以下文章来源于有数DataVision ，作者严张攀 有数DataVision . 数据表象与商业真相 | 作者 | 严张馨 | | --- | --- | | 编辑 | 李墨天 | 今年七月，布丁酒店由于利润微薄，填不上疫情期间的大窟窿，触发 "连续三年净资产为负" 红线，被 交易所强制退市。 布丁其实有不少自救措施，尝试过品牌升级高端化转型，摸索过长租公寓和餐饮业务，但收效一般。核 心指标RevPAR（单间客房平均收入）在去年反而同比下滑。 以布丁为代表，主打廉价实用的经济型酒店正在集体退场，在连锁酒店体系中表现得更加明显。 按照中国饭店协会的口径，到2024年底，经济型客房占比已仅剩54%[1]。过去一年， 锦江、首旅、华 住 三巨头合计新增酒店3400多家，其中经济型酒店不足600家，占比仅为17.6%。 首旅收购如家后，体内经济型酒店占比不到40%，锦江作为经济型酒店鼻祖，内部经济型酒店占比只剩 下27.6%。 与之对应，三巨头的客房均价在过去几年水涨船高，与小确丧的经济形势似乎格格不入。更反常的是， 各家连锁酒店的入住率不仅没有下降，中高端酒店的入住率反而比经济型酒店更高。 无论是主动削减，还是被 ...

Group 1 - The National Day holiday and Mid-Autumn Festival led to a significant increase in offline consumption across various categories, with notable growth in dining, accommodation, and shopping [2][5] - Douyin's group buying sales for local cuisine increased by 76% year-on-year, with autumn beverages up by 57% and accommodation up by 50% during the holiday period [2] - Experience-based consumption, particularly in cultural tourism, saw a surge, with orders for ancient towns and cities increasing by 299% [10] Group 2 - The demand for unique local accommodations surged, with orders for guesthouses and inns increasing by 75%, while economic, high-end, and comfortable hotels saw growth rates of 69%, 53%, and 49% respectively [5] - The popularity of non-heritage experiences, such as glass making and pottery, grew significantly, with Douyin group buying orders increasing by 270% and 206% respectively [10] - The top ten cities with the highest consumer spending during the holiday included Shanghai, Beijing, and Hangzhou, indicating strong consumer power in these regions [15]