中信建投:10月中国酒店市场释放积极信号,关注消费修复趋势
Xin Lang Cai Jing·2025-11-26 01:08

Group 1 - The core viewpoint of the report indicates that the Chinese hotel market is showing positive signals for 2025, driven primarily by average room rates which are crucial for revenue improvement [1] - In October, the occupancy rate decreased by 1.3% year-on-year, while the average room rate increased by 3.6%, leading to a year-on-year RevPAR growth of 2.2% [1] - As of the end of October, the cumulative RevPAR index for the national hotel market reached 96, narrowing the gap with last year to within 4% [1] Group 2 - During the "Double 11" shopping festival, the overall GMV on the Fliggy platform grew by 30% year-on-year, indicating strong consumer willingness to book travel [1] - Over 6 million promotional items were booked, including nearly 1 million flight tickets, around 3 million hotel packages, and over 200 million tickets and entertainment packages [1]