2013年2月1日星期五

互联网新闻-新浪科技: 携程高管解读财报:移动领域拓展为首要任务

互联网新闻-新浪科技

互联网新闻

携程高管解读财报:移动领域拓展为首要任务
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Feb 1st 2013, 05:59

  新浪科技讯 北京时间2月1日上午消息,携程网今日发布了该公司截至2012年12月31日的第四季度及全年未经审计的财务业绩。财报显示,携程网第四季度净营收为11亿元人民币(约合1.77亿美元),同比增19%;归属于公司股东的净利润为1.93亿元人民币(约合3100万美元),同比降24%。
  财报发布后,携程董事长梁建章、CEO范敏、COO孙洁及CFO武文洁等召开电话会议,解读财报要点并回答分析师提问。
  以下是分析师问答部分主要内容:
  高盛分析师:第一个问题有关机票优惠活动。能否谈谈推出此活动的目的以及未来未来计划在多少资源中推广此活动?
  孙洁:我们推出返现活动主要是因为,首先,行业及市场增长十分迅速,但是我们所占市场份额仍较小,因此,在这个增长十分迅速的市场中,机票优惠活动具有决定性意义,通过不同的策略,如定价策略、产品策略及IT战略等,来扩大我们的领先优势。所以,我们必须采取这个现金优惠措施,已迅速提高我们的市场份额。
  高盛分析师:在资源方面,是否能透露未来将在哪些资源推广此活动?
  孙洁:我们提供的下财年第一季度业绩预期就已经将此所产生的影响考虑在内,在第二季度及之后,我们将能够提供能多相关信息。与此同时,在过去一年里,我们已经通过酒店团购业务获得了许多经验,我认为,我们将认真研究每一步,以确保我们所花费的每一元钱,能够为我们的公司和股东带来最好的回报。
  高盛分析师:最后一个问题有关2013年的移动战略。2013年,携程移动投资的成本及收益将如何?在移动设备方面,你们将面临怎样的竞争?
  范敏:去年,我们推出了一站式移动服务,这表示,我们拥有一系列的移动应用程序。我们的官方移动应用程序下载量达到2000万次,这表明,我们是此领域的领先者之一。我们的移动策略将能够满足目前移动或市场向移动转移趋势的要求。我认为,移动应用程序及后台支持系统的开发将继续成为我们的首要任务,确保用户能够获得无缝预订体验。今年,我们将继续在此领域进行投资,以确保我们获得更多的市场份额。
  奥本海默分析师安迪·杨(Andy Yang):我的问题与机票优惠有关。过去几个季度中,市场格局发生了什么变化促使你们采取机票优惠措施?
  孙洁:对于市场策略,我们一向采取慎重态度,这与每天的市场行情有关。我们认为,市场增长十分迅速,而且携程能够获得更多的市场份额,在目前的状况下,这是我们必须采取的措施之一,以弥补与其他竞争对手在价格方面的差距,来扩大我们在市场的领先优势。
  安迪·杨:现金返还优惠券是否能够直接在机票或酒店预订中使用?因为我们发现,携程机票和酒店预订的佣金率与使用优惠券的预订佣金率完全不同,似乎在机票优惠业务上,所拥有的利润空间较小。
  孙洁:我们推出机票优惠活动的原因是,携程拥有一个全面的产品供应,因此,我们能够通过这些优惠措施,向市场提供能多选择。我们设计这项产品是为了确保我们对于优惠项目的投资能够为我们的整体业务组合带来最好的回报。
  (未完待续)
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