The Zhitong Finance App learned that Guoxin Securities released a research report saying that maintaining the Huazhu Group-S (01179.HK) “superior to the market” rating, the hotel industry continues to grow based on the flywheel effect of supply and demand, and the bottom of the current cycle adjustment is expected to usher in a rebalance between supply and demand. Taking Huazhu as an example, it built a growth flywheel through a “product-traffic-return-scale” model, driving scale expansion with a multi-brand matrix, strong traffic of over 300 million members, and leading return rates. In the future, market share and profit center will increase simultaneously through store sinking, mid-range and high-end brand upgrades, and asset-light models, and long-term growth space can be expected.

The Zhitong Finance App learned that Guoxin Securities released a research report saying that maintaining the Huazhu Group-S (01179.HK) “superior to the market” rating, the hotel industry continues to grow based on the flywheel effect of supply and demand, and the bottom of the current cycle adjustment is expected to usher in a rebalance between supply and demand. Taking Huazhu as an example, it built a growth flywheel through a “product-traffic-return-scale” model, driving scale expansion with a multi-brand matrix, strong traffic of over 300 million members, and leading return rates. In the future, market share and profit center will increase simultaneously through store sinking, mid-range and high-end brand upgrades, and asset-light models, and long-term growth space can be expected.