文｜酒管财经 一场"苏超"联赛的狂欢，让江苏"十三太保"的"内斗"文化再次出圈。 从南京到宿迁，从苏州到盐城，各市球迷为家乡球队摇旗呐喊的同时，也带火了酒店预订量的暴涨—— 淮安增长150%，宿迁增长67%，徐州增长54%。 这场足球狂欢背后，江苏酒店市场的"散装"格局同样耐人寻味。 "十三太保"在球场外的另一面，则是酒店市场的激烈角逐。 据《2024中国酒店业发展规模现状大数据分析报告》显示，江苏省会南京，酒店数量仅占全省总数的比 例仅10%，远落后于无锡、苏州，甚至落后于徐州。 另据《2025中国酒店投资白皮书》显示，江苏省酒店业规模与表现区域差异明显，苏北地区酒店数量年 增速（15%）高于苏南（8%），但苏南客房均价（480元/晚）显著高于苏北（290元/晚）。 为何江苏酒店市场会呈现如此碎片化的状态？ 江苏酒店市场"散装"背后，究竟是城市经济实力的较量，还是文旅资源的博弈？ 01、十三太保：江苏酒店的"散装"格局 由于"散装"，江苏向来号称"苏联"：这个省份仿佛不是一个整体，而是十三个地级市的联盟。 南京，假省会罢了；苏州，连机场都没有……江苏内部一直有很强的鄙视链，苏南看不上苏中，苏中瞧 不上苏北。 ...

Core Insights - The opening of Atour Group's high-end lifestyle brand "Saha" flagship store in Shenzhen is seen as a potential game-changer for the high-end hotel market in China [1][3] - Domestic hotel groups are increasingly focusing on the high-end segment, with several new brands and strategic partnerships being announced [2][3][4] Domestic High-End Market Development - Domestic hotel groups are actively expanding into the high-end market, with notable announcements from ShouLai Hotel Group regarding new brands and partnerships [3][4] - Huazhu Hotel Group has been enhancing its high-end offerings through acquisitions and partnerships, including a joint venture with Sunac [4] - Jin Jiang International is also exploring high-end opportunities, forming a strategic partnership with Radisson Hotel Group to focus on high-end market upgrades [4] Historical Context - The high-end hotel sector in China has historical roots dating back to the early days of reform and opening up, with many hotels serving as symbols of modernization [5][6] - The rise of real estate developers in the late 2000s led to a second wave of high-end hotel development, with companies like Wanda and Greenland launching their own brands [6][7] Current Challenges - Despite the growth in high-end hotels, domestic brands face challenges in competing with established international hotel groups, which dominate consumer perception [8][10] - The high capital investment and long return periods associated with high-end hotels pose challenges for domestic investors, who often prefer quicker returns [9][10] Market Opportunities - As the market for high-end hotels becomes saturated in first-tier cities, there is a growing trend for brands to explore opportunities in lower-tier cities [12] - The high-end select service hotel segment is emerging as a viable investment opportunity, with expected growth rates exceeding 30% [13] Inventory Market Dynamics - The trend of rebranding existing high-end hotels is gaining traction, with a significant number of hotels expected to be auctioned in 2024 [14][15] - Various hotel groups are launching brands targeting the high-end inventory market, indicating a shift towards revitalizing existing properties [15]

作 者丨 刘婧汐 编 辑丨骆一帆 天眼查显示，近日，上海山海有野酒店集团获得由上海赫程国际旅行社有限公司A轮融资2 6 2 6万元，占股6 7%，而后者由成都携程信息技术有 限公司1 0 0%持股。 也就是说，携程以2 6 2 6万元拿下了高端民宿品牌大乐之野6 7%股权。 价格战、同质化竞争激烈 小宁在桂林、阳朔运营民宿已有十年时间，但近两年来，她愈发觉得生意不好做了。 | 实际控制人 1 ⑦ ♀♀ 岳 实际控制人图谱 | | 国导出 2天眼查 | | --- | --- | --- | | 序号 | 实际控制人 | 总持股比例 | | | 携程 携程旅行网（香港）有限公司 (CTRIP.COM (HONGKONG) LIMITED) 垂 143 | 67.0443% + | 携程持有山海有野6 7 %股份。图源：天眼查 据悉，上海山海有野酒店集团有限公司2 0 1 7年成立于莫干山，创始人吉晓祥为同济大学规划专业背景。目前，山海有野旗下酒店数量为2 5家， 分布在莫干山碧坞村、苏州余山岛、宁夏中卫等地。 就在前不久，俞敏洪也向一家小众高端酒店品牌递去了橄榄枝 。天眼查显示，西藏松赞绿谷文化旅游有限公司的注 ...