值得一提的是，石基信息2月发布公告，全资子公司与瑰丽酒店集团签订选择SEP等为集团标准的重大 合同。 A股酒店板块也顺势拉升，截至4月17日收盘，华天酒店（000428.SZ）、金陵饭店（601007.SH）涨 停，君亭酒店（301073.SZ）大涨7.47%，锦江酒店（600754.SH）、首旅酒店（600258.SH）跟涨。 值得注意的是，酒店系统集成商石基信息（002153.SZ）也以涨停收盘。不过，财务数据显示，该公司 业绩尚未出现明显改善。 石基信息1月发布的2024年度业绩预告显示，预计2024年实现营业收入25亿元至37亿元，归母净利润亏 损1.4亿元至2.2亿元，上年同期亏损1.05亿元。2020年至2022年，石基信息归母净利润一路下滑，分别 亏损6758.00万元、4.78亿元、7.79亿元。 南财快讯记者以投资者身份致电石基信息询问酒店采购、业绩改善等事项，工作人员表示，公司产品是 面向酒店集团去推广，谈妥之后再进入集团的采购清单，集团下属酒店通过采购清单购买公司系统。 在扩大内需背景下，大消费成为近期盘面最强主线。 该人员表示，此策略存在一个问题，公司与酒店集团谈判时间或较长，可能需要 ...

华天酒店4月17日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安太华路证券营业部 | 4304.11 | 0.35 | | 买二 | 机构专用 | 1266.33 | 746.83 | | 买三 | 天风证券股份有限公司杭州教工路证券营业部 | 754.34 | 0.35 | | 买四 | 东北证券股份有限公司佛山分公司 | 664.66 | 1.37 | | 买五 | 海通证券股份有限公司济南舜华路证券营业部 | 558.91 | 0.00 | | 卖一 | 机构专用 | 1266.33 | 746.83 | | 卖二 | 国金证券股份有限公司深圳分公司 | 24.28 | 637.91 | | 卖三 | 机构专用 | 186.23 | 494.40 | | 卖四 | 海通证券股份有限公司合肥翡翠路证券营业部 | 0.00 | 435.87 | | 卖五 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 219.93 | 380.39 | | | 部 | | | ...

Core Viewpoint - Shanghai Jin Jiang International Hotel Co., Ltd. reported a significant decline in both revenue and net profit for the year 2024, indicating a challenging operational environment for the company [1][2][3]. Financial Performance - The company experienced a 4% year-on-year decrease in revenue, totaling 14.063 billion yuan, and a 9.06% decline in net profit, amounting to 911 million yuan [2][3]. - The average room rate for domestic limited-service hotels fell by 11.19 yuan to 240.67 yuan, while the occupancy rate decreased by 0.93 percentage points to 65.43% [2][3]. - The overseas operations, particularly the Louvre Group, reported a net loss of 10.79 million euros, with the limited-service chain hotel business suffering an expanded net loss of 56.89 million euros [2][3]. Business Operations - The company opened 1,515 new hotels in 2024, bringing the total to over 17,300 hotels, but faced challenges in its core limited-service hotel segment [2][4]. - The decline in revenue and net profit was attributed to decreased performance in domestic limited-service hotels and the impact of asset disposals [2][3]. Strategic Initiatives - In response to performance pressures, the company is optimizing its brand matrix and has restructured its organizational framework from "7 major centers and 37 departments" to "13 departments and 2 business units" [4]. - The company introduced a "12+3+1" brand strategy, aiming to cultivate three core mid-to-high-end brands by 2028 and expand into the vacation segment [4]. - Plans for 2025 include opening 1,300 new hotels and signing 2,000 new contracts, alongside exploring the long-term apartment sector to create new growth opportunities [4].

美国总统特朗普：我将使农民和酒店行业（经营）更容易。 ...

近年来，消费需求升级与市场竞争加剧推动酒店行业进入精细化运营和品牌多元化发展的新阶段。消费者对住宿体验的要求已 不再局限于舒适性，而是更关注个性化、智能化及可持续发展等综合价值。与此同时，行业在数字化转型、服务创新及ESG实 践等方面的探索，也成为衡量企业长期竞争力的重要标准。 此外，根据亚朵集团2023年ESG报告显示，亚朵在酒店客房中积极采用PLA可降解纸杯、裸棉布草等环保材料，并实施客房龙 头100%末端回水设计，年节水量可达每客房约12.67吨，促进了水资源节约，为客人创造绿色入住体验。 在社会责任方面，亚朵亦积极投身乡村振兴。其在云南亚朵村发起"亚朵村的茶"乡村振兴项目，采用"公司+合作社+农户"的合 作模式，与合作社及茶农签订了长期合作协议。截至2023年末，亚朵已累计采购了近150吨茶叶，总金额超过3700万元，惠及 1400余户茶农，促进了当地经济发展。 凭借持续的创新实践和对可持续发展的承诺，亚朵正不断深化品牌价值，为消费者带来更优质的住宿体验，同时推动行业向更 高质量、更绿色的发展方向迈进。 在这一趋势下，亚朵集团凭借独特的品牌定位与持续的创新能力，在中高端酒店市场稳步拓展。近日，亚朵在钛 ...

库存告急！手慢无！ 来自 欧洲顶奢酒店集团—— 【 欧 特 家OETKER-禾素PHBV立体护脊享睡枕】 ， 万元以上 总统房 限供款， 1折疯抢！ 你的睡眠，真的"及格"了吗？ 那支撑力、回弹力，就像是为我的脖子量身定制的一样！ 每天对着电脑肩颈僵硬，翻来覆去脖子悬空？侧睡怕压脸，仰睡腰背酸，睡醒比加班还累？ 你有没有想过， 或许是枕头没选对？！ 而要说起枕头， 还真得靠专业的！ 小编年末拿着年终奖想说奢侈一把，入住了 超星级大师酒店欧特家VIP套房 。 没想到居然被一个枕头种草了！ 回来后翻来覆去睡不着，赶紧去找品牌要来了枕头的货源！ 就是这个 【欧特家OETKER-禾素PHBV立体护脊享睡枕】 ，一个声称能让睡得好升级成睡得对的枕头！！ 它不仅是 欧特家OETKER名下的国际顶牛奢华酒店专用 。 而且只有 VVVIP总统级以上套房 ， 才有资格配备它， 可见有多名贵！ 欧特家OETKER是 Oetker Collection旗下 一家连贵族明星都需要提前预定的大师级超 星级酒店 。 更是被业界称为拥有至高服务水平的殿堂级酒店， 住一晚就得上万！ 随便看几张图，这哪是酒店啊，根本就是度假胜地！ 这么高咖位 ...

Core Insights - The domestic hotel market in China is experiencing rapid growth, with the total number of hotels expected to exceed 370,000 by December 31, 2024, marking a net increase of nearly 30,000 hotels [2] - Major hotel groups such as Jinjiang, Huazhu, and Atour have significantly expanded their hotel numbers, but this has led to oversupply and intense competition in the market [2][5] - Jinjiang Hotel, despite being the largest chain, reported a decline in both revenue and net profit in 2024, facing challenges in profitability due to increased competition and market saturation [2][3] Company Performance - Jinjiang Hotel opened 1,515 new hotels in 2024, bringing its total to over 13,000, yet it faced a revenue drop of 4% to 14.063 billion yuan and a net profit decline of 9.06% to 911 million yuan [2][3] - The company's limited-service hotel segment saw a revenue decrease of 4.62%, with domestic revenue dropping by 6.22% [3] - The average daily room rate (ADR) for Jinjiang's limited-service hotels fell to 240.67 yuan, a decrease of 11.19 yuan, while the occupancy rate dropped to 65.43% [7][8] Market Dynamics - The hotel industry is undergoing a price war due to oversupply, with many hotels lowering prices to attract customers, which has negatively impacted revenue per available room (RevPAR) [7] - Jinjiang's RevPAR for its limited-service hotels was reported at 157.47 yuan, down 5.78% year-on-year [7] - The overall performance of Jinjiang's overseas hotel business was also disappointing, with a net loss of 56.89 million euros, reflecting challenges in international operations [4] Future Outlook - Despite current challenges, Jinjiang plans to continue expanding, with a target of opening 1,300 new hotels and signing 2,000 new contracts in 2025 [10] - The company aims to enhance its market share and maintain its competitive edge in the rapidly growing limited-service hotel sector, particularly in second and third-tier cities [10]

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Group 1 - The core viewpoint of the article highlights Huazhu's recent stock performance and financial results, indicating a mixed outlook with revenue growth but a decline in net profit [1][2]. - As of April 11, Huazhu's stock price increased by 2.01%, reaching $32.46 per share, with a total market capitalization of $10.171 billion [1]. - For the fiscal year ending December 31, 2024, Huazhu reported total revenue of 23.891 billion RMB, reflecting a year-on-year growth of 9.18%, while the net profit attributable to shareholders decreased by 25.39% to 3.048 billion RMB [1]. Group 2 - Huazhu Group, a globally recognized hotel group originating from China, operates 8,176 hotels across 17 countries as of June 30, 2022, with a total of 773,898 rooms in operation [3]. - The company's brand portfolio includes various hotel brands such as Hanting, Hi Inn, and others, and it operates under different business models including leasing, management franchising, and licensing [3]. - As of June 30, 2022, Huazhu managed 14% of its hotel rooms under leasing and ownership models, while 86% were operated under management franchising and licensing models [3].

Group 1 - The hotel industry is undergoing significant transformation and investment changes due to fluctuations in the global economic environment and evolving consumer demand [1] - As of December 31, 2024, the number of hotels with 15 or more rooms in China reached 370,300, a substantial increase of 34.21% compared to the end of 2020 [1] - The total number of hotel rooms in these establishments reached 18.47 million, reflecting a growth of 24.28% since the end of 2020 [1] - The number of chain hotels in China is also on the rise, with 59,600 chain hotels projected by the end of 2024, marking a 52.92% increase from 2020 [1] - There is a notable regional differentiation in new hotel openings, particularly in lower-tier cities, with 17,300 new hotels opening in these areas, accounting for 37.31% of the total [1] Group 2 - In 2024, Jinjiang saw the highest growth in store openings in Northeast China, exceeding 100%, while Shoulv had the highest growth in Central China, surpassing 300% [2] - The overall hotel brand turnover rates for 2024 were reported, with Vienna and Vienna International Hotels having the highest turnover rate at 14.68% [2] - The RevPAR (Revenue per Available Room) data indicates that the National Day holiday saw a year-on-year increase of 40.6%, while the summer month of July experienced an 11.7% increase [2] - The hotel market is currently in an adjustment phase, with expectations for a third supply-demand cycle to begin as travel and business needs rise [3] - Current trends in hotel asset transactions suggest that luxury hotel assets do not exhibit strong premium capabilities, and investors should focus on controlling initial investment amounts [3]