What is the postal group company? What do you do?

On June 27th, 2007,165438+1October 27th, the second batch of 60 hotel assets of China Post Group Corporation was listed on the Beijing Equity Exchange, which was the second batch of hotel assets sold by China Post Group after the listing of 30 hotel assets on March 22nd. The relevant person in charge of the North Exchange said that the official listing and sale time of the asset was set at 65438+February 10.

Postal group contraction front

It is understood that the second batch of 60 hotels are located in 56 regions of 24 provinces, including 5 four-star hotels and above, 3-star hotels 12, and 43 two-star hotels and below. The service facilities are relatively complete, and many of them are multifunctional hotels integrating catering, accommodation, business meetings, leisure and entertainment. Most hotels are located in downtown, railway stations and other convenient transportation areas or tourist attractions with promising development prospects. Most hotels have a high recognition in the local society and a good reputation.

People from China Post Group said that non-core assets will continue to shrink in the future, and they will actively and steadily promote the revitalization of postal hotel assets in line with the principle of "withdrawing as soon as possible, no longer supporting themselves, speeding up revitalization and standardizing operation" and the working idea of "introducing a batch of mature ones".

At present, there are more than 400 hotels in the national postal system, with assets exceeding 654.38+0 billion yuan. According to the plan, before the end of 2008, China Post will completely quit hotel management, revitalize all hotel assets, and raise more funds to invest in the development of EMS express service at home and abroad.

Zhang Yafei, deputy general manager of China Post Group Corporation, said that postal hotels and guest houses are the top priority of asset revitalization, and all hotel assets with independent buildings or functions that are easy to divide ownership and use should be included in the scope of sale. This is a strategic decision of China Post to adjust its strategic structure to the market, promote the separation of main and auxiliary services, shrink non-core assets, withdraw from non-core business and improve the core competitiveness of enterprises after the separation of government and enterprise.

Hotel merger is in full swing.

In March this year, 30 hotels owned by China Post Group were listed on the Shanghai Stock Exchange. Up to now, the delisting rate has reached 80%, and the hotel sale premium is as high as 27%. The Lin family in Malaysia has become the biggest buyer of these assets. In June this year, Premier Finance packaged and acquired 1 1 hotels. 10 In June, Shouxin Finance once again "increased its holdings" and acquired five hotels of China Post Group. After the acquisition, Premier Finance positioned these hotels as chain-operated mid-range business hotels. After two acquisitions, Premier Finance has achieved success. Analysts predict that the second batch of 60 hotel assets will inevitably trigger a new round of snapping up.

Wang Ding, an analyst at GF Securities, believes that after the first round of growth, there are fewer and fewer properties available for development in good locations of the domestic hotel industry, and it is increasingly difficult to build, lease and franchise expansion models. The industry competition mode of budget hotels will gradually develop in the direction of horizontal integration, such as mergers and acquisitions, from the previous companies through self-construction, leasing and franchising within their respective scope.

The latest issue of the Hotel Investment Tendency Survey released by Jones Lang LaSalle shows that investors' interest in the hotel industry continues to rise around the world. The number of buyers in the global market is close to four times that of sellers. The hotel market in the three major regions is dominated by sellers, and prices are expected to rise. Jones Lang LaSalle predicts that the global hotel M&A transaction volume will reach 1 1000 billion US dollars this year, which is 52% higher than the historical record of 72.5 billion US dollars in 2006, and the hotel M&A volume in the Asia-Pacific region is expected to rise to about 9 billion US dollars.

The separation of main and auxiliary industries brings industry opportunities.

The divestiture of non-main business by central enterprises has undoubtedly brought a lot of opportunities to the market. Chang Zhiying, CEO of TEDA International Hotel Group Co., Ltd., once said at this year's "China Hotel Investment Summit" that TEDA Group is negotiating strategic restructuring plans with Citibank and some fund companies. Take advantage of the opportunity of central enterprises to divest some outstanding hotel assets, vigorously expand to the whole country, and strive to compete with large state-owned hotel companies such as Jinjiang International Group within three to five years.

In the process of separating the principal from the auxiliary, reducing internal competition and strengthening the reorganization of state-owned assets, the hotel assets owned by central enterprises are being internally integrated. At the same time, the hotel industry restructuring results of Beijing Capital Tourism Group, Shanghai Jinjiang International Enterprise Group, Guangzhou Lingnan International Enterprise Group, Tianjin Binhai Tourism Holding Group, Xiamen Jianfa Tourism Group and Anhui Huangshan Tourism Group (26.70%, -0.26% and -0.96%) have made the "leading" and "mainstream operators" of several regional hotel industry sectors appear initially. In the process of capital-driven industrial stock adjustment, budget hotels have received unprecedented attention. From the "Jinjiang Star" of Jinjiang Department to the "Home Inn" of BTG Department, we can all feel the market vitality brought by the industrial transformation and organizational change of state-owned hotels, and all of them are pregnant with rare opportunities for institutional change.