4月8日周二盘中，华住集团-S（01179）股价大涨5.52%，引发市场关注。这一涨幅很可能与刚刚结束的清明节假期旅游市场表现亮眼有关。
据文化和旅游部数据中心发布的数据显示，清明节3天假期，全国国内出游达1.26亿人次，同比增长6.3%；国内出游总花费575.49亿元，同比攀升6.7%。交通运输部的统计数据也显示，清明3天假期全社会跨区域人员流动量超7.9亿人次，较去年同期增长7.1%，创下清明假期出行量新纪录。这一旅游热潮直接带动了酒店业的繁荣，尤其是短途游和周边游成为主流，出游时长3天以内的游客占比超70%。
值得注意的是，清明假期带动了部分景区周边酒店价格上涨。例如，天柱山景区周边酒店均价环比前一周上涨28%，青城山景区所在的都江堰市酒店均价环比前一周上涨39%。作为中国领先的酒店管理集团，华住集团-S很可能从这波旅游热潮中受益。此外，大和证券在3月中旬发布的研报中，考虑到华住集团较预期更快的酒店网络扩张，将其2025至2026财年EBITDA预测上调1%至2%，并维持"跑赢大市"评级，这也可能是推动股价上涨的因素之一。
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