03. 亚朵（ATAT.US）2024年第四季度业绩电话会：2024年亚朵集团住宿业务四季度RevPAR为337元，恢复至2023年同期的94.1%；成熟酒店四季度同店同比RevPAR恢复至96%。全年新开业471家酒店，同比增长63%，在营酒店达1619家，同比增长33.8%。零售业务全年GMV达25.9亿元，同比增长127.7%，线上占比超90%。会员数量突破8900万，同比增长超40%。财务方面，2024年全年净营收72.48亿元，同比增长55.3%；调整后净利润率18%。2025年计划开业500家酒店，零售业务预计收入同比增长不低于35%，将继续聚焦深睡生态，引领行业发展，同时优化成本结构以维持利润率稳定。

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