证券之星消息，9月5日酒店餐饮板块较上一交易日上涨0.99%，君亭酒店领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。酒店餐饮板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301073 | 君亭酒店 | 26.05 | 2.92% | 17.66万 | 4.43 乙 | | 002306 | *ST云网 | 1.91 | 1.60% | 19.17万 | 3620.88万 | | 600754 | 锦江酒店 | 23.27 | 1.35% | 14.16万 | 3.25亿 | | 605108 | 同庆楼 | 21.50 | 1.22% | 10.53万 | 2.22亿 | | 600258 | 首旅酒店 | 15.23 | 1.06% | 20.38万 | 3.06亿 | | 000428 | 华天酒店 | 3.88 | 1.04% | 72.71万 | 2.76亿 | | 601007 | 金陵饭店 | 8.2 ...

Market Overview - The hotel and catering sector increased by 1.15% on September 4, with Tongqinglou leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the hotel and catering sector showed varied performance, with Tongqinglou closing at 21.24, up 3.11%, and Quanjude at 12.78, down 0.16% [1] - The trading volume and turnover for major stocks included: - Junting Hotel: 25.31, up 1.61%, with a turnover of 494 million [1] - Huatian Hotel: 3.84, up 1.59%, with a turnover of 316 million [1] - Xianyin Restaurant: 10.30, up 1.38%, with a turnover of 570 million [1] Capital Flow - The hotel and catering sector experienced a net outflow of 86.87 million from institutional investors and 67.67 million from retail investors, while retail investors saw a net inflow of 155 million [1] - Detailed capital flow for selected stocks showed: - Junting Hotel: Institutional net inflow of 16.16 million, retail net inflow of 1.23 million [2] - Huatian Hotel: Institutional net inflow of 11.60 million, retail net outflow of 14.36 million [2] - Quanjude: Institutional net outflow of 38.44 million, retail net inflow of 56.47 million [2]

一、事件：国庆长假 2025国庆中秋假期讲连休共计8天。 黄山9月1日起购买"黄山旅游一卡通（全国版）"自动赠送200元文旅消费券礼包，发放至"黄山旅游官方平台"小程序； 杭州西湖区："2025杭州西湖文旅消费券"，9月4日10:00-9月6日23:59为新一期，全国用户可参与，后续轮次持续至12月 30日。 出境游强劲复苏 据去哪儿平台数据显示，今年暑期，热门城市的国际机票预订量已回升至疫情前的五成以上。同时，文旅部公布的恢复 出境团队游第三批名单中，日本和韩国成为了暑期热门目的地，其预订量相比年初激增近10倍，且机票价格较之前下降 了大约四成。 此外，飞猪数据显示，7月平台上的签证办理量同比激增13倍以上。其中，日本等目的地的签证办理量已超越2019年同 期，而韩国、印度、芬兰、卢森堡、瑞典等地的本地玩乐服务日均履约量也已全面恢复至疫情前水平。 据文旅部数据显示，2025年上半年，国内居民出游人次32.85亿，同比增长20.6%；国内居民出游花费3.15万亿元，同比 增长15.2%。据中国旅游研究院预测，2025年暑期国内旅游人次有望突破25亿人次，总消费规模预计达1.8万亿元。 多地将在9月发放文旅消费 ...

Group 1 - The hotel industry has experienced a significant boost this summer, with a strong demand for quality travel and unique experiences, as evidenced by the increase in average order prices by 9.9% year-on-year during the summer travel season [1] - High-end hotels are performing well, with occupancy rates exceeding 70% in locations like Sanya, where innovative activities such as coral reef observation camps have become popular [2] - The trend of traveling to events, such as concerts and exhibitions, has surged, with hotel and attraction searches around event venues increasing significantly, exemplified by a more than 7-fold increase in searches following the sale of concert tickets [2] Group 2 - The recovery of outbound tourism has been rapid, with popular destinations including Japan, Thailand, and South Korea seeing substantial growth in hotel bookings, such as a 98% increase in orders for hotels in Okinawa, Japan [3] - Hotels in destinations like Uzbekistan are adapting to cater to Chinese tourists, offering services such as Chinese-speaking concierge and traditional tea sets to enhance the guest experience [3] - Traditional tourist destinations like Indonesia and Australia continue to thrive, with family-friendly services being introduced in hotels to attract Chinese tourists, including free accommodation for children and dedicated entertainment activities [4] Group 3 - The cruise market has also seen a strong recovery, with over 1.377 million travelers passing through Shanghai's cruise port this year, marking a 48.71% year-on-year increase [4] - The demand for family-oriented cruise experiences has risen, with over 60% of guests being families, leading to increased bookings for family room types and entertainment facilities [4] - The cruise ship "Spectrum of the Seas" achieved record-high occupancy rates during the summer, indicating robust demand in the cruise sector [4]

Core Viewpoint - The hotel and catering sector experienced a rise of 0.91% on September 1, with Quan Juding leading the gains, while the overall market indices also showed positive performance [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 3875.53, up by 0.46% [1] - The Shenzhen Component Index closed at 12828.95, up by 1.05% [1] Group 2: Individual Stock Performance - Quan Juding (002186) closed at 14.39, with a gain of 3.53% and a trading volume of 347,800 shares, totaling a transaction value of 492 million yuan [1] - Junting Hotel (301073) closed at 25.99, up by 3.22%, with a trading volume of 147,500 shares and a transaction value of 381 million yuan [1] - Jinling Hotel (601007) closed at 8.07, gaining 3.07%, with a trading volume of 231,300 shares and a transaction value of 185 million yuan [1] - Tongqinglou (605108) closed at 21.61, up by 2.42%, with a trading volume of 74,300 shares and a transaction value of 159 million yuan [1] - Huatian Hotel (000428) closed at 3.73, gaining 1.91%, with a trading volume of 295,800 shares and a transaction value of 110 million yuan [1] - Xi'an Catering (000721) closed at 10.55, up by 1.15%, with a trading volume of 821,200 shares and a transaction value of 880 million yuan [1] - Shoulv Hotel (600258) closed at 15.35, gaining 0.66%, with a trading volume of 322,200 shares and a transaction value of 493 million yuan [1] - *ST Yunwang (002306) closed at 1.88, up by 0.53%, with a trading volume of 186,200 shares and a transaction value of 34.93 million yuan [1] - Jinjiang Hotel (600754) closed at 23.04, down by 0.82%, with a trading volume of 159,000 shares and a transaction value of 367 million yuan [1] Group 3: Fund Flow Analysis - The hotel and catering sector saw a net outflow of 38.80 million yuan from institutional funds, while retail investors contributed a net inflow of 30.77 million yuan [2] - Speculative funds recorded a net inflow of 803.19 million yuan into the sector [2]

新开项目致利润率承压，静待下半年门店爬坡 君亭酒店(301073) | 投资评级:增持(维持) | | --- | | 基本数据 | 2025-08-29 | | --- | --- | | 收盘价(元) | 25.18 | | 流通股本(亿股) | 1.78 | | 每股净资产(元) | 4.89 | | 总股本(亿股) | 1.94 | 最近 12 月市场表现 -9% 7% 24% 40% 57% 74% 君亭酒店 沪深300 分析师 耿荣晨 SAC 证书编号：S0160525070002 gengrc@ctsec.com 分析师 周诗琪 SAC 证书编号：S0160525060006 zhousq@ctsec.com 相关报告 1. 《经营短期承压，关注新店爬坡》 2024-10-31 2. 《新店爬坡拖累业绩，期待后续利润释 放》 2024-09-10 3. 《一季度营收高增，期待后续利润释放》 2024-05-05 核心观点 | 盈利预测 | | | | | | | --- | --- | --- | --- | --- | --- | | [币种Table_FinchinaSimple] (人民币 ...

本次财报公布的各项数据指标表现不尽如人意。其中，毛利率28.16%，同比减9.68%，净利率2.38%， 同比减54.16%，销售费用、管理费用、财务费用总计8887.29万元，三费占营收比27.23%，同比增 7.17%，每股净资产4.89元，同比减1.19%，每股经营性现金流0.6元，同比增3.51%，每股收益0.03元， 同比减57.14% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.31亿 | 3.26亿 | -1.24% | | 归母净利润(元) | 1369.76万 | 616.97万 | -54.96% | | 扣非净利润(元) | 1374.43万 | 291.74万 | -78.77% | | 货币资金(元) | 3.47亿 | S 2.84亿 | -18.16% | | 应收账款(元) | 8632.84万 | 8323.01万 | -3.59% | | 有息负债(元) | 1.11亿 | 1.26/Z | 13.37% | | 毛利率 | 31.18% | 28.16% | -9.6 ...

Market Overview - The hotel and catering sector increased by 0.31% on August 29, with Xi'an Catering leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Stock Performance - Xi'an Catering (000721) closed at 10.43, up 3.88% with a trading volume of 745,900 shares and a transaction value of 772 million [1] - Tongqinglou (605108) closed at 21.10, up 2.98% with a trading volume of 89,800 shares and a transaction value of 189 million [1] - Junxiang Hotel (301073) closed at 25.18, up 1.21% with a trading volume of 125,600 shares and a transaction value of 318 million [1] - Shoulv Hotel (600258) closed at 15.25, up 0.59% with a trading volume of 131,460 shares and a transaction value of 480 million [1] - Jinjing Hotel (601007) closed at 7.83, up 0.38% with a trading volume of 133,000 shares and a transaction value of 104 million [1] - Huatian Hotel (000428) closed at 3.66, up 0.27% with a trading volume of 251,200 shares and a transaction value of 92.51 million [1] - ST Yunwang (002306) closed at 1.87, unchanged with a trading volume of 203,500 shares and a transaction value of 38.05 million [1] - Jinjiang Hotel (600754) closed at 23.23, down 0.51% with a trading volume of 118,600 shares and a transaction value of 277 million [1] - Quanjude (002186) closed at 13.90, down 4.92% with a trading volume of 408,700 shares and a transaction value of 591 million [1] Capital Flow - The hotel and catering sector experienced a net outflow of 68.2 million from institutional investors, while retail investors saw a net inflow of 55.85 million [1] - Major stocks like Xi'an Catering had a net inflow of 42.26 million from institutional investors, while retail investors had a net outflow of 41.52 million [2] - Tongqinglou saw a net inflow of 11.31 million from institutional investors, with retail investors experiencing a net outflow of 13.88 million [2] - Junxiang Hotel had a net inflow of 7.32 million from institutional investors, while retail investors had a net outflow of 3.98 million [2] - Jinjing Hotel experienced a net outflow of 28.26 million from institutional investors, while retail investors had a net inflow of 3.20 million [2] - Quanjude faced a significant net outflow of 45.29 million from institutional investors, but retail investors had a net inflow of 60.58 million [2] - Shoulv Hotel had a net outflow of 59.30 million from institutional investors, with retail investors seeing a net inflow of 45.98 million [2]

北京商报讯（记者 吴其芸）8月28日，君亭酒店发布2025年半年度报告，报告期内，君亭酒店实现营业 收入3.26亿元，同比减少1.24%；归属于上市公司股东的净利润616.97万元，同比减少54.96%。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：301073 证券简称：君亭酒店 公告编号：2025-025 君亭酒店集团股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召 开第四届董事会第五次会议，审议通过了《关于提名赵可先生为第四届董事会 非独立董事候选人的议案》《关于调整部分董事会专门委员会组成的议案》， 现将具体内容公告如下： 君亭酒店集团股份有限公司 关于公司董事辞职、补选董事并调整部分董事会专门委员会成员 的公告 一、关于非独立董事离任情况 公司董事会于近日收到非独立董事甘圣宏先生的书面辞职报告，甘圣宏先 生因个人原因申请辞去所担任的第四届董事会非独立董事职务，同时辞去第四 届董事会专门委员会成员职务，原定任期为 2024 年 5 月 20 日至 2027 年 5 月 19 日，在公司改选新董事前，甘圣宏先生同意继续履行董事职责，离任自公司选 举产生新的非独立董事之日起生效。离任后，甘圣宏先生将继续在公司担任设 计与工程研究院院长一职。 根据《中华人民共和国公司法》《公司章程》等有关规定，董事在任期内 辞任导致董事会成员 ...