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华住(HTHT)
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流入决定股价
·
03-02 13:18
$华住集团-S(01179)$
华住酒店集团旗下拥有31个品牌,覆盖汉庭、全季、桔子、桔子水晶、城际、漫心、美居、CitiGO欢阁、星程、宜必思、海友、美仑、你好、城家公寓、禧玥、花间堂、施柏阁、美仑国际、瑞贝庭公寓酒店等经济型、豪华型酒店,在全国三线及以上城市实现100%覆盖。行业专享用户通过指定渠道预订
$华住集团-S(01179)$ 华住酒店集团旗下拥有31个品牌,覆盖汉庭、全季、桔子、桔子水晶、城际、漫心、美居、CitiGO欢阁、星程、宜必思、海友、美...
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山上HillVue
·
03-04 15:43
老板们嘴上爱 AI,真开会还得是世界名流都爱的施柏阁
图片 商业社会,讲究的无非就是一个互信互惠,而这份最基础的信任建立,仍然来自于专业与可靠。 作者 I 王彬 当会议被 AI 接管,他们为什么还要坚持“古法”开会? 人们对于在线会议这件事儿似乎总有一种骨子里的执念。 早几年,扎克伯格一门心思想搞元宇宙。那时人们设想的是,既然在线会议没有临场感,那就给每个人都做一个数字分身,大家戴上 VR 头盔,在元宇宙里开大会,模拟线下会议的临场感。 AI 时代到来后,大厂们又蠢蠢欲动,想要用 AI 来重塑人们开会的方式。现在,各类在线会议工具、办公软件都纷纷接入了 AI,自动整理会议录音、纪要甚至工作安排。哪怕你在开会时开小差,AI 也能帮你自动提炼要点、生成发言和心得,主打一个无脑办公。 但问题是,这些 AI 工具的接入,并没有改变在线会议的固有弊端。它只是提升了效率,却没改变线上与生俱来的疏离感。因为人与人之间的互动、交流和情感,仍然需要线下见面才能建立起来。 尤其在中国这个人情社会,最重要的商业决策从来都是在线下发生。在中国的商业环境里,合作很少是一次性买卖,签约之后,牵动的是长期关系。 但成功举办一场会议,却是“万事难”。难点并不在于会议本身,而是举办会议的一系列安排之繁琐所致。 首先会议级别要够高,排场够足、场地要够大,服务流程要专业周到,会议效果才能保证;其次成百上千人短时间内的入住、餐饮、交通等需求,都要安排妥帖,一桩桩一项项都是难题。 这家来自德国的传奇酒店,凭什么屡屡得到政商名流的偏爱? 其实,要办一场成功的线下会议并不难,关键是要找到合适的方法。 最知名的线下商业峰会,无疑是举办了半个多世纪之久的达沃斯论坛。达沃斯论坛的全称是“世界经济论坛”,自 1971 年创立以来就是全球最重要的政治与商业峰会,无论是从会议规模、参会人员乃至政商影响力来说,达沃斯论坛都是世界之最。 很多人都只知道达沃斯论坛的固定
老板们嘴上爱 AI,真开会还得是世界名流都爱的施柏阁
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流入决定股价
·
02-25
$华住集团-S(01179)$
华住集团-S(01179.HK)北京时间02月24日,涨0.9%,卖空量成交6.08万股,较上一交易日减少66.01%
$华住集团-S(01179)$ 华住集团-S(01179.HK)北京时间02月24日,涨0.9%,卖空量成交6.08万股,较上一交易日减少66.01%
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新识研究所
·
03-03 20:05
原乐道汽车总裁艾铁成被曝加入华住集团,担任首席增长官
艾铁成被曝入职华住集团任首席增长官,能重塑华住品牌,迎来新增长吗? 据凤凰网消息,3月3日,据博主“德卤爱开车”晒出的华住集团(HK1179)组织部任命公告,原乐道汽车总裁艾铁成加入华住集团,被任命为华住集团首席增长官(CGO),向集团首席执行官金辉汇报。 任命公告称,艾铁成将负责市场部、华住(HTHT)会、营销技术中心的日常管理,全面统筹集团增长战略规划与落地,负责会员增长、流量运营、数据驱动增长体系、品牌营销、新场景与新业务增长探索,同时协助分管华住(HTHT)高端品牌事业集群。 资料显示,艾铁成毕业于天津大学,曾任蔚来汽车高级副总裁、乐道汽车总裁。其职业生涯横跨消费品、文娱及新能源汽车三大领域,历任宝洁管理培训生、洲际酒店大中华区首席市场官、上海迪士尼市场副总裁。 艾铁成于2025年4月2日通过乐道App发表文章宣布离职,表示未让乐道L60达到与其产品力相匹配的销量。 在当时的告别信中,艾铁成坦言,团队在营销层面存在诸多不足,未能实现与产品竞争力相匹配的销量。乐道L60曾被蔚来管理层寄予厚望,这款中型SUV最初被定位为直接对标特斯拉畅销车型Model Y。艾铁成曾公开承诺:若2025年3月该车型单月交付量未能突破2万辆,他将自愿辞去总裁一职承担责任。 但官方数据显示,当月乐道品牌仅交付4820辆,这一结果也直接促使他兑现了辞职承诺。 艾铁成离职后,蔚来内部引发一系列高层调整,原蔚来能源负责人沈斐接任乐道总裁。乐道品牌在去年下半年实现较快增长,主要得益于第二款车型——大型电动SUV L90的拉动。但随着国内新能源汽车产业扶持政策逐步退坡,乐道销量自去年11月以来持续下滑。 2026年2月乐道交付量进一步降至2981辆,为2024年9月开启交付以来第二低水平。
原乐道汽车总裁艾铁成被曝加入华住集团,担任首席增长官
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新浪Insights
·
02-28
华住会因“强制仲裁”条款被约谈后,桔子酒店又陷恐吓短信漩涡
(图源:华住集团官网) 《热点Views》栏目出品 2026年2月11日,北京市消费者协会的一纸约谈通知,将中国酒店业龙头华住集团推至舆论风口。约谈直指华住会会员服务协议中的“强制仲裁”条款——2025年7月生效的《华住会个人会员计划与服务条款》规定,“若协商不成的,您同意将争议提交至上海仲裁委员会按照该会仲裁规则进行仲裁”,被指单方面剥夺消费者诉讼权利。 华住会是华住集团旗下的会员俱乐部,拥有超3亿的酒店客群。 华住会快速做出了回应。2月12日,华住回应称,保障消费者合法权益始终是华住会的首要原则。目前,公司已第一时间启动对相关用户协议的全面自查与整改,并尽快调整仲裁管辖相关规定。 2月13日,即约谈后两天,新版服务条款正式上线,将争议解决方式从“强制仲裁”改为“向法院提起诉讼”。新协议已于2月21日正式生效。 一波未平一波又起。短短一周后,华住又因“顾客称被桔子酒店短信恐吓”一事,引发了巨大争议。 这一切,折射出华住在品牌服务与用户体验管理方面的裂痕。近年来,华住集团依托轻资产加盟模式快速发展,在这个过程中,门店扩张、会员运营、加盟管理等多个维度是否协同,经营与合规之间是否平衡,不仅关乎华住本身的转型,也会成为中国连锁酒店行业发展的重要参考。 3亿会员的信任危局 华住会因“强制仲裁条款”被约谈之时,正值春节旅游出行旺季。经文化和旅游部数据中心测算,春节假日9天,全国国内出游5.96亿人次,国内出游总花费8034.83亿元,假日游客人数和花费均创历史新高。 同时,摩根士丹利、中金公司等投行也在节前发布研报,表示看好春节旺季带动酒店行业 RevPAR(每间可售房收入)持续修复,并对华住集团给予“增持”评级,上调目标价。 然而,在春节旺季与市场看好的双重利好下,此次约谈的到来如同一记警钟,不仅让华住的春节旺季经营蒙上阴影,也让市场和消费者重新审视这家龙头企业的发展质量:在规模
华住会因“强制仲裁”条款被约谈后,桔子酒店又陷恐吓短信漩涡
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流入决定股价
·
02-04
$华住集团-S(01179)$
2026年02月02日早盘09时30分,华住集团-S(01179.hk)股票出现波动,股价急速跳水3.29%。截至发稿,该股报37.020港元/股,成交量18.47万股,换手率0.01%,振幅1.72%。
$华住集团-S(01179)$ 2026年02月02日早盘09时30分,华住集团-S(01179.hk)股票出现波动,股价急速跳水3.29%。截至发稿,该...
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数读社
·
02-13
华住被约谈,季琦的“心安”与浮躁
2月11日,华住会被约谈。 北京市消费者协会对华住会运营方——汉庭星空(上海)酒店管理有限公司进行约谈,明确指出该公司相关条款中涉嫌存在排除、限制消费者主要权利的情况,损害消费者的合法权益,并要求其进行全面自查和限期整改。 这是携程被立案后,在线旅游市场又一起重要事件。巧合的是,华住集团的创始人季琦,与携程还有着千丝万缕的联系。 与携程一脉相承 季琦是携程的联合创始人,曾是携程“四君子”之一,在前十余年的创业生涯中,先后创办携程、如家、汉庭三家市值超过百亿的上市公司,被誉为“创业教父”。 事实上,携程也是华住会的股东,根据财报,截至目前,携程有华住7%的股份。 华住每年需要向携程支付佣金。2024年,华住租赁及自有的酒店向携程支付预订服务的佣金费用2.97亿元;租赁开支1900万元,合计超过3亿元。 华住每年也会从携程拿到一定的收入,2024年,华住向携程提供技术服务获得服务费1.46亿元。 可以说,两家平台关系密切,在携程的助力下,华住蒙眼狂奔。 2020年由汉庭升级的华住集团上市,在季琦的管理下,华住市值达到170亿美金,拥有禧玥、花间堂、桔子水晶、全季、汉庭等23个品牌酒店,成为全球排名第三的酒店集团。 2025年前三季度,华住会累计新开业总数突破了2000家,距离全年新开2300家的目标只有一步之遥。会员数量同比增加17.3%,总数突破3亿,成为全球第一。 与此同时,携程的商业逻辑也在华住的身上有所体现。 华住同样是轻资产模式。其主要采取加盟模式。加盟业务成为绝对支柱和利润的主要来源。 2025年第三季度,华住的管理加盟及特许经营收入同比增加27
华住被约谈,季琦的“心安”与浮躁
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流入决定股价
·
01-15
$华住集团-S(01179)$
2025年中国酒店业迈入深度调整与品质升级并行的关键阶段,存量优化与结构分化成为行业发展核心脉络。近日,迈点研究院独家发布“2025年中国酒店业品牌传播力100强榜单”,以权威数据勾勒行业全景——宜尚酒店、全季酒店、亚朵酒店领跑百强,11个新晋品牌中7成聚焦中高端赛道,印证了消费升级下品质化需求的强劲势能
$华住集团-S(01179)$ 2025年中国酒店业迈入深度调整与品质升级并行的关键阶段,存量优化与结构分化成为行业发展核心脉络。近日,迈点研究院独家发布...
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明大教主
·
01-14
之前就听说连锁酒店的间夜很大比例来自于OTA平台,
$华住(HTHT)$
还公开“提醒”过旗下酒店不得与OTA平台私下签署协议,后国内连锁酒店开始致力于培育会员体系。
$携程网(TCOM)$
过往业绩确实牛的很,我也想到了公司可能会存在本次立案所说的问题···可毕竟监管没落地,于是投资起来抱有了一丝侥幸。换位思考的话,外卖平台之前也存在这个问题,只不过现在通过竞争弥合了! 本次反垄断后消费者支出可能不会有太大变化,估计消费者景点、餐饮、连锁酒店抽成会减少?
之前就听说连锁酒店的间夜很大比例来自于OTA平台, $华住(HTHT)$ 还公开“提醒”过旗下酒店不得与OTA平台私下签署协议,后国内连锁酒店开始致力于培...
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虎喵德文
·
01-06
$华住集团-S(01179)$
$华住集团-S(01179)$
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公司概况
公司名称
华住
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NASDAQ
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公司网址
http://ir.hworld.com
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公司概况
华住集团有限公司是一家主要从事多品牌酒店运营的公司。该公司通过两个业务部门运营其业务,包括Legacy Huazhu和Legacy DH。该公司的品牌包括“经济型酒店”、“中档酒店”、“中高档酒店”、“高档酒店”和“豪华酒店”。该公司的酒店采用三种不同的模式运营,包括租赁、自有、特许经营和特许经营酒店。该公司拥有的酒店包括“汉庭酒店”、“你好酒店”、“全季酒店”、“桔子酒店”、“Mercure Hotel”、“Madison Hotel”、“Novotel Hotel”、“Joya Hotel”、“Blossom House”、“Manxin Hotel”和“Steigenberger Icon and Song Hotels”。该公司主要在国内市场和海外市场开展业务。
2025-04-25
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-11-07
超过5%披露
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
2024-10-10
超过5%披露
Form SC 13G - Statement of Beneficial Ownership by Certain Investors
Form SC 13G - Statement of Beneficial Ownership by Certain Investors
2024-08-20
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2024-05-23
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-04-23
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-02-12
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2023-10-25
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-09-18
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-09-07
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-08-28
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-08-14
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-07-06
超过5%披露
Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend]
Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend]
2023-04-27
年度报告
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2022-09-07
SEC问询函
CORRESP [Cover] - Correspondence
CORRESP [Cover] - Correspondence
分时
5日
日
周
月
数据加载中...
最高
54.20
今开
53.15
量比
0.62
最低
52.15
昨收
52.77
换手率
0.69%
热议股票
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