本报讯 （记者梁傲男）8月20日，华住集团有限公司（以下简称"华住集团"）发布上半年财报。今年二 季度公司实现酒店营业额269亿元，同比增长15%；收入达64亿元，同比增长4.5%；经调整净利润13.5 亿元，同比增长7.6%。 截至二季度末，华住集团在营酒店总数达12137家，同比增长18%；在营客房总数1184915间，同比增加 18.3%。报告期内，集团新开业酒店597家，待开业酒店2947家，期末运营中及待开业酒店合计覆盖城 市达1522个。 从核心指标来看，二季度在市场供给增加的压力下，华住中国的日均房价（ADR）、入住率（OCC） 和平均可出租客房收入（RevPAR）为290元、81%和235元，均较上季度有所回升，并分别恢复至2024 年同期的98.1%、98.4%和96.2%。 二季度，华住中国新开业门店数量为595家，其中经济型酒店和中档酒店占比分别达44%、42%，符合 华住中国以经济型和中档酒店为核心服务大众市场的路线。截至二季度末，华住中国运营中及待开业酒 店合计覆盖城市达到1416个，较上年同期增加88个。 华住集团首席执行官金辉表示，集团始终坚持长期主义，强化高质量发展、快速抢占核 ...

Core Insights - Huazhu Group reported a hotel revenue of 26.9 billion yuan in Q2, representing a year-on-year growth of 15% [1] - The group's total revenue reached 6.4 billion yuan, up 4.5% year-on-year, with adjusted net profit at 1.35 billion yuan, increasing by 7.6% [1] - Adjusted EBITDA for the quarter was 2.3 billion yuan, reflecting an 11.3% year-on-year growth [1] Operational Metrics - As of the end of Q2, Huazhu operated a total of 12,137 hotels, marking an 18% increase year-on-year, with 1,184,915 rooms, up 18.3% [1] - The company opened 597 new hotels during the quarter, with a total of 2,947 hotels in the pipeline, covering 1,522 cities [1] - Key performance indicators showed an average daily rate (ADR) of 290 yuan, an occupancy rate (OCC) of 81%, and revenue per available room (RevPAR) of 235 yuan, all showing recovery compared to the previous quarter [1] Strategic Focus - CEO Jin Hui emphasized the commitment to long-termism, high-quality development, and market penetration, particularly in core urban areas [2] - The company aims to maintain dual growth in scale and profitability despite increased market supply pressure, achieving high occupancy rates [2] - Huazhu is focused on product innovation and ecosystem development, launching the "epoch-making" Hanting 4.0 and expanding its mid-range brand, Juzi [2]

8月20日，华住集团发布2025年第二季度财报。数据显示，二季度集团酒店营业额同比增长15%至269亿 元；收入同比增长4.5%至64亿元；经调整净利润同比增长7.6%至13.5亿元；经调整EBITDA同比增长 11.3%至23亿元。 截至二季度末，集团在营酒店12137家，同比增长18%；在营客房1184915间，同比增加18.3%。报告期 内新开业酒店597家，待开业2947家，运营中及待开业酒店合计覆盖城市1522个。 品牌动态显示，汉庭推出4.0版本，标准化模型造价6.99万/间，营建周期缩短30天，同时汉庭位列2024 年度"全球TOP50酒店品牌"榜单第一。桔子酒店开业数突破1000家，8年增长12倍。城际酒店在营及待 开业数同比增长57.1%，RevPAR370元，开业18个月以上成熟店RevPAR441元。 华住中国方面，二季度日均房价（ADR）290元、入住率（OCC）81%、平均可出租客房收入 （RevPAR）235元，分别恢复至2024年同期的98.1%、98.4%和96.2%。期内新开业门店595家，其中经 济型、中档酒店占比分别为44%、42%；运营中及待开业酒店覆盖城市1416个， ...

Core Insights - Huazhu Group reported a strong financial performance for Q2 2025, with hotel revenue reaching 26.9 billion yuan, a year-on-year increase of 15% [1] - The group’s total revenue was 6.4 billion yuan, up 4.5% year-on-year, while adjusted net profit rose to 1.35 billion yuan, reflecting a 7.6% increase [1] - The company continues to expand its hotel network, with a total of 12,137 operating hotels, an 18% increase year-on-year [1] Financial Performance - Hotel revenue for Q2 2025 was 26.9 billion yuan, a 15% increase from the previous year [1] - Total revenue reached 6.4 billion yuan, marking a 4.5% year-on-year growth [1] - Adjusted net profit was 1.35 billion yuan, up 7.6% year-on-year, and adjusted EBITDA was 2.3 billion yuan, reflecting an 11.3% increase [1] Operational Metrics - The average daily rate (ADR) was 290 yuan, with an occupancy rate (OCC) of 81% and revenue per available room (RevPAR) of 235 yuan, all showing recovery compared to the previous quarter [3] - The number of new hotel openings in Q2 was 595, with a focus on economy and mid-range hotels, which accounted for 44% and 42% of new openings, respectively [3] - The total number of operating and upcoming hotels reached 12,016 and 2,925, respectively, covering 1,416 cities [3] Strategic Initiatives - Huazhu launched the new Hanting 4.0 version, aimed at providing affordable and comfortable accommodation while ensuring a stable profit model for investors [4] - The company’s mid-range brand, Orange Hotel, has surpassed 1,000 openings, achieving a 12-fold growth in 8 years, indicating a successful differentiation strategy in the competitive market [5] - The Intercity Hotel brand is expanding rapidly, with a 57.1% year-on-year increase in operating and upcoming hotels, and a RevPAR of 370 yuan [7] Membership and Customer Engagement - The membership program, Huazhu Club, reached 288 million members, a 17.5% increase year-on-year, with a significant rise in direct bookings [8] - The company introduced a price guarantee policy to enhance consumer trust and increase member retention [8] - Continuous optimization of the supply chain is being implemented to ensure better quality and lower costs for franchisees [8]

Core Insights - The article discusses the emergence of small, efficient teams in the AI era, exemplified by Oleve, which has achieved significant revenue with a minimal workforce [3][7]. Group 1: Company Overview - Oleve is an AI startup with a team of only 4 people, generating an annual revenue of $6 million (approximately 43 million yuan) [3]. - The company has developed three products, including two educational applications: Quizard AI and Unstuck AI, with Quizard achieving a ranking of third in educational apps [3][9]. Group 2: Product Success - Quizard, launched in January 2023, quickly gained traction, achieving profitability within 9 months [9][17]. - The marketing strategy for Quizard included viral videos on TikTok, which garnered over 1 million views and converted into 10,000 users within 30 hours [13][15]. - Unstuck AI, the second product, reached 1 million users in just 2 months after its launch [19]. Group 3: Team and Growth Strategy - Oleve employs a "lean growth" strategy with six principles, including hiring multi-skilled individuals and prioritizing profitability [26][28]. - The team focuses on continuous process improvement and utilizes "super tools" to streamline operations and enhance flexibility [31][32]. - Oleve's approach to automation includes using AI to analyze social media trends and inform product decisions, aiming for a three-phase automation system [36]. Group 4: Future Outlook - The company is planning a third product that is not education-focused, which has already achieved profitability [35]. - Oleve's model showcases how small teams can leverage AI to create efficient workflows and innovative products, potentially leading to more "small and beautiful" AI startups in the education sector [36].