Core Viewpoint - Huazhu Group's membership club, Huazhu Club, was summoned by the Beijing Consumer Association on February 11, 2026, regarding unfair arbitration clauses in its membership service agreement, which limit consumer rights [1] - Recent consumer complaints about hygiene issues in Huazhu hotels have raised concerns about management quality, prompting the company to initiate a self-inspection and commit to improving the consumer environment [1] Stock Performance - Huazhu Group's stock (01179.HK) rose by 7.58% over the recent 7-day period from February 6 to February 12, 2026, with the closing price increasing from HKD 40.16 to HKD 41.42 [2] - The stock experienced increased volatility, with a single-day drop of 1.49% on February 11 due to the summons, followed by a rebound of 1.32% on February 12 [2] - The trading volume during this period reached HKD 4.44 billion, with a closing price of HKD 41.42 on February 12, showing a daily fluctuation of 1.86% and a turnover rate of 0.06% [2] Institutional Insights - According to a report by Citi on February 4, 2026, consumer travel willingness is expected to increase with the upcoming Spring Festival, leading to a positive growth trend in revenue per available room (RevPAR) for Huazhu [3] - The RevPAR growth forecast for 2026 has been raised to 2.8%, based on Huazhu's high operating leverage and brand structure optimization, although specific analysis of short-term event risks was not provided [3]
华住集团遭消协约谈，股价短期波动加大