社会服务行业双周报(第103期):业绩密集发布期关注绩优个股 华住集团2025年指引释放积极信号

国信证券股份有...
24 Mar

周观点:华住集团2025 年指引叠加行业高频数据释放积极信号,需求改善信心有望强化。华住集团预计公司2025 年国内RevPAR 同比稳定或回升,全年计划新开2300 家酒店(净增1700 家),相较此前2024 年全年2200 家净开的计划更为积极。RevPAR 层面,公司观察到商务市场触底回升信号显现叠加休闲旅游需求,预计全年RevPAR 有望企稳。而酒店之家数据进一步显示,2025 年3 月...

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