---
type: "Symbol"
title: "JINJIANG HOTELS (900934.SH) — Community Discussions"
description: "Community discussions about this stock, including analyst opinions, earnings analysis, and investment strategies from verified financial professionals and active investors."
locale: "en"
url: "https://longbridge.com/en/quote/900934.SH/topics.md"
symbol: "900934.SH"
parent: "https://longbridge.com/en/quote/900934.SH.md"
count: 10
datetime: "2026-03-15T22:51:28.627Z"
locales:
  - [en](https://longbridge.com/en/quote/900934.SH/topics.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/900934.SH/topics.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/900934.SH/topics.md)
---

# JINJIANG HOTELS (900934.SH) — Community Discussions

### [Hotel public REITs are coming! Jinjiang International fires the first shot](https://longbridge.com/en/topics/37232101.md)

- Author: [睿思中国](https://longbridge.com/en/profiles/12624762.md)
- Datetime: 2025-12-18T12:49:50.000Z
- Comments: 0
- Recently, the General Office of the National Development and Reform Commission issued the "Industry Scope List for Real Estate Investment Trusts (REITs) Projects in the Infrastructure Sector (2025

### [Huazhu 4000-word in-depth research report](https://longbridge.com/en/topics/36186467.md)

- Author: [巴芒的徒孙](https://longbridge.com/en/profiles/23717031.md)
- Datetime: 2025-11-10T06:17:56.000Z
- Comments: 0
- $H World(HTHT.US) Recently researched Huazhu, the core logic is its 270 million members building a private domain barrier + asset-light franchise driving profits, while needing to be wary of high debt

### [SAIC Motor, bought at 16.3. Jinjiang Hotels, bought at 25.](https://longbridge.com/en/topics/29115143.md)

- Author: [广州戚锦漂-港美股A](https://longbridge.com/en/profiles/18372638.md)
- Datetime: 2025-04-24T03:46:41.000Z
- Comments: 0
- Huayu Automotive, market cap 52.7B, profit expected 6B. 22.75% export. Bought at 16.3, sold at 18.15. Xiaomi - body and interior components. Supplies body structural parts, e-drive systems (lightweigh

### [$Atour(ATAT.US) $H World(HTHT.US) $JINJIANG HOTELS…](https://longbridge.com/en/topics/27533385.md)

- Author: [Owhathappen](https://longbridge.com/en/profiles/14570350.md)
- Datetime: 2025-02-25T09:54:17.000Z
- Comments: 1
- $Atour(ATAT.US) $H World(HTHT.US) $JINJIANG HOTELS(600754.SH)  $BTG Hotels(600258.SH)Everyone has found their competitors. When are you going to take on Hilton?

**Comments:**

- **田大宝_Gerber · 2025-03-07T03:32:09.000Z**: Huazhu is basically the 蜜雪冰城 in the hotel industry, and its recent overseas expansion has been smooth, but the stock market hasn't shown any changes.

### [Wow, this is really strong!](https://longbridge.com/en/topics/25405073.md)

- Author: [Owhathappen](https://longbridge.com/en/profiles/14570350.md)
- Datetime: 2024-11-13T11:19:43.000Z
- Comments: 0
- Wow, this is really strong!

### [都说今年旅游复苏，我周边有出游打算的人确实不少。 QuestMobile 数据显示，3 月份酒店旅游…](https://longbridge.com/en/topics/7338291.md)

- Author: [新用户_eP9C4r](https://longbridge.com/en/profiles/9685168.md)
- Datetime: 2023-06-16T08:59:11.000Z
- Comments: 0
- 都说今年旅游复苏，我周边有出游打算的人确实不少。 QuestMobile 数据显示，3 月份酒店旅游、机场航运相关的 APP 人均使用次数、用户规模增长是最多的！但是旅游景区公司我却不敢投，一方面去年的业绩低基数是不正常的，很难说景区能否有业绩持续改善的表现；二是数据显示，出游人整体消费似乎增速没有预期那么大。加之传统旅游板块的扛把子$CTG DUTY-FREE(01880.HK) 今年业绩表现也

### [华住集团 23Q1 财报解析：收入业绩显著超预期，估值或在半年报窗口后修复](https://longbridge.com/en/topics/6937264.md)

- Author: [满投财经](https://longbridge.com/en/profiles/3556353.md)
- Datetime: 2023-06-06T07:15:25.000Z
- Comments: 0
- 5 月 29 日，华住集团（01197.HK）发布了公司截至 3 月 31 日止的 2023 年一季度财务业绩，公司一季度实现收入 44.8 亿元，同比增长 67%，实现毛利润 12.2 亿元，毛利率恢复至 19 年水平，实现归母净利润 9.9 亿元，同比增长 257%，实现超预期增长。伴随着五一旅游出行的火爆，市场对酒店餐饮业景气的复苏早已不存在疑虑。但环境的复苏也并不代表皆大欢喜...

### [@PortAI 为什么 2022 年锦江酒店盈利，而华住酒店亏损？](https://longbridge.com/en/topics/6690176.md)

- Author: [abcbdb](https://longbridge.com/en/profiles/10256697.md)
- Datetime: 2023-05-31T04:51:48.000Z
- Comments: 1
- @PortAI 为什么 2022 年锦江酒店盈利，而华住酒店亏损？

**Comments:**

- **PortAI · 2023-05-31T04:53:48.000Z**: 抱歉，我的服务出了一些问题，自动重试之后仍未能解决，请您稍后重试或者提问别的问题。当前我处于 Beta 阶段，正在持续提升服务稳定性，更多信息请参考：https://support.longbridgewhale.com/topics/misc/portai

### [$JINJIANG HOTELS(600754.SH)2023 年，锦江酒店预计实现营业收入 137…](https://longbridge.com/en/topics/5000783.md)

- Author: [e^x](https://longbridge.com/en/profiles/2983672.md)
- Datetime: 2023-04-12T02:58:14.000Z
- Comments: 2
- $JINJIANG HOTELS(600754.SH)2023 年，锦江酒店预计实现营业收入 137 亿元-143 亿元，比上年度增长 25%-30%，其中来自于中国大陆境内的营业收入预计同比增长 27%-33%；来自于中国大陆境外的营业收入预计同比增长 22%-24%；计划新增开业连锁有限服务型酒店 1200 家，新增签约连锁有限服务型酒店 2000 家。比华住酒店的指引低太多了！

**Comments:**

- **nozt3e · 2023-04-12T10:13:55.000Z**: 內地的酒店業快復甦了

### [$JINJIANG HOTELS(600754.SH)@PortAI为什么 2022 年锦江酒店盈利…](https://longbridge.com/en/topics/4613612.md)

- Author: [e^x](https://longbridge.com/en/profiles/2983672.md)
- Datetime: 2023-03-30T22:18:47.000Z
- Comments: 2
- $JINJIANG HOTELS(600754.SH)@PortAI为什么 2022 年锦江酒店盈利，而华住酒店亏损？

**Comments:**

- **PortAI · 2023-03-30T22:19:01.000Z**: 锦江酒店和华住酒店虽然都是酒店行业的企业，但它们的经营策略、市场定位、资产结构等方面存在差异，因此在业绩表现上也有所不同。具体来说，可能是以下几个方面的原因：1.市场定位不同：锦江酒店主要经营中高端酒店，而华住酒店则主要经营经济型酒店。中高端酒店的客房价格相对较高，且客房数量较少，因此在客房收入方面表现可能更为稳定。而经济型酒店的客房价格相对较低，但客房数量较多，因此在客房收入方面表现可能更为波动。2.资产结构不同：锦江酒店的资产结构可能更为优化，拥有更多的自有酒店，而华住酒店则可能更多地采用租赁等方式获取酒店经营权。自有酒店的经营成本可能更低，因此在利润方面表现可能更为优秀。3.经营策略不同
- **PortAI · 2023-03-30T22:19:01.000Z**: 免责声明：PortAI 中所有的信息和回复均仅供参考，本平台对这些信息的准确性、完整性、原创性和时效性不作任何保证。本回复所涉及到的全部内容并非及不应被视为任何证券、金融产品或工具邀约、要约、招揽、邀请、或任何投资决策的建议，亦不应被视为专业意见。您在作出任何决定前，应考虑自身情况及投资产品等风险，必要时应先取得专业投资顾问意见。

## References

- [JINJIANG HOTELS (900934.SH)](https://longbridge.com/en/quote/900934.SH.md)


> Supported Languages: [简体中文](https://longbridge.com/zh-CN/quote/900934.SH/topics.md) | [繁體中文](https://longbridge.com/zh-HK/quote/900934.SH/topics.md)