首旅酒店(600258)季报点评：旅行复苏提振业绩，酒店盈利能力回升

国联证券04-30

事件：公司发布2024年第一季度报告。24Q1公司实现收入18.5亿元/YOY+11.5%，归母净利润1.2亿元/YOY+49.8%；扣非归母净利润1.0亿元/YOY+102.2%。预计旅行市场复苏+规模良性增长提振收入表现，酒店盈利能力回升24Q1公司酒店/景区业务分别实现收入16.4/2.1亿元，同比分别+11.5%/+10.9%，预计收入端受到旅行市场复苏、规模增长及结构优化较大助力。就盈利...

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