn't the only big Chinese company waiting to reopen. Huazhu Hotel Group, one of China's largest hotel operators, manages nearly 8,000 hotels with more than 750,000 rooms. Affected by the epidemic, the net loss in the first quarter was 630 million yuan.However, with the vision of a bright future, Huazhu Hotel Group has opened more than 300 new hotels in three months, and more than 2,200 hotels are under preparation. What confidence this is in China's tourism market!A non-Chinese airline executive recently said that the current travel environment is the highest income he has seen in 30 years. After two years of depression triggered by COVID-19 pandemic, the global tourism industry is setting off a gold rush. Once the Chinese market reopens, Ctrip and its investors will be rewarded-which explains why everyone has been so excited this week despite the quarterly loss.\"While our short-term outlook may not look promising, travel demand remains strong, which makes the long-term outlook look brighter,\" said Liang Jianzhang, chairman of Ctrip. \"Global tourism continues to recover at a strong pace as governments continue to open up. We expect a similar situation in China once restrictions are eased.\" (Source: Bamboo Works)<div></div></div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip\n</h2>\n<h4 class=\"meta\">\n\n金融界网站2022-07-02 05:38\n\n</h4>\n</header>\n<article>\n<html><body><div>　　Knock on the board:　　Ctrip recorded a loss of 989 million yuan in the first quarter, and its revenue fell by 12% month-on-month;　　Despite the sluggish performance, the company expressed optimism about the potential boom in outbound travel after China eases travel restrictions;The online travel agency suffered heavy losses in the first quarter due to travel restrictions during the domestic pandemic; But the expected big profits are just around the corner.Nowadays, running an online travel agency is still very difficult; Because international tourists are still prohibited from entering China, the continued epidemic restrictions have also hit the domestic tourism industry hard.Ctrip Group empathizes with this pain. The Shanghai-based online travel giant just announced its seemingly lackluster first-quarter results. However, company executives are still full of optimism. They believe that the company is expected to catch the express train of the emerging global tourism gold rush, which will soon come to China when China reopens its doors.Let's start with the bad news. Ctrip reported a loss of 989 million yuan (about $148 million) in the first three months of the year, reversing last year's profit of 1.78 billion yuan. Revenue for the quarter totaled 4.1 billion yuan, down 12% from the previous quarter and basically the same as the same period last year.Ctrip CEO Sun Jie said that over the years, the company has weathered the ups and downs of the tourism industry and made the most of these experiences and lessons during the pandemic. She said that the key to survival is to retain cash. The company is flush with cash, holding 33.3 billion yuan in cash as of the end of March.Although the performance is not bright, Ctrip executives have a convincing story to tell investors and analysts-and it seems to be recognized. After the results were released on Tuesday, the company's shares in Hong Kong rose 25% at one point, and finally closed up 16%. Since then, it has given up some of its gains, but it is still 12% above its pre-announcement level.Such gains look particularly strong, given how flamboyant it may be, covering up travel restrictions not imposed to control the spread of the epidemic<a href=\"https://laohu8.com/S/TCOM\">Ctrip.com</a>And its peers. Ctrip has been working hard to boost revenue in international markets that have not been severely affected by China's restrictions. But more than half of its business is still domestic.In June, the number of aircraft seats on inbound and outbound flights at Chinese airports reached nearly 64 million, down more than 20% from pre-pandemic levels in June 2019, according to aviation analytics firm OAG. Nearly 62.2 million of those seats came from domestic flights, accounting for 97.3% of the total, as China significantly scaled back international travel.Domestic travel tends to resume quickly after the lockdown measures end. However, for Ctrip, it is Chinese outbound travel that really makes money, and this business has almost stagnated in the past two years. More importantly, at present, the mainland has suspended the issuance of inbound tourist visas, and it is almost forbidden to travel abroad.Peers outperformUnlike Ctrip, some other Chinese online travel agencies, which mainly do domestic travel, made a profit in the first quarter. Based in Jiangsu<a href=\"https://laohu8.com/S/00780\">Tongcheng travel</a>The profit in the same period was as high as 245 million yuan. Although both are online travel agencies, most of Tongcheng's registered users live in smaller third-tier cities, which have survived China's worst lockdowns. Tourists living in these places can continue to travel domestically, making Tongcheng a lot of money in the process.China's largest resort operator<a href=\"https://laohu8.com/S/01992\">Fosun Tourism Culture</a>Owner of the popular ClubMed brand, it also managed to avoid a sluggish profit because 75% of its revenue comes from outside China, so it was able to profit from the rebound in tourism in major markets in the United States and Europe in the first quarter. In the first three months of this year, Fosun Tourism Culture achieved net income of 4.2 billion yuan from its core resort and tourist destination business, more than four times that of the same period last year.In contrast, Ctrip said it was heavily affected by COVID-19 pandemic, where the pandemic led to varying degrees of lockdowns in first-tier cities such as Shenzhen, Shanghai and Beijing, which greatly exacerbated its quarterly losses.As the lockdown in these cities lasted until the second quarter, and there was no sign of easing the international travel ban, Ctrip's performance prospects in the second quarter were not so optimistic.\"Season-to-date air passenger traffic at the industry level is down 70% to 90%,\" Ctrip CFO Xiao Wang said on an earnings call this week. \"Revenue per saleable room in the hospitality sector is down 40% to 60% compared to the same period in 2019, with a large portion of that stemming from pandemic prevention requirements.\" As a result, the company expects \"a relatively weak second quarter,\" Jie Sun told analysts.Ctrip's shares listed on the Hong Kong Stock Exchange fell more than 19% from a 12-month high of HK $289.80, and shares listed on the Nasdaq fell even more, as much as 23% over the same period. However, the company's U.S. stock market sales ratio is still 6.2 times, higher than Tongcheng's 4.4 times, and much higher than global travel giants<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>1.6 times.This premium is partly due to the overall optimism of Ctrip executives, which has helped the stock price rebound after the earnings report was released to some extent, because both investors and management believe that the future will be brighter. In the final analysis, China cannot close its doors forever. When the border reopens, millions of Chinese people have saved a lot of money and will be busy placing orders on travel websites like Ctrip.Outside of China, long-distance travel has revived as countries reopen and ease restrictions. In many markets, demand for seats and hotel rooms has exceeded supply, and travel yields have soared. The price is high, but people don't care. Everyone just wants to travel and is willing to pay extra for it.Ctrip isn't the only big Chinese company waiting to reopen. Huazhu Hotel Group, one of China's largest hotel operators, manages nearly 8,000 hotels with more than 750,000 rooms. Affected by the epidemic, the net loss in the first quarter was 630 million yuan.However, with the vision of a bright future, Huazhu Hotel Group has opened more than 300 new hotels in three months, and more than 2,200 hotels are under preparation. What confidence this is in China's tourism market!A non-Chinese airline executive recently said that the current travel environment is the highest income he has seen in 30 years. After two years of depression triggered by COVID-19 pandemic, the global tourism industry is setting off a gold rush. Once the Chinese market reopens, Ctrip and its investors will be rewarded-which explains why everyone has been so excited this week despite the quarterly loss.\"While our short-term outlook may not look promising, travel demand remains strong, which makes the long-term outlook look brighter,\" said Liang Jianzhang, chairman of Ctrip. \"Global tourism continues to recover at a strong pace as governments continue to open up. We expect a similar situation in China once restrictions are eased.\" (Source: Bamboo Works)<div></div></div></body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"http://usstock.jrj.com.cn/2022/07/02053836777048.shtml\">金融界网站</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1587":"次新股","BK1164":"酒店、度假村与豪华游轮","TCOM":"携程网","BK4526":"热门中概股","BK1588":"回港中概股","BK1604":"节假日概念","09961":"携程集团—S","QNETCN":"纳斯达克中美互联网老虎指数","BK4531":"中概回港概念","BK4142":"酒店、度假村与豪华游轮","BK4534":"瑞士信贷持仓"},"source_url":"http://usstock.jrj.com.cn/2022/07/02053836777048.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248482842","content_text":"敲黑板：\n　　携程一季度录得亏损9.89亿元，收入环比下降12%；\n　　虽然业绩低迷，该公司对中国放松旅行限制后出境游的潜在热潮表示乐观；\n　　由于国内疫情期间的旅行限制，这家在线旅行社一季度严重亏损；但预计丰厚的利润已近在眼前。\n　　如今，经营在线旅行社依然非常艰难；因为目前中国国内仍然禁止国际旅客入境，持续的疫情限制措施也重创了国内旅游业。 \n　　携程集团对这种痛苦感同身受，这家总部设在上海的在线旅游巨头刚刚公布了看上去乏善可陈的一季度业绩。不过，公司高管仍然洋溢着乐观情绪，他们认为公司有望搭上全球正在兴起的旅游淘金热的快车，当中国重新放开国门后，这一热潮很快就会来到中国。 \n　　先说坏消息。携程报告今年前三个月亏损9.89亿元（约合1.48亿美元），扭转了去年盈利17.8亿元的局面。当季收入总计41亿元，较上季度下滑12%，与去年同期基本持平。 \n　　携程首席执行官孙洁表示，多年来，公司经受住了旅游业的起起伏伏，并在疫情期间充分利用了这些经验和教训。她说，生存的关键是留住现金，该公司现金充裕，截至3月底持有现金333亿元。 \n　　虽然业绩并不亮眼，携程的高管们有一个颇有说服力的故事要告诉投资者和分析师――而且似乎得到了认可。周二业绩发布后，该公司在香港的股票一度上涨25%，最终收涨16%。此后回吐了部分涨幅，不过仍然比公告前的水平高出12%。 \n　　这样的涨幅看起来尤其强劲，因为考虑到无论说的多么天花乱坠，都掩盖不因控制疫情传播而实施的旅行限制对携程网及其同行的影响。携程一直努力提高未受中国限制措施严重影响的国际市场的收入。但其超过一半业务仍然来自国内。 \n　　航空分析公司OAG的数据显示，6月，中国机场进出港航班的飞机座位数接近6400万，比2019年6月疫情前的水平下降了超过20%。其中近6220万个座位来自国内航班，占总数的97.3%，因为中国大幅缩减了国际旅行。 \n　　封控措施结束后，国内旅行往往会迅速恢复。不过，对携程而言，真正赚钱的是中国人的出境游，这项业务在过去两年几乎停滞。更重要的是，目前内地暂停了入境旅游签的发放，而且几乎禁止出国旅游。 \n　　同行的表现更胜一筹 \n　　与携程不同的是，其他一些主要做国内游的中国在线旅行社在一季度实现了盈利。总部位于江苏的同程旅行同期利润高达2.45亿元。虽然同为在线旅行社，但同程的大部分注册用户生活在较小的三线城市，这些地方幸免于中国最严重的封控。生活在这些地方的游客可以继续在国内旅行，在此过程中令同程赚得盆满钵满。 \n　　中国最大的度假村运营商复星旅游文化是广受欢迎的ClubMed品牌的拥有者，它也设法避免了效益的低迷不振，因为它75%的收入来自中国以外，因此它能够从一季度美国和欧洲主要市场的旅游业反弹中获利。今年前三个月，复星旅游文化从其核心度假村和旅游目的地业务中实现净收入42亿元，是去年同期的四倍多。 \n　　相比之下，携程表示，它受到新冠疫情的严重影响，疫情导致深圳、上海和北京等一线城市出现程度不一的封控，大大加剧了其季度亏损。 \n　　由于这些城市的封控一直持续到二季度，而且毫无放松国际旅行禁令的迹象，携程二季度的业绩前景也不是那么乐观。 \n　　“本季度至今，行业层面航空客运量下降了70%到90%，”携程首席财务官王肖[在本周的财报电话会议上说。“与2019年同期相比，酒店行业每间可销售房收入下降了40%至60%，其中很大一部分源于防疫要求。”因此，该公司预计“二季度会相对疲软”，孙洁告诉分析师。 \n　　携程在港交所上市的股票从289.80港元的12个月高位下跌逾19%，在纳斯达克上市的股票同期跌幅更大，高达23%。但该公司的美股市销率仍为6.2倍，高于同程的4.4倍，远高于全球旅游巨头Expedia的1.6倍。 \n　　这一溢价要部分归因于携程高管的整体乐观情绪，它在一定程度上助推了财报发布后的股价反弹，因为投资者和管理层都认定，未来会更加光明。归根结底，中国不可能永远关闭国门。当边境重新开放时，数以百万计的中国人手里攒了不少钱，会忙着在携程这样的旅行网站下单。 \n　　在中国之外，随着各国重新开放并放松限制，长途旅行已恢复了活力。在许多市场，对座位和酒店客房的需求超出了供应量，旅游业的收益率随之飙升。价格很高，但人们并不在意。大家只想出门旅行，并愿意为此支付额外的费用。 \n　　携程并不是唯一一家在等待重新开放的中国大公司。中国最大的酒店运营商之一华住酒店集团管理着近8000家酒店，拥有超过75万间客房。受疫情影响，一季度净亏损6.3亿元。 \n　　不过，怀着对光明未来的憧憬，华住酒店集团在三个月里新开了300多家酒店，还有2200多家酒店正在筹备中。这是对中国旅游市场何等的信心！ \n　　一位非中国籍的航空公司高管最近称，目前的旅行环境是他30年来看到的收入最高的。在经历了两年由新冠疫情引发的萧条之后，全球旅游业正在掀起一股淘金热。一旦中国市场重新开放，携程及其投资者将获得回报――这就解释了为什么尽管出现了季度亏损，但本周每个人都表现得如此兴奋。 \n　　“虽然我们的短期前景可能看起来并不乐观，但旅游需求依然强劲，这让长期前景看起来更为光明，”携程董事长梁建章说。“随着各国政府的不断开放，全球旅游业继续以强劲的速度复苏。我们预计，一旦限制放松，中国也会出现类似的情况。”（来源：Bamboo Works）","news_type":1,"symbols_score_info":{"09961":1,"CTRP":1,"QNETCN":0.6,"TCOM":1}},"isVote":1,"tweetType":1,"viewCount":1559,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}