JINJIANG HOTELS(600754)
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京东布局外卖新动作 与锦江酒店达成战略合作
Zheng Quan Shi Bao Wang· 2025-09-09 14:38
在酒旅服务方面,锦江酒店全量酒店将入驻京东,接入"京东酒店PLUS会员计划",享受0佣金政策,并 通过系统直连实现信息实时同步。双方还将推进会员体系互通,并为京东员工及企业客户提供商旅服 务。在供应链协同方面,京东与锦江将共建B2B赋能平台,实现资源互补。锦江将为京东提供酒店类集 采资源,京东则助力锦江完善采购体系,并支持其海外拓展计划。 9月9日,京东与锦江酒店(600754)签署战略合作协议,双方将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。根据协议,京东旗下七鲜小厨将进驻锦江酒店(中国区)多品牌酒店。 这也被业内视为京东布局外卖业务的最新动作。 中国食品产业分析师朱丹蓬对证券时报记者表示,京东与酒店集团的此次合作,可视为其外卖业务布局 的升级举措。"借助多方资源整合,旗下七鲜小厨得以实现快速落地,但这一过程亦是对京东全链条运 营能力与综合管控能力的考验。该合作模式将在抢占酒店场景及年轻消费群体的外卖市场份额中,发挥 关键的作用。" "京东与锦江的这次联手,在战略层面上是一次优势互补、充满想象力的强强联合。通过打破传统的行 业边界,创造新的消费场景和价值增量。但其最终的成败,将高度依 ...
京东与锦江酒店达成战略合作:七鲜小厨进酒店,锦江全量酒店将入驻京东
Xin Lang Ke Ji· 2025-09-09 10:25
Group 1 - JD.com and Jinjiang Hotels have signed a strategic cooperation agreement to integrate resources in three main areas: innovative dining consumption scenarios, hotel services, and supply chain collaboration [1][2] - Jinjiang Hotels becomes JD.com's first fully strategic hotel group partner, with over 13,700 hotels and more than 1.33 million rooms globally, covering 53 countries and regions [1] - The partnership will introduce the "AI + Eat + Stay" business model through the integration of hotel and dining supply chains, starting with the launch of the "Seven Fresh Kitchen" in select Jinjiang hotels in Beijing from October [1] Group 2 - The cooperation will enhance member experiences by exploring collaboration between "Jinjiang Hui Members" and "JD PLUS Members," providing convenient services for JD's over 900,000 employees and potentially serving over 30,000 large enterprises and 8 million SMEs [2] - A B2B empowerment platform will be established to improve service capabilities and business coverage in the single hotel market, leveraging Jinjiang's supply chain for cost-effective procurement solutions [2] - Jinjiang Hotels will utilize JD's overseas logistics network to support its expansion into Southeast Asia, ensuring stable supply chain services and exploring growth opportunities for Chinese hotel brands internationally [2]
京东与锦江酒店达成全面战略合作
Zheng Quan Shi Bao Wang· 2025-09-09 10:19
人民财讯9月9日电,9月9日,京东与锦江酒店(600754)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。 ...
锦江酒店(600754):扣非业绩增长 费用优化明显
Xin Lang Cai Jing· 2025-09-09 00:29
储备门店环比增加,二季度境内RevPAR 同比-5.0% 事件 锦江酒店公布2025 年半年度报告。2025H1 公司实现收入65.3 亿元,同比下滑5.3%;归母净利润为3.7 亿元,同比下降56.3%;扣非归母净利润为4.1 亿元,同比+5.2%。分季度看,2025Q2 公司收入为35.8 亿元,同比下降2.7%;归母净利润为3.3 亿元,同比下滑49.1%;扣非归母净利润为3.8 亿元,同比增长 17.1%。业绩落在此前预告区间内。 需求减弱收入承压,扣非归母净利润同比+5.2% 受整体市场需求减弱及公司战略性退出境内外若干酒店物业影响,2025H1 公司营收同比下滑5.3%,其 中境内酒店/境外酒店/食品餐饮业务收入同比增速分别为-4.3%/-7.3%/-14.8%。公司归母净利润大幅下滑 主要是去年同期公司出售时尚之旅100%股权、卢浮集团处置若干酒店物业等抬高基数。上半年公司扣 非归母净利润同比增长5.2%,展现稳健的经营韧性。拆分核心子公司业绩看,境外业绩承压明显。境 内铂涛/维也纳归母净利润同比分别-0.3%/+10.7%,归母净利润之和同比增长4.9%;海外卢浮增亏2150 万欧元,按1 欧 ...
锦江酒店(600754) - 锦江酒店关于注销公司回购专用证券账户库存股通知债权人的公告
2025-09-08 08:16
证券代码:600754/900934 证券简称:锦江酒店/锦江B股 公告编号:2025-051 上海锦江国际酒店股份有限公司 1 文件外,还需携带法定代表人授权委托书和代理人有效身份证的原件及复印件。 债权人为自然人的,需同时携带有效身份证的原件及复印件;委托他人申报 的,除上述文件外,还需携带授权委托书和代理人有效身份证件的原件及复印件。 债权申报具体方式如下: 1、申报时间:2025 年 9 月 9 日起 45 天内(9:00-11:30;13:30-17:00,双 休日及法定节假日除外)。债权人可以采取现场、邮寄方式进行债权申报,以邮 寄方式申报的,以公司收到文件日为准,请注明"申报债权"字样。 关于注销公司回购专用证券账户库存股通知债权人的 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 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,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》。根据该议案,公司拟对回购专用证券账户中的 剩 ...
锦江酒店(600754) - 锦江酒店关于注销公司回购专用证券账户库存股的公告
2025-09-08 08:01
证券代码:600754/900934 证券简称:锦江酒店/锦江B股 公告编号:2025-050 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 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》,拟注销回购专用账户中剩余 1,120,360 股公司股 份。现将相关事项公告如下: 一、公司回购股份概况 2024 年 8 月 9 日,公司召开第十届董事会第三十二次会议,审议通过《关于以 集中竞价交易方式回购公司股份方案的议案》,同意本次回购的股份拟用于实施股 权激励计划,回购的股份如未能在发布回购结果暨股份变动公告后 3 年内用于上述 用途的,未使用的已回购股份将依据相关法律法规的规定予以注销。具体内容详见 公司于 2024 年 8 月 10 日披露于上海证券交易所(www.sse.com.cn)和指定媒体的 《上海锦江国际酒 ...
粮草未动兵马先行,锦江酒店国内遇瓶颈转向东南亚破局,赴港IPO获反馈意见
Hua Xia Shi Bao· 2025-09-06 14:25
Core Viewpoint - Jin Jiang Hotels is seeking to go public in Hong Kong, aiming to become the first hotel company in China to achieve "A+H" dual listing, which represents a significant step in its cross-border capital operations [2] Group 1: IPO and Market Context - Jin Jiang Hotels submitted its prospectus to the Hong Kong Stock Exchange in late June, with Dongfang Securities International as the sole sponsor [2] - The trend of A-share companies seeking to list in Hong Kong has increased, with several industry leaders completing "A+H" listings due to the advantages of financing efficiency and capital liquidity in the Hong Kong market [3] - The transition to a filing system for A-share companies going public in Hong Kong has streamlined the process, allowing listings to be completed in 6 to 8 months compared to the longer approval cycles in the A-share market [3] Group 2: Regulatory Environment - The China Securities Regulatory Commission (CSRC) has adopted a "green light" approach towards companies seeking to list in Hong Kong, while the U.S. listing environment remains challenging due to geopolitical factors [4] - The CSRC's focus has shifted to post-issuance reviews, ensuring companies do not violate regulations regarding national security and major legal issues [4] - Jin Jiang Hotels has been asked to clarify its subsidiaries' compliance with regulations and provide details on data security and user information handling [5] Group 3: Financial Performance and Challenges - Jin Jiang Hotels has faced significant financial challenges, with revenue and net profit declining in recent years, and a notable drop in RevPAR (Revenue Per Available Room) [10][11] - The company reported a revenue of 65.26 billion yuan in the first half of the year, a 5.31% decrease year-on-year, and a net profit of 3.71 billion yuan, down 56.27% [10] - The overseas business has not yielded expected returns, with cumulative losses exceeding 300 million euros from 2020 to 2024 [11][12] Group 4: Strategic Expansion - Jin Jiang Hotels is focusing on Southeast Asia for expansion, having signed a strategic cooperation agreement to develop over 180 hotel projects in the region [9] - The company plans to adopt a "light asset" model to reduce capital expenditure and enhance market penetration in Southeast Asia [13][14] - This strategic shift aims to leverage local partnerships and capitalize on the growing mid-market demand in emerging markets [14]
酒店餐饮板块9月5日涨0.99%,君亭酒店领涨,主力资金净流出1.34亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-05 08:56
Market Overview - The hotel and catering sector increased by 0.99% on September 5, with Junting Hotel leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Junting Hotel (301073) closed at 26.05, with a rise of 2.92% and a trading volume of 176,600 shares, amounting to 443 million yuan [1] - Other notable stocks include: - ST Yunwang (002306): closed at 1.91, up 1.60% with a trading volume of 191,700 shares [1] - Jinjiang Hotel (600754): closed at 23.27, up 1.35% with a trading volume of 141,600 shares [1] - Tongqinglou (605108): closed at 21.50, up 1.22% with a trading volume of 105,300 shares [1] - Shoulv Hotel (600258): closed at 15.23, up 1.06% with a trading volume of 203,800 shares [1] - Huatian Hotel (000428): closed at 3.88, up 1.04% with a trading volume of 727,100 shares [1] - Jinling Hotel (601007): closed at 8.20, down 0.49% with a trading volume of 234,500 shares [1] - Quanjude (002186): closed at 12.71, down 0.55% with a trading volume of 176,700 shares [1] - Xi'an Catering (000721): closed at 10.22, down 0.78% with a trading volume of 469,400 shares [1] Capital Flow - The hotel and catering sector experienced a net outflow of 134 million yuan from institutional investors, while retail investors saw a net inflow of 133 million yuan [1] - Specific capital flows for key stocks include: - Shoulv Hotel: net inflow of 3.29 million yuan from institutional investors, but a net outflow of 15.44 million yuan from retail investors [2] - ST Yunwang: net inflow of 3.05 million yuan from institutional investors, with a net outflow of 1.88 million yuan from retail investors [2] - Jinjiang Hotel: net outflow of 8.19 million yuan from institutional investors, with a net inflow of 9.39 million yuan from retail investors [2] - Quanjude: net outflow of 8.65 million yuan from institutional investors, but a net inflow of 9.76 million yuan from retail investors [2] - Xi'an Catering: net outflow of 51.19 million yuan from institutional investors, with a net inflow of 64.94 million yuan from retail investors [2]
锦江酒店:2024年限制性股票激励计划预留授予结果公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-05 07:50
Core Viewpoint - Jinjiang Hotels announced the completion of the registration for its 2024 restricted stock incentive plan, indicating a strategic move to motivate and retain key employees through equity participation [1] Group 1 - The registration for the restricted stock grant was completed at the Shanghai branch of China Securities Depository and Clearing Co., Ltd [1] - The registration date for the restricted stock grant is set for September 2, 2025 [1] - The total number of shares for the restricted stock grant is 845,400 shares [1]
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预留授予结果公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-05 04:49
Group 1: Restricted Stock Incentive Plan - The company announced the results of the 2024 restricted stock incentive plan, with a total of 845,400 shares reserved for grant [2] - The actual number of shares granted was adjusted from 913,800 to 845,400 due to 9 participants voluntarily waiving their rights [2][3] - The grant price for the restricted stock is set at 11.15 yuan per share [6] Group 2: Grant Details - The effective period for the restricted stock is up to 60 months from the completion of the grant registration [7] - The lock-up period for the granted restricted stock is 24 months, during which the stock cannot be transferred or used as collateral [7] - The company received a total of 9,426,210 yuan from 108 participants for the stock subscription [7][8] Group 3: Financial Impact and Shareholder Structure - The funds raised from the incentive plan will be used to supplement the company's working capital [10] - The stock grant will not change the control of the company as the shares are sourced from the company's own repurchased stock [9] - The total external guarantees provided by the company amount to 911,220.41 million yuan, with no overdue guarantees reported [17] Group 4: Guarantee for Subsidiary - The company provided a guarantee of 40 million euros for its wholly-owned subsidiary, Groupe du Louvre (GDL), for a working capital loan [12] - The total amount guaranteed for GDL is 213.5 million euros, with no counter-guarantee in place [12][13] - GDL reported total assets of 159,695.41 million euros and a net loss of 3,009.07 million euros for the first half of 2025 [13]