别只把亚朵当酒店股_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

别只把亚朵当酒店股

SG Visual Research 图解研报
2025-12-30

预计阅读时间：30–45 秒

很多人提到亚朵，第一反应还是一家中高端连锁酒店。

但从最新财报和研报来看，更值得关注的变化，并不在开店数量，而在于零售业务在整体结构中的角色正在变重。酒店更像是流量和会员入口，而以睡眠产品为核心的零售，正在抬高单客价值。

# 中国连锁酒店亚朵考虑在香港二次上市

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":516237635945664,"tweetId":"516237635945664","gmtCreate":1767055238863,"gmtModify":1767058858974,"author":{"id":3558404604264882,"idStr":"3558404604264882","authorId":3558404604264882,"authorIdStr":"3558404604264882","name":"SG Visual Research 图解研报","avatar":"https://static.tigerbbs.com/a6e90d8e86d025ca79fd03dfd73d1fa0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.30","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[{"themeId":"afd04db246bc1b2df13eab905f4643bf","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"中国连锁酒店亚朵考虑在香港二次上市","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":afd04db246bc1b2df13eab905f4643bf}&rnconfig={\"headerBarHidden\": true}","description":"中国连锁酒店亚朵生活控股有限公司(Atour Lifestyle Holdings Ltd.)正在探索在香港第二次上市的可能性，此前在美国上市的中国公司也在考虑类似举措。该消息由彭博新闻社报道，未经路透社核实。这一潜在决定反映了公司在市场担忧中的战略考虑。此举标志着亚朵有兴趣扩大其业务并探索金融市场的新机遇。","image":"https://static.tigerbbs.com/2752374afabe869ab9afee98b814fc5e"}],"images":[{"img":"https://static.tigerbbs.com/c183f732f05f1fb63fe0d8636c1563f9","width":"1080","height":"5197"}],"coverImages":[{"img":"https://static.tigerbbs.com/c183f732f05f1fb63fe0d8636c1563f9","width":"1080","height":"5197"}],"title":"别只把亚朵当酒店股","html":"<html><head></head><body><a href=\"https://laohu8.com/S/ATAT\">$亚朵(ATAT)$&nbsp;</a>&nbsp;\n<p>预计阅读时间：30–45 秒</p>\n<p>很多人提到亚朵，第一反应还是一家中高端连锁酒店。</p>\n<p>但从最新财报和研报来看，更值得关注的变化，并不在开店数量，而在于零售业务在整体结构中的角色正在变重。酒店更像是流量和会员入口，而以睡眠产品为核心的零售，正在抬高单客价值。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c183f732f05f1fb63fe0d8636c1563f9\" tg-width=\"1080\" tg-height=\"5197\"><span></span></p>\n<p></p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/ATAT\">$亚朵(ATAT)$&nbsp;</a>&nbsp;\n<p>预计阅读时间：30–45 秒</p>\n<p>很多人提到亚朵，第一反应还是一家中高端连锁酒店。</p>\n<p>但从最新财报和研报来看，更值得关注的变化，并不在开店数量，而在于零售业务在整体结构中的角色正在变重。酒店更像是流量和会员入口，而以睡眠产品为核心的零售，正在抬高单客价值。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c183f732f05f1fb63fe0d8636c1563f9\" tg-width=\"1080\" tg-height=\"5197\"><span></span></p>\n<p></p>\n<p><br></p></body></html>","text":"$亚朵(ATAT)$ 预计阅读时间：30–45 秒 很多人提到亚朵，第一反应还是一家中高端连锁酒店。 但从最新财报和研报来看，更值得关注的变化，并不在开店数量，而在于零售业务在整体结构中的角色正在变重。酒店更像是流量和会员入口，而以睡眠产品为核心的零售，正在抬高单客价值。","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/516237635945664","repostId":0,"isVote":1,"tweetType":1,"viewCount":470,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ATAT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":241,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}