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东海证券:酒店连锁化、中高端化趋势不改

Securities Times ·  Dec 24, 2023 20:57

证券时报网讯,东海证券研报指出,酒店连锁化、中高端化趋势不改。短期来看,国内休闲游恢复常态,商旅需求仍有恢复空间,酒店估值处于长期低位水平,板块具备配置价值。中长期来看,行业供给端出清,集中度逐步提升,酒店连锁化、中高端结构升级带动RevPAR持续提升,同时龙头积极拓展开店,建议关注酒店后续升级趋势。

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