凱悅酒店直面中國市場放緩：聯手國企、目標亞洲業務翻倍
面對中國經濟放緩挑戰，凱悅酒店集團（Hyatt）正尋求與中國國有企業建立合資品牌，並計畫將亞太區業務擴張一倍。本文深入分析其背後策略與投資風險。
中國市場成長趨緩，全球酒店巨頭凱悅酒店集團（Hyatt Hotels）正展開一場重大戰略轉向。據《Travel & Leisure》報導，凱悅計畫與中國國有企業合作成立合資酒店品牌，並力求將整個亞太地區的業務版圖擴大一倍，以應對單一市場的挑戰。
挑戰：中國經濟的逆風
根據2025年12月26日的報導，凱悅正視其在中國市場面臨的增長放緩困境。過去作為主要成長引擎的中國市場，如今動能減弱，迫使集團必須尋找新的突破口，將目光投向大中華區以外的更廣闊亞洲市場。
新戰略：合資突圍與亞太擴張
凱悅的新戰略可謂雙管齊下。其一，是透過與中國國企建立合資企業（Joint Venture），藉此深入當地市場，應對複雜的商業環境。其二，則是訂下將亞太地區物業數量翻倍的宏大目標。作為此計畫的一部分，旗下高檔品牌安達仕（Andaz）酒店預計將於2027年在香港中環商業區開幕。
投資風險警示： 與中國國有企業的合作可能帶來政策變動與經營整合的風險。此外，亞太酒店市場競爭激烈，擴張計畫能否如期實現，仍存在不確定性。
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