资料显示，北京首旅酒店(集团)股份有限公司位于北京市朝阳区雅宝路10号凯威大厦三层，成立日期 1999年2月12日，上市日期2000年6月1日，公司主营业务涉及以酒店经营管理为主,包括旅游服务、酒店 运营、景区运营、酒店管理和展览广告。主营业务收入构成为：酒店运营61.02%，酒店管理30.89%， 景区业务8.08%。 从基金十大重仓股角度 数据显示，太平基金旗下1只基金重仓首旅酒店。太平价值增长股票A（010896）三季度减持4万股，持 有股数30万股，占基金净值比例为4.42%，位居第七大重仓股。根据测算，今日浮盈赚取约25.8万元。 1月19日，首旅酒店涨5.14%，截至发稿，报17.58元/股，成交1.35亿元，换手率0.71%，总市值196.30亿 元。 截至发稿，赵超累计任职时间3年173天，现任基金资产总规模71.7亿元，任职期间最佳基金回报 28.74%， 任职期间最差基金回报0.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快 ...

Core Insights - The hotel industry is facing a significant downturn, with many brands struggling to maintain profitability and market presence as evidenced by the forced delisting of Buding Hotels and the sudden closure of Marriott's Hangzhou hotel [1][2] - Economic hotel room availability is declining, with only 54% of the market share remaining by the end of 2024, and major players like Jinjiang, Shoulv, and Huazhu are shifting focus from expansion to renovation of existing properties [1][3] - The competitive landscape is evolving from a focus on scale to one emphasizing quality and innovation, with a notable shift towards the "stay + retail" model as a new revenue stream [5][6] Industry Trends - The global hotel industry is experiencing high saturation, with new brand survival rates below 35%, leading to significant closures among older, less profitable properties [3] - Major hotel groups are reporting mixed financial results, with Huazhu leading in occupancy rates and revenue per available room (RevPAR), while Jinjiang shows revenue decline despite profit growth [4] - The shift towards a "quality era" in the hotel industry is marked by a focus on operational efficiency, cost control, and innovative business models rather than mere expansion [4][10] Innovations and Strategies - The integration of AI technology is transforming hotel operations, with predictions that 75% of hotels will automate processes by 2025, although the domestic market still lags in implementation [8][9] - The "stay + retail" model is gaining traction, with hotels like Atour and Hanting introducing retail options that enhance guest experiences and increase non-room revenue [5][6] - Future success in the hotel industry will depend on the ability to offer tailored products and services that meet the diverse needs of different customer segments, alongside maintaining quality control in a franchise-heavy environment [10]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000428 | 华天酒店 | 1635.75万 | 14.31% | -482.40万 | -4.22% | -1153.35万 | -10.09% | | 002306 | *ST云网 | 1011.21万 | 20.34% | -490.44万 | -9.87% | -520.77万 | -10.48% | | 000721 西安饮食 | | 914.44万 | 1.80% | -601.86万 | -1.18% | -312.57万 | -0.61% | | 601007 | 金陵饭店 | -7.63万 | -0.08% | 153.17万 | 1.54% | -145.54万 | -1.46% | | 605108 | 同庆楼 | -887.39万 | -6.96% | 261.49万 | 2.05% | 625.90万 | 4.91% | | 002186 ...

Core Viewpoint - The hotel and catering sector experienced a 0.71% increase on January 15, with Tongqinglou leading the gains, while the Shanghai Composite Index fell by 0.33% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4112.6, down 0.33% [1] - The Shenzhen Component Index closed at 14306.73, up 0.41% [1] - The hotel and catering sector stocks showed varied performance, with Tongqinglou closing at 20.39, up 2.31% [1] Group 2: Stock Details - Key stocks in the hotel and catering sector included: - Tongqinglou: Closing price 20.39, volume 102,900 shares, turnover 207 million [1] - ST Yunwang: Closing price 2.02, volume 164,400 shares, turnover 32.9 million [1] - Jinling Hotel: Closing price 8.00, volume 196,000 shares, turnover 156 million [1] - Xianyinshi: Closing price 9.76, volume 748,100 shares, turnover 740 million [1] - Jinjiang Hotel: Closing price 26.65, volume 207,500 shares, turnover 556 million [1] Group 3: Capital Flow - The hotel and catering sector saw a net inflow of 87.53 million from main funds, while retail investors experienced a net outflow of 94.24 million [1] - Main fund inflows for key stocks included: - Junting Hotel: 51.91 million, accounting for 10.36% of total [2] - Jinling Hotel: 13.97 million, accounting for 8.94% of total [2] - Huatian Hotel: 8.95 million, accounting for 6.88% of total [2]

Market Overview - On January 15, A-shares opened lower, with the ChiNext index turning positive after a near 1% drop, while the Shenzhen Component index turned red. By the time of reporting, the Shanghai Composite index was down 0.2%, the Shenzhen Component index was up 0.21%, and the ChiNext index was up 0.23% [1] Sector Performance - The tourism sector rebounded collectively, with Zhongxin Tourism achieving a second consecutive limit-up. Other stocks such as Junting Hotel, Shaanxi Tourism, China Youth Travel, Jinjiang Hotel, and ShouLai Hotel also saw gains [2] - The photovoltaic sector opened low but recovered, with Tuori New Energy also achieving a second consecutive limit-up [1] Focus Stocks - Sunflower faced a significant drop, hitting a 20% limit down due to negative impacts from a terminated restructuring, with a sealed order amounting to approximately 250 million yuan [1] Institutional Insights - CITIC Securities indicated that despite recent regulatory measures to cool the market and prevent overheating risks, the overall trading activity in the equity market remains at historically high levels. Key indicators such as average daily trading volume and margin financing balances are above long-term averages, suggesting that securities firms are likely to continue benefiting [4] - CITIC Jiantou noted that the global interest rate cut cycle is entering its second half in 2026, with macro liquidity characterized by "internal and external easing resonance." The depreciation of the dollar and appreciation of the yuan are expected to support A-share strength [5] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the same period last year, indicating a potential bullish trend in the innovative drug market [6] -招商证券 suggested that the chemical industry may see marginal improvements in profitability as outdated production capacity is expected to be eliminated, following a period of price declines in chemical products [7]

Group 1 - The tourism sector experienced a collective rebound on January 15, with multiple companies showing significant stock performance [1] - Zhongxin Tourism (002707) achieved a two-day consecutive increase in stock price [1] - Other companies in the sector, including Junting Hotel (301073), Shaanxi Tourism (603402), China Youth Travel Service (600138), Jinjiang Hotels (600754), and Shoulu Hotel (600258), also saw their stock prices rise [1]

Group 1 - The hotel and catering sector increased by 1.05% compared to the previous trading day, with Xi'an Catering leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Key stocks in the hotel and catering sector showed varied performance, with Xi'an Catering closing at 9.68, up 6.02%, and ST Yunwang closing at 1.98, down 1.98% [1] Group 2 - The net inflow of main funds in the hotel and catering sector was 83.68 million yuan, while retail funds experienced a net outflow of 69.99 million yuan [1] - Detailed fund flow data indicates that Xi'an Catering had a main fund net inflow of 63.33 million yuan, while retail funds saw a net outflow of 40.74 million yuan [2] - Other notable stocks included Shoulu Hotel with a main fund net inflow of 14.35 million yuan and a retail net outflow of 18.04 million yuan [2]

证券日报网讯 1月13日，首旅酒店在互动平台回答投资者提问时表示，资本市场的股价受多重因素影 响，包括宏观经济环境、资本市场整体情绪、行业发展周期等外部因素，和公司自身经营业绩、核心竞 争力等内部因素。2025年以来，国民经济运行总体平稳、稳中向好，高质量发展取得新进展，国内旅游 需求整体向好，酒店市场整体复苏态势温和，有利于资本市场整体估值提升；公司秉承"发展为先、产 品为王、会员为本、经营至上"等核心战略，加大标准管理酒店规模拓展力度，并持续提升经营效率， 推动公司整体利润的稳健增长，2025年1月-9月份实现营业收入578212.73万元，同比下降1.81%，归属 于上市公司股东的净利润75469.57万元，同比增长4.36%；同时采取措施切实"提质增效重回报"，包括 实施2024年年度权益分派等，未来，公司将紧抓市场机遇提升盈利能力与发展质量，力争为股东创造更 高回报。 （编辑 任世碧） ...

Market Overview - The hotel and catering sector experienced a decline of 0.9% on January 13, with Junting Hotel leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Individual Stock Performance - Shoulu Hotel (600258) closed at 17.44, down 0.11% with a trading volume of 203,900 shares and a turnover of 353 million yuan [1] - Jinjiang Hotel (600754) closed at 26.09, down 0.46% with a trading volume of 120,400 shares and a turnover of 317 million yuan [1] - ST Yunwang (002306) closed at 2.02, down 0.49% with a trading volume of 205,800 shares and a turnover of 41.84 million yuan [1] - Jining Hotel (601007) closed at 7.82, down 1.01% with a trading volume of 112,400 shares and a turnover of 88.79 million yuan [1] - Quanjude (002186) closed at 11.91, down 1.24% with a trading volume of 95,600 shares and a turnover of 115 million yuan [1] - Tongqinglou (605108) closed at 19.64, down 1.50% with a trading volume of 53,900 shares and a turnover of 107 million yuan [1] - Huatian Hotel (000428) closed at 3.36, down 1.75% with a trading volume of 214,500 shares and a turnover of 72.81 million yuan [1] - Xi'an Catering (000721) closed at 9.13, down 2.14% with a trading volume of 258,800 shares and a turnover of 238 million yuan [1] - Junxi Hotel (301073) closed at 30.83, down 3.20% with a trading volume of 81,800 shares and a turnover of 253 million yuan [1] Capital Flow Analysis - The hotel and catering sector saw a net outflow of 124 million yuan from main funds, while retail investors had a net inflow of 143 million yuan [1] - The following stocks experienced significant net outflows from main funds: - Huatian Hotel: -214,000 yuan [2] - ST Yunwang: -3.14 million yuan [2] - Jining Hotel: -9.13 million yuan [2] - Quanjude: -9.32 million yuan [2] - Tongqinglou: -12.28 million yuan [2] - Shoulu Hotel: -12.90 million yuan [2] - Junting Hotel: -14.54 million yuan [2] - Jinjiang Hotel: -24.40 million yuan [2] - Xi'an Catering: -38.11 million yuan [2]

Core Viewpoint - The hotel and catering sector experienced a significant increase of 2.52% on January 12, with Junting Hotel leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up by 1.09% [1] - The Shenzhen Component Index closed at 14366.91, up by 1.75% [1] Group 2: Individual Stock Performance - Junting Hotel (301073) closed at 31.85, with a rise of 9.00% and a trading volume of 140,800 shares, totaling a transaction value of 436 million [1] - Shoulv Hotel (600258) closed at 17.46, up by 2.59%, with a trading volume of 324,600 shares and a transaction value of 563 million [1] - Jinjiang Hotel (600754) closed at 26.21, increasing by 2.10%, with a trading volume of 166,200 shares and a transaction value of 437 million [1] - Other notable stocks include Xian Yinshi (000721) at 9.33 (+1.97%), Tongqinglou (605108) at 19.94 (+1.89%), and Quanjude (002186) at 12.06 (+1.60%) [1] Group 3: Capital Flow Analysis - The hotel and catering sector saw a net inflow of 106 million from main funds, while retail investors experienced a net outflow of 41.52 million [1] - Major stocks like Jinjiang Hotel and Shoulv Hotel had significant net inflows from main funds of 53.74 million and 44.38 million respectively, while retail investors showed net outflows [2]