长江商报消息地方国资入主上市公司热情高涨，地处华中的湖北国资动作频频。 12月2日晚，A股唯一一家民营连锁酒店品牌君亭酒店（301073.SZ）宣布易主。湖北文化旅游集团有限 公司（以下简称"湖北文旅"）拟通过股权受让+要约收购方式，合计耗资约18亿元，取得君亭酒店36% 股权，成为其控股股东，君亭酒店实际控制人将变更为湖北省国资委。 早在2024年，湖北文旅曾通过湖北国际贸易集团有限公司取得上海雅仕（603329.SH）控制权。 长江商报记者发现，湖北省国资委通过省属国企控股、并购等方式，实际控制的A股上市公司数量已达 15家。 目前，湖北省国资正在深入推进"三资"改革（资源资产化、资产证券化、资金杠杆化）。资产嫁接资本 市场，有利于做大做强国资。 业绩方面，君亭酒店经营增长承压。2025年前三季度，公司实现的归母净利润为990.33万元，同比下降 45.92%。 据君亭酒店披露，湖北文旅将向公司注入优质资源，改善经营业绩，解决持续投入能力不足短板，全面 增强和提升公司核心竞争力和持续盈利能力。 湖北文旅主营业务为文化旅游、商业贸易、体育康养三大板块，资产规模超千亿元。公司致力于打造全 国一流的文化旅游龙头 ...

Core Points - Initial jobless claims in the U.S. fell to a three-year low, slightly cooling interest rate cut expectations [1] - U.S. stock market indices closed mixed, with the Dow Jones down 0.07%, the Nasdaq up 0.22%, and the S&P 500 up 0.11% [1] Company Performance - Notable tech stocks showed mixed performance, with Meta rising over 3% and Nvidia up over 2%, while Amazon and Apple both fell over 1% [1] - Computer hardware and cryptocurrency mining companies saw significant gains, with SanDisk up over 9%, Hut8 nearly 7%, Dell Technologies up over 4%, and HP up nearly 3% [1] - Precious metals, travel and hotel, and lithium mining stocks experienced declines, with U.S. Steel down over 5%, Hilton Hotels and Royal Caribbean Cruises both down over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.39%, with notable Chinese stocks such as Canadian Solar up 5.8%, NIO up 5%, and EHang and Tiger Brokers both up over 4% [1] - Xpeng Motors rose 3.5%, Pony.ai up 3%, while Yum China fell 1.3%, Boss Zhipin down 2.2%, and Daqo New Energy down 3.8% [1]

长江商报消息地方国资入主上市公司热情高涨，地处华中的湖北国资动作频频。 12月2日晚，A股唯一一家民营连锁酒店品牌君亭酒店（301073.SZ）宣布易主。湖北文化旅游集团有限 公司（以下简称"湖北文旅"）拟通过股权受让+要约收购方式，合计耗资约18亿元，取得君亭酒店36% 股权，成为其控股股东，君亭酒店实际控制人将变更为湖北省国资委。 湖北文旅拟拿下君亭酒店控制权 湖北文旅再出手，将拿下杭州上市公司君亭酒店。 早在2024年，湖北文旅曾通过湖北国际贸易集团有限公司取得上海雅仕（603329.SH）控制权。 长江商报记者发现，湖北省国资委通过省属国企控股、并购等方式，实际控制的A股上市公司数量已达 15家。 目前，湖北省国资正在深入推进"三资"改革（资源资产化、资产证券化、资金杠杆化）。资产嫁接资本 市场，有利于做大做强国资。 业绩方面，君亭酒店经营增长承压。2025年前三季度，公司实现的归母净利润为990.33万元，同比下降 45.92%。 据君亭酒店披露，湖北文旅将向公司注入优质资源，改善经营业绩，解决持续投入能力不足短板，全面 增强和提升公司核心竞争力和持续盈利能力。 湖北文旅主营业务为文化旅游、商业贸易 ...

12月5日，美股三大指数收盘涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨0.11%。 纳斯达克中国金龙指数收涨0.39%，蔚来涨超4%，小鹏汽车涨超3%，百度、哔哩哔哩涨超1%，名创优 品、百胜中国跌超1%。 热门科技股涨跌不一，Meta涨超3%，英伟达涨超2%，亚马逊、苹果跌超1%。计算机硬件、加密矿企 涨幅居前，SanDisk涨超9%，Hut8涨近7%，戴尔科技涨超4%，惠普涨近3%。贵金属、旅游酒店、锂矿 概念股跌幅居前，美国雅保跌超5%，希尔顿酒店、皇家加勒比邮轮跌超2%。 全球要闻 日本央行12月加息几乎已定！据称政府将不予干预 日本央行三位知情官员透露，日本央行很可能在12月提高利率，将政策利率从0.5%提高至0.75%；②若 加息得以落实，这将是自今年1月以来的首次加息；③日本央行行长植田和男表示，本月将考虑加息 的"利弊"，市场预计央行于12月加息的可能性为80%左右。 摩根大通策略师认为，尽管股市因AI交易担忧和美联储降息路径不确定而疲软，但现在是战略性增持 股票的时机；②美国经济前景强劲，企业盈利持续强劲，关税担忧消退，国际市场前景乐观，这些因素 预计将推动股市至明年初。 ...

Financial Data and Key Metrics Changes - The company started the year with a global RevPAR midpoint expectation of 3%, which has now adjusted to 2% for the year [4] - October RevPAR was globally at 2%, with the U.S. slightly lower than expectations at a decline of 20 basis points, while international RevPAR was up 7% [7] - Group bookings have underperformed relative to initial expectations, although group RevPAR is still expected to be positive [5][6] Business Line Data and Key Metrics Changes - Leisure demand has remained strong, particularly in the luxury and premium sectors, while select-service hotels have seen flat demand [12] - Group bookings in the U.S. have increased by 8% and have remained strong between Q2 and Q3 [23] - The mid-scale segment is seeing a positive pipeline with 150 new hotels expected to roll out soon, although current data is insufficient to identify a clear trend [13] Market Data and Key Metrics Changes - The U.S. market is experiencing uncertainty due to potential government shutdowns and economic conditions, impacting RevPAR [6][21] - International markets are performing better than the U.S., contributing positively to overall RevPAR [7][21] Company Strategy and Development Direction - The company is focused on strategic partnerships and continues to explore various types of deals, learning from past experiences such as the Sonder situation [30][33] - There is an emphasis on conversions and new hotel openings, with a noted increase in construction starts by 25% compared to the previous year [34][37] - The company is optimistic about the potential for hotel transactions in 2026, particularly in stable markets [36] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the potential impact of a recession but remains hopeful for continued leisure spending and luxury demand [15][16] - The company is closely monitoring the U.S. economy, as domestic travel significantly influences U.S. RevPAR [21] - Future growth is expected to be supported by events like the World Cup, which could enhance demand [21] Other Important Information - The company is actively engaging with AI developments to enhance distribution strategies, although the exact outcomes remain uncertain [52][54] - The upcoming renegotiation of credit card partnerships is anticipated to provide potential upside to Adjusted EBITDA [42][44] Q&A Session Summary Question: How is the company viewing the demand environment post-third quarter earnings? - The company noted that leisure demand has been sturdy, while group and business travel have underperformed expectations due to economic uncertainties [4][5] Question: What are the expectations for group bookings in the upcoming year? - Group bookings are expected to remain strong, with an 8% increase noted, and management is optimistic about stabilization in this segment [23] Question: What lessons were learned from the Sonder experience? - The company emphasized the importance of due diligence and financial capability assessments in future strategic partnerships [30][33] Question: How does the company view the potential for AI in distribution? - The company is actively involved in discussions with AI players and sees potential for cheaper booking options compared to OTAs, although it remains early in the process [52][54]

Core Insights - The partnership between Beijing Summer Palace Hotel Co., Ltd. and Aman Group will end on December 29, 2025, with the hotel rebranding to "Beijing Palace Hotel" starting December 30, 2025 [1] - The hotel will continue operations as usual, with no impact on bookings or stays, and there are currently no plans for a new listing [1] - The rebranding is part of a strategic upgrade based on market demand and cultural heritage, with a stable core service team and operational standards [1] Company Strategy - The hotel will enhance its hardware facilities and introduce features such as Chinese aesthetic room decor, intangible cultural heritage experiences, and Beijing-themed cultural activities [1] - The goal is to position the hotel as a showcase for the charm of Chinese culture [1] Industry Context - Aman Group operates several other hotels in China, including Shanghai Yuyuan Aman, Lijiang Dayan Aman, and Hangzhou Fayun Aman [1]

Group 1 - The core viewpoint indicates that Huazhu Group and Atour have significantly outperformed Jinjiang Hotels and ShouLai Hotels this year, with respective increases of 41% and 59% compared to Jinjiang's 2% decline and ShouLai's 7% increase [1] - Morgan Stanley recommends investors to "overweight" Huazhu Group and Atour over a 12-month period due to their stronger brands and products, which provide clearer long-term growth prospects, while their valuations are comparable to or even cheaper than Jinjiang and ShouLai [1] - The self-discipline within the hotel industry has exceeded expectations, benefiting Huazhu and Atour, as indicated by Morgan Stanley's consumer forum insights [1] Group 2 - Morgan Stanley's tracking data shows that the expansion rate of Huazhu and Atour has been significantly faster than that of Jinjiang and ShouLai, highlighting a trend of industry consolidation that favors Huazhu and Atour [1] - In the past month, there has been a notable divergence in the performance of Chinese hotel stocks, with Huazhu Group and Jinjiang Hotels performing well, while Atour and ShouLai Hotels lagged behind the industry [2] - The report suggests that the stock price movements are not entirely supported by fundamentals, as Huazhu Group's average revenue per available room (RevPAR) for Q4 shows upward risk, indicating potential short-term price increases [2]

格隆汇12月4日｜A股三大指数今日涨跌不一，截至收盘，沪指跌0.06%报3875点，深证成指涨0.4%，指涨1.01%。全市场成交额1.56万亿元，较前一交易日 缩量1219亿元，超3800股下跌。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3875.79 | 13006.72 | 1387.2 | | -2.21 -0.06% +51.46 +0.40% -5.20 -0 | | | | 科创20 | 创业板指 | 万得全/ | | 1326.16 | 3067.48 | 6180.0 | | +17.80 +1.36% +30.70 +1.01% +0.73 +0 | | | | 沪深300 | 中证500 | 中证A5( | | 4546.57 | 7012.81 | 5461.7 | | +15.52 +0.34% +16.45 +0.24% +21.13 +0 | | | | 中证1000 | 中证2000 | 中证红 | | 7248.66 | 3043.53 | 5552.9 | | +0.38 +0.01% -22.89 -0.75% -20.9 ...

Core Viewpoint - The controlling shareholder of Junting Hotel will change to a leading state-owned cultural tourism group, which may open up potential for asset injection and resource support, accelerating franchise expansion and international brand collaboration [1] Group 1: Shareholder Change and Implications - The new controlling shareholder, Hubei Cultural Tourism, possesses multiple high-quality hotel assets, scenic spots, and ongoing cultural tourism park projects, indicating a possibility of asset injection into Junting Hotel [1] - The new shareholder is expected to provide comprehensive support for Junting Hotel's front and back-end operations and capital operations, leading to an overall enhancement in capabilities while maintaining the existing management team [1] Group 2: Business Expansion and Strategic Partnerships - Junting Hotel has joined the "Bafang Alliance Digital Symbiosis Platform," establishing strategic cooperation with several leading regional hotel groups and Hangzhou Luyun Software Co., Ltd., promoting member sharing and reducing reliance on a single traffic channel [1] - The first phase of the alliance has already covered over 50 million members, indicating significant growth potential in customer engagement and market reach [1] Group 3: Financial Outlook - Despite the uncertainties regarding asset injection direction and the previously established expectations for hotel management business advancement, the company maintains its profit forecast unchanged and retains a "buy" rating [1]

纳德尔表示，枪击案造成一人死亡，未有其他伤者。嫌犯在作案后开车逃离现场，警方目前正在寻找嫌 犯。 当地警方表示，该酒店内有众多摄像头，将有助于警方找到嫌犯。据警方判断，嫌犯为20多岁的男性。 目前，米高梅酒店的美食广场已被关闭，该酒店其他区域仍正常开放。酒店周边多个学校处于封锁状 态。 国家港湾位于波托马克河畔，是华盛顿附近著名的休闲度假区，有众多酒店、餐厅、商店等。(完) 美国马里兰州一酒店发生枪击致1人死亡 中新社华盛顿12月3日电 (记者 沙晗汀)美国马里兰州乔治王子县国家港湾(National Harbor)一酒店当地时 间3日发生枪击案，造成1人死亡。 据美媒报道，枪击案发生在美国首都华盛顿郊区的马里兰州国家港湾米高梅国际度假酒店。该酒店距离 白宫约10英里(约16公里)。 乔治王子县警方负责人纳德尔(George Nader)在当天的新闻发布会上说，枪击案发生在当天午时左右， 嫌犯似乎有特定目标。嫌犯当天进入酒店美食广场找到受害人后向其射击，受害人当时正在点餐。嫌犯 在开枪前未与受害人交谈。 编辑：张澍楠 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经 ...