Attached are 14 interviews with the media by Zhao Huanyan.
1. 2020 data of Lingnan Holdings Hotel Three Musketeers
- Guangzhou Garden Hotel
(1) Operating income 279,914,500 yuan -39.79%
(2) Net profit -35,266,000 yuan-180.06%
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China Hotel, Guangzhou
(1) Operating income 168,803,300 yuan -39.48%
(2) Net profit -29,505,300 yuan -244.10%
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Guangzhou Dongfang Hotel
(1) Operating income 134,585,800 yuan -41.85%
(2) Net profit -50,782,000 yuan -1173.73%
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Historical data of the Three Musketeers of Lingnan Holdings Hotel
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Guangzhou Garden Hotel
In August 1985, the hotel opened.
In September 2006, the hotel was renovated.
Renovated again in 2014.
There are 828 guest rooms, 150 apartments, 8 multifunctional halls, 1 conference center, 9 restaurants, and a commercial area of 20,633 square meters.
(1) Operating income
446.5815 million yuan in 2014
464,412,400 yuan in 2015 +3.99%
2016 459,768,400 yuan -1.00%
2017 469.8458 million +2.20%
461,774,500 yuan in 2018 -1.72%
2019 464.8792 million +0.67%
In the first half of 2020, 83,568,900 yuan -59.15%
2020 279,914,500 yuan -39.79%
(2) Net profit
44,644,400 yuan in 2014
2015 RMB 43,168,700 -3.31%
2016 46,677,800 yuan +8.13%
2017 RMB 53.2836 million +14.15%
2018 53.353 million yuan +0.13%
2019 44,051,000 yuan -17.43%
(Renovation of 189 guest rooms on the 11th to 17th floors)
In the first half of 2020-37,030,300 yuan -235.97%
2020 -35,266,000 yuan -180.06%
- China Hotel, Guangzhou
There are 850 rooms, 155 apartments, 6 restaurants, and a commercial area of 35954 square meters.
(1) Operating income
312,123,600 yuan in 2014
303.5559 million yuan in 2015 -2.74%
2016 274,477,600 yuan -9.58%
2017 291,262,600 yuan +6.12%
2018 290,115,500 yuan -0.39%
2019 278,899,900 yuan -3.87%
In the first half of 2020, 46,432,600 yuan-62.10%
2020 RMB 168,803,300 -39.48%
(2) Net profit
In 2014, 8,277,600 yuan
2015 8,935,800 yuan +7.95%
2016 7,493,300 yuan -16.14%
2017 15.1944 million +102.77%
2018 19.1841 million yuan + 26.26%
2019 20.4752 million yuan +6.73%
In the first half of 2020-28,808,300 yuan -455.27%
2020 -29,505,300 yuan -244.10%
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Guangzhou Dongfang Hotel
(1) Operating income
2019 23143.34-4.26%
(160 guest rooms remodeled)
In the first half of 2020, 34,167,700 yuan-67.83%
(2) Net profit
2019 RMB 4,729,500-67.88%
(160 guest rooms remodeled)
In the first half of 2020 -32.956 million yuan -479.34%
2020 -50,782,000 yuan -1173.73%
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Attachment: Zhao Huanyan accepted 14 interviews from the media
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“Beijing Business Daily” Guan Zichen and Wu Qiyun: “Release the hotel brand matrix, eLong Hotel gradually reveals the’ambition’ of the accommodation market”
[Zhao Huanyan’s opinion in the media in 2021 76]On April 23, 2021, “Beijing Business Daily” Guan Zichen and Wu Qiyun cited Huamei consultants in the report “Release the hotel brand matrix, eLong Hotel gradually reveals the’ambition’ of the accommodation market” The data and opinions of Zhao Huanyan, the chief knowledge officer and senior economist of the organization are as follows:
According to Zhao Huanyan, Chief Knowledge Officer of Huamei Hotel Consulting, the current hotel market is an era where new brands are blooming. However, whether it can stand out among a large number of new brands depends on the long-term perspective. In addition, the hotels with the best business are not the cheapest and high-quality hotels, so we must pay attention to brand characteristics.
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“China Travel News” Wang Wei: “Ctrip went to Hong Kong for a second listing, and online travel is making a comeback”
[Zhao Huanyan’s opinion in the media in 2021 75]On April 22, 2021, Wang Wei of China Travel News quoted the Chief Knowledge Officer and Senior Economics of Huamei Consulting in the report “Ctrip went to Hong Kong for a second listing, and online travel is back.” Teacher Zhao Huanyan’s data and opinions are as follows:
Zhao Huanyan, Chief Knowledge Officer of Huamei Consulting, said that the secondary listing refers to a listed company listing some of its outstanding shares on another stock exchange that has not been registered. At the same time, “Chinese concept stocks” do exist in the U.S. stock market. The problem of being underestimated, therefore, for Ctrip, a secondary listing can increase cash flow, diversify risks, and is also an opportunity to strive for revaluation and increase market value.
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Yu Wei from “Winner Real Estate”: “Atour Hotel, which has been out of financing for four years, went public in the United States. Can it turn around by raising 1.9 billion?”
[Zhao Huanyan published opinions in the media in 2021 74]On April 22, 2021, “Wind Real Estate” Yu Wei listed in the “Atour Hotel, which has been out of financing for 4 years, went public in the United States. Can it turn over by raising 1.9 billion?” The data and opinions of Zhao Huanyan, the chief knowledge officer and senior economist of Huamei Consulting, are as follows:
Zhao Huanyan, chief knowledge officer and senior economist of Huamei Consulting Group, also said that from the perspective of poor financing and guidance on replacement listing, Atour Hotel has some problems that affect the listing plan. However, in order to respond to investors’ expectations, listing cannot be avoided, so we choose an easy path.
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“China Business News” Le Yan: “Entering the hotel industry, with Cheng Yilong in the’next big game’?”
[Zhao Huanyan’s opinion in the media in 2021 73]On April 22, 2021, “China Business News” Le Yan quoted the chief executive of Huamei Consulting in the report “Entering the hotel industry, with Cheng Yilong in the’next game’?” The data and opinions of Zhao Huanyan, a knowledge officer and senior economist, are as follows:
Tongcheng has already deployed online travel, offline travel agencies, aviation, and lifestyle. There are also frequent interactions between various sectors. For example, Tongcheng Airlines has recently made new moves in the integration of the “aviation + tourism” industry. With the support of Hunan Provincial Airport Management Group and other units, the Travel Cooperation’s Tongcheng Travel and Hunan Airlines have created the “Air-Rail Combined Transport Red Tourism” project. During the Ching Ming holiday this year, the 98 yuan ticket blind box launched by Tongcheng Travel attracted more than 20 million users to enter the event page to snap up. Therefore, continuing to invest in the hotel sector is to complement the overall closed-loop element of’food, lodging, travel, shopping and entertainment’ that complements the entire tourism industry chain, as well as to further divert online and offline customer sources. “Analysis by Zhao Huanyan, Chief Knowledge Officer of Huamei Consulting.
The competition is definitely fierce, but it is worth noting that the entry of hotels and other related assets can increase the asset scale and valuation of the entire same process system. For the same process system, it is necessary to consider the overall benefits, not Just look at the hotel sector. “Zhao Huanyan thought.
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“Beijing Business Daily” Guan Zichen and Wu Qiyun: “The decline in performance is still accelerating the layout, can domestic hotel giants usher in the year of recovery”
[Zhao Huanyan’s opinion in the media in 2021 72]On April 21, 2021, “Beijing Business Daily” Guan Zichen and Wu Qiyun cited Huamei in the report “The decline in performance is still accelerating the layout, can domestic hotel giants usher in a year of recovery” The data and opinions of Zhao Huanyan, the chief knowledge officer and senior economist of the advisory body are as follows:
According to Zhao Huanyan, Chief Knowledge Officer of Huamei Hotel Consultants, hotel groups are all asset-light operations, that is, they do not invest and manage hotels with brand output to obtain management fees and franchise fees. Therefore, the more layout expansion is, the more the better, because the more managed hotels are More, the more management fees and franchise fees can be collected.
Zhao Huanyan also believes that with the recovery of the tourism industry this year, the performance of the hotel industry and hotel groups will rise.
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“Beijing Commercial Daily” Guan Zichen and Wu Qiyun: “Listed in Hong Kong, revaluated the market value, Ctrip accelerated its expansion to grab the market”
[Zhao Huanyan’s opinion in the media in 2021 71]On April 20, 2021, Guan Zichen and Wu Qiyun of the “Beijing Business Daily” quoted the chief executive of Huamei Consulting in the report of “listing in Hong Kong, revaluation of market value, and Ctrip speeding up expansion to seize the market.” The data and opinions of Zhao Huanyan, a knowledge officer and senior economist, are as follows:
Zhao Huanyan, chief knowledge officer and senior economist of Huamei Consulting Agency, believes that the suspension of outbound travel has indeed affected its imagination of rising performance, but the recovery of domestic travel has given Ctrip a certain amount of performance support.
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“Beijing Business Daily” Guan Zichen and Wu Qiyun: “The delisting process will be launched just two years after listing. Can Kaiyuan Hotel, the largest private high-end hotel, go where it will go?
[Zhao Huanyan’s opinion in the media in 202170]On April 19, 2021, Guan Zichen and Wu Qiyun of the Beijing Commercial Daily “started the delisting process after two years of listing. Can Kaiyuan Hotel, the largest private high-end hotel, where to go?” The report quoted the data and opinions of Zhao Huanyan, chief knowledge officer and senior economist of Huamei Consulting, as follows:
Zhao Huanyan, chief knowledge officer and senior economist of Huamei Hotel Consulting, pointed out that in terms of the previous situation, the stock price of Kaiyuan Hotel was not very satisfactory. The main reason is that Kaiyuan Hotel is biased towards traditional industries and its development is relatively slow. limited. This time, Kaiyuan Hotel withdrew from the capital market because it was acquired and the main body of the acquisition was a private equity fund. The purpose of the acquisition was to change its original development trajectory with the power of capital, in order to achieve faster development and achieve greater valuation. .
In Zhao Huanyan’s view, Kaiyuan Hotel has always developed more traditionally, and its brand genes are difficult to change in the short term. But it is also possible to change through other means, that is, how to change the current situation where the layout is mainly in Zhejiang Province, so as to develop faster throughout the country.
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“36Kr”: “Atour joins forces with Vanke to actively explore new ways of’hotel + real estate'”
[ZhaoHuanyan’sopinioninthemediain202169]On April 16, 2021, “36Kr” quoted the chief knowledge officer and senior executive of Huamei Consulting in the report “Atour and Vanke, Actively Explore New Gameplay of “Hotel + Real Estate” The data and opinions of economist Zhao Huanyan are as follows:
From a set of data previously released by Zhao Huanyan, Chief Knowledge Officer of Huamei Consulting, it is not difficult to find that the return on investment of five-star hotels in China from 2010 to the end of 2018 hovered between 0.3% and 4%.
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“Beijing Business Daily” Guan Zichen and Wu Qiyun: “Foreign-funded hotels withdraw their licenses, domestic-funded hotels take over, and local hotels usher in a rising moment in the recovery market”
[Zhao Huanyan’s views in the media in 2021 68]On April 13, 2021, “Beijing Business Daily” Guan Zichen and Wu Qiyun reported on “Foreign hotels withdrawing their licenses, domestic hotels taking over, and local hotels ushering in a rising moment in the recovery market” Quoting the data and opinions of Zhao Huanyan, chief knowledge officer and senior economist of Huamei Consulting, are as follows:
Zhao Huanyan, Chief Knowledge Officer of Huamei Hotel Consulting Agency, also analyzed and pointed out that with the changes in the customer source structure of the domestic high-end hotel market, in the case of unsatisfactory operation of foreign hotels, the owners will consider changes and terminate the management contract early. At the same time, this can also be done. Reduce management expenses. Next, there may be more and more hotel withdrawals, and the industry has also begun to enter a reshuffle period.
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“China Business News” Le Yan: “Ctrip went to Hong Kong for a second listing, striving for value revaluation”
[Zhao Huanyan’s opinion in the media in 2021 67]On April 6, 2021, “China Business News” Le Yan quoted the chief knowledge officer and senior executive of Huamei Consulting in the report “Ctrip went to Hong Kong for a second listing, striving for value revaluation”. The data and opinions of economist Zhao Huanyan are as follows:
“Secondary listing is when a listed company lists part of its outstanding shares on another stock exchange that has not been registered. For Ctrip, the secondary listing can increase cash flow and diversify risks. At the same time, we also look at it. In view of the problem that China’s concept stocks are undervalued in the U.S. stock market, Ctrip’s second listing in Hong Kong is also seeking opportunities for itself to be revalued and increase market value.” Zhao Huanyan, Chief Knowledge Officer of Huamei Consulting, told No.1 Financial reporter.
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“Beijing Business Daily” Guan Zichen and Wu Qiyun: “Performance plummeted, personnel adjustments, how does Jinjiang impact the global hotel’boss'”
[Zhao Huanyan’s opinion in the media in 2021 66]On April 2, 2021, “Beijing Business Daily” Guan Zichen and Wu Qiyun cited Huamei consultants in their report on “Performance plummeted, personnel adjustments, how Jinjiang impacted the global hotel’s “big boss”” The data and opinions of Zhao Huanyan, the chief knowledge officer and senior economist of the organization are as follows:
“It’s definitely not enough to have a hotel scale. If you look at the world, Jinjiang still needs to work hard on hotel service quality and brand influence.” Analyst Zhao Huanyan, Chief Knowledge Officer of Huamei Hotel Consulting.
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“Economic Observer” Deng Jun: “To join hands with Sunac to attack the high-end, is there an opportunity for Huazhu to’go up’?”
[Zhao Huanyan’s opinion in the media in 2021 65]On April 1, 2021, “Economic Observer” Deng Jun said in “Joining Sunac to attack the high-end, is there an opportunity for Huazhu to “go up”?” The report quoted The data and opinions of Zhao Huanyan, chief knowledge officer and senior economist of Huamei Consulting, are as follows:
Zhao Huanyan, Chief Knowledge Officer of Huamei Hotel Consultants and senior hotel professional, believes that unlike mid-to-high-end and below hotels where there is a steady supply of property supply, it is prone to oversupply, real estate is the entry barrier for high-star hotels. Therefore, from a long-term perspective, he is more optimistic about the development prospects of Gaoxing Hotels. He believes that the high ground for competition in China’s hotel industry is high-star hotels.
However, Zhao Huanyan also said that the current domestic high-star hotel brands are basically still marginalized, and their influence is not as good as that of international hotel brands. At the same time, the proportion of domestic brands is relatively low and the regional advantages are relatively obvious, such as Kaiyuan in Zhejiang and Jinling in Jiangsu.
Regarding Yonglehua’s main asset-light brand output model after the construction of its flagship store, Zhao Huanyan told Economic Observer that the success of this model depends first on whether the two hotels in Changsha can be made to attract owners and have obvious benefits. flagship store. As for the diversion of high-star hotel consumer groups that many people worry about in the future, Zhao Huanyan believes that there is no need to worry too much. “The increase in consumption levels, the increase in hotel supply, and the increase in tourism consumption will all cause dynamic changes in the relationship between supply and demand in the hotel market. .”
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“Travel.com”: “The turning point has come, and the market structure of mid-to-high-end hotel stock market changes again”
[Zhao Huanyan published opinions in the media in 202164]On April 1, 2021, Travel Search.com cited the Chief Knowledge Officer and Senior Economics of Huamei Consulting in the report “The turning point has come, and the market structure of mid-to-high-end hotel stock is changing again.” Teacher Zhao Huanyan’s data and opinions are as follows:
“The development of mid-range hotels has four elements to be identified.” Zhao Huanyan, Chief Knowledge Officer of Huamei Hotel Consultants, said that functional upgrades, matching market segment positioning, and optimized upgrade content are the key to mid-range hotels’ competition, which can be divided into four points. : The second space outside the first guest room, such as gymnasium, book bar, tea house, film and television social area; second, the second element of high-quality products beyond basic needs, such as innovative catering and health-related additional services; third , Multi-element humanistic experience, such as design, culture, and environment; fourth, the improvement of service quality.
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Lei Bu Tong, “Space Secret Quest”: “The’pseudo mid-range’ brands are rampant, are mid-to-high-end hotels still worth investing in?”
[Zhao Huanyan’s opinion in the media in 2021 63]On March 26, 2021, Lei Bu Tong of “Space Secret Detective” was in the “Pseudo Mid-range” brand, is it worth investing in mid-to-high-end hotels? The report cited Huamei consultants The data and opinions of Zhao Huanyan, the chief knowledge officer and senior economist of the organization are as follows:
According to analysis by Zhao Huanyan, Chief Knowledge Officer and Senior Economist of Huamei Consulting, many budget hotels have a payback period of more than 5 years, and many mid-range hotels can achieve cost recovery in about 5 years. Therefore, mid-range hotels are currently the most cost-effective. One of the hotel investment and development models.
[View Zhao Huanyan’s 978 original articles]”View historical news” to go forward.
[Zhao Huanyan]Chief Knowledge Officer and Senior Economist of Huamei Consulting. More than 17 years of research experience in the headquarters of large hotel groups, and more than 12 years of research experience in hotel consulting companies. Won the “Top 100 Most Influential Experts” in the first “Value China” on June 13, 2008, and “One Hundred People Affecting Chinese Hotels” on December 4, 2008 at the 30th Anniversary of China Hotel Industry Reform and Opening-up Conference, September 2016 20th China Hotel and Commercial Kitchenware Industry Conference “Lifetime Achievement Award”, November 4, 2016 CHTA Global 2016 Annual Conference “Special Outstanding Contribution Award”, April 23, 2017 “China Hotel Outstanding Contribution Golden Dragon Award”, 2018 October 19 “Annual Industry Development Contribution Award”, December 7, 2018 “Data Value Think Tank Award” of Sino-Swiss Hotel Management School, and “Outstanding Contribution Award” of GBE Forum on March 20, 2019.
[Main honorary positions]Eju Kerrui Asset Management Expert Consultant, China Real Estate Association Consultant of China Hotel Industry Excellent Purchasing Alliance, Special Researcher of Hotel Industry Research Center of Zhongrui Hotel Management College, Chief Consultant Expert of Guangxi Hotel Management Society, Shaanxi Province Tourism Professional consultant of the Accommodation Industry Association, Honorary President of Yunnan Tourism Hotel Industry Association, etc.
[Work pursuit]At the top of the profession, turn wisdom into methods.
[Basic data]The principle of openness and authority.
[Zhao Huanyan gave 217 speeches]Among them, 3 times in 2008, 4 times in 2009, 9 times in 2010, 16 times in 2011, 21 times in 2012, 25 times in 2013, 25 times in 2014, 32 times in 2015, and 2016 24 times in a year, 20 times in 2017, 15 times in 2018, 19 times in 2019, 2 times in 2020, and once from 2021 to January 12.
[Zhao Huanyan published 795 articles (excluding his own original self-media articles)]including 1 in 2004, 28 in 2005, 9 in 2006, 33 in 2007, 17 in 2008, 34 in 2009, 47 in 2010, 39 in 2011, 34 in 2012, 45 in 2013, 54 in 2014, 82 in 2015, 88 in 2016, 209 in 2017, 66 in 2018, 8 in 2019, 1 in 2020.
[Zhao Huanyan was interviewed and published opinions in newspapers 2818 times]Among them, 8 times in 2006, 18 times in 2007, 11 times in 2008, 42 times in 2009, 50 times in 2010, 82 times in 2011, 175 times in 2012, and 2013 210 times, 272 times in 2014, 314 times in 2015, 372 times in 2016, 288 times in 2017, 318 times in 2018, 316 times in 2019, 267 times in 2020, and 76 times from 2021 to April 23.
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