证券日报网讯锦江酒店（600754）10月28日在互动平台回答投资者提问时表示，公司经营成果受多重因 素影响，管理层始终勤勉尽责，致力于提升运营效率与股东价值。业绩表现与行业环境、宏观消费环境 等密切相关，公司已持续推进改革优化，包括组织调整、品牌升级与数字化转型。公司将继续努力改善 经营，增强盈利能力，回馈投资者。 ...

Market Overview - The hotel and catering sector experienced a decline of 0.78% on October 28, with *ST Yunwang leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Individual Stock Performance - Tongqinglou (605108) saw a closing price of 19.39, with an increase of 1.09% and a trading volume of 20,700 hands, totaling a transaction value of 40.17 million yuan [1] - Quanjude (002186) closed at 11.51, down 0.26%, with a trading volume of 48,400 hands and a transaction value of 55.76 million yuan [1] - Huatian Hotel (000428) closed at 3.25, down 0.31%, with a trading volume of 151,100 hands and a transaction value of 49.14 million yuan [1] - JInling Hotel (601007) closed at 7.41, down 0.40%, with a trading volume of 50,800 hands and a transaction value of 37.75 million yuan [1] - Xianyinshi (000721) closed at 8.61, down 0.69%, with a trading volume of 116,200 hands and a transaction value of 100 million yuan [1] - Shoulu Hotel (600258) closed at 14.23, down 0.77%, with a trading volume of 59,300 hands and a transaction value of 84.48 million yuan [1] - Junxi Hotel (301073) closed at 21.43, down 1.15%, with a trading volume of 25,200 hands and a transaction value of 54.35 million yuan [1] - Jinjiang Hotel (600754) closed at 21.94, down 1.17%, with a trading volume of 73,700 hands and a transaction value of 163 million yuan [1] - *ST Yunwang (002306) closed at 1.86, down 2.62%, with a trading volume of 631,700 hands and a transaction value of 11.7 million yuan [1] Capital Flow Analysis - The hotel and catering sector saw a net outflow of 30.43 million yuan from main funds, while retail investors contributed a net inflow of 43.45 million yuan [1] - The capital flow for individual stocks indicates that *ST Yunwang had a main fund net inflow of 2.82 million yuan, while retail investors contributed a net inflow of 2.81 million yuan [2] - Shoulu Hotel had a main fund net inflow of 2.71 million yuan, but retail investors had a net outflow of 5.99 million yuan [2] - Tongqinglou experienced a main fund net inflow of 1.63 million yuan, while retail investors had a net outflow of 1.87 million yuan [2] - Xianyinshi faced a significant main fund net outflow of 16.41 million yuan, but retail investors had a net inflow of 12.92 million yuan [2]

证券代码：600754/900934 证券简称：锦江酒店/锦江B股 公告编号：2025-056 上海锦江国际酒店股份有限公司 关于注销公司回购专用证券账户库存股的实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 根据《中华人民共和国公司法》、《上市公司股份回购规则》和《上海证券 交易所上市公司自律监管指引第 7 号——回购股份》等有关法律法规，股票回购专 用证券账户中的库存股应当在三年内按照依法披露的用途进行转让，未按照披露用 途转让的，应当在期限届满前注销。基于上述原因，上海锦江国际酒店股份有限公 司（以下简称"公司"）于 2025 年 9 月 8 日以通讯表决方式召开第十一届董事会 第六次会议，会议审议通过了《关于注销公司回购专用证券账户库存股的议案》， 同意注销回购专用证券账户中的 1,120,360 股剩余库存股。本次注销完成后，公司 总股本将由 1,067,418,804 股变更为 1,066,298,444 股。 本次注销的相关情况： | 回购专用证券账户股份数量 | | 本次注销股份数量 ...

Market Overview - The hotel and catering sector increased by 0.07% on October 27, with Quan Juding leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance - Key stocks in the hotel and catering sector showed varied performance: - Quan Juding (002186) closed at 11.54, up 0.61% with a trading volume of 62,200 shares and a turnover of 71.56 million yuan [1] - Jinling Hotel (601007) closed at 7.44, up 0.54% with a trading volume of 68,400 shares and a turnover of 50.76 million yuan [1] - Shoulv Hotel (600258) closed at 14.34, up 0.28% with a trading volume of 98,200 shares and a turnover of 140 million yuan [1] - Other notable performances include: - Jinjia Hotel (600754) at 22.20, up 0.23% [1] - Junting Hotel (301073) at 21.68, up 0.14% [1] - Xianyin Food (000721) at 8.67, down 0.23% [1] - ST Yunwang (002306) at 1.91, down 4.98% [1] Capital Flow - The hotel and catering sector experienced a net outflow of 16.73 million yuan from institutional funds and 13.68 million yuan from speculative funds, while retail investors saw a net inflow of 30.41 million yuan [1] - Detailed capital flow for key stocks includes: - Quan Juding had a net inflow of 5.98 million yuan from institutional funds, but a net outflow of 4.32 million yuan from speculative funds [2] - Jinling Hotel saw a net inflow of 1.15 million yuan from institutional funds, with a net outflow of 0.99 million yuan from speculative funds [2] - ST Yunwang had a significant net outflow of 3.95 million yuan from institutional funds, but a net inflow of 1.18 million yuan from speculative funds [2] - Junting Hotel experienced a net outflow of 7.33 million yuan from institutional funds, with a notable net inflow of 16.18 million yuan from retail investors [2]

Market Overview - The hotel and catering sector increased by 0.57% on October 23, with Huatai Hotel leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Huatai Hotel (000428) closed at 3.33, rising by 1.22% with a trading volume of 231,500 shares and a turnover of over 76.54 million yuan [1] - Other notable stocks include: - ST Yunwang (002306) at 1.91, up 1.06% [1] - Jinling Hotel (601007) at 7.49, up 0.94% [1] - Tongqinglou (605108) at 19.31, up 0.89% [1] - Quanjude (002186) at 11.63, up 0.78% [1] - Shoulv Hotel (600258) at 14.41, up 0.70% [1] - Xian Yinshi (000721) at 8.79, up 0.57% [1] - Junting Hotel (301073) at 21.95, up 0.50% [1] - Jinjiang Hotel (600754) at 22.26, up 0.18% [1] Capital Flow Analysis - The hotel and catering sector experienced a net outflow of 32.87 million yuan from institutional investors, while retail investors saw a net inflow of 48.60 million yuan [1] - Detailed capital flow for key stocks includes: - Huatai Hotel: Net inflow of 5.49 million yuan from institutional investors, with a net outflow of 8.04 million yuan from retail investors [2] - Shoulv Hotel: Net inflow of 2.71 million yuan from institutional investors, with a net outflow of 10.32 million yuan from retail investors [2] - Quanjude: Minor net outflow of 0.017 million yuan from institutional investors, with a net inflow of 6.13 million yuan from retail investors [2] - Jinling Hotel: Significant net outflow of 9.81 million yuan from institutional investors, with a net inflow of 7.59 million yuan from retail investors [2] - Jinjiang Hotel: Net outflow of 11.68 million yuan from institutional investors, with a net inflow of 10.26 million yuan from retail investors [2]

Core Insights - The hotel and catering sector experienced a slight increase of 0.04% on October 21, with *ST Yunwang leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - The following companies showed notable performance: - *ST Yunwang: Closed at 1.87, up 2.75% with a trading volume of 300,000 shares and a turnover of 55.84 million yuan [1] - Huazhong Hotel: Closed at 3.26, up 1.87% with a trading volume of 232,400 shares and a turnover of 75.04 million yuan [1] - Jinling Hotel: Closed at 7.40, up 1.23% with a trading volume of 67,400 shares and a turnover of 49.52 million yuan [1] - Quanjude: Closed at 11.48, up 1.06% with a trading volume of 49,200 shares and a turnover of 56.17 million yuan [1] - Xianyin Food: Closed at 8.70, up 0.69% with a trading volume of 116,600 shares and a turnover of 101 million yuan [1] Capital Flow Analysis - The hotel and catering sector saw a net outflow of 4.68 million yuan from institutional investors, while retail investors contributed a net inflow of 24.64 million yuan [1] - Specific capital flows for key companies include: - Jinjiang Hotel: Net inflow of 8.18 million yuan from institutional investors, but a net outflow of 2.56 million yuan from retail investors [2] - Shoulu Hotel: Net inflow of 3.12 million yuan from institutional investors, with a net outflow of 2.37 million yuan from retail investors [2] - Huazhong Hotel: Net inflow of 0.50 million yuan from institutional investors, but a significant net outflow of 6.16 million yuan from retail investors [2]

Core Viewpoint - The company anticipates an improvement in business travel demand due to a continuous expansion in China's service sector PMI from June to September 2025, which is expected to enhance operational efficiency and competitiveness through management optimization and service enhancement [1] Group 1 - The service sector PMI in China is projected to show four consecutive months of expansion from June to September 2025, indicating improved business conditions [1] - The company plans to enhance efficiency and competitiveness by continuously optimizing management and improving service quality [1]

Core Viewpoint - The company is advancing its globalization strategy and has established foundational capabilities for multinational operations, with plans to expand its hotel projects in Southeast Asia over the next five years [1] Group 1: Global Expansion Strategy - The company is collaborating with Malaysia's RIYAZ Group to expand over 180 hotel projects across six Southeast Asian countries within five years [1] - The company has developed a global procurement platform (GPP) that enables the delivery of high-quality hotel-related products from Chinese suppliers to countries in the Asia-Pacific region [1] - The strategy focuses on creating a closed-loop system of "domestic resources + local services" while promoting collaboration in "hotel management + branding + supply chain + platform" for overseas operations [1] Group 2: Innovation and Market Assessment - The company is continuously evaluating the feasibility of extending its business model based on overseas layout progress, local market characteristics, and supply chain maturity [1] - Future plans include a potential listing in Hong Kong to enhance the company's ability to integrate overseas resources [1]

Core Viewpoint - The company, Jinjiang Hotels, has officially signed a strategic cooperation agreement with JD.com to enhance collaboration in three key areas: innovation in dining consumption scenarios, hotel and travel services, and supply chain synergy [1] Group 1: Strategic Cooperation - The partnership will focus on deepening cooperation in dining consumption, hotel services, and supply chain collaboration [1] - JD.com's subsidiary, Seven Fresh Kitchen, will begin operations in Jinjiang Hotels' various brands starting in October, with initial trials in select hotels in Beijing [1] Group 2: Business Model Innovation - The collaboration aims to explore a new business model integrating "AI + dining + accommodation" [1] - The integration of hotel and dining supply chains is expected to create new consumption scenarios and incremental growth opportunities [1]

Core Viewpoint - The company is adapting to consumer trends by enhancing brand value and influence, aiming to create a more vibrant brand matrix [1] Group 1: Brand Strategy - The company is focusing on full-service hotels to leverage synergies, expand international perspectives, and enhance brand competitiveness and management capabilities [1] - The limited-service hotel segment is optimizing strategies based on core resources and main brand development [1] Group 2: Development Goals - The company has launched a "12+3+1" brand development strategy, aiming to establish 12 mature brands by 2028 to maintain scale growth and leadership [1] - The strategy includes nurturing three core mid-to-high-end brands that emphasize quality and consumer experience [1] - Additionally, the company plans to support one track for apartments and vacation resorts, aiming to create a vacation industry cluster and become a new model for hotel and tourism integration [1]