在不确定时代寻找确定回报,华住创始人季琦给了一份酒店投资指南

钛媒体
Nov 10, 2025

华住2025伙伴大会现场在楼市持续低迷、全球股市震荡、黄金价格回调的当下,“确定性收益”成为全球稀缺资源,市场投资者在各个领域中寻找能够穿越周期的优质标的。其中,拥有14亿人口出行刚需背书的中国酒店业,因其清晰的长期价值逻辑而备受关注;然而,这个看似确定的赛道,眼下正经历一个结构性的“迷茫周期”。一方面,酒店数量激增与同质化竞争日益加剧,部分五星酒店甚至出现“摘牌”或“摆摊”自救的行业现象,让许多...

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