Group 1 - The Beijing Consumers Association has raised concerns about unfair terms in the membership service agreement of Huazhu Club, including mandatory arbitration clauses that limit consumer rights, and has requested a comprehensive self-examination and rectification within a specified timeframe [1] - Huazhu Group has responded by emphasizing its commitment to addressing the issue and improving the consumer environment, which may lead to short-term negative impacts on the brand image and investor sentiment [1] Group 2 - Huazhu Group's stock (01179.HK) has seen a 10.01% increase over the past week (February 4 to 11, 2026), but experienced a 1.49% decline on February 11, closing at HKD 40.88, with a total trading volume of HKD 5.32 billion during this period [2] - The stock's recent performance has been influenced by market sentiment and industry factors, with a notable 4.31% increase on February 6 when Chinese concept stocks surged [2] Group 3 - According to a report from Credit Lyonnais on February 4, 2026, consumer travel intentions are expected to increase as the Spring Festival approaches, leading to a positive growth trend in revenue per available room (RevPAR) for Huazhu, with the 2026 RevPAR growth forecast raised to 2.8% [3] - This optimistic outlook is based on Huazhu's high operating leverage and brand structure optimization, although the report does not address short-term event risks [3]
华住会被约谈要求整改，股价波动加大