浙商证券05月04日发布研报称,给予锦江酒店(600754.SH,最新价:53.7元)增持评级。评级理由主要包括:1)经营情况:境外RevPAR同比大幅增长47.28%,境内受疫情扰动影响,RevPAR同比下降10.69%;2)开店情况:Q1净增酒店数144家,轻资产加盟及中高端战略持续推进;3)未来展望:持续优化管理效率,境外商旅复苏有望带来新增量。风险提示:行业复苏不及预期,拓店速度不及预期等...
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