華住集團-S(01179.HK)第二季度收入同比增長83.7%至36億元
格隆匯8月24日丨華住集團-S(01179.HK)公吿,截至2021年6月30日,共有7,126家在營酒店(或692,284間在營酒店客房)。於第二季度,酒店營業額1同比增長97.8%至人民幣131億元。不計入Steigenberger Hotels AG及其附屬公司("DH"或"Legacy-DH"),第二季度的酒店營業額按年增加95.2%。
於第二季度,收入同比增長83.7%至人民幣36億元,低於先前公佈的收入增長87%至89%的指引。第二季度來自Legacy-Huazhu的收入同比增長84.6%,低於先前公佈的收入增長90%至92%的指引。
於2021年第二季度,歸屬於華住集團有限公司淨利潤為人民幣3.78億元,相比下2020年第二季度為歸屬於華住集團有限公司淨虧損人民幣5.48億元,而上一季度為歸屬於華住集團有限公司淨虧損人民幣2.48億元。2021年第二季度來自Legacy-Huazhu3的歸屬於華住集團有限公司淨利潤為人民幣4.92億元。
於2021年第三季度,華住預期收入將較2020年第三季度增長8%至12%,或增長4%至8%(倘不計入DH)。為了提供在撇除COVID-19的影響情況下更有意義的指引,華住預期收入將較未發生COVID-19前的2019年第三季度的收入增長12%至16%,或收入減少3%至7%(倘不計入DH)。
考慮到自5月底起廣東省的COVID-19疫情反覆、北京的交通管制,以及最近Delta變種病毒從南京擴散至中國多個城市影響,已下調公司的全年收入增長指引。對於2021年全年,公司預期收入增長將介於29%至33%間,或介於34%至38%間(倘不計入DH)。為了提供在撇除COVID-19的影響情況下更有意義的指引,華住預期收入將較未發生COVID-19前的2019年收入增長17%至21%,或增長2%至6%(倘不計入DH)。
截至2021年6月30日,華住全球範圍的在營酒店網絡共有7,126家酒店及692,284間客房,包括DH的122家酒店。於2021年第二季度內,公司的Legacy-Huazhu業務開設399家酒店,包括18家租賃(或租賃經營)酒店以及381家管理加盟(或特許經營管理)酒店及特許經營酒店,併合共關閉156家酒店,包括7家租賃酒店以及149家管理加盟及特許經營酒店。於2021年第二季度內,Legacy-DH業務開設2家酒店,包括1家租賃酒店以及1家管理加盟及特許經營酒店。截至2021年6月30日,華住共有2,734家待開業酒店,包括來自Legacy-Huazhu業務的2,696家酒店及來自Legacy-DH業務的38家酒店。
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