上海交通大学接连获校友大额捐赠。 东方财富今日（2月26日）公告称，接到公司控股股东、实际控制人其实通知，为支持教育事业发展，促进人才培养及科技创新，其实计划向上海交通大 学教育发展基金会捐赠其持有的公司2000万股无限售流通股，占公司总股本的0.13%。截至今日收盘，东方财富报22.50元/股，据此粗略估算，所捐赠的 2000万股约合4.5亿元。数据显示，截至2025年3季度末，其实位列东方财富第一大股东，持有30.62亿股，持股比例19.38%。 简历显示，其实出生于1970年10月，本科毕业于上海交通大学材料工程系，复旦大学博士研究生学历、新闻学博士学位，第十四届全国人大代表。2005年 创办东方财富。其实目前担任全国工商联常委、上海市总商会副会长、民建上海市委副主委、中国证券投资基金业协会副会长、上海市青年五十人创新创 业研究院理事长等社会职务。 另据"上海交通大学"微信公众号消息，2月26日，上海交大建校130周年之际，"全季人文发展基金"捐赠签约暨季琦校董聘任仪式在该校闵行校区举行。 "上海交通大学" 图 著名企业家、华住集团创始人，上海交大工程力学系1989届本科校友、机械工程系1992届硕士校 ...

著名企业家、华住集团创始人，上海交大工程力学系1989届本科校友、机械工程系1992届硕士校友季琦向母校捐资1亿元人民币，支持学校各项事 业发展。上海交大党委书记杨振斌，上海交大校长、中国科学院院士丁奎岭共同为季琦颁发校董聘书。 据"上海交通大学"微信公众号消息，2月26日，上海交大建校130周年之际，"全季人文发展基金"捐赠签约暨季琦校董聘任仪式在该校闵行校区举 行。 审核 | 卢长银 编辑 | 徐铉 作为中国连续创业领域的标杆人物，季琦连续创立携程、如家、华住三家上市公司。上海交通大学介绍，1985年秋天，19岁的季琦从江苏如东考 入上海交通大学，尽管选择了工程力学系，他更喜欢泡在图书馆里。作为"IT人"，他将传统酒店行业解构、再重构，把企业使命定义为"服务于 人，让人快乐，让生活美好"。季琦曾多次返校参加相关活动：在一次创新创业大讲堂分享中，他向交大同学们分享创业十年来的经历以及所走过 的不平凡的道路。2016年，季琦任上海交通大学校友会创业创投联合会第一届理事会联席会长。同年6月，季琦先后做客船舶海洋与建筑工程学 院"创新人才培养交流座谈会"和上海交大第205期"励志讲坛"。2021年，交大建校125 ...

据上海交通大学官方微信号消息，2月26日上午，上海交大建校130周年之际，"全季人文发展基金"捐赠 签约暨季琦校董聘任仪式，在闵行校区文博楼会议中心举行。 作为中国连续创业领域的标杆人物，季琦连续创立携程、如家、华住三家上市公司。 1985年秋天，19岁的季琦从江苏如东考入上海交通大学，选择了工程力学系。致辞时，季琦回忆起在母 校的求学岁月。"在交大求学的七年是我人生中最重要的一段经历。交大给我的不仅是专业知识，还有 人文素养的训练，以及一帮志同道合的挚友们。" （文章来源：每日经济新闻） 校党委书记杨振斌，校长、中国科学院院士丁奎岭，党委副书记胡薇薇，党委常委、副校长管海兵，校 务委员会专职副主任张安胜，党委常委、宣传部部长于朝阳，校长助理、党政办主任杨明，以及相关职 能部门和院系负责人出席仪式。 在全场嘉宾的见证下，季琦与丁奎岭共同签署了"全季人文发展基金"捐赠协议。随后，杨振斌、丁奎岭 共同向季琦致送捐赠证书与感谢牌。 谈到人工智能呼啸而来的时代，他说出了自己的思考："在AI时代，希望让世界级的大师走进校园，为 同学们提供静下心来感悟人文精神的机会，跟我当年在学校一样有更多的收获。" 著名企业家、华住集 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天（2月26日）上午 上海交大建校130周年之际 "全季人文发展基金"捐赠签约 暨季琦校董聘任仪式 著名企业家、华住集团创始人 交大工程力学系1989届本科校友 机械工程系1992届硕士校友 季琦学长 向母校捐资1亿元人民币 支持学校各项事业发展 校党委书记杨振斌，校长、中国科学院院士丁奎岭，党委副书记胡薇薇，党委常委、副校长管海兵，校 务委员会专职副主任张安胜，党委常委、宣传部部长于朝阳，校长助理、党政办主任杨明，以及相关职 能部门和院系负责人出席仪式。全季酒店首席设计师周光明、华住集团首席财务官兼首席合规官陈慧、 战略高级副总裁周游、伙伴发展高级总监周艳、办公室主任李燕，以及上海文化发展基金会"天艺文化 专项基金"理事长蒋琼耳、风和投资管理有限公司董事长吴炯、菡源资产创始管理合伙人杨振宇、普洛 斯投资（上海）有限公司董事长黄佳、新加坡泰瑞资本董事长沈曦等特邀嘉宾共同见证这一温暖而意义 深远的时刻。仪式由胡薇薇主持。 在全场嘉宾的见证下，季琦与丁奎岭共同签署了"全季人文发展基金"捐赠协议。随后，杨振斌、丁奎岭 共同向季琦致送捐赠证书 ...

该行认为基本面更有利于获评"买入"的酒店股，包括华住集团、亚朵酒店，澳门股包括银河娱乐、金沙 中国，及航空股包括国航、东航。 高盛发表报告指，春节旅游数据整体健康，国内游客量年增19%达5.96亿人次，旅游花费按年增19%至 8030亿元，日均增长6%；出境旅客量年增24%达480万人次，其中日本航线年减约50%，但东南亚及韩 国航线按年增10-40%的转移需求抵消了部分影响。 报告指，春节酒店业表现亮眼，每间可供房收入受平均房价带动，按年增长达中至高个位数百分比；航 空票价亦表现优于预期，受限于运力紧绷，国内航线票价按年上涨7%，国际航线票价按年上涨15%。 海南免税店表现逊于预期，日均销售额仅增长15%，1月为45%，主因每位旅客消费额下滑；澳门日均 博彩总收入7.86亿澳门币，按年增5%，未达预期8.5亿至9亿澳门元，部分源于贵宾厅赢率下降。 ...

Investment Rating - The report rates the cultural tourism infrastructure and operations industry as stable for 2025 and 2026, indicating a positive outlook for growth and development in the sector [1]. Core Insights - Since 2025, the domestic tourism market has transitioned from recovery to a healthy development phase, with high consumer willingness to travel, primarily focusing on local and nearby tourism, leading to increasingly rigid consumption demands [1][15]. - The international tourism market is entering a high-quality growth phase driven by policy releases and payment facilitation, with expectations for inbound tourism to become a new growth point for the industry [5][18]. - The industry is experiencing a transformation towards quality and immersive experiences, particularly in traditional scenic areas, which are facing capacity constraints and intensified competition [1][42]. - The hotel industry is undergoing a deep adjustment phase, with ongoing brand and chain development, but still facing pressure from soft growth in room prices and rising operational costs [1][2]. Summary by Sections Industry Overview - The cultural tourism infrastructure and operations industry aims to meet public cultural and tourism demands, encompassing the development and provision of related material facilities and services [7]. - The industry is characterized by a deep integration of cultural and tourism resources, focusing on comprehensive services for tourists, including travel, accommodation, dining, and entertainment [7][8]. Market Dynamics - The report highlights that the tourism industry is a strategic pillar of the national economy, contributing over 10% to the national economic growth during the "14th Five-Year Plan" period [10]. - The domestic tourism market is expected to continue supporting economic and social development, with a projected increase in domestic travel demand due to favorable policies and extended holiday periods [5][15]. Financial Performance - Revenue growth in the industry has slowed since 2025, but the operational resilience is expected to persist due to policy support and fundamental supply-demand dynamics [2][4]. - The financial structure of the industry shows a high reliance on debt financing, with a notable increase in overall debt levels and a rising proportion of rigid debt [4][36]. Future Outlook - For 2026, the report anticipates that policy dividends and new holiday regulations will further stimulate tourism consumption demand, with a steady development trend expected in the industry [5][16]. - The integration of AI and data processing technologies is expected to enhance tourism services, leading to a more refined transformation in the sector [5][30]. Sub-industry Analysis - The leisure facilities and cultural tourism infrastructure sector is characterized by high capital barriers and varying profitability across sub-sectors, with leisure facilities maintaining strong profitability due to resource scarcity [9][36]. - The report notes that the competitive landscape is dominated by state-owned enterprises, particularly in economically developed eastern regions, which exhibit significant scale advantages [2][4].

【招商商社互联网】周度观点与推荐 周观点： 1）继续推荐阿里巴巴，看好云与千问发展前景。 2）我们认为美团基本面无明显变化，春节前股价回调后估值更具性价比，继续推荐。 3）春节酒店revpar超预期，推荐亚朵酒店、华住集团、携程集团。 重点关注本周携程业绩会对监管、agent的看法。 标的推荐： # 互联网： 阿里巴巴、美团、携程集团、拼多多、快手、滴滴出行、京东；同程旅行、万物新生、唯品会、BOSS 直聘、满帮集团 # 社服： 亚朵酒店、华住集团、古茗、瑞幸咖啡、蜜雪集团、百胜中国、长白山 1）继续推荐阿里巴巴，看好云与千问发展前景。 2）我们认为美团基本面无明显变化，春节前股价回调后估值更具性价比，继续推荐。 3）春节酒店revpar超预期，推荐亚朵酒店、华住集团、携程集团。 重点关注本周携程业绩会对监管、agent的看法。 标的推荐： # 互联网： 【招商商社互联网】周度观点与推荐 周观点： # 零售： 万辰集团、鸣鸣很忙、名创优品、永辉超市、叮咚买菜、布鲁可 ...

Core Viewpoint - A consumer complaint regarding sexual harassment at a Orange Hotel in Nanjing has sparked controversy, leading to police investigation and responses from the hotel management and online travel agencies (OTAs) involved [1][4]. Group 1: Incident Details - A consumer reported receiving a threatening message from the hotel after canceling her reservation due to safety concerns related to room access [1]. - The hotel claimed that both the consumer and the hotel had reported the incident to the police, and the investigation is ongoing [9]. Group 2: Hotel and OTA Response - The hotel has stated that the message was not sent by front desk staff, and the IP address of the message sender is being investigated [9]. - Multiple OTAs, including Ctrip, Qunar, and Meituan, have made the hotel unsearchable directly, although it can still be found through map applications [4]. - The hotel, which opened in August 2016, has 100 rooms and a rating of 4.7 out of 5 [4].

Group 1 - A consumer reported receiving a threatening message from a branch of Orange Hotel in Nanjing after canceling a reservation, which sparked controversy [1] - The consumer had booked a room at the hotel for February 18-19 but canceled due to safety concerns after being informed that the room required front desk access [1][6] - The hotel stated that both the consumer and the hotel have reported the incident to the police, who found that the message was not sent by on-duty staff, suggesting a possible hacking incident [6] Group 2 - The involved Orange Hotel branch, part of the Huazhu Group, confirmed that the hotel had recently undergone renovations and was in a trial operation phase, asserting that staff had no reason to send such messages [6] - The hotel emphasized that the IP address used to send the threatening message did not belong to front desk employees, and they expressed confusion over how the consumer received the message [6] - The hotel has been operational since 2020 and has recorded sales exceeding 20,000 [6]

Group 1 - The Nasdaq Golden Dragon China Index decreased by 0.10% on February 18 [1] - Individual stocks showed mixed performance, with Hesai Technology rising nearly 4% and Huazhu Group increasing by nearly 3% [1] - ZTO Express saw an increase of over 2%, while TAL Education and Tencent Music both dropped by over 3% [1] Group 2 - Kingsoft Cloud and Beike both experienced declines of over 2% [1]