报告要点本文通过对国内四大连锁酒店业龙头:锦江、华住、首旅、亚朵进行研究和对比,意在分析中国连锁酒店行业格局并探讨未来的发展趋势。重点内容现状:传统酒店巨头面临挑战,后起之秀逐步赶超华住营收盈利保持领先,亚朵全方位增速领跑。华住集团2024 年Q1-3 营业收入178.68 亿元,归母净利润12.73 亿元,其营业收入自2020 年至今保持领先地位。亚朵集团酒店规模自2019 年起,保持30%的...
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