以下文章来源于旅界 ，作者需要铂金包的妈咪 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 真正会薅羊毛的酒店客人， 活在警方看不见的地方。 文 ｜ 需要铂金包的妈咪 来源｜ 旅界（ID：tourismzonenews） 封面来源 ｜ P exels 前几天，贵阳珍珀酒店加入立鼎世晚宴上，我遇到了几个老朋友。 有资深媒体人，也有酒店从业者，聊着聊着，大家不约而同地说到一个近期酒店圈的热门关键词： 羊毛党。 说完，全桌人集体叹气。 这不是小问题，是行业之痛。 不久前，一个00后女孩在上海住了十几晚酒店，每次退房都说：皮肤过敏、房间不干净、影响睡眠，堪称酒店界皮肤科豌豆公主，外加研究酒店羊毛的爱因 斯坦。 结果怎么样？ 家家中招，十几家酒店房费全退，而她零花钱都省了，最终露出马脚才被警方拘留。 她翻车了，但她不是个例。她是最会演的，但不是唯一会薅的。真正的高手，活在警方看不见也管不了的地方。 那天晚宴上，大家七嘴八舌讨论开来，其中精彩让人瞠目结舌。 朋友A说，有个酒店客人，退房时不慌不忙说："帮我准备10套备品，我今晚带走。" 说得理直气壮。像是自己花钱买的。 你不给，他投诉你态度恶劣。 你给了，他下次还来，还要更 ...

Core Insights - The Chinese hotel industry has entered a survival phase driven by high cost-performance, making it essential for hotel groups to focus on creating high-value products [1][4] - Dongcheng Group's City Convenience Hotel has set a new record for the construction cost of high-end economy hotels, with a single room cost as low as 67,000 yuan [1][5] Group 1: Industry Trends - The report from Mai Dian Research Institute indicates that high cost-performance is no longer optional but critical for survival in the hotel industry [1] - The shift from "adding more" to "removing less" reflects a focus on cost efficiency while maintaining quality, redefining industry benchmarks for cost-performance [3][7] Group 2: Company Strategy - Dongcheng Group's City Convenience Hotel has evolved its product through multiple upgrades since its establishment in 2006, with the latest 4.0 version focusing on user needs and reducing unnecessary costs [5][15] - The modular design and standardized production methods have significantly lowered construction costs, achieving a new low of 67,000 yuan per room [5][9] Group 3: Operational Efficiency - The "Lego-style" construction method allows for modular design and assembly, reducing costs by approximately 15% and shortening construction time, which can enhance hotel profitability by about 30% [9][11] - The use of AI and smart systems in operations helps reduce labor costs and improve efficiency, with examples showing significant time savings in staff scheduling and cleaning [14][15] Group 4: Customer Experience - City Convenience Hotel emphasizes a "six-dimensional sleep culture" to enhance customer experience, focusing on essential needs such as sleep quality and bathroom facilities [11][12] - The hotel has upgraded its soundproofing and sleep experience features, addressing core consumer pain points effectively [12][14] Group 5: Renovation Success - The transformation of older hotels, such as the Chongqing Bishan store, demonstrates the effectiveness of targeted renovations, achieving a significant reduction in renovation costs while enhancing overall quality [15][16] - The strategic focus on high cost-performance in both new constructions and renovations positions Dongcheng Group as a leader in the competitive hotel market [16]

Group 1 - The core viewpoint of the articles highlights the significant increase in demand for "staycation" and "parent-child travel" during the Dragon Boat Festival, with a 73% year-on-year growth in bookings for one-stop packages at high-star hotels in county areas, where parent-child families account for 33% of the bookings [1] - The "child-rearing economy" is driving new growth in the accommodation industry during the Dragon Boat Festival, with high-star vacation hotels that integrate child-friendly restaurants, local cuisine, and children's amusement parks becoming popular among users on Meituan Travel [1] - There has been a remarkable surge in the search for "hotel dining group purchases" on Meituan, with a week-on-week increase of 233%, and a 25% year-on-year growth in online transaction orders for high-star hotel dining [1] Group 2 - A representative from Meituan Travel stated that the rise of "staycation" and "hotel relaxation" reflects an upgrade in tourism consumption, as people's demands are shifting towards deeper travel experiences due to improved living standards and a more mature tourism ecosystem [2] - The combination of "accommodation + dining" and "accommodation + tickets" created by high-star hotels is becoming a core factor in attracting consumers, enhancing holiday consumption experiences and creating new business growth points [2]

Group 1: Overview of the "Hong Kong Budget Travelers" - The term "Hong Kong budget travelers" has emerged, referring to mainland tourists who opt to sleep in 24-hour fast-food restaurants instead of hotels during their stay in Hong Kong [1][5] - These travelers are actively sharing "zero-cost accommodation" strategies on social media, highlighting their experiences of staying overnight in fast-food outlets and visiting free attractions [1][6] - The behavior of these budget travelers is characterized by a focus on minimizing expenses, including choosing the cheapest transportation and free sightseeing options [1][5] Group 2: Hotel Pricing and Availability - High-end hotels in Hong Kong, such as Sheraton and Holiday Inn, are fully booked during the May Day holiday, with prices starting at 1869 RMB and 2836 RMB respectively [3][4] - The price of budget hotels has surged, with many now starting at over 1000 RMB, reflecting a price increase of at least three times compared to previous rates [5][6] - The lack of affordable accommodation options has led to a significant gap in the market for budget travelers [7] Group 3: Structural Issues in Hong Kong's Tourism Market - The structural issues in Hong Kong's tourism market are highlighted by a severe shortage of budget accommodation, with the Chief Executive noting that there are fewer than 5000 hostel beds available [7][8] - The tourism industry in Hong Kong heavily relies on shopping, with 80% of its revenue coming from this sector, which poses challenges for attracting a diverse range of tourists [7][9] - There is a growing perception that Hong Kong is not welcoming to budget travelers, which could impact its long-term tourism sustainability [8][10] Group 4: Retail Sector Challenges - The retail sector in Hong Kong is facing significant challenges, with a reported decline in sales value for jewelry and luxury goods by 12.8% and 12.5% respectively in the first half of 2024 [11] - Retail businesses are under pressure, leading to store closures and layoffs, as seen with the well-known clothing brand Giordano [11] - Morgan Stanley predicts continued negative growth in retail sales for Hong Kong through 2025, indicating a need for a reevaluation of the tourism industry's future development strategies [11]

Group 1 - The core viewpoint highlights the rising demand for "staycation" and "family travel" during the Dragon Boat Festival, driven by the combination of traditional cultural tourism and modern family-oriented activities [1][2] - According to Meituan Travel, the booking volume for high-star hotels in county areas has increased by 73% year-on-year, with family travelers accounting for 33% of the bookings [1] - Coastal and riverside small cities have seen a significant increase in hotel orders, with Beihai, Guangxi, experiencing a 380% growth in bookings, making it the top destination for family staycations [1] Group 2 - High-star hotels are increasingly popular among Meituan Travel users, especially those offering integrated services like family restaurants, local cuisine, and children's entertainment [2] - The booking volume for family packages launched by Marriott International on Meituan has surged by over 442% year-on-year [2] - The rise of "staycation" reflects an upgrade in tourism consumption, with consumers seeking deeper travel experiences and hotels leveraging digital tools to create attractive package offerings [2]

Core Insights - The conference themed "Revitalizing Existing Hotels for Operational Success" marks a significant step for Shanxi in activating the existing hotel market and nurturing modern service industries [1][16] - The event was organized by Jinyi Hotel Management Group with support from various government and industry associations, focusing on hotel renovation, operational innovation, and industry collaboration [1][4] Group 1: Industry Development - Shanxi province has been optimizing its business environment through reforms and new regulations, aiming to attract quality enterprises and enhance investment protection [4] - Jinyi Hotel Management Group plans to establish 38 hotels in Shanxi by 2026, covering a range from economy to high-end markets, leveraging a "hotel + cultural tourism" dual-drive model [6][8] Group 2: Strategic Initiatives - The collaboration between Inner Mongolia and Shanxi is highlighted, with Jinyi integrating cultural elements from both regions to foster cross-regional industrial cooperation [8] - Jinyi's strategy includes a comprehensive plan to create a network of hotels in 11 key cities in Shanxi, focusing on both hospitality and cultural tourism [8][10] Group 3: Operational Innovations - Jinyi Hotel Management Group emphasizes the importance of digital transformation, reporting an 18% reduction in operational costs and a 32% increase in customer repurchase rates through data-driven management [12] - The company aims to create a unique cultural experience by merging local cultural elements into hotel design and services, which is expected to generate over 50 million yuan in annual taxes and create 3,000 service jobs [12][14] Group 4: Future Outlook - The conference concluded with a commitment to advancing the upgrade of Shanxi's hotel industry, establishing a new benchmark for high-quality development in the North China region [16] - The ongoing optimization of the business environment is anticipated to attract more investments and enhance the overall development of the service industry in Shanxi [16]

Core Viewpoint - The high-end hotel industry is transitioning into a "stock era" due to the aging of luxury hotels and an oversupply of hotel inventory, prompting a need for supply-side reforms to enhance value and quality in the market [1][4]. Group 1: Event Overview - The "2025 Stock High-End Hotel Investment Summit" was held in Guangzhou, focusing on empowering the development of the stock market and exploring opportunities and future directions for high-end hotels [3]. - The summit featured the launch of the "Beautiful Family" hotel brand series by Huazhu Group, aimed at revitalizing the stock market with a professional brand matrix [3][4]. Group 2: Brand Development - Huazhu Group's CEO emphasized the company's role in the supply-side reform of stock hotels, aiming to create value for customers and contribute industry wisdom through the "Beautiful Family" brand matrix [4]. - The "Beautiful Family" brand matrix includes specific brand positioning: Meilun Hotel for mid-to-high-end stock renovation, Meilun International for high-end full-service hotels, Meijue Hotel for international high-end experiences, and Meilun Meihuan for luxury selected hotels [6]. Group 3: Market Trends and Strategies - In the context of a shrinking hotel supply-demand cycle, many stock high-end hotels are seeking transformation, with opportunities for productivity changes despite facing multiple challenges [7]. - The summit highlighted practical wisdom for revitalizing stock high-end hotels through the deconstruction and reconstruction of operational formats, leveraging digital technology for personalized guest experiences [8]. Group 4: Strategic Partnerships - During the summit, Huazhu Group's executives signed agreements with 23 project investors and established a strategic partnership with Shaanxi Tianyu Chang'an Group [12]. - The "Beautiful Family" development strategy for the South China region was officially launched, indicating its importance as a key market for Huazhu [14].

Core Viewpoint - The article discusses the challenges faced by Chinese students studying hotel management in Switzerland, highlighting the disparity between high tuition costs and the reality of job opportunities upon graduation [10][28][32]. Summary by Sections Education and Costs - The tuition fees for hotel management programs in Switzerland can exceed 1.5 million RMB over four years, not including living expenses [2][10]. - The comprehensive curriculum covers various aspects of hotel management, but students often feel they lack specialization in any one area [4][5]. Employment Challenges - Graduates often start from entry-level positions, such as internships, and must work their way up, which can include menial tasks [5][6]. - There is a perception of discrimination faced by Chinese students in the European job market, impacting their ability to secure desirable positions [6][12]. Return to China - Many students express a desire to return to China but are apprehensive about the low starting salaries and potential lack of respect in the job market [8][13]. - The article notes that the return on investment for studying abroad may not be as high as expected, with starting salaries comparable to domestic graduates [19][25]. Industry Outlook - Despite challenges in the domestic hotel industry, the global hotel market is projected to grow at an annual rate of 7.1%, potentially exceeding $1.2 trillion by 2028 [28]. - The hotel industry requires patience and a willingness to start from the bottom, as success is often built over time rather than through immediate financial gain [30][31]. Parental Concerns - Parents investing in their children's education abroad may face significant financial strain, with some viewing it as a gamble on their child's future [22][32]. - The article suggests that for families without existing hotel businesses, the investment may not yield the expected returns, leading to doubts about the decision to pursue international education [24][26].

Core Viewpoint - The company reported a first-quarter revenue that met expectations, with adjusted net profit remaining stable year-on-year, indicating resilience amid industry fluctuations [1][2][3] Group 1: Financial Performance - In Q1, the company's hotel revenue was approximately 22.5 billion RMB, a year-on-year increase of 14.3%, while total revenue was about 5.4 billion RMB, up 2.2% [1] - The net profit attributable to shareholders was around 894 million RMB, reflecting a year-on-year growth of 35.7, primarily due to foreign exchange gains [1] - Adjusted net profit stood at 775 million RMB, showing no significant change year-on-year [1] Group 2: Domestic Hotel Operations - Domestic segment revenue reached 4.481 billion RMB, a growth of 5.5%, with direct-operated hotels generating 1.913 billion RMB (down 9.4%) and franchise hotels 2.472 billion RMB (up 21.1%) [1] - The overall RevPAR for domestic hotels decreased by 3.9%, with same-store RevPAR down 8.3% [1] - The company had a total of 11,564 hotels in operation by the end of Q1, with 694 new openings and 155 closures, aiming for approximately 2,300 new openings for the year [1] Group 3: International Hotel Operations - Internationally, the company reported a revenue of 918 million RMB, a decline of 11.3%, with direct-operated store revenue down 11.2% [2] - The adjusted EBITDA for the international segment was -77 million RMB, indicating an increase in losses primarily due to the transition to a light-asset model and restructuring efforts [2] - The company plans to continue its loss reduction strategy throughout the year [2] Group 4: Market Outlook and Strategy - The company anticipates a revenue growth of 1-5% in Q2, with domestic segment growth projected at 3-7% and franchise revenue expected to rise by 18-22% [2] - The management noted that the business market is stabilizing, and leisure travel demand remains resilient, with expectations for a narrowing decline in RevPAR in Q2 [3] - The company is focusing on high-quality expansion, with 43% of its operating hotels in third-tier cities and below, and 54% of its upcoming hotels in the same categories [3]

Financial Performance - As of December 31, 2024, the total revenue of Huazhu is expected to be 23.891 billion RMB, representing a year-on-year growth of 9.18% [1] - The net profit attributable to the parent company is projected to be 3.048 billion RMB, showing a year-on-year decrease of 25.39% [1] Stock Performance - On May 23, Huazhu's stock price increased by 2.65%, reaching $36.39 per share, with a trading volume of $17.3527 million and a total market capitalization of $11.17 billion [1] Company Overview - Huazhu Group Limited is a globally recognized hotel group originating from China, operating 8,176 hotels across 17 countries as of June 30, 2022, with a total of 773,898 rooms [3] - The company operates under various brands, including Hanting, Hi Inn, and others, and employs multiple business models such as leasing, management franchising, and licensing [3] - As of June 30, 2022, 14% of Huazhu's hotel rooms were operated under leasing and ownership models, while 86% were managed through franchising and licensing [3] Upcoming Events - Huazhu is scheduled to disclose its Q1 2025 financial report on May 16, with the actual release date subject to company announcements [2]