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【免費新聞試閱】攜程集團遭反壟斷調查 股價暴跌15%

KF Cheng
By KF Cheng on Thu, 2026-01-15 - 22:08
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【免費新聞試閱】攜程集團遭反壟斷調查 股價暴跌15%
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【免費新聞試閱】攜程集團遭反壟斷調查 股價暴跌15%
2026-01-15

根據央視週三報導稱,大陸市場監督管理總局懷疑中國最大線上旅遊預訂平台攜程集團利用市場主導地位,週四股價暴跌逾15%。攜程攜程向香港交易所發聲明稱將積極配合調查,業務運作維持正常。

|股價連日重挫

攜程股價週三收低6.5%。央視報導引述市場監督管理總局消息後,股價進一步下挫。週四上午跌幅擴大至超過15%。這是攜程近期最大單日跌幅,攜程週三深夜向香港交易所發表聲明,表示將積極配合調查,業務運作保持正常。聲明未透露調查具體細節。

|營收復甦遭遇監管逆風

監管審查時機敏感。攜程營收正處於復甦階段。2025年國內旅遊反彈推動需求增長。攜程旗下線上平台受惠,包括頂級預訂應用去哪兒和航班平台Skyscanner。公司稱第三季度收入同比增長16%。旅遊需求激增是主要動力。此次調查可能影響增長預測,投資者對監管風險的擔憂反映在股價表現上。

|阿里前車之鑑

中國科技巨頭阿里巴巴(Alibaba)曾面臨類似處境,北京對科技公司展開廣泛打壓期間,阿里巴巴成為市場監督管理總局重點關注對象。該公司2021年被裁定存在壟斷行為。罰款創紀錄,達182億人民幣,相當於28億美元。這相當於其當時年收入約4%。攜程是否會面臨類似處罰尚不明朗。但阿里案例為市場提供了參考基準。

市場及商業
Sinic Analytics
中國
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