Group 1 - The core viewpoint of the article highlights the strong financial performance of Atour Group in Q2 2025, with significant year-on-year growth in revenue, adjusted net profit, and adjusted EBITDA [1][2] - Atour Group reported a revenue of 2.469 billion RMB, representing a 37.4% increase year-on-year [1] - The adjusted net profit for the quarter was 427 million RMB, showing a 30.2% year-on-year growth [1] - Adjusted EBITDA increased by 37.7% to 610 million RMB [1] - The number of registered members grew by 34.7% to 102 million [1] Group 2 - In the hotel business, Atour operated 1,824 hotels, a 29.2% increase year-on-year, with a pipeline of 816 projects [1] - Key performance metrics for the hotel segment included a RevPAR of 343 RMB, ADR of 433 RMB, and an occupancy rate of 76.4% [1] - The company is focusing on different market segments, including mid-to-high-end and high-end markets, with new hotel openings and strategic brand positioning [1] Group 3 - The retail business showed positive momentum, with a GMV of 1.144 billion RMB in Q2, an 84.6% year-on-year increase [2] - During the 618 shopping festival, retail GMV reached 578 million RMB, up 86.1% year-on-year [2] - Atour Group has raised its full-year revenue guidance for 2025 to a 30% year-on-year growth based on the positive outlook for retail [2] - The company continues to innovate in both accommodation and retail products, aiming to build competitive advantages through differentiated experiences [2]
亚朵集团2025年第二季度营收同比增长37.4%,零售GMV同比增长84.6%