中信证券:商务需求回暖、十一量价齐升,把握酒店行业两条投资主线

E公司
Oct 01

人民财讯10月1日电,中信证券研报表示,当前酒店行业呈现需求复苏、供需再平衡、龙头份额加速提升阶段。需求端,9月行业RevPAR(每间可供出租客房产生的平均实际营业收入)同比降幅继续收窄,中端、中高端优于经济型、一线与新一线优于下沉市场,商务需求回暖趋势明确。中秋国庆假期预订呈现量价齐升态势,且品质化消费趋势明显,酒店行业RevPAR同比有望实现中高个位数增长。供给端保持较快增长,但结构显著分化,...

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