公司近况近期我们邀请华住参加25 年中金公司春季投资策略会,我们看好华住基于高质量稳健增长及较为可观的股东回报带来的长期投资价值。展望25 年,我们建议跟踪全年RevPAR走势及潜在同比转正时间、DH减亏对集团利润带来的潜在贡献、华南薄弱市场突围进程及中高端发展等关键点。评论春节假期RevPAR表现略优于行业大盘,节后商旅复苏进程同比更快。我们估计华住中国4Q24 RevPAR同比下滑低至中个位数...
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