今日盘中，华住集团（HTHT）股价出现大幅下跌，跌幅高达5.10%，引发市场关注。尽管公司近期发布了清明节假期的积极业绩数据，但行业整体面临的挑战似乎压过了短期利好。
据华住集团公布的数据显示，2025年清明节假期三天，公司旗下酒店累计接待人次近317万，是去年同期的1.2倍。假期首日（4月4日）更是迎来入住高峰，当日旗下酒店整体入住率约90%，满房酒店约5800家。这些数据本应给投资者带来信心，但股价的大幅下跌似乎暗示市场对行业长期前景仍存担忧。
事实上，中国酒店业正面临严峻挑战。根据行业报告，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，供给持续高增长导致行业竞争加剧。多家酒店集团2024年业绩显示，RevPAR下滑、入住率承压已成为行业普遍现象，甚至出现了大规模关店。此外，"涨不动价"、"房价下跌"等问题也引发了市场对行业盈利能力的担忧。在这一背景下，华住集团股价的下跌可能反映了投资者对行业长期发展的谨慎态度，尽管公司在假期期间表现亮眼。
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