Hotel and Catering Concept Falls in Trading, Institutions Say Industry Supply-Demand Inflection Point Has Arrived

Industry
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Summary · why it matters

On July 24, the hotel and catering concept fell 3.11% during the session. Among related constituent stocks, Junting Hotel dropped 4.75%, Tongqinglou fell 3.47%, Xi'an Catering declined 3.28%, Quanjude slipped 3.16%, and BTG Hotels decreased 2.66%. A research report from Northeast Securities pointed out that the inflection point for hotel industry supply growth has emerged in 2026, with the supply-demand relationship shifting from imbalance to gradual improvement. In the first quarter of 2026, revenue per available room for major hotel groups turned positive year-on-year. The industry's competitive strategy has shifted from trading price for volume to balancing volume and price, with average daily rates recovering first and price wars significantly easing.

Impact on stocks 4

Others▲ · 4 stocks
BTG Hotels Group Co Ltd
600258
▲ PositiveDemandrelevance

Industry supply-demand inflection point in 2026 with RevPAR turning positive and price wars easing, benefiting BTG Hotels.

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