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亚朵酒店拟在香港二次上市?此前因医院枕套事件引发关注
Sou Hu Cai Jing· 2025-08-06 13:31
8月6日有市场传闻显示:亚朵酒店(ATAT.US)正考虑在香港进行第二上市,预计集资额达数亿美 元,目前正与顾问机构洽商及筹备香港IPO事宜,但交易规模及时间表等细节尚未最终落成。据知情 人士透露,亚朵此举是担心在美国面临退市风险,因而考虑采取相关行动。南都N视频记者就此咨询 亚朵方面,对方未予回应。 资料显示,亚朵酒店集团成立于2013年,作为一家中高档连锁酒店集团,定位为"中国领先的生活方式品牌"。 2022年11月正式在美股纳斯达克挂牌上市,被称为"中国新住宿经济第一股"。在此前,亚朵酒店一直在冲击登陆 A股市场,曾多次更换上市辅导机构,但最终并未成功。目前,亚朵股价为33.18美元/股,市值为45.85亿美元,均 相当于上市时的一倍多。在7月中旬,亚朵市值一度冲上50亿美元的最高值。 香港二次上市已成为中概股应对国际监管变局、靠近亚洲投资者、保障融资稳定的关键策略。此前,华住集团在 2020年赴港二次上市,以长期服务于品牌全球化与资本国际化,由此实现了"美股+港股"双重上市。前不久,为深 入推进全球化战略,加强与境外资本市场对接,A股企业锦江酒店也宣布拟在香港联合交易所二次上市,有望成 为国内首家"A ...
君亭酒店:一季度公司已签约8家加盟店
Zheng Quan Ri Bao Wang· 2025-08-06 13:15
证券日报网讯君亭酒店(301073)8月6日在互动平台回答投资者提问时表示,自公司年初全面放开加盟 后,签约与落地节奏稳步推进,一季度,公司已签约8家加盟店,位于广州、成都、长沙、济南、贵阳 等重要城市,迈出加盟发展的坚实步伐。半年度具体项目数量敬请查阅公司将于8月下旬披露的2025年 半年度报告。 ...
君亭酒店:2024年度海南省营收占比为12.33%
Zheng Quan Ri Bao· 2025-08-06 13:07
(文章来源:证券日报) 证券日报网讯君亭酒店8月6日在互动平台回答投资者提问时表示,公司在海南已形成"陵水-三亚-保亭- 博鳌"环岛度假链,布局酒店近20家,涵盖直营与委托管理项目,分布在三亚、陵水等热门旅游目的 地,依托滨海资源和文旅IP打造差异化产品。根据公司发布的2024年年度报告,2024年度海南省营收占 比为12.33%,未来公司将在保持现有项目品质的基础上,根据项目情况和市场反馈动态调整扩张节 奏。 ...
“翻车”的亚朵被传要赴港上市
Guo Ji Jin Rong Bao· 2025-08-06 11:28
Core Viewpoint - Atour is considering a secondary listing in Hong Kong, with its stock price having doubled since its initial public offering in the U.S. in 2022, reaching $33.18 per share and a market capitalization of $4.585 billion [1] Group 1: Company Growth and Expansion - As of the end of 2024, Atour plans to have 1,619 stores and 183,184 rooms, representing year-on-year growth of 33.8% and 32.8% respectively, with a record 470 new stores opened in the year [1] - The management expects to open approximately 500 new stores by 2025 while maintaining a similar closure rate as in 2024, indicating a commitment to improving the quality of operating stores [2] - In Q1 of this year, Atour opened 121 new stores, all from franchisees, resulting in a total of 1,727 operating hotels, a 33% year-on-year increase [2] Group 2: Financial Performance - Hotel revenue for Atour in Q1 increased by 15.6% year-on-year to 1.161 billion yuan, with franchise stores contributing 1.032 billion yuan, accounting for nearly 89% of total revenue [2] - To attract more franchisees, Atour has optimized the costs of core operational materials, achieving an average reduction of 10% [2] Group 3: Quality Control and Customer Experience - Atour is implementing material upgrades for items like combs and toothbrushes to enhance durability and comfort, which will reduce daily expenses for franchisees [3] - Recent reports indicate issues with service quality and pricing at some Atour hotels, leading to public relations challenges [4] - Affected hotels have issued apologies and taken corrective actions, including terminating contracts with problematic suppliers and conducting thorough inspections of their facilities [5]
暑期疯涨的酒店价格,贵州真的能打下来吗?
Hu Xiu· 2025-08-06 09:33
都说今年是"酒店业最差暑期旺季",但贵州偏偏就是那个幸运儿。 受到全国多地40℃以上高温持续炙烤影响,头顶着"避暑"这块金字招牌的山地大省贵州喜提全国几乎所有想要纳凉的游客。 随着海量游客源源不断涌入,直接导致贵州(尤其是省会贵阳)酒店业整体价格如脱缰野马一般,彻底涨疯了。 酒店价格节节攀升深深刺激游客脆弱的神经,后者积压的情绪在7月底全线爆发。 在小红书上,咒骂贵州酒店价格暴涨的帖子数量直线上升,各大投诉平台关于贵州酒店价格过高的信息短时激增,贵州各政府部门承受的舆论压力也越来 越大。 8月5日,贵州省市场监督管理局突然集中约谈携程等五大平台,要求其严控价格乱象,维护公平环境,引发舆论热议。 大众一度欢呼,今年暑期旺季贵州酒店价格终于要被打下来了! 只不过,事实果真如此? 一 贵州省市场监督管理局突然约谈携程、同程、抖音、美团和飞猪五大平台的消息震惊旅游业内。毕竟一个地方大省如此高调针对暴涨的酒店价格问题"敲 打"这些头部玩家,所释放的潜在信号信息量巨大,不由得让人浮想联翩。 值得注意的是,在出手稳定当地酒店价格方面,今年暑期贵州官方已经不止一次出手了。 7月31日,贵州省市场监督管理局发布了《贵州省市场监 ...
锦江酒店(600754.SH):在西藏自治区林芝市墨脱县已布局多个品牌酒店
Ge Long Hui· 2025-08-06 08:11
Core Viewpoint - The company has established multiple hotel brands in Mohe County, Nyingchi City, Tibet, and is actively expanding its presence in the region [1] Group 1 - The company operates several hotel brands in Mohe County, including 7 Days, Vienna International, Jinjiang Metropolis, and Jinjiang Inn [1] - Some of the hotels are already operational while others are still under construction [1] - The company is focusing on both the economy and mid-range market segments [1] Group 2 - The company will continue to monitor regional infrastructure development and cultural tourism growth [1] - The expansion of related businesses will be aligned with the company's brand strategy and market assessment [1]
“闭店潮”席卷美国零售业,2025年或关15000家 | 「钛度号」作品月榜第129期
Tai Mei Ti A P P· 2025-08-06 07:48
Core Insights - The "Titanium Praise" list is a monthly selection of outstanding works from the Titanium Media APP, based on article popularity, quality, and editorial recommendations [1][8] Group 1: Retail Industry - The article titled "The Store Closure Wave Sweeps the U.S. Retail Industry, 15,000 Stores May Close in 2025" discusses how changing lifestyles and work habits are reshaping in-store experiences, emphasizing that adapting to these changes is crucial for maintaining market share [2][9] - The focus on profit as the primary goal for retail giants is highlighted, indicating a shift in priorities within the industry [2][9] Group 2: Hospitality Sector - The piece "New World Development Receives 88.2 Billion Rescue Funds, Will It Sell Its Hotel Business?" raises concerns about the potential sale of hotel assets by New World Development, the only loss-making member among the four major families in the industry [2][10] Group 3: Cultural Commentary - The article "Dong Yuhui Talks About 'Four Sentences of Hongqu', Sparking a Cultural Storm" explores the impact of cultural figures on public discourse, noting that cultural transmission is a complex process involving debate and reconstruction [2][19] Group 4: Financial Legislation - The "Big and Beautiful" bill is discussed in the context of its potential to reshape the U.S. economy, highlighting the complexities of government debt and the diverse interests involved [2][16][17] Group 5: Banking Sector - The analysis titled "After a Day of Shock, How to View the Current Bank Stock Market?" suggests that the A-share banking sector has undergone a valuation recovery and is entering a phase of increased volatility and divergence [2][18] Group 6: Semiconductor Industry - The article "Domestic Analog Chips, on the Eve of Rise" indicates that China's economic transformation is shifting from a "demographic dividend" to an "engineer dividend," with the analog chip sector being a key area for innovation [2][21] Group 7: Delivery Services - The piece "An 'Epic' Delivery Coupon War" describes a surge in orders leading to unprecedented pressure on the delivery industry, affecting all participants in the supply chain [2][22] Group 8: Cryptocurrency Market - The article "2025 Stablecoin Midfield Battle: Trump, Wall Street, National Team, Who's on the Table?" discusses the strategic implications of stablecoins in the cryptocurrency market, emphasizing their role as a bridge between dollars and cryptocurrencies [2][23]
首旅酒店:制定《市值管理办法》提升ESG治理效率
Sou Hu Cai Jing· 2025-08-06 07:45
Core Viewpoint - The company is committed to enhancing shareholder value through potential stock buybacks and effective market value management in response to recent regulatory support for such actions [1] Group 1: Stock Buyback and Market Value Management - The company will disclose any stock buyback plans after obtaining necessary approvals from the board and shareholders [1] - The company emphasizes sustainable development and long-term shareholder interests as part of its core strategy for market value management [1] - The company has implemented a "Market Value Management Measures" and is committed to annual cash dividends during profitable years to enhance investor returns [1]
人形机器人来了,酒店又有一批人要下岗了?
Hu Xiu· 2025-08-06 05:59
当机器人不再是笨重的圆柱形"扫地铁盒",而是能微笑、对话、甚至整理床单的"人形同事",酒店服务标准是否会被彻底改写? 擎朗智能近日发布人形具身服务机器人XMAN-F1,业务覆盖客房整理等岗位标准化操作,重新定义了酒店服务机器人的技术边界与应用场景。 从早期简单的送物机器人到如今能完成复杂任务的人形机器人,酒店业的"机器人员工"正在经历一场进化。 酒店机器人进入3.0时代 传统的酒店服务机器人,本质上是个"会动的箱子",行动局限且功能单一。 它们只能送拖鞋、外卖、毛巾,路线固定,互动时基本靠扫码或按键,且机器味十足。经常能在社交平台上看到消费者对酒店机器人的吐槽,例如:躲避 障碍能力弱、声音吵…… 图源:小红书 实际上,目前酒店运用最多的是1.0时代的机器人,只能通过代码执行特定指令。对酒店场景来说,业内习惯把机器人的迭代发展大致分为三个阶段: 1.0时代,是预设程序驱动的基础服务。例如餐品配送、房间送物服务; 2.0时代,是智能融合提升的自助服务。机器人进入多机协作模式,例如可深度对接酒店PMS等系统,用AI技术识别客户订单,自动接收执行 送物任务、引导顾客入座、自适应清洁大堂地面; 3.0时代,进入具身智能 ...
大酒店(00045.HK):2025年第二季度半岛酒店大中华地区平均可出租客房收入为2448港元
Jin Rong Jie· 2025-08-06 04:45
Core Viewpoint - The announcement from the company highlights the average revenue per available room (RevPAR) for the Peninsula Hotels in different regions for the second quarter of 2025, indicating varying performance across geographical markets [1] Summary by Region - In the Greater China region, the average RevPAR is reported to be HKD 2,448 [1] - In other Asian regions, the average RevPAR stands at HKD 2,821 [1] - In the United States, the average RevPAR is significantly higher at HKD 5,415 [1] - In Europe, the average RevPAR reaches HKD 7,838, the highest among the regions mentioned [1]