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暑期落幕,酒店价格回调 北上广深商务酒店普遍降价超10%
Nan Fang Du Shi Bao· 2025-08-27 23:11
Core Insights - The hotel prices in major Chinese cities have significantly declined, with many budget and mid-range brands experiencing price drops of over 10%, and some exceeding 20% [6][10][16] - The average daily rate (ADR) for Atour Hotels has fallen below levels seen five years ago, with a reported decline of 19% in the Beijing area [10][11] - The hotel market is facing a supply-demand imbalance, leading to decreased occupancy rates and revenue per available room (RevPAR) across various hotel brands [14][15] Price Trends - From August 1 to September 1, 2023, hotel prices in Beijing, Shanghai, Guangzhou, and Shenzhen showed a general downward trend, with 9 out of 10 observed hotel brands reporting average price declines [6][8] - Economic and mid-range hotel brands were the most affected, with brands like Home Inn and Hanting experiencing price drops of 27.2% and 24.1%, respectively [6][7] - High-end brands like Sheraton showed more stability, with a price drop of only 8%, while Hilton was the only brand to see a price increase of 3.5% [7] OTA Price Variations - Price fluctuations among different Online Travel Agencies (OTAs) were notable, with Ctrip offering the lowest average prices in Beijing at 572.9 yuan, while Tongcheng had the highest at 594.2 yuan [8][9] - In the transition to the off-peak season, Ctrip's prices dropped significantly by 13% to 498.4 yuan, while Qunar also saw a decline of 12.5% [9][18] Atour Hotel Performance - Atour's ADR for Q1 2025 was reported at 418 yuan, lower than the 429.5 yuan seen in 2019, indicating a downward trend in pricing [10][11] - The company's RevPAR has also declined, with a 7.3% year-on-year drop reported for Q1 2025 [10][11] Market Dynamics - The hotel market is experiencing a supply expansion that outpaces demand recovery, leading to lower occupancy rates and increased pressure on pricing [14][15] - The average occupancy rate for five-star hotels fell to 58.25% in Q2 2024, reflecting the challenges faced by the industry [15] Regional Observations - In Beijing, the average hotel price dropped by 13.5%, with significant declines in brands like Orange Crystal and Home Inn [16] - In Shanghai, the average price fell by 14.6%, with Vienna experiencing a notable drop of 28.1% [16] Future Outlook - The hotel industry is expected to face continued challenges, with predictions of a decline in RevPAR for Q3 2024, although the rate of decline may be less severe than in Q2 [14]
五一酒店及旅游出行数据总结
2025-05-06 02:27
五一酒店及旅游出行数据总结 20250505 摘要 • 2024 年五一期间酒店行业超预期,主要受益于拼长假机会带来的跨省游 和长途游增加,三线及以下城市市场表现突出,海滨城市数据优于去年, 以及 144 小时过境免签政策推动的国外游客增长。价格方面,华住、锦江 等均有约 10%的增速。 • 五一期间不同档次酒店表现各异,高星级酒店出租率增长显著,中高端酒 店价格和流量均有增幅,经济型酒店涨幅相对较小。高星级与中端品牌在 各城市级别中数据表现优于经济型品牌。 • 2024 年五一期间,华住和锦江的 RevPAR 分别增长了 10 个点以上,华 住的 RevPAR 为 110.3 元,锦江为 118.4 元。五一期间的显著增长预示 着二季度可能出现类似的增长趋势,并调高了对暑期数据的预期。 • 四月份华住的商旅需求基本持平于去年,商旅客源占比稳定。锦江同比下 降约五六个点,因第一季度进行改革调整。雅朵同比恢复度约为 96%至 97%,受舆情和同商圈开店影响。 • 2025 年华住集团开店速度较快,预计全年开设 2,400 家店,主要集中在 下沉市场。锦江集团开店速度较慢,新增不到 300 家门店。整体供给增速 ...