别只把亚朵当酒店股

SG Visual Research 图解研报

$亚朵(ATAT)$

预计阅读时间：30–45 秒

很多人提到亚朵，第一反应还是一家中高端连锁酒店。

但从最新财报和研报来看，更值得关注的变化，并不在开店数量，而在于零售业务在整体结构中的角色正在变重。酒店更像是流量和会员入口，而以睡眠产品为核心的零售，正在抬高单客价值。

中国连锁酒店亚朵考虑在香港二次上市

中国连锁酒店亚朵生活控股有限公司(Atour Lifestyle Holdings Ltd.)正在探索在香港第二次上市的可能性，此前在美国上市的中国公司也在考虑类似举措。该消息由彭博新闻社报道，未经路透社核实。这一潜在决定反映了公司在市场担忧中的战略考虑。此举标志着亚朵有兴趣扩大其业务并探索金融市场的新机遇。

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