Huazhu : 2021 Q2 Presentation

Second Quarter of 2021 Earnings Call

Huazhu Group Limited

(NASDAQ: HTHT and HKEX: 1179)

Aug 25, 2021

AGENDA

• 2Q2021 Business Updates
• 2Q2021 Operational and Financial Review
• COVID-19Updates and Guidance
• Q and A
• Appendix

1

RevPAR in late July Start to Decline for the Spread of Delta Variant

从七月下旬开始RevPAR受新一轮疫情影响同比2019年开始下滑

	Blended RevPAR in 2021 as % of 2019
		COVID-19 resurgence
		in Guangdong and
COVID-19 resurgence		traffic control in Beijing
in Shanghai, Beijing	100%	106%
and Hebei	100%	103% Spread of Delta

Stay local policy	95%	variant from Nanjing
to several cities
74%
56%		46%

January	February	March	April	May	June	July	Aug
							(As of Aug
							23rd)

*Numbers in this page refers to Legacy-Huazhu business	2

New Signings Hit a Record High in 2021H1

上半年新签约创新高

Hotels Breakdown

(as of June 30)

7,004 2,696

38%

56%

41%

33%

21%11%

Hotel in Operation

Hotel in Pipeline

Tier-3 and below Cities Tier-2 Cities Tier-1 Cities

Number of New

Signings

1,502

Tier-1 cities,

11%

1,024	Tier-2 cities,
	32%

Tie-3 and

below cities,

57%

H1'20H1'21

City Coverage

(hotels in operation and in

pipeline)

	1,016
836
Q2'20	Q2'21

*Numbers in this page refers to Legacy-Huazhu business	3

Multi-Brand Strategy in Upper Midscale Segment

多品牌探索中高档酒店市场机会

• As of Q2'21:

406 hotels in operation

248 hotels in pipeline

• Target:

1000+ Hotels in 2023 ( in operation

and in pipeline)

4