截至6月30日，锦江酒店股东户数8.14万，较上期增加20.86%；人均流通股14709股，较上期减少 23.25%。2025年1月-6月，锦江酒店实现营业收入65.26亿元，同比减少5.31%；归母净利润3.71亿元，同 比减少56.27%。 9月17日，锦江酒店盘中上涨2.11%，截至13:10，报24.69元/股，成交3.41亿元，换手率1.56%，总市值 263.55亿元。 资金流向方面，主力资金净流出2167.20万元，特大单买入1259.00万元，占比3.70%，卖出2519.93万 元，占比7.40%；大单买入6834.45万元，占比20.06%，卖出7740.73万元，占比22.72%。 锦江酒店今年以来股价跌6.76%，近5个交易日涨4.84%，近20日涨6.98%，近60日涨11.57%。 资料显示，上海锦江国际酒店股份有限公司位于上海市延安东路100号20楼,香港铜锣湾勿地臣街1号时 代广场2座31楼，成立日期1994年12月13日，上市日期1996年10月11日，公司主营业务涉及有限服务型 酒店营运及管理业务和食品及餐饮业务。主营业务收入构成为：有限服务型酒店营运及管理业务 96.58 ...

Market Overview - The hotel and catering sector increased by 0.62% on September 16, with Huazhong Hotel leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Huazhong Hotel (000428) closed at 4.02, up 4.42% with a trading volume of 812,400 shares and a turnover of 324 million yuan [1] - Xian Catering (000721) closed at 10.64, up 2.70% with a trading volume of 510,500 shares and a turnover of 532 million yuan [1] - ST Yunwang (002306) closed at 1.93, up 2.12% with a trading volume of 314,100 shares and a turnover of 60.41 million yuan [1] - Junting Hotel (301073) closed at 26.78, up 1.02% with a trading volume of 124,900 shares and a turnover of 335 million yuan [1] - Jinling Hotel (601007) closed at 8.20, up 0.74% with a trading volume of 202,500 shares and a turnover of 166 million yuan [1] - Shoulv Hotel (600258) closed at 15.29, up 0.20% with a trading volume of 237,100 shares and a turnover of 362 million yuan [1] - Quanjude (002186) closed at 12.72, down 0.08% with a trading volume of 154,700 shares and a turnover of 1.967 million yuan [1] - Jinjiang Hotel (600754) closed at 24.18, down 0.08% with a trading volume of 233,000 shares and a turnover of 562 million yuan [1] - Tongqinglou (605108) closed at 20.85, down 0.29% with a trading volume of 50,500 shares and a turnover of 10.5 million yuan [1] Capital Flow Analysis - The hotel and catering sector experienced a net outflow of 55.69 million yuan from institutional investors, while retail investors saw a net inflow of 53.57 million yuan [1] - The detailed capital flow for individual stocks indicates varying levels of institutional and retail investor activity [2] - Xian Catering had a net inflow of 19.72 million yuan from institutional investors, while retail investors had a net outflow of 9.43 million yuan [2] - ST Yunwang saw a net inflow of 6.99 million yuan from institutional investors, with retail investors also experiencing a net outflow [2] - Jinjiang Hotel had a net outflow of 3.82 million yuan from institutional investors, but retail investors had a net inflow of 7.56 million yuan [2] - Overall, the capital flow indicates a mixed sentiment among different types of investors within the hotel and catering sector [2]

Market Overview - The hotel and catering sector increased by 1.7% on September 15, with Jinjiang Hotels leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Jinjiang Hotels (600754) closed at 24.20, up 4.18% with a trading volume of 320,400 shares and a transaction value of 766 million [1] - Quanjude (002186) closed at 12.73, up 1.68% with a trading volume of 178,400 shares and a transaction value of 226 million [1] - Huazhong Hotel (000428) closed at 3.85, up 1.58% with a trading volume of 324,500 shares and a transaction value of 123 million [1] - Other notable performances include Jining Hotel (601007) up 0.87%, and Xian Catering (000721) up 0.78% [1] Capital Flow - The hotel and catering sector saw a net inflow of 64.27 million from institutional investors, while retail investors experienced a net outflow of 97.65 million [1] - Jinjiang Hotels had a significant net inflow of 93.03 million from institutional investors, representing 12.14% of its total trading volume [2] - Quanjude and Huazhong Hotel also saw net inflows from institutional and speculative investors, although retail investors withdrew funds [2]

Group 1 - The core viewpoint of the news is that Jinjiang Hotels experienced a stock price increase of 5.08%, reaching 24.41 CNY per share, with a trading volume of 554 million CNY and a turnover rate of 2.56%, resulting in a total market capitalization of 26.056 billion CNY [1] - Jinjiang Hotels primarily operates in limited-service hotel operations and management, which accounts for 96.58% of its revenue, while food and beverage business contributes 1.72%, and full-service hotel operations and management contributes 1.69% [1] - The company was established on December 13, 1994, and was listed on October 11, 1996, with its headquarters located in Shanghai [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Jinjiang Hotels, having increased its holdings by 974,800 shares in the second quarter, totaling 6.7681 million shares, which represents 0.64% of the circulating shares [2] - The Southern CSI 500 ETF has achieved a year-to-date return of 26.53% and a one-year return of 61.07%, ranking 1790 out of 4223 and 1486 out of 3803 respectively in its category [2] - The fund manager of Southern CSI 500 ETF, Luo Wenjie, has a tenure of 12 years and 150 days, with the fund's total asset size at 138.999 billion CNY [3]

Core Viewpoint - Jin Jiang Hotels' stock price has shown fluctuations, with a recent increase of 2.24% on September 15, 2023, despite a year-to-date decline of 10.31% [1][2]. Financial Performance - For the first half of 2025, Jin Jiang Hotels reported a revenue of 6.526 billion yuan, a year-on-year decrease of 5.31%, and a net profit attributable to shareholders of 371 million yuan, down 56.27% year-on-year [2]. - The company has cumulatively distributed 6.356 billion yuan in dividends since its A-share listing, with 1.132 billion yuan distributed over the past three years [3]. Stock Market Activity - As of September 15, 2023, Jin Jiang Hotels' stock was trading at 23.75 yuan per share, with a market capitalization of 25.351 billion yuan and a trading volume of 228 million yuan [1]. - The stock has experienced a 1.45% increase over the last five trading days and a 4.17% increase over the last 20 days [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 20.86% to 81,400, while the average circulating shares per person decreased by 23.25% to 14,709 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 82.0363 million shares, a decrease of 925,200 shares from the previous period [3].

Group 1 - The hotel market in Jinan is experiencing a moderate price increase for the upcoming National Day holiday, with price hikes significantly lower than in previous years, which often saw increases of two to three times [1][2] - Hotel prices in Jinan are expected to rise by 50% to 100% compared to regular rates, contrasting sharply with the past years' exorbitant price surges [2] - For example, the Han Ting Hotel near Jinan Wildlife World has a minimum price of 181 yuan per night, with an average price of 324.5 yuan during the holiday, marking a 128.73% increase [2] Group 2 - The hotel industry is witnessing intensified competition, leading to a more rational pricing strategy, as hotels focus on price and service to attract customers [2] - Customers are increasingly opting for last-minute bookings, with many preferring to reserve rooms closer to the holiday date rather than in advance [3] - As of September 8, one hotel reported that 15% of its rooms were booked, indicating a trend towards concentrated booking activity closer to the holiday [3]

Market Overview - The hotel and catering sector experienced a decline of 1.41% on September 12, with Junting Hotel leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Individual Stock Performance - ST Yunwang (002306) closed at 1.92, with an increase of 1.05% and a trading volume of 158,100 shares, totaling 13.02 million yuan [1] - Quanjude (002186) closed at 12.55, down 0.24%, with a trading volume of 86,000 shares, totaling 109 million yuan [1] - Jinjiang Hotel (600754) closed at 23.30, down 0.72%, with a trading volume of 70,800 shares, totaling 166 million yuan [1] - Huatian Hotel (000428) closed at 3.78, down 0.79%, with a trading volume of 191,500 shares, totaling 72.68 million yuan [1] - Xianyin Food (000721) closed at 10.33, down 1.15%, with a trading volume of 258,000 shares, totaling 268 million yuan [1] - Jinling Hotel (601007) closed at 8.08, down 1.22%, with a trading volume of 130,400 shares, totaling 10.6 million yuan [1] - Shoulv Hotel (600258) closed at 15.26, down 1.48%, with a trading volume of 90,900 shares, totaling 140 million yuan [1] - Tongqinglou (605108) closed at 20.80, down 2.30%, with a trading volume of 33,700 shares, totaling 7.08 million yuan [1] - Junting Hotel (301073) closed at 26.69, down 2.41%, with a trading volume of 81,900 shares, totaling 220 million yuan [1] Capital Flow Analysis - The hotel and catering sector saw a net outflow of 126 million yuan from main funds, while retail investors contributed a net inflow of 141 million yuan [1] - The following stocks experienced significant capital flow changes: - Huatian Hotel: Main funds net inflow of 1.49 million yuan, retail net inflow of 5.79 million yuan [2] - ST Yunwang: Main funds net outflow of 589,300 yuan, retail net outflow of 69,400 yuan [2] - Jinling Hotel: Main funds net outflow of 6.63 million yuan, retail net inflow of 9.41 million yuan [2] - Quanjude: Main funds net outflow of 7.99 million yuan, retail net inflow of 12.60 million yuan [2] - Jinjiang Hotel: Main funds net outflow of 25.17 million yuan, retail net inflow of 32.34 million yuan [2] - Junting Hotel: Main funds net outflow of 51.94 million yuan, retail net inflow of 30.58 million yuan [2]

Market Overview - The hotel and catering sector increased by 1.08% on September 10, with Junting Hotel leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Junting Hotel (301073) closed at 27.60, up 4.47% with a trading volume of 202,200 shares and a transaction value of 546 million [1] - Jinling Hotel (601007) closed at 8.31, up 3.36% with a trading volume of 286,900 shares and a transaction value of 236 million [1] - Huatian Hotel (000428) closed at 3.87, up 2.38% with a trading volume of 404,300 shares and a transaction value of 156 million [1] - Other notable performances include Xian Catering (000721) up 1.90% and Quanjude (002186) up 1.36% [1] Capital Flow - The hotel and catering sector saw a net inflow of 89.7 million from institutional investors, while retail investors experienced a net outflow of 117 million [1] - Junting Hotel attracted a net inflow of 36.9 million from institutional investors, while retail investors had a net outflow of 32.1 million [2] - Jinjiang Hotel (600754) and Quanjude (002186) also saw positive net inflows from institutional investors, indicating strong interest in these stocks [2]

Core Viewpoint - JD Group has signed a strategic cooperation agreement with Jin Jiang Hotels to enhance collaboration in three key areas: innovative dining consumption scenarios, hotel and travel services, and supply chain synergy [1] Group 1: Strategic Cooperation Agreement - The agreement aims to integrate the strengths of both companies to create a benchmark for innovation in the hotel and travel industry, leading to an "AI-driven, experience-upgraded" phase [1] - JD's quality dining joint venture platform, Seven Fresh Kitchen, will enter Jin Jiang Hotels' diverse brand hotels to explore a new business model of "AI + dining + accommodation" [1] Group 2: Hotel and Travel Services - All Jin Jiang Hotels will gradually join JD's platform, benefiting from the "JD Hotel PLUS Membership Plan" with a maximum of three years of zero commission policy [1] - A central reservation system will be established to connect hotel operations, allowing real-time information sharing on room status, pricing, and orders [1] Group 3: Supply Chain Synergy - Both companies will build a B2B empowerment platform to enhance service capabilities and business coverage in the single hotel market through complementary supply chain resources [1]

在酒旅服务方面，锦江酒店旗下全量酒店将逐步入驻京东，依托京东旅行推出的"京东酒店PLUS会员计 划"享受最高三年的0佣金政策。双方将通过中央预订系统直连，打通房态、价格、订单等经营维度，实 现信息实时互通，推动酒店业务的良性经营和多方共赢。在供应链协同方面，双方将共同构建B2B赋能 平台，通过供应链资源的双向互补与协同增效，全面提升在单体酒店市场的服务能力与业务覆盖。 智通财经APP获悉，京东集团-SW(09618)涨超5%，截至发稿，涨4.39%，报133.1港元，成交额23.55亿 港元。 消息面上，据京东官微消息，9月9日，京东与锦江酒店正式签署战略合作协议，将整合双方优势资源， 围绕餐饮消费场景创新、酒旅服务、供应链协同三大领域全面深化合作，携手打造酒旅创新标杆，引领 行业迈向"AI驱动，体验升级"的全新阶段。依据战略合作协议，在创新餐饮消费场景方面，作为京东创 新打造的品质餐饮合营制作平台，七鲜小厨将进驻锦江酒店(中国区)旗下多元品牌酒店，率先共同探 索"AI+吃+住"的全新商业模式。双方将通过酒店和餐饮供应链的融合，创造全新的消费场景和增量。 ...