摩根大通—中国酒店行业—25年第四季度初步评估:摩根大通追踪数据显示华住酒店每间可售房收入(RevPAR)存在上行风险(附下载)

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Dec 09, 2025

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载摩根大通——中国酒店行业——2025年第四季度初步评估:摩根大通追踪数据显示华住酒店每间可售房收入(RevPAR)存在上行风险精华翻译• 板块表现分化:过去一个月中国酒店股走势分化,华住(ADR/港股均上涨21%)、锦江(上涨14%)表现领先,亚朵(上涨10%)、首旅(上涨8%)跑输;年初至今,华住、亚朵仍大幅跑赢锦江、首旅(...

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