| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301073 君亭酒店 | | 1136.69万 | 10.35% | -614.57万 | -5.60% | -522.12万 | -4.76% | | 002306 *ST云网 | | 325.62万 | 10.82% | -222.58万 | -7.39% | -103.04万 | -3.42% | | 605108 | 同庆楼 | 156.55万 | 2.95% | -262.61万 | -4.96% | 106.05万 | 2.00% | | 000721 西安饮食 | | 14.89万 | 0.18% | -25.12万 | -0.30% | 10.23万 | 0.12% | | 002186 全聚德 | | -11.01万 | -0.13% | -295.57万 | -3.63% | 306.57万 | 3.76% | | 000428 华天酒店 | | ...

Core Insights - The hotel industry in China has seen significant performance growth in the first half of 2023, driven by a surge in tourism [1][2] - Companies are expanding their operations and enhancing their restaurant businesses to capitalize on the tourism boom [1] Performance Recovery - In the first half of 2023, the domestic tourism market showed a recovery, with 2.384 billion domestic tourist trips, a year-on-year increase of 63.9%, and domestic tourism revenue reaching 2.3 trillion yuan, up 95.9% [2] - Jinling Hotel reported a revenue of 887 million yuan, a 34.7% increase, and a net profit of 31.18 million yuan, up 916.61% [2] - Junting Hotel achieved a revenue of 221 million yuan, a 57.13% increase, with a net profit of 20.09 million yuan, up 36.4% [2] - Jinjiang Hotels reported a revenue of 6.806 billion yuan, a 32.15% increase, and a net profit of 523 million yuan, returning to profitability [2] - Shoulu Hotels recorded a revenue of 3.608 billion yuan, a 54.76% increase, with a net profit of 280 million yuan, also returning to profitability [2] - Huazhu Group's Q2 revenue was 5.5 billion yuan, a 63.5% increase, with 8,750 hotels in operation, including 4,872 economy hotels [3] Deepening Transformation - Companies are not only benefiting from market recovery but are also deepening their business transformations [4] - Jinling Hotel is innovating in restaurant operations and has successfully hosted over 600 important events [4] - Jinjiang Hotels is advancing digital transformation, enhancing its information management, and increasing direct sales through a digital platform, with effective membership reaching 18.972 million [4] - Junting Hotel is optimizing its brand positioning through property, product, technology, and management upgrades, emphasizing local cultural elements [4] Expansion of Stores - The overall chain rate of domestic hotels was about 39% by the end of 2022, indicating significant room for growth compared to over 60% in developed countries [5] - Huazhu Group opened 374 hotels and closed 216 in Q2, resulting in a net increase of 158 hotels, with 1,054 new hotel contracts signed [5] - Junting Hotel plans to invest 210 million yuan to open multiple high-quality hotels in Chongqing [5] - Leading chain hotels are expanding to increase market share and optimize costs through scale [5]

Core Viewpoint - Multiple listed companies' controlling shareholders have made commitments not to reduce their holdings, reflecting confidence in the companies' future development and contributing to market stability [1][3]. Group 1: Commitments from Controlling Shareholders - Companies such as Xiangyu Medical, Wanhua Chemical, Guo New Energy, and Jinjiang Hotels have announced commitments from their controlling shareholders to refrain from selling shares for a period of 12 months [1][2]. - Xiangyu Medical's controlling shareholder, Henan Xiangyu Health Industry Management Co., Ltd., and its actual controllers have committed not to reduce their holdings from March 12, 2024, to March 11, 2025 [2]. - Wanhua Chemical's controlling shareholders have also expressed confidence in the company's future and committed to not reducing their holdings for the next 12 months [2]. Group 2: Market Stability and Confidence - The trend of controlling shareholders making long-term commitments not to sell shares is seen as a way to bolster market confidence and protect the interests of all shareholders [3][6]. - The recent increase in commitments from controlling shareholders comes amid a turbulent secondary market, with many companies taking measures to stabilize their stock prices [3][6]. Group 3: Positive Business Performance - Xiangyu Medical reported a significant increase in revenue and net profit for 2023, with total revenue reaching 745 million yuan, a year-on-year increase of 52.46%, and net profit of 230 million yuan, up 82.96% [4]. - Wanhua Chemical achieved total revenue of 175.36 billion yuan in 2023, a 5.92% increase from the previous year, with net profit of 16.81 billion yuan, reflecting a 3.57% growth [5].

在市场持续上涨、牛市氛围浓厚的背景下，酒店餐饮指数却以10.39%的年内跌幅高居申万二级行业跌幅榜 首位。板块龙头跌势较大，锦江酒店（600754）年内大跌近16%，首旅酒店（600258）跌超2%。往前看， 算上2025年，锦江酒店和首旅酒店均已连跌四年，其中锦江酒店跌势更猛，2022年微跌0.34%，2023年全 年跌幅近49%，2024年全年跌近8%。 | | 平均房价 | | 平均出租率 | | RevPAR | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 分类 | (元/间) | | (%) | | (元/间) | | | | | 2024 年 | 2023 年 | 2024 年 | 2023 年 | 2024 年 | 2023 年 | 同比 | | | 10 至 12月 | 10 至 12 月 | 10 至 12月 | 10 至 12月 10 至 12月 | | 10至12月 增减(%) | | | 全服务型酒店 | 487.74 | 544. 93 | 52. 15 | 50. 66 | 254. 36 | 276. 06 | ...

作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平 分行业来看，社会服务-酒店餐饮行业（申万二级行业）上市公司财务总监CFO 2024年薪酬平均数约为112.96万元。其中薪酬最高为首旅酒店李向荣，2024年薪酬高达565.02万元，该薪酬水 从年龄结构来看，财务总监CFO的年龄平均数约为51.5岁，其中50-59岁最多，人数共5人，占比约63%。其中，年龄最大的为金陵饭店史红伟，年龄为57岁，2024年薪酬为56.70万元；年龄最 从学历分布来看，博士、硕士、本科分别为1人、3人、4人，对应平均薪酬分别为84.04万元、229.93万元、32.46万元。锦江酒店艾耕云为博士学历，年龄54岁，2024年薪酬为84.04万元 从公司业绩及薪酬关系来看，财务总监CFO作为公司高管，其薪酬应与公司业绩挂钩，形成一定激励，驱动高管为公司盈利发力，然而行业内却出现了薪酬与公司业绩倒挂的情况：全聚德石磊2 责任编辑：公司观察 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪 ...

Core Insights - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest-paid CFO in the hotel and catering industry is Li Xiangrong from ShouLv Hotel, earning 5.65 million yuan, ranking eighth in the overall market [1] - The lowest-paid CFO is Tian Baiqian from Xi'an Catering, with a salary of 261,600 yuan [1] Salary Distribution - The average salary for CFOs in the hotel and catering industry is approximately 1.13 million yuan, with the majority (50%) earning below 500,000 yuan [1] - The age distribution shows an average age of 51.5 years for CFOs, with the largest group (63%) aged between 50-59 years [3] - The oldest CFO is Shi Hongwei from Jinling Hotel, aged 57, earning 567,000 yuan, while the youngest is Xie Caiping from Huatian Hotel, aged 45, with a salary of 375,000 yuan [3] Educational Background - The educational background of CFOs includes 1 PhD, 3 Master's, and 4 Bachelor's degrees, with average salaries of 840,400 yuan, 2.30 million yuan, and 324,600 yuan respectively [5] - Ai Gengyun from Jinjiang Hotel, holding a PhD, is 54 years old and earns 840,400 yuan, making him the second highest-paid in the industry [5] Performance and Compensation Relationship - There is a noted disconnect between CFO compensation and company performance, with instances of salary increases despite declines in net profit [7] - For example, Shi Lei from Quanjude received a salary of 680,800 yuan, a 52% increase, while the company's net profit fell by 43.2% [7] - Similarly, Zhang Yong from Junting Hotel earned 331,700 yuan, a 19% increase, despite a 17.4% drop in net profit [7]

Core Insights - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest-paid CFO in the hotel and catering industry is Li Xiangrong from ShouLv Hotel, earning 5.65 million yuan, ranking eighth in the overall market [1] - The lowest-paid CFO is Tian Baiqian from Xi'an Catering, with a salary of 261,600 yuan [1] Salary Distribution - The average salary for CFOs in the hotel and catering industry is approximately 1.13 million yuan, with the majority (50%) earning below 500,000 yuan [1] - The age distribution shows an average age of 51.5 years for CFOs, with the largest group (63%) aged between 50-59 years [3] - The oldest CFO is Shi Hongwei from Jinling Hotel, aged 57, earning 567,000 yuan, while the youngest is Xie Caiping from Huatian Hotel, aged 45, with a salary of 375,000 yuan [3] Educational Background - The educational background of CFOs includes 1 PhD, 3 Master's, and 4 Bachelor's degrees, with average salaries of 840,400 yuan, 2.30 million yuan, and 324,600 yuan respectively [5] - Ai Gengyun from Jinjiang Hotel, holding a PhD, is 54 years old and earns 840,400 yuan, ranking second in the industry [5] Performance and Compensation Relationship - There is a concerning trend where CFO compensation does not align with company performance, as seen with Shihui's CFO, who received a 52% salary increase despite a 43.2% decline in net profit [7] - Similarly, Junting Hotel's CFO received a 19% salary increase while the company's net profit fell by 17.4% [7]

上海锦江国际酒店股份有限公司 董事会薪酬与考核委员会关于 2024 年限制性股票激励计划 预留授予激励对象名单的公示情况说明及核查意见 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》(以下简称"《证券法》")、《上海证券交易所股票上市规则》、 《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《国有控股上 市公司（境内）实施股权激励试行办法》（以下简称"《试行办法》"）、《关 于规范国有控股上市公司实施股权激励制度有关问题的通知》等有关法律、法规 及规范性文件以及《上海锦江国际酒店股份有限公司章程》（以下简称"《公司 章程》"）、《上海锦江国际酒店股份有限公司 2024 年限制性股票激励计划（草 案）》（以下简称"《激励计划》"）的规定，上海锦江国际酒店股份有限公司 （以下简称"公司"）对 2024 年限制性股票激励计划（以下简称"本激励计划"） 拟预留授予激励对象名单在公司内部进行了公示。公司董事会薪酬与考核委员会 对本激励计划拟预留授予的激励对象名单进行审核，相关公示情况及核查意见如 下： 一、公示情况及核查方式 （一）公司对本次激励对象的公示情况 公司于 20 ...

证券代码：600754/900934 证券简称：锦江酒店/锦江 B 股 公告编号：2025-043 上海锦江国际酒店股份有限公司 第十一届董事会第四次会议决议公告 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。 上海锦江国际酒店股份有限公司（以下简称"公司"）于2025年8月4日以电 话、电子邮件和书面形式发出会议通知，2025年8月8日以通讯方式召开第十一届 董事会第四次会议，会议应到表决董事9名，实际参加表决董事9名。会议审议并 通过了如下决议： 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的《关 于向 2024 年限制性股票激励计划激励对象授予预留部分限制性股票的公告》 （公 告编号：2025-044）。 特此公告。 上海锦江国际酒店股份有限公司董事会 一、审议通过《关于向 2024 年限制性股票激励计划激励对象授予预留部分 限制性股票的议案》 根据《上市公司股权激励管理办法》、公司《2024 年限制性股票激励计划 （草案）》的相关规定以及公司 2024 年第一次临时股东大会的授权，董事会 ...

Core Viewpoint - The report discusses the 2024 Restricted Stock Incentive Plan of Shanghai Jin Jiang International Hotel Co., Ltd., detailing the conditions for granting restricted stocks to eligible employees and the necessary approvals obtained for the plan [6][17]. Summary by Sections Definitions - The report defines key terms related to the incentive plan, including "restricted stock," "incentive objects," and "grant date," which are essential for understanding the plan's structure and conditions [2][3]. Approval and Authorization - The plan has been approved by the company's board and relevant authorities, including the Shanghai State-owned Assets Supervision and Administration Commission, ensuring compliance with legal and regulatory requirements [9][17]. Granting Conditions - The report outlines the conditions under which the restricted stocks can be granted, including performance metrics such as a minimum return on equity of 4.6% and a net profit growth rate of at least 20% for the year 2023 [10][16]. Granting Details - A total of 603.424 million shares of restricted stock are to be granted, with 91.38 million shares being the actual amount proposed for the current granting phase due to unmet performance targets in the first release period [9][10]. Vesting Schedule - The vesting schedule for the restricted stocks includes three phases, with the first phase allowing for 40% of the stocks to be released after 24 months, and subsequent phases releasing additional portions after 36 and 48 months [12][14]. Financial Impact - The report emphasizes the need for the company to account for the financial implications of the stock incentive plan, including potential dilution effects on existing shareholders [16]. Conclusion - The independent financial advisor concludes that the incentive plan has met all necessary conditions and approvals, aligning with the company's strategic goals and regulatory frameworks [17].