研报掘金丨申万宏源：锦江酒店境内外经营表现大幅改善，首予“买入”评级

格隆汇资讯11-22

申万宏源研究指出，疫后把握行业回暖态势稳健运营，锦江酒店(600754.SH)境内外经营表现大幅改善。24年公司境内外酒店RevPAR超19年同期水平增长稳健。境内业务，24年前三季度，境内酒店RevPAR 绝对值呈现稳步攀升态势，但同比来看，由于供需关系的改变及旅游消费恢复理性RevPAR 略有承压。展望未来，行业整体需求回暖有望驱动OCC持续修复，进一步带动RevPAR提升，赋能盈利水平增长...

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