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旅游“出圈” 上市酒店企业跑出复苏加速度
Xin Hua Wang· 2025-08-12 05:47
Group 1 - The hotel industry is experiencing a strong recovery in 2023, driven by the release of pent-up demand for travel and tourism, leading to improved financial performance for major hotel companies [1][2] - Shoulv Hotel (首旅酒店) expects to turn a profit in 2023, with a projected net profit of between 770 million to 830 million yuan, representing a year-on-year increase of 1.352 billion to 1.412 billion yuan, or a growth of 232% to 243% [1] - Huazhu Group reported that its RevPAR (Revenue per Available Room) reached 122% of 2019 levels in 2023, with an ADR (Average Daily Rate) of 299 yuan, up 26.6% year-on-year [2] Group 2 - The average RevPAR is a key indicator reflecting the operational quality and profitability trends of hotels, which has shown significant improvement in 2023 [1] - The tourism industry is expected to continue its strong performance into 2024, with projections of over 6 billion domestic tourist trips and 6 trillion yuan in domestic tourism revenue [3] - Jinjiang Hotels is actively expanding its management services and partnerships to enhance long-term competitiveness and financial performance [4] Group 3 - The hotel management and operations of Lingnan Holdings are also recovering rapidly, focusing on brand expansion and capitalizing on the recovery of business and tourism markets [2] - The success of the TV drama "Blossoms" has boosted the visibility of Jinjiang Hotels' historical properties, leading to increased interest and occupancy [4] - Dongwu Securities highlights that leading hotel companies are showing cash cow attributes with continuous growth in total revenue and profitability levels [5]