三季度营收微降 首旅酒店遭携程上海减持2520.6万股

Group 1 - Ctrip Shanghai, a major shareholder of Shoulv Hotel, reduced its stake by 25.206 million shares, representing 2.26% of the total share capital, bringing its ownership down from 12.26% to 10.00% [2] - Prior to the reduction, Ctrip Shanghai held 136.866 million shares, which decreased to 111.660 million shares post-reduction [2] - The equity change will not affect the controlling shareholder or the actual controller of Shoulv Hotel, nor will it impact the company's governance structure, management, or future strategic development [2] Group 2 - In the third quarter of 2025, Shoulv Hotel reported revenue of 2.121 billion yuan, a year-on-year decrease of 1.6%, and a net profit attributable to shareholders of 358 million yuan, down 2.21% year-on-year [3] - The revenue per available room (RevPAR) was 191 yuan, a decline of 2.4% year-on-year, with an occupancy rate of 73.6%, down 0.3 percentage points, and an average room price of 259 yuan, decreasing by 2% year-on-year [3] - Analysts from Zhongyin Securities noted that the national hotel market remains under pressure, with insufficient demand recovery and continuous supply growth, but Shoulv Hotel shows resilience and is improving store quality and operational efficiency, leading to a maintained "buy" rating [3]