今日盘中，华住集团-S（01179）股价大涨5.68%，引发市场关注。该股价走强主要受益于公司最新业务动态及行业前景乐观等利好因素。
据悉，华住集团于近日在其"20周年，再出发"为主题的2025年伙伴大会上重磅发布了全新品牌——全季大观。华住集团创始人兼董事长季琦在会上表示，大基数人口、大基建、大纵深市场、大文旅浪口等都是酒店行业的利好因素，中国酒店业未来最大的机会在于供给侧改革。这一战略举措和行业洞察显示出公司在品牌升级和市场拓展方面的积极动作。
此外，中金近期发布的研报也为华住集团股价提供了支撑。报告指出，华住集团持续推进品牌升级与规模扩张，预计2030年达2万家，远期目标为5-6万家。中金看好公司在中高档及低线城市的布局深化，认为加盟模式将提升盈利能力。基于行业估值上移，中金上调了华住集团的目标价至48美元，进一步增强了投资者信心。
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