当酒店行业仍处于周期磨底的阶段，华住集团交出的三季度答卷，却让市场开始重新审视其内在价值。驱动华住增长的，已不仅是行业的周期性反弹，更是一种在酒店业供给侧改革中持续放大龙头优势的确定性力量——短期看经营韧性、中期看供给侧改革红利、长期看生态价值，华住的投资的投资逻辑正迎来系统性重估。财报显示，三季度华住酒店营业额突破306亿元，同比增长17.5%；经调整EBITDA达25亿元，同比增幅达18.9%...
Source Link当酒店行业仍处于周期磨底的阶段，华住集团交出的三季度答卷，却让市场开始重新审视其内在价值。驱动华住增长的，已不仅是行业的周期性反弹，更是一种在酒店业供给侧改革中持续放大龙头优势的确定性力量——短期看经营韧性、中期看供给侧改革红利、长期看生态价值，华住的投资的投资逻辑正迎来系统性重估。财报显示，三季度华住酒店营业额突破306亿元，同比增长17.5%；经调整EBITDA达25亿元，同比增幅达18.9%...
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