华住集团-S(01179)今日盘中大涨6.38%，引发市场关注。
消息面上，海通国际发布研报，首次覆盖华住集团-S并给予“优于大市”评级，目标价41港元。报告指出，华住集团是中国连锁酒店市场的领导者，受益于行业连锁化率提升，其多品牌矩阵和会员体系持续推动市占率增长。此外，公司中高端酒店比例提升、轻资产转型以及严格的成本控制有望进一步改善盈利能力。
海通国际还强调，华住的会员体系（超3亿会员）和供应链优势为其长期增长提供了支撑，并预测2025-2026年调整后EBITDA将持续提升。这些积极因素共同推动了投资者对华住集团未来表现的乐观预期。
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