TONGCHENGTRAVEL (00780) released its half-year report for 2026: Stable performance growth with cumulative service visitors exceeding 2 billion.

On August 24, TONGCHENGTRAVEL (00780) released its performance report for the second quarter and first half of 2026. As travel consumption continues to integrate into the daily lives of the public, TONGCHENGTRAVEL's user base and service capacity have consistently improved. By the end of the second quarter of 2026, TONGCHENGTRAVEL's annual paid user base reached 254 million, with a total number of services provided annually hitting 2.04 billion; the annual user consumption frequency on the platform increased by 1.8% year-on-year, and the annual average revenue per user (ARPU) rose by 10.3% year-on-year. In 2026, governments in various regions have gradually introduced consumer stimulus measures, such as cultural and tourism consumption vouchers, to boost consumer confidence in the cultural tourism market through policy dividends. TONGCHENGTRAVEL, through precise placement and scenario matching, has cumulatively connected to government consumption vouchers totaling approximately 113 million yuan, positively impacting domestic cultural tourism consumption. The financial report shows that in the first half of 2026, TONGCHENGTRAVEL achieved revenue of 9.99 billion yuan, a year-on-year increase of 10.5%. Among this, transportation business revenue was 3.96 billion yuan, and accommodation business revenue was 2.85 billion yuan, indicating steady development of core businesses. The proportion of high-quality hotel room nights on the TONGCHENGTRAVEL platform has further increased, and the average daily room nights for international hotels reached a new high. In the first half of 2026, TONGCHENGTRAVEL launched new solutions such as "AI Face-to-Face Translation Screen" and "AI Guided Tours," and completed an upgrade of its AI agent DeepTrip. By the end of the second quarter of 2026, the cumulative number of global users accessing DeepTrip has exceeded 10 million. To further enrich AI service scenarios, TONGCHENGTRAVEL is also actively laying out AI ecological cooperation and has become one of the first OTA platforms to connect with the WeChat AI ecosystem. In the first half of 2026, TONGCHENGTRAVEL released a new ESG strategy, establishing "Lighting Hope, Illuminating the World" as its long-term development vision. With sustained investment in the ESG field, TONGCHENGTRAVEL has been included in the S&P Global "Sustainability Yearbook (China Edition)" for four consecutive years, and is the only online travel platform (OTA) in China to be selected. Mr. Ma Heping, Co-Chairman and CEO of TONGCHENGTRAVEL, stated: "The demand for public travel continues to be released, and cultural tourism consumption is becoming an important engine for driving domestic demand. Looking ahead, TONGCHENGTRAVEL will continue to work hand in hand with governments to stimulate market vitality through consumer vouchers and other benefit measures, ensuring that policy dividends better serve a wide range of consumers. At the same time, we will drive industry efficiency improvement through technological innovation and service upgrades, working together with our partners to promote the value ascent of China's cultural tourism industry."