Zhitong Finance App learned that on August 24, Tongcheng Travel (00780) released the results report for the second quarter and first half of 2026. As travel consumption is further integrated into people's daily lives, the number and service capacity of Tongcheng travel users continues to increase. As of the second quarter of 2026, Tongcheng Travel's annual paid users reached 254 million, and the cumulative number of annual service users reached 2.04 billion; the annual consumption frequency of platform users increased 1.8% year on year, and the annual average customer revenue contribution (ARPU) increased 10.3% year on year.
In 2026, local governments will successively launch consumer promotion measures such as cultural tourism vouchers to boost consumer confidence in the cultural tourism market through policy dividends. Through accurate marketing and scenario matching, Tongcheng Travel has accumulated a total of about 113 million yuan in government vouchers, which has had a positive effect on domestic cultural tourism consumption.
Financial reports show that in the first half of 2026, Tongcheng Travel achieved revenue of 9.99 billion yuan, an increase of 10.5% over the previous year. Among them, the transportation business revenue was 3.96 billion yuan, and the lodging business revenue was 2.85 billion yuan. The core business maintained a steady development trend. The proportion of nights in high-quality hotels on the Tongcheng travel platform has further increased, and the average number of nights per day in international hotels has reached a record high.
In the first half of 2026, Tongcheng Travel launched solutions such as the “AI Face-to-Face Translation Screen” and “AI Guide”, and completed the DeepTrip AI upgrade. By the end of the second quarter of 2026, the cumulative number of DeepTrip visitors worldwide had exceeded 10 million. In order to further enrich AI service scenarios, Tongcheng Travel is also actively developing AI ecosystem cooperation, becoming one of the first OTAs to connect to WeChat's AI ecosystem.
In the first half of 2026, Tongcheng Travel released a new ESG strategy, establishing “Light up hope and illuminate the world” as a long-term development vision. With continued investment in the ESG field, Tongcheng Travel has been selected for the S&P Global “Sustainability Yearbook (China Edition)” for four consecutive years, and has become the only online travel platform (OTA) company selected in China.
Mr. Ma Heping, Co-Chairman and CEO of Tongcheng Travel, said, “Mass travel demand continues to be released, and cultural tourism consumption is becoming an important engine driving domestic demand. Looking forward to the future, Tongcheng Travel will continue to work with local governments to stimulate market vitality through cultural tourism vouchers and other welfare measures, so that policy dividends can better benefit consumers. At the same time, we drive industrial efficiency improvements through technological innovation and service upgrades, and work with our partners to jointly promote a leap in value in China's cultural tourism industry.”