2025上半年酒店集团财务分析报告

迈点
Sep 08, 2025

2025年上半年,国际形势复杂多变,通货膨胀、贸易关税战等持续存在,影响消费者行为,旅行支出更为谨慎。国内宏观经济稳中向好,文化旅游等服务消费被视为“扩内需”和“提消费”的关键抓手,系列文旅消费补贴、密集的文旅活动等系统性地拉动国内旅游需求,为酒店业提供了相对稳固的需求侧基本盘。供给端,国际及国内酒店集团加速新店拓展、供给规模持续扩大,但亦存在供给结构矛盾、供需失衡等问题,导致价格竞争白热化、利润...

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