Institutional Support! The hotel industry recovery is confirmed. Why is Junting Hotels "going viral"?

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 companies in the restaurant and wine sectors have performed strongly. Leaders in niche segments such as tea drinks and fast food have maintained resilient growth, and industry prosperity continues to rebound. The hotel and catering industry is rated as “better than the overall market.”

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 part of service consumption, showed impressive operating data during the Spring Festival, with a clear recovery trend. Mid-to-high-end and specialty segments have become key focus areas 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 sector, 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 significantly increasing year-over-year, 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 main focus. 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 expansion; 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, indicating a continued upgrade toward mid-to-high-end supply.

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

Regarding customer sources, inbound tourism and sinking markets are two major growth engines. Data from the National Immigration Administration shows that during the 2026 Spring Festival holiday, daily inbound and outbound crossings averaged 1.977 million, a 10.1% increase year-over-year, with international visitors continuing to return. Macau’s hotel occupancy rate in January rose to 91.6%, with 95.9% in five-star hotels, and international guests increased by 26.6% year-over-year, notably from South Korea, Thailand, and other Southeast Asian countries. Meanwhile, reverse holiday travel has boosted lower-tier markets, with cities like Shantou and Jieyang experiencing over 180% year-over-year growth in hotel bookings, with family and micro-vacation travel becoming mainstream.

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 customer satisfaction score reached 78.44 points, up 2.34 points year-over-year, while complaint rates dropped to 5%, a decrease of 22.48%. Overall, operational quality has significantly improved.

Aligning with Industry Recovery Trends

All data indicate a significant rebound in the hotel industry’s prosperity. Against this backdrop, major hotel brands continue to perform well. Among them, Junting Hotels stands out 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 emphasizes Eastern cultural branding, building a comprehensive brand matrix covering mid-to-high-end full scenarios, including the core business district-focused Guanjian, the Song-style aesthetic Tanglihe, the hybrid 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 but integrated into space design and service experience throughout the entire process, creating a unique cultural identity. This differentiated positioning supports premium pricing and establishes significant competitive barriers in the mid-to-high-end segment.

Leveraging 29 years of direct management experience, Junting Hotels has developed a replicable standardized operation system, including 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 global expansion. The mature financial model has been validated through multiple operating cycles, with stable per-store profitability, enabling the company to achieve “robust, high-quality service and profit” during peak seasons.

In the current global expansion trend of Chinese hotels, Junting Hotels has proactively completed international channel deployment, fully integrating with major OTA platforms like Booking, Agoda, and Expedia. All four brands are now available online, allowing overseas guests to book with a single click. Additionally, the company has established direct connection cooperation with Choice Hotels Group, enabling 90,000 high-net-worth members to book Junting hotels directly through their official website without additional registration, greatly expanding high-end overseas customer channels.

Therefore, Guoxin Securities believes that Junting Hotels’ focus on Eastern cultural branding, mature operational system, and global channel layout align closely 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 unfold, making it a core beneficiary in the mid-to-high-end hotel sector.