华住集团-S2023年报

2023年 報 25290103106143146212216222289 202112317,830202312319,3949.5%202312319,3946918,703912,4443,098303,068 20 202312312.282023Legacy Huazhu73%78% 20211231202312311,564Legacy DH1,611SaaS 20212022COVID-192022202320212022202312,78513,86221,8823,082202120224651,82120234,085575202120222023EBITDA1,5716106,8749661,3421,5647,6741,080 •Zleep Hotels CitiGO Jaz in the City • Jaz in the CityJaz in the City 2023123110 200514202312313,598731 20231231269177 200820231231471180 2014920231231404 2023123122617 Zleep Hotels Zleep Hotels2023123116Zleep Hotels15Zleep Hotels 2010202312312,116936 20231231652315 20231231670228 Z2023123110524 20231231183119 202312316396453 2013102023123113769 2023123116458 20192020202312319064 202312312317 CitiGO CitiGOCitiGOCitiGO7122023123135CitiGOCitiGO 20231231 20131220231231 2009202312316356 2023123154 Jaz in the City Jaz in the CityJaz in the City20231231Jaz in the CityJaz in the City 20231231 20231231 20231231 202312319,3943199618202312313,098 20231231 (1)84607(2)478,656(3)(4)2999130889(5) 20231231 (1) (2) 20231231302552024120248147214462023123120232,600366 202312316837.4% 252%6%2023602023123140812 20231231 (1)21Legacy DH9 202312318,52617791%2% Legacy Huazhu 80,0001,000,0003%6.5%(H Rewards)(HUAZHU Rewards) 0.5%3.5%6%10%0.5%2%1520 Legacy Huazhu 0.5%4.0%40,000150,0001015 2016 80300 2010COVID-19 20236848 (H-HUB)100%AppB2B(IBE)20 (H-HOS)(PMS)POSEMSZleep Hotels (H-TONE)H-TONE (CRM)CRMCRMCRM (RMS) (CPS)CPSCPS (Cloud-PMS)H-HOSCloud-PMSPMSPMS(CRS)CRMCloud-PMS Hello Wi-Fi2013Wi-Fi GDPRISO27001ISO27701PCI-DSS APP 7*24 2023Legacy Huzahu78%22% Cloud-PMS(i)(ii)(iii) 202312312.282023Legacy Huazhu73% Airbnb 202312311,630202312311941,34917920231231302023123116620231231666www.hworld.com 20231231 2023202330%10% 70Legacy DHISO5000190ISO14001 2023202311 2023 202112272022112021202210262023112022 19871120112020202220046200912016820020058201210 198742016220194(i)(ii)(iii)2011320161201712201151200922021420236152023121(i)(ii)(iii)(iv)(i)(ii)10,00050,000100,00010,0001020 19984200810201942021420046920127172020412023821(i)(ii)(iii)(i)(ii)30,000300,000 20061201622020112013220171220225OK 20101018(GB/T14308-2010)20111120231127(GB/T14308-2023)20243120101119201111 2012921201681840% 2013425201310120181026 2009220202011292022921 2020820 19951200782009820198201121 2020520211114 17 199310199411201310 • • • • • • • • 1198 20122 198912262014424200210282018122919981129201771620171120202120211%5%200,00011250,000200,00050,000200,000 200726200751202312292012223201241 100,000500,000 100,000 30 • • • • • • • • • • 100,000 1982823201383020194232002832014429 200885(SAFE) 201533020233231919100%1920166916202312416 201910232828 2020410 20061225200715200721201652920233232012215777 20193152019122620201120191230202011 1993122023121997220068 2005102006112018102023122014617 10%50% 200510217520051117575200633175 201212175975 2014743775373737373737 2015914 2023152023210 2006881020069820096222006921 200698 201773020161020186 20191230202011 20232172023331(a)HNGDR(b)(i)50%(ii) 20232242023331 20118201191201123202012192021118 199475199511200982720181229200811201212282008918201412014310%201431 19809102018831201911 20101028201171201812291999122201932419994320023242019324 20121228 2013716 201611201761(i)(ii)1,000,000(iii)10,000100,000 20211120205 20092282015111 2016427(EU) 2016/67995/46/EC(a)(b)(i)(ii)(iii)(iv)(i)2%10(ii)4%20 2002712(EC) 2002/58cookiescookies http://www.hworld.com (http://www.sec.gov) 2024331 (1)(i)100%(ii)90%10%(iii)100% (2) 2024331 (i)(ii) 100% 100,000 (i)(ii)10020 201740%10 40,000202312319,3946835.1136,000202312319,39485,000 202112317,830202312319,3949.5%202312319,3946918,703912,4443,098303,068202012 20212022202312,78513,86221,8823,082202120224651,82120234,085575202120222023EBITDA1,5716106,8749661,3421,5647,6741,080 • •COVID-19 •1.520.0 20201Legacy HuazhuLegacy DH (i)(ii)(iii) 202112317,830202312319,394 COVID-19COVID-19COVIDLegacy Huazhu202211Legacy Huazhu20211231234.820231231292.6 COVID-192020Legacy DH2022320231231Legacy DH9.4 (1)COVID-19Legacy HuazhuLegacy DH 2010COVID-19 Legacy Huazhu (1)Legacy Huazhu (2)(i)(ii) (i)(ii)(iii)(iv)2023Legacy Huazhu2022Legacy HuazhuCOVID-192022Legacy Huazhu2021Legacy Huazhu2022Omicron Legacy DH (1)Legacy DH 20212023Legacy DH20222COVID-19 Legacy Huazhu Legacy DH 18Legacy Huazhu18Legacy Huazhu (1)18 (i)(ii)(iii) EBITDAEBITDA 20218,11863.5%20229,14866.0%202313,7961,94363.0%2023123130 2%6% 20162018 • • 20214,40434.4%20224,40531.8%20237,6941,08435.2%202312313,068 • Legacy Huazhu1520 Legacy Huazhu80,0001,000,0003%6.5% 0.5%3.5%6%10%0.5%2% Legacy Huazhu1015 Legacy Huazhu 0.5%4.0%40,000150,000 •20212022202326330939255Legacy DH COVID-19 •(i)(ii)(iii) • • EBITDAEBITDAEBITDAEBITDAEBITDAEBITDAEBITDAEBITDA EBITDAEBITDA (1)EBITDAEBITDAEBITDAEBITDAEBITDAEBITDAEBITDAEBITDAEBITDA EBITDAEBITDAEBITDAEBITDAEBITDAE