异动解读 | 华住集团-S盘中大涨5.75%,行业数据改善提振投资者信心

异动解读
Nov 10, 2025

11月10日,港股市场上华住集团-S(01179)股价表现抢眼,盘中大涨5.75%,报33.1港元。截至发稿时,成交额达6437.14万港元,显示投资者对该股的热情高涨。

华住集团-S股价走强主要受益于行业数据改善和分析师看好。摩根士丹利近日发布研报指出,第三季度酒店行业的每间可售房收入(RevPAR)跌幅收窄,主要受9月表现优于预期所带动。该行预期华住集团第三季度业绩将好于预期,有望展现正面的RevPAR趋势及营运杠杆效益。这一积极预期无疑提振了投资者信心。

此外,国信证券也表示,酒店行业三季度RevPAR降幅环比持续收窄,关注周期向好与个股经营动能变化。分析指出,9月和国庆节后,在商旅需求主导下,行业RevPAR继续延续企稳态势。展望未来,若政策能带动商旅需求企稳,叠加休闲旅游假期灵活安排,行业估值有望早于周期拐点先行修复,这为华住集团-S等酒店股的后市表现带来了更多想象空间。

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