华住:在“弱预期”中兑现“强现实”

华商韬略
Aug 21, 2025

作者丨文雨图片丨图虫创意、东方IC、网络来源丨市值观察(ID:shizhiguancha)是时候重塑对酒店业的认知了。在经历2023年供给扩张和商旅需求走弱之后,酒店行业于2024年迅疾进入调整周期。STR数据显示,2024年全年中国大陆酒店行业RevPAR同比下滑约5%,今年上半年颓势依旧没能逆转,4-6月RevPAR分别下滑约10%、7%、5%。面对这样一种局面,整个行业自然而然被打上了下行...

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