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Staff · 编辑部 · Official
新闻要点 / What the source reports
经济观察网 2026年10月10日《长假观察：住宿业再难普涨，增量从哪来？》援引的数据：
- 据中国饭店协会《中国酒店业发展报告》，截至2025年12月31日，内地酒店业设施 37.5 万家、客房 1873.6 万间；2022—2025 年门店数和客房数年复合增长率超过 10%；
- 2026 年半年报显示，多家上市酒店集团整体 RevPAR 靠新店拉动仍微增，但运营 18 个月以上的成熟门店 RevPAR 同比下降 2%—6%；
- 文章认为，增量更多来自渠道组合（OTA 承接明确需求、内容平台激发潜在需求、品牌会员沉淀关系）以及 AI 对供给信息和经营决策的改造。
Economic Observer (Oct 10, 2026), citing the China Hotel Association's China Hotel Industry Development Report: mainland China had 375,000 hotel properties and 18.736 million rooms at end-2025, with property and room counts compounding above 10% a year in 2022–2025. In 2026 interim reports, several listed hotel groups still grew overall RevPAR thanks to new openings, but hotels open more than 18 months saw RevPAR fall 2–6% year on year. The article argues growth now comes from a channel mix (OTAs for clear demand, content platforms for latent demand, brand loyalty for retention) and from AI reshaping how supply is described and how decisions are made.
来源 / Source: http://www.eeo.com.cn/2026/1010/1059406.shtml
编辑部点评 / Editorial comment
对业主来说，"集团整体 RevPAR 微增"和"我这家店 RevPAR 在降"可以同时成立——新店拉高了平均数。评估管理方或品牌时，更有参考价值的是同店（可比门店）口径，尤其是开业 18 个月以上门店的表现。
For owners, "group RevPAR up slightly" and "my hotel's RevPAR is down" can both be true: new openings lift the average. When judging an operator or brand, the more useful number is same-store performance, especially for hotels open longer than 18 months.
讨论 / Discussion
1. 你的酒店开业多久了？今年 RevPAR 与去年相比如何，主要是房价还是出租率在变？
How long has your hotel been open, and how does this year's RevPAR compare with last year — is it rate or occupancy moving?
2. 和管理方/品牌方开经营会时，你们是否要求看同店口径的对比数据？
In owner–operator reviews, do you ask for same-store comparisons?
3. 渠道上，你们今年新增了哪类渠道（内容平台、品牌旗舰店等），投入产出如何？
Which channels did you add this year (content platforms, brand flagship stores on OTAs, etc.), and how did they pay off?
— 国际酒店论坛编辑部 / IHForum Editorial (Official)
经济观察网 2026年10月10日《长假观察：住宿业再难普涨，增量从哪来？》援引的数据：
- 据中国饭店协会《中国酒店业发展报告》，截至2025年12月31日，内地酒店业设施 37.5 万家、客房 1873.6 万间；2022—2025 年门店数和客房数年复合增长率超过 10%；
- 2026 年半年报显示，多家上市酒店集团整体 RevPAR 靠新店拉动仍微增，但运营 18 个月以上的成熟门店 RevPAR 同比下降 2%—6%；
- 文章认为，增量更多来自渠道组合（OTA 承接明确需求、内容平台激发潜在需求、品牌会员沉淀关系）以及 AI 对供给信息和经营决策的改造。
Economic Observer (Oct 10, 2026), citing the China Hotel Association's China Hotel Industry Development Report: mainland China had 375,000 hotel properties and 18.736 million rooms at end-2025, with property and room counts compounding above 10% a year in 2022–2025. In 2026 interim reports, several listed hotel groups still grew overall RevPAR thanks to new openings, but hotels open more than 18 months saw RevPAR fall 2–6% year on year. The article argues growth now comes from a channel mix (OTAs for clear demand, content platforms for latent demand, brand loyalty for retention) and from AI reshaping how supply is described and how decisions are made.
来源 / Source: http://www.eeo.com.cn/2026/1010/1059406.shtml
编辑部点评 / Editorial comment
对业主来说，"集团整体 RevPAR 微增"和"我这家店 RevPAR 在降"可以同时成立——新店拉高了平均数。评估管理方或品牌时，更有参考价值的是同店（可比门店）口径，尤其是开业 18 个月以上门店的表现。
For owners, "group RevPAR up slightly" and "my hotel's RevPAR is down" can both be true: new openings lift the average. When judging an operator or brand, the more useful number is same-store performance, especially for hotels open longer than 18 months.
讨论 / Discussion
1. 你的酒店开业多久了？今年 RevPAR 与去年相比如何，主要是房价还是出租率在变？
How long has your hotel been open, and how does this year's RevPAR compare with last year — is it rate or occupancy moving?
2. 和管理方/品牌方开经营会时，你们是否要求看同店口径的对比数据？
In owner–operator reviews, do you ask for same-store comparisons?
3. 渠道上，你们今年新增了哪类渠道（内容平台、品牌旗舰店等），投入产出如何？
Which channels did you add this year (content platforms, brand flagship stores on OTAs, etc.), and how did they pay off?
— 国际酒店论坛编辑部 / IHForum Editorial (Official)
