昨日收涨5.43%的华住(HTHT.US)今日美股盘前续涨1.56%，报35.71美元。消息面上，华住集团上半年 收入约118亿元(人民币，下同)，同比增加3.5%；纯利约24.38亿元，同比增加41.3%。单计第二季度， 总收入64.26亿元，同比增长4.5%；经营利润18亿元，同比增长13.7%；经营利润率27.8%，上升2.2个百 分点，主要受惠管理加盟及特许经营业务的收入贡献增加。董事会批准每股派息8.1美仙。 | HTHT 华住 | | | | --- | --- | --- | | 35.160 + +1.810 +5.43% | | 收盘价 08/20 16:00 美东 | | 35.710 + 0.550 +1.56% | | 盘前价 08/21 04:00 美东 | | 二 2 24 号 5 8 日 0 白 0 白 | | ● 快捷交易 | | 最高价 35.330 | 开盘价 34.000 | 成交量 530.08万 | | 最低价 33.310 | 昨收价 33.350 | 成交额 1.85亿 | | 平均价 34.979 | 市空率 21.2 | 总市值 107.92亿 … | | 振 ...

Core Viewpoint - High-end hotels are collectively rejecting low-price booking services from platforms like Xianyu, citing risks to their pricing systems and consumer safety [1][4][7]. Group 1: Hotel Responses - Multiple high-end hotels have issued consumer warnings stating they do not collaborate with platforms like Xianyu and recommend booking through official channels [1][4]. - Hotels are facing increasing consumer complaints regarding unauthorized booking services, prompting them to take a stand against these platforms [4][7]. - Major hotels, including the Sanya Edition and Hangzhou Hyatt, have confirmed they only partner with recognized OTA platforms and not with Xianyu [7][9]. Group 2: Pricing Discrepancies - A price comparison revealed that bookings through Xianyu were approximately 5% cheaper than official channels, with specific examples showing a price difference of 283 yuan during peak season [3][9]. - The practice of unauthorized low-price bookings is disrupting the established pricing structure of hotels, leading to potential revenue loss [13][14]. Group 3: Consumer Risks - Consumers using unauthorized booking services face significant risks, including potential privacy breaches and difficulties in claiming refunds [11][13]. - Instances have been reported where consumers unknowingly checked into rooms that had been pre-registered by unauthorized agents, raising safety concerns [11][13]. - The lack of accountability from unauthorized booking agents complicates the situation, as consumers may find it challenging to assert their rights [13][20]. Group 4: Industry Challenges - The hotel industry is struggling to combat the gray market of unauthorized bookings, which has become a complex issue with multiple layers of transactions [16][19]. - Hotels are exploring methods to trace unauthorized bookings back to their sources, but the effectiveness of these measures remains uncertain [19][20]. - Experts suggest implementing a blacklist system for known unauthorized agents to prevent future bookings and protect consumer interests [20].

最近几天，朋友老张（化名）给我吐槽了他暑期去贵阳旅游住酒店的事。原以为是老生常谈的吐槽酒店价格，没想到惹他生气的竟是酒店电梯。 老张称，他到达酒店地下车库时，发现电梯口排长队，为了尽快休息，他只能爬楼梯到一楼大堂办理入住。 本就焦躁，没想到电梯厅的位置又"背刺"他一次——眼前的走廊仿佛没有尽头，需要从大堂转三个弯才能走到电梯口。 好不容易走到电梯口，发现还是排长队，最后爬楼梯爬到房间所在楼层，老张彻底破防了。 在酒店业竞争激烈的今天，当客房设施、餐饮服务日趋同质化，电梯体验这个常被忽视的环节，正在成为客人评价酒店的关键因素。 糟糕的电梯体验就如同一位"隐形杀手"，在不知不觉中瓦解酒店的核心竞争力。 被糟糕的酒店电梯搞崩溃了 想象一下这样的场景：你拖着疲惫的身体抵达酒店，期待快速进入房间休息，却在电梯厅遭遇了漫长的等待。或者更糟——被困在狭小的空间里，求助无 门。 这种经历足以让客人对一家酒店的好感荡然无存。 据小红书网友爆料，今年5月，入住温州华侨饭店339店时，高楼层的电梯伴随着诡异声音，在半夜自动开关门，且两部电梯仅有一部能使用。在深夜遭遇 如此场景，住户的恐惧感可想而知。 图源：小红书（下同） 类似因为 ...

智通财经获悉，华住集团-S(01179)涨超6%，截至发稿，涨6.08%，报27.9港元，成交额1945.36万港元。 消息面上，华住集团发布2025年第二季度及中期未经审核财务业绩，于2025年第二季度，实现总收入 64.26亿元(人民币，下同)，同比增加4.52%；股东应占净利润15.44亿元，同比增加44.7%。2025年上半 年，实现总收入118.21亿元，同比增加3.46%；股东应占净利润24.38亿元，同比增加41.25%；拟派发 2025年上半年普通现金股息每股普通股0.081美元。 截至2025年6月30日，Legacy-Huazhu有12,016家在营酒店，包括547家租赁及自有酒店以及11,469家管理 加盟及特许经营酒店。此外，截至同日，Legacy-Huazhu有1,159,086间在营酒店客房，包括租赁及自有 模式下的80,587间酒店客房以及管理加盟及特许经营模式下的1,078,499间酒店客房。Legacy-Huazhu亦 有2,925家待开业酒店，包括8家租赁及自有酒店以及2,917家管理加盟及特许经营酒店。 本文源自智通财经网 ...

Core Viewpoint - Huazhu Group's stock price increased by over 6% following the release of its financial performance for Q2 and the first half of 2025, indicating positive market sentiment towards the company's growth and profitability [1] Financial Performance - In Q2 2025, Huazhu Group achieved total revenue of 6.426 billion RMB, a year-on-year increase of 4.52% [1] - The net profit attributable to shareholders for Q2 2025 was 1.544 billion RMB, reflecting a significant year-on-year increase of 44.7% [1] - For the first half of 2025, total revenue reached 11.821 billion RMB, up 3.46% year-on-year [1] - The net profit attributable to shareholders for the first half of 2025 was 2.438 billion RMB, marking a year-on-year increase of 41.25% [1] - The company proposed a cash dividend of 0.081 USD per ordinary share for the first half of 2025 [1] Hotel Operations - As of June 30, 2025, Huazhu Group operated a total of 12,016 hotels, which included 547 leased and owned hotels, and 11,469 managed franchise and licensed hotels [1] - The total number of operating hotel rooms was 1,159,086, comprising 80,587 rooms under leased and owned models, and 1,078,499 rooms under managed franchise and licensed models [1] - The company has 2,925 hotels in the pipeline, including 8 leased and owned hotels, and 2,917 managed franchise and licensed hotels [1]

第十五届全国运动会将于今年11月举行，位于深圳市福田区的深圳市体育中心将承办十五运会的部分赛 事。据悉，作为十五运会深圳赛区的赛事保障酒店之一，深圳市体育中心配套酒店——五洲体育中心酒 店计划于今年9月下旬开门营业。 五洲体育中心酒店位于深圳市体育中心区域，是深圳市体育产业集团与五洲酒店集团合作打造的体育主 题酒店。项目整体按五星级酒店标准设计建造，致力于为赛事、演艺、休闲及商务等多元场景带来优质 的服务体验。 五洲体育中心酒店设有223间客房及套房，其中包含5间无障碍客房和30间专为运动员打造的客房，层高 和定制款人体工学床垫可更好匹配运动员需求。酒店还设有专业运动康复中心，康复中心配备国际领先 的高压氧舱及智能冷冻康复舱，可为职业运动员、康复需求者及运动爱好者提供个性化的专业恢复方 案。 据悉，酒店投入运营后，可满足顶级赛事运动员、教练员、裁判员等接待住宿以及运动康复训练需求， 将辐射带动体育中心周边区域相关产业的联动发展。 饮食方面，酒店设有3间特色餐厅和1间行政酒廊，提供多元化的味觉盛宴，配备专业营养师与资深厨师 团队，并同反兴奋剂机构专家合作，为运动员量身定制科学营养的竞技餐食。 ...

Core Insights - Huazhu Group reported a strong financial performance for Q2 2025, with hotel revenue reaching 26.9 billion yuan, a year-on-year increase of 15% [1] - The total revenue for the group was 6.4 billion yuan, up 4.5% year-on-year, while adjusted net profit rose to 1.35 billion yuan, reflecting a 7.6% increase [1] - The adjusted EBITDA for the quarter was 2.3 billion yuan, marking an 11.3% year-on-year growth [1] Financial Performance - As of June 30, 2025, Huazhu Group achieved total revenue of 11.821 billion yuan, a 3.46% increase year-on-year [1] - Shareholder net profit reached 2.438 billion yuan, up 41.25% year-on-year, with basic earnings per share at 0.79 yuan [1] - The company proposed a cash dividend of 0.081 USD per share for the first half of 2025 [1] Operational Highlights - The total number of operating hotels reached 12,137, an 18% increase year-on-year, with total guest rooms at 1,184,915, up 18.3% [1] - During the reporting period, the company opened 597 new hotels and had 2,947 hotels under development, covering 1,522 cities [1] - Huazhu's CEO emphasized the dual growth in scale and profitability despite market supply pressures, maintaining high occupancy rates [2] Market Metrics - In Q2, Huazhu's average daily rate (ADR) was 290 yuan, occupancy rate (OCC) at 81%, and revenue per available room (RevPAR) at 235 yuan, all showing recovery compared to the previous quarter [2] - The new hotel openings in Q2 included 44% economy hotels and 42% mid-range hotels, with a total of 595 new stores [2] - Huazhu's brand HanTing was ranked first in the "Global TOP 50 Hotel Brands" list by HOTELS magazine, recognized for having the largest room count among listed brands [2]

8月20日，华住集团发布2025年二季度财务业绩，报告期内，华住集团酒店营业额269亿元，同比增长 15%；收入64亿元，同比增长4.5%；经调整净利润13.5亿元，同比增长7.6%；经调整EBITDA（息税折 旧及摊销前利润）23亿元，同比增长11.3%。 聚焦华住中国业绩，财报显示，2025年二季度，在市场供给增加的压力下，华住中国的日均房价 （ADR）、入住率（OCC）和平均可出租客房收入（RevPAR）分别为290元、81%和235元，均较上季 度有所回升，并分别恢复至2024年同期的98.1%、98.4%和96.2%。同时，华住中国新开业门店数量为 595家，其中经济型酒店和中档酒店占比分别达44%、42%。期末，华住中国运营中及待开业酒店合计 覆盖城市达到1416个，较上年同期增加88个。 本文源自：金融界 财报显示，截至2025年二季度末，华住集团在营酒店总数达12137家，同比增长18%；在营客房总数 1184915间，同比增加18.3%。报告期内，集团新开业酒店597家，待开业酒店2947家，期末运营中及待 开业酒店合计覆盖城市达1522个。 ...

Core Insights - Huazhu Group reported a hotel revenue of 26.9 billion yuan in Q2, representing a year-on-year growth of 15% [1] - The group's total revenue reached 6.4 billion yuan, up 4.5% year-on-year, with adjusted net profit at 1.35 billion yuan, increasing by 7.6% [1] - Adjusted EBITDA for the quarter was 2.3 billion yuan, reflecting an 11.3% year-on-year growth [1] Operational Metrics - As of the end of Q2, Huazhu operated a total of 12,137 hotels, marking an 18% increase year-on-year, with 1,184,915 rooms, up 18.3% [1] - The company opened 597 new hotels during the quarter, with a total of 2,947 hotels in the pipeline, covering 1,522 cities [1] - Key performance indicators showed an average daily rate (ADR) of 290 yuan, an occupancy rate (OCC) of 81%, and revenue per available room (RevPAR) of 235 yuan, all showing recovery compared to the previous quarter [1] Strategic Focus - CEO Jin Hui emphasized the commitment to long-termism, high-quality development, and market penetration, particularly in core urban areas [2] - The company aims to maintain dual growth in scale and profitability despite increased market supply pressure, achieving high occupancy rates [2] - Huazhu is focused on product innovation and ecosystem development, launching the "epoch-making" Hanting 4.0 and expanding its mid-range brand, Juzi [2]

Core Insights - Huazhu Group reported a 15% year-on-year increase in hotel revenue to 26.9 billion yuan for Q2 2025, with total income rising 4.5% to 6.4 billion yuan [1] - Adjusted net profit grew by 7.6% to 1.35 billion yuan, while adjusted EBITDA increased by 11.3% to 2.3 billion yuan [1] - The number of operating hotels reached 12,137, an 18% increase year-on-year, with a total of 1,184,915 rooms, up 18.3% [1] Financial Performance - Daily average room rate (ADR) for Huazhu China was 290 yuan, with an occupancy rate (OCC) of 81% and average revenue per available room (RevPAR) of 235 yuan, recovering to 98.1%, 98.4%, and 96.2% of 2024 levels respectively [1] - New hotel openings during the period included 595 locations, with economy and mid-range hotels accounting for 44% and 42% respectively [2] Membership and Booking Trends - Huazhu's membership base reached 288 million, a 17.5% increase year-on-year, with the central reservation system contributing 65.1% of room nights, up 5.2 percentage points [2] - Member booking nights increased by 28.8% year-on-year, indicating strong engagement and loyalty [2] Brand Developments - Hanting launched its 4.0 version with a standardized model cost of 69,900 yuan per room and a construction cycle shortened by 30 days, ranking first in the 2024 "Global TOP 50 Hotel Brands" list [2] - Orange Hotel surpassed 1,000 openings, achieving a 12-fold growth over 8 years, while Intercity Hotels saw a 57.1% year-on-year increase in operating and upcoming hotels [2]