股票代码：600258 股票简称：首旅酒店 编号：临 2025-032 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●到期赎回委托理财产品的受托方：招商银行股份有限公司上海分行； 继续现金管理委托理财产品的受托方：中国银行股份有限公司北京市分行； ●到期赎回委托理财产品总金额：人民币 1.5 亿元； 继续现金管理委托理财产品总金额：人民币 1 亿元； ●到期赎回委托理财产品名称、金额： 招商银行股份有限公司上海分行结构性存款 1.5 亿元； ●继续现金管理委托理财产品名称、金额： 北京首旅酒店（集团）股份有限公司 关于使用闲置募集资金进行现金管理到期赎回 并继续进行现金管理进展的公告 中国银行挂钩型结构性存款【CSDVY202510044】 0.51 亿元； 中国银行挂钩型结构性存款【CSDVY202510045】 0.49 亿元；； ●委托理财期限：自董事会审议通过的决策有效期内购买，单笔委托理财期 限最长不超过 1 年； 本次到期赎回的结构性存款期限为 91 天；继续现金管理的结构性存款期限分 别为 3 ...

Core Insights - Hainan Airlines and InterContinental Hotels Group have launched a collaborative upgrade event at Shanghai Pudong International Airport, marking a significant milestone in their strategic partnership established last year [1][2] - The collaboration aims to enhance the travel experience by integrating high-end services from both the airline and hotel sectors, creating a seamless journey for travelers from the air to the ground [2] Group 1: Partnership and Development - Hainan Airlines has been on a steady growth trajectory since joining the Liaoning Fangda Group in December 2021, operating nearly 800 aircraft and offering around 3,000 passenger routes, with over 21 million flight hours accumulated [2] - The airline has received multiple accolades, including the "SKYTRAX Five-Star Airline" honor and the "World's Best Business Class Sleep Products" award, reflecting its commitment to service excellence [2] Group 2: Lounge and Dining Experience - The newly unveiled Shanghai Haiyixuan VIP lounge features a design inspired by "Garden Oasis," blending Hainan Airlines' "Dream Feather" visual elements with the elegance of InterContinental Hotels, creating a space that combines Eastern aesthetics with modern functionality [6] - The lounge includes interactive cooking areas and private dining spaces, enhancing the overall guest experience [6] - The collaborative dining menu offers a unique culinary experience, featuring local flavors and international cuisine, including a signature dish "High Soup Wonton" and a custom tea drink "Fresh Coconut White Tea" [10][11] Group 3: Themed Flight Activities - A themed flight event titled "Dream Garden, Heading to Oasis" was held on flight HU7322 from Shanghai Pudong to Sanya, featuring interactive activities such as quizzes and cake sharing, enhancing the in-flight experience for passengers [11][14]

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market [2][11]. Core Insights - The report highlights a significant differentiation in performance across various sectors within the social services industry, particularly in tourism and hospitality, driven by changing consumer behaviors and economic conditions [3][4]. - The hotel industry is transitioning from a rapid growth phase to a more competitive environment, with a notable increase in the number of hotels and rooms available [3][4]. - The demand for duty-free shopping is anticipated to grow due to global economic recovery and consumption upgrades, despite some companies facing revenue declines [3][4]. Summary by Relevant Sections Tourism Attractions - Jiuhua Tourism is projected to achieve a 22% increase in revenue and a 28% increase in net profit for H1 2025. Huangshan Tourism is expected to generate revenue of 911 million yuan, a 9% increase year-on-year, with a net profit of 149 million yuan, up 13% [3][4]. - Changbai Mountain is forecasted to see a 7.48% decrease in revenue, with a net loss of 2 million yuan, marking a 110% decline [3][4]. - Tianmu Lake is expected to report a 5% revenue increase to 277 million yuan and a 9% rise in net profit to 58 million yuan [3][4]. Hotel Industry - Huazhu is expected to generate 11.66 billion yuan in revenue for H1 2025, a 2% increase, with a net profit of 2.04 billion yuan, up 18% [3][4]. - Shoulv Hotel is projected to see a 4% decline in revenue to 3.59 billion yuan, while net profit is expected to rise by 9% to 391 million yuan [3][4]. - Atour Hotel anticipates a 30% revenue increase to 4.24 billion yuan and a 16% rise in net profit to 653 million yuan [3][4]. Exhibition & Human Resource Services - The report notes increasing competition in the domestic market, with companies like Miao Exhibition expected to achieve a 9% revenue increase to 284 million yuan, despite a significant drop in net profit [3][4]. - Beijing Human Resources is projected to see a 6% revenue increase to 23.29 billion yuan, with a substantial 81% rise in net profit to 785 million yuan [3][4]. Duty-Free Sector - China Duty-Free is expected to report a 9% decline in revenue to 28.58 billion yuan and a 14% decrease in net profit to 2.84 billion yuan [3][4]. - Wangfujing is projected to see an 18% decline in revenue to 4.95 billion yuan, with a 73% drop in net profit to 80 million yuan [3][4]. Investment Recommendations - The report suggests focusing on companies in various sectors: 1. Exhibition and events: Lansheng Co., Lisheng Sports, Miao Exhibition 2. Human resources: Beijing Human Resources, Keri International 3. Tourism: Changbai Mountain, Jiuhua Tourism, Huangshan Tourism, Songcheng Performing Arts, Tianmu Lake 4. Hotels: Shoulv Hotel, Huazhu, Atour 5. Duty-free: China Duty-Free, Wangfujing [3][4].

酒管财经 :探析酒店行业热点、焦点、生意经，赋能行业，提供价值。 致力于打造中小酒店管理咨询、供应链、人力资源的一站式服务平台。 导语： 外界可能并没有注意到，出任安朴酒管董事一职的正是华为创始人任正非的长子任平 。 不抢客源、不做营销，最近华为却让不少传统酒店集团如坐针毡。 近日，华为关联公司在广州成立安朴酒店管理有限公司，以拓展酒店管理及相关服务业务，标志着华为在酒店服务业的新布局。 以下文章来源于酒管财经 ，作者南川 酒管财经 . 值得注意的是，今年5月上海练秋湖安朴酒店管理有限公司成立一个月后，上海练秋湖安朴酒店就正式开业。 基于此，业内猜测后续安朴酒店会在广州有新的门店落地。 此外，华为最近还发布了星河AI酒店网络解决方案，旨在重塑酒店业数智化标准，也意味着华为不再满足于做酒店业的"技术供应商"，而 是要做智慧酒店标准的制定者。 *图片源自微博 当业界还在讨论华为手机如何突破封锁、问界汽车如何横扫BBA时，这家科技巨头已悄然在酒店业布下重兵。 从2004年深圳总部"英华苑"起步，到如今已在全球十多个城市布局30余家酒店与公寓，华为用20年时间试图构建起一个相对完整的住宿生 态系统。 华为隐秘的"酒店 ...

Core Insights - Marriott International ranks first in the "2024 Global Hotel Group 205" list with 1,667,331 rooms, followed by Jin Jiang International (1,454,355 rooms) and Hilton (1,268,206 rooms) [2][3] Company Performance - Marriott International's revenue reached $25.1 billion, a year-on-year increase of 5.85%, while net profit was $2.375 billion, a decrease of 22.96% [7] - Comparable hotel RevPAR (Revenue per Available Room) increased by 4.3% to $128.23, with an average occupancy rate of 69.8%, up by 1 percentage point [7] - Average Daily Rate (ADR) was $183.58, reflecting a year-on-year growth of 2.8% [7] Market Position - In China, Marriott has over 90,000 employees, with 98% being local hires, and 83% of general managers being local talent [10] - The Greater China region is Marriott's second-largest market globally, with 30+ brands across 120+ cities [10] - Despite a decline in RevPAR and ADR in the Greater China region, Marriott signed 161 projects, adding nearly 31,000 rooms, marking a 73% year-on-year increase in signings [10]

Core Viewpoint - The AI Fund, Nongyin Hongli Zhenxuan Mixed A (021455), reported a profit of 49.06 thousand yuan for Q2 2025, with a net value growth rate of 4.79% during the period [3]. Fund Performance - As of the end of Q2 2025, the fund's scale was 891.24 thousand yuan [15]. - The fund's unit net value as of July 17 was 1.102 yuan [3]. - The fund's performance over the past three months showed a net value growth rate of 8.14%, ranking 43 out of 82 in its category [3]. - Over the past six months, the fund's net value growth rate was 9.61%, ranking 32 out of 82 in its category [3]. Investment Strategy - The fund manager identified several promising investment directions: defensive dividend assets such as thermal power, hydropower, and expressways; consumer sectors like hotels and scenic spots during the tourism peak; agricultural chemical assets including compound fertilizers and potassium fertilizers; military industry sectors influenced by military exercises and overseas geopolitics; and a choice between export chains or domestic demand based on tariff negotiations and economic stimulus policies [3]. Risk Metrics - The fund's Sharpe ratio since inception was 0.1245 as of June 27 [8]. - The maximum drawdown since inception was 4.76%, with the largest quarterly drawdown occurring in Q2 2025 at 4.14% [11]. Portfolio Composition - The average stock position since inception was 68.76%, compared to the category average of 84.97%. The fund reached a peak stock position of 83.68% at the end of H1 2025 and a low of 60.68% at the end of Q1 2025 [14]. - As of the end of Q2 2025, the top ten holdings included Changjiang Electric Power, Luxshare Precision, New Natural Gas, Funi Co., Guotou Electric Power, Tongcheng New Materials, Zhenhua Technology, Aerospace Electronics, AVIC Optoelectronics, and Zhongtian Technology [18].

Core Insights - The recent update of the HarmonyOS version of Huazhu's app introduces several practical features, including hotel map navigation, corporate booking, and Huazhu Mall, enhancing user experience for various travel needs [1][5]. Group 1: App Features - The app now supports flexible payment options, allowing users to book hotels using Alipay, WeChat, and points redemption, making the booking process more convenient [1][6]. - Users can view hotel and room environment videos on certain hotel detail pages, providing an immersive understanding of room layouts and styles [5]. - The app includes a hotel map navigation feature that allows users to quickly filter hotels near their destination and obtain route planning through smart navigation [5]. Group 2: Corporate and Shopping Features - The corporate account feature enables users to enjoy streamlined hotel booking and invoice issuance after completing corporate account verification, simplifying business travel management [6]. - Huazhu Mall allows users to purchase hotel-related products, supporting full points redemption, thus extending the hotel experience to home [6]. Group 3: Promotions and User Engagement - The "Harmony Gift" promotional event offers users of specific Huawei phone series a hotel booking discount voucher worth 50 yuan, available on a first-come, first-served basis [6].

Group 1 - The core viewpoint of the article highlights H World Group's rise in the global hotel rankings, moving from fifth to fourth place, surpassing InterContinental Hotels Group, with over 1 million rooms in operation [1][3] - The 2024 global hotel group ranking lists Marriott International, Jin Jiang International, Hilton, H World Group, and IHG Hotels & Resorts as the top five [2] - The increase in H World Group's ranking reflects the growing influence of Chinese hotel brands in the global market, with 20 Chinese hotel groups making the top 50 list [4] Group 2 - H World Group has developed a comprehensive strength with a focus on long-termism and high-quality development strategies, enhancing its brand, technology, and membership systems [3][4] - The company has introduced innovative technology solutions, such as the "10-second check-in" system, improving operational efficiency and customer experience [5] - H World Group's HanTing brand has achieved the top position in the "Global TOP 50 Hotel Brands" list, showcasing its strong market coverage and brand resilience [9][10] Group 3 - The company emphasizes high-quality development by continuously improving its hotel offerings and updating low-quality properties [13][14] - H World Group has implemented a member price guarantee program to enhance customer experience and address pricing concerns, benefiting its 280 million member system [14] - The ongoing development of H World Group's brand system, product capabilities, and service quality positions it for future growth with an international perspective [14]

Core Insights - The article discusses the ongoing competition among food delivery platforms, highlighting the expansion of instant retail into traditional sectors like hotel services, reflecting a strategic transformation in platform economies [1][3][5] Group 1: Market Competition - The recent weekend saw intense competition in the food delivery market, with Meituan reporting a record high of 150 million instant retail orders, while Taobao Flash and Ele.me announced a daily order volume exceeding 80 million [1][2] - Meituan's restaurant orders increased by 65% compared to regular days, with KFC's "whole chicken" reaching over 1 million orders in half a day [2] - Ele.me, leveraging Taobao Flash's traffic, saw significant growth in non-food categories, with over 1,205 categories experiencing a more than 100% increase in order volume [2] Group 2: Strategic Expansion - The inclusion of hotel services in the instant retail competition indicates a strategic layout, with discounts on hotel bookings ranging from 18% to 67% [3][4] - Instant retail is evolving from a single focus on food delivery to a comprehensive service system that meets both immediate and advance booking needs [3][4] - Platforms like Alibaba are integrating resources from Taobao, Ele.me, and Fliggy to enhance user experience and reduce internal traffic loss [4] Group 3: Ecosystem Development - Meituan aims to create a full-chain consumption experience by extending its core food delivery services to hotels, movies, and travel, thus managing user lifecycle value [5] - JD.com is entering the food delivery space to boost daily active users and drive e-commerce and instant retail growth, leveraging its supply chain advantages [5] - The competition is shifting from simple price subsidies to building an ecosystem that enhances user stickiness and creates a closed-loop system [3][5]

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