今日盘中，华住集团（HTHT）股价大跌5.10%，引发市场关注。这一跌幅可能与当前中国酒店业面临的诸多挑战有关。
据行业报告显示，2024年中国酒店业经历了前所未有的竞争压力。截至2024年底，中国酒店总量达到37万家，客房规模超过1850万间。然而，这种高速增长并未带来预期收益，反而引发了"涨不动价"、"房价下跌"等问题。数据显示，2024年中国内地酒店行业的RevPAR（每间可售房收入）同比下滑约5%，入住率为58.8%，同比下降2.5%；平均房价为200元，同比下降5.8%。
作为行业龙头之一，华住集团也未能幸免于这场行业洗牌。2024年，华住与其他三家头部酒店企业合计关闭了近1900家门店。尽管如此，华住仍在积极扩张，去年新开设了超过2400家酒店。然而，这种扩张策略在当前市场环境下可能加剧了行业的供给过剩问题。投资者可能担心这种激烈的市场竞争和价格战将持续影响华住的盈利能力，从而导致今日股价的大幅下跌。
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