一大波酒店投资人，开始组团“西南飞”

Core Insights - The hotel investment trend is shifting towards Guiyang, the capital of Guizhou province, as investors are increasingly attracted to its growing market potential [2][4][5] Market Performance - Guiyang's hotel market is showing strong performance with a 40% year-on-year increase in accommodation demand during the summer of 2025, and an average occupancy rate exceeding 85% [3][7] - The core area of Guiyang has seen hotel occupancy rates consistently surpassing 90% [6][8] Supply and Demand Dynamics - Despite the surge in demand, the supply of hotels in Guiyang remains limited, with only 2,922 hotels available as of August this year, and a low chain hotel penetration rate of 3.58% for economy hotels [11][10] - The market is experiencing a structural opportunity with demand outpacing supply, particularly in the mid-to-high-end hotel segment [15][12] Market Structure and Trends - The hotel market in Guiyang is transitioning from economy to mid-to-high-end offerings, with approximately 25% of hotels classified as high-end and 60% as mid-range [12][14] - In the past three years, 1,262 new hotels have opened, with a significant number being economy hotels, indicating a shift in market dynamics [13][14] Investment Opportunities - The local government has implemented supportive policies to boost the development of mid-to-high-end hotels, including financial incentives and land use innovations [18][19] - International hotel brands such as Hilton and Marriott have accelerated their entry into the Guiyang market, indicating strong investor interest [20][21] Competitive Landscape - The competitive environment is intensifying as new entrants may resort to price cuts and promotions to attract customers, which could pressure existing hotels [28] - The overall hotel operating data in the Southwest region is below the national average, highlighting the need for improved operational efficiency [28] Future Outlook - Guiyang's hotel market is poised for growth, but investors must adopt a long-term perspective and focus on creating differentiated offerings to achieve sustainable returns [30][31]