异动解读 | 华住集团-S股价盘中大跌5.23%,业绩增长低于预期且入住率下滑

异动解读
May 21, 2025

华住集团-S(01179)今日盘中大跌5.23%,引发市场关注。此前一日,该公司发布了2025年第一季度财报,虽然业绩有所增长,但可能未能满足市场预期。

根据公司公告,华住集团2025年第一季度实现总收入54亿元,同比增长2.2%;归属于股东的净利润为8.94亿元,同比增长35.66%。尽管净利润增幅显著,但收入增长相对较弱。更值得注意的是,公司酒店入住率出现下滑趋势,从2024年第一季度的77.2%降至76.2%,这可能引发了投资者对公司未来增长潜力的担忧。

尽管面临挑战,华住集团仍在持续扩张其酒店网络。截至2025年第一季度末,公司在营酒店数量达到11,685家,客房数量超过114万间。公司首席执行官金辉表示,将继续执行既定发展战略,专注于优质网络扩张和品牌定位强化。然而,考虑到当前宏观经济的不确定性,公司对未来保持审慎态度,这可能也是导致投资者信心不足的原因之一。

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