异动解读 | 万豪酒店因中国市场疲软预期2025年利润大幅下滑,股价应声大跌5.07%

异动解读2025-02-11

万豪酒店集团(MAR)今日盘中大跌5.07%,引发市场广泛关注。

公司在最新业绩预告中表示,预计2025年全年调整后利润为每股9.82美元至10.19美元,远低于华尔街分析师预期的10.65美元。主要原因是中国大陆地区酒店业绩疲软,第四季度全系统客房收入同比下降1.7%。

万豪解释称,中国作为全球第二大经济体,宏观经济状况持续不佳,加上对工资和就业保障的担忧等因素,导致消费者收紧钱包,国内旅游需求减弱。与此同时,中国消费者前往东南亚等亚洲其他地区出境游依然强劲,亚太地区(不含中国)客房收入同比增长12.5%。

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