Institutional support! The hotel industry recovery is confirmed. Why is Junting Hotel "breaking out" of the circle?

Recently, Guoxin Securities released a research report stating that since January 2026, under the dual catalysts of service consumption policy expectations and the Spring Festival peak season, leading restaurant and wine brands have performed strongly. Leaders in niche sectors such as tea drinks and fast food continue to maintain resilient growth, and industry prosperity continues to rebound. The hotel and catering industry is maintained at an “above the market” rating.

Guoxin Securities believes that 2026 is likely to become the Year of Service Consumption, with policy and fundamentals resonating to continuously enhance the value of industry leaders. Among them, the hotel industry, as a core segment of service consumption, showed impressive operating data during the Spring Festival, with a clear recovery trend. Mid-to-high-end and specialty sectors have become key focuses for institutions.

Data Reflects Industry Recovery

Looking at the historical development of the hotel industry, the Spring Festival and its surrounding period have always been golden cycles for the industry, and this year is no exception. From January to February 2026, the domestic hotel industry exhibited a “demand surge, stable prices, and structural upgrades,” with key operating indicators achieving significant year-on-year growth, far exceeding market expectations.

On the supply side, the industry’s expansion pace has become more rational, with mid-to-high-end hotels as the focus of deployment. According to Motie Research Institute data, in January 2026, a total of 261 new hotels opened nationwide, including 53 mid-range and 38 domestic mid-to-high-end hotels, accounting for 34.9%. International mid-to-high-end and domestic high-end hotels together opened 42 new properties, making up 16.1%. Leading brands are accelerating their layout; Hilton Hampton’s 500th hotel in China opened in Shanghai in January, and InterContinental’s Voco and Yiheng brands opened over 30 and 20 locations respectively in Greater China, continuously upgrading the supply structure toward mid-to-high-end.

On the demand side, the Spring Festival peak season serves as a “litmus test” for industry recovery, with core indicators reaching recent highs. According to Hotel Home data, during the week of the Spring Festival (February 16-22, 2026), the nationwide hotel industry’s revenue per available room (RevPAR) increased by 30.7% year-on-year, occupancy rate (OCC) rose by 8.1 percentage points, and average daily rate (ADR) increased by 13.5%. This data confirms the industry’s logic of “strong demand growth + leading brands stabilizing prices through internal competition,” with pricing power becoming a core competitive advantage for industry leaders.

Regarding customer source structure, inbound tourism and sinking markets have become two major growth engines. Data from the National Immigration Administration shows that during the 2026 Spring Festival holiday, daily inbound and outbound travelers averaged 1.977 million, a 10.1% increase year-on-year, with international visitors continuing to rebound. Macau’s hotel occupancy rate in January rose to 91.6%, with five-star hotels reaching 95.9%, and international guests increased by 26.6% year-on-year, notably from South Korea, Thailand, and other Southeast Asian countries. Meanwhile, reverse holiday effects have boosted sinking markets, with cities like Shantou and Jieyang experiencing booking increases of over 180% year-on-year, with family and micro-vacation travel becoming mainstream consumption scenarios.

Additionally, service quality in the industry continues to improve, with customer satisfaction steadily rising. According to Huake Data Research Institute, during the 2026 Spring Festival, the national accommodation industry’s Huake score reached 78.44 points, up 2.34% year-on-year, while complaint rates dropped to 5%, a decrease of 22.48% year-on-year, indicating significant improvement in overall operational quality.

Aligning with Industry Recovery Trends

All data indicate a significant rebound in the prosperity of the hotel industry. Against this backdrop, the operations of major hotel brands continue to improve. Among them, Junting Hotels stands out in the industry recovery wave due to its differentiated brand positioning, mature operational system, and forward-looking channel layout, making it a key mid-term focus for Guoxin Securities.

Junting Hotels has deeply cultivated an Eastern cultural positioning, building a brand matrix covering mid-to-high-end full-scenario offerings, including the core business district-focused Guanjian, the Song-style aesthetic Tanglihe, the combined business and leisure Junting, and the mid-to-high-end experience Junting Shangpin. Unlike the “cloning” model of international brands, Junting’s Eastern aesthetics are not just symbolic stacking but integrated into space design and service experience throughout the entire process, forming a unique cultural identity. This differentiated positioning supports high premium pricing and creates significant competitive barriers in the mid-to-high-end segment.

Leveraging 29 years of direct management experience, Junting Hotels has refined a replicable standardized operation system, establishing comprehensive GOP control, talent pipelines, and revenue management mechanisms. The core management team has an average of over 20 years of experience, laying a foundation for the company’s global expansion. The mature financial model has been validated through multi-cycle operational data, with stable per-store profitability, capable of achieving “good service, strong profit, and reliable operation” during peak seasons.

In the current global expansion of Chinese hotels, Junting Hotels has proactively completed international channel deployment, fully integrating with major OTA platforms like Booking, Agoda, and Expedia, with all four brands launched simultaneously, enabling overseas guests to book with a single click. Additionally, the company has reached direct connection cooperation with Choice Hotels Group, allowing 90,000 high-net-worth members under Choice to book Junting’s full brand portfolio directly through their official website without additional registration, greatly expanding high-end overseas customer channels.

Therefore, Guoxin Securities believes that Junting Hotels’ Eastern cultural brand positioning, mature operational system, and global channel layout are highly aligned with the current industry trend of “structural upgrades + inbound tourism recovery.” As service consumption policies continue to be implemented and the company accelerates franchise expansion, its long-term growth potential will further open up, making it a core beneficiary in the mid-to-high-end hotel sector.