5月21日,华住集团-S(01179.HK)股价盘中大跌5.23%,引发市场关注。这一跌幅出现在公司发布2025年第一季度财报之后,尽管财报显示业绩整体向好,但似乎未能满足投资者的预期。
根据华住集团发布的财报,2025年第一季度公司实现总收入54亿元人民币,同比增长2.2%;酒店营业额达225亿元,同比大增14.3%;归属于股东的净利润为8.94亿元,同比增长35.66%。这些数据表明公司在收入和盈利能力方面都有所提升。
然而,财报中也存在一些令投资者担忧的因素。首先,收入增速明显低于酒店营业额增速,这可能暗示公司在收入转化方面存在挑战。其次,华住集团在中国大陆的酒店入住率为76.2%,相比2024年同期的77.2%有所下降,反映出市场需求可能面临压力。此外,尽管公司业绩整体向好,但可能未能达到市场的高预期,导致股价承压。
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