华住集团-S(01179)今日盘中大涨5.10%,引发市场关注。该公司近期发布的2025年第二季度及中期财报显示业绩表现亮眼,或是推动股价上涨的主要原因。
根据财报,华住集团2025年第二季度实现营收64亿元人民币,同比增长4.5%;经调整净利润13.5亿元,同比增长7.6%。上半年业绩更为突出,实现营收118亿元,同比增长3.5%;归母净利润24亿元,同比大幅增长41.2%。这些数据表明,尽管面临市场挑战,华住集团仍保持了稳健的增长态势。
值得注意的是,华住集团继续推进轻资产战略,截至二季度末,集团在营酒店总数达12137家,同比增长18%。同时,华住会员数量达到2.88亿,同比增加17.5%,显示出公司在规模扩张和客户粘性方面的优势。尽管第二季度RevPAR等关键指标略有下滑,但公司表示将通过品牌升级、供应链优化和销售能力提升等措施应对短期不确定性,并对长期旅游需求保持乐观态度。投资者似乎对公司的发展前景和战略持积极看法,推动了股价的上涨。
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