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图表26各酒店集团推动老旧门店升级(华住、首旅)
图表26各酒店集团推动老旧门店升级(华住、首旅)
行业数据
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所属报告:
社服行业2026年度投资策略:新复苏新生态新供给-251201(38页).pdf
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特海国际门店数量持续扩张
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行业数据
2026-07-21
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图27.2021-2026Q1百胜中国门店数量及同比增速
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行业数据
2026-07-21
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图28.立邦刷新服务门店布局(家)(截至2026年7月)
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行业数据
2026-07-21
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2024年中国火锅门店选址分布情况
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行业数据
2026-07-20
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火锅门店数量变动及闭店率(单位:万家)
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行业数据
2026-07-20
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24一2026年全国粥底火锅门店
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行业数据
2026-07-13
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2026年全国粥底火锅门店数T0P10城币
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行业数据
2026-07-13
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中国连锁餐饮品牌依然保持门店扩张态势
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行业数据
2026-07-03
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2025年以来鲜啤福鹿家门店数量快速增长
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行业数据
2026-07-01
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图12017-2025Q4零售药店门店数量(万家)
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行业数据
2026-07-01
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2021-2025年头部茶饮品牌持续扩张门店,部分收入持续增长
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行业数据
2026-07-01
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未来3-5年中国大陆地区新鲜零食门店数量假设
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行业数据
2026-07-01
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美国Thehomedepot门店场景
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行业数据
2026-07-01
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门店数量(家)
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行业数据
2026-06-24
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2025年汽修门店优先经营策略选择结构
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行业数据
2026-06-15
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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行业数据
2026-07-30
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全球药用级益生菌市场规模(百万美元)
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行业数据
2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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行业数据
2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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我们认为行业整体 ADR 处于改善初期,其改善驱动力来自供需双端。1)供给端:中高端酒店供给增加、老旧门店翻新改造双重因素推动供给质量提升,为 ADR 改善提供产品基础。2)需求端:国内旅游休闲需求旺盛、入境游客同比快速增长,使得预订量占比提升。结合酒店收益管理策略,更多的预订量使酒店可以更早实现远期预计收入对运营成本的覆盖,进而为酒店上调房价提供了更长的时间和更大的空间。3)供需增速差持续收窄:2024 年 Week46 全国供需增速差为 4.6%,而 2025 年 Week46 收窄至 0.8%。
行业数据
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当前图表所属:
社服行业2026年度投资策略:新复苏新生态新供给-251201(38页).pdf
2026年社服行业报告:板块涨14%、酒店ADR改善、新供给爆发,行业趋势与投资机会分析
社服行业2026年度投资策略:新复苏新生态新供给-251201
图表92025Q3中信一级行业重仓持股市值占比(%)
图表82025年Q1-3社服各子板块归母净利润增速
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