华住会 FY25Q2 解读会纪要: 汉庭 4.0 签约强劲

海豚投研
Aug 21, 2025

华住集团-S华住酒店(HTHT.US)以下为华住会 2025 年二季度财报电话会纪要,财报解读请移步《华住:内功夯实,华住要 “深蹲起跳” 了? -》一、财报核心信息回顾:(1)业务表现运营数据:在营客房数同比 +18.3%,集团 GMV 同比 +15% 至 269 亿元人民币;H Rewards 会员数达 2.9 亿(同比 +17.5%),会员间夜量超 6000 万(同比 +28.8%)。品牌...

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