2022年东南亚酒店报告（英文版）

JLL Hotels&HospitalityGroup HotelDestinations SoutheastAsia March2022 Introduction Aftertwoyearsofstrictrestrictionsduetothepandemic,SoutheastAsiancountriesaregraduallyeasing-andinsomecaseslifting-thecontrolsthathaltedthetourismsectorinthispartoftheworld.Withvaccinationratesfluctuatingbetween55%and90%atthetimeofthisreport,andtheOmicronvariantbelievedtobelessseverecountriesinSoutheastAsiaaretakingstepstolearntolivewithCOVID-19 Welcomeback,tourists!Expandinghotellandscape Thesub-regionhasbeenwelcominginternationalWithinternationaltouristseagertotravelbackto travellersagainsincelate.2021andbeginning2022SoutheastAsia,combinedwithmajorgovernment albeitatadifferentpace.WiththePhuketSandboxinitiativestoboostthesector,2022shouldrecorda programme,Thailandwasthefirstcountrywhichhighernumberofnewhotelsenteringthemarket initiatedthereopeningtointernationaltourismespeciallywithdelayedprojectsthataretargeting2022 backinJuly2021,followedbySingaporewithitsastheyearofopening.Inparallel,assetenhancement VaccinatedTravelLanes("VTL'"),Sincethen,initiativesinitiativesintroducedduringthepandemicwhile toboosttourismhaveconsiderablymultiplied.Afterthemarketwassofter,arelikelytocoincidewith implementingVTLswithmorecountries,Singaporehasthenewopenings.Therefore,thehotellandscape announcedtoreopenitsborderstoallfullyvaccinatedisexpectedtogaininquantity,butalsoinqualityto travellersfromAprifist,withoutquarantine.Thailandtargetinternationalanddomestictourists,leisure reinstateditsquarantine-freevisaprogrammeinandbusinessdemand,withaveragelengthofstay February2022-alsoknownasTestandGo'-initiallyanticipatedtobelonger. implementedinNovember2021.OtherSoutheast Asiancountrieshavefollowedthemoveshortlyafter IndonesiaistakingstepstoeasetravelprotocolsbyreopeningBalitoalltouristsrecentlyMalaysia announcedtofullyreopenitsbordersonApril1st2022,whileVietnamistargetingtowelcome5millioninternationaltouristsin2022,withits reopeninginmid-March. Outlook Amidtheinitiativestoreopenbordersandeaserestrictionsinthesub-region,domesticdemandshould continuetoleadtherecoveryoftourisminthenexttwelvemonths,DestinationsinSoutheastAsiaareexpectedtorecordgradualincreaseofinternationalvisitors-bothleisureandcorporate-towardsthe secondhalfoftheyearwithmoreflightsresuming,coupledwithexpectedrestoredconfidenceintravellingabroad Hanoi DaNang Bangkok HoChiMinhCity Phuket KualaLumpur Singapore Jakarta Bali Quickfactscomparison 8S谷 InternationalVisitorRevPAR2021RevPARrecovery Arrivals2021(inUSD)relativeto2019 Bali (Luxury) Bangkok (Luxury) DaNang (Marketwide) Hanoi (Marketwide) HoChiMinhCity (Marketwide) Jakarta (Luxury) KualaLumpur (Luxury&Upscale) Phuket (Luxury&UpperUpscale) Singapore (Luxury) *IntemationaltouristarrivalsinVietnam **as.ofSeptember.2021forMalaysia 514314% 625,362 19 13% 157,300* 8% 157,300* 30 30% 157,300* 20 24% 119,419 53 58% 73,309** 21 21% 224,537 23 17% 329,971 78 33% Source:JLL,STR,BaliGovernmentTourismOffice,MinistryofTourismThailand,GeneralStatisticsOfficeVietnam,StatisticsofDKIJakartaProvince,TourismMalaysia,SingaporeTourismBoard,Industrysources HotelDestinationsSoutheastAsia|4 Bangkok Notablehoteldealsin2021 Tourism CitadinesSukhumvit23,138rooms AccordingtoAirportsofThailand(AoT),SuvarnabhumiandDonMueangAnantaraRiversideBangkokResort,408rooms airportswelcomedapproximately625,000internationalpassengersin 2021,registeringy-0-ydecreasesof-90.3%.Asaresult,thetotalnumber Avani+RiversideBangkokHotel,250rooms ofpassengerarrivalsdroppedby-46.8%in2021whencomparedto2020.FollowingfurthereasingofentrytothecountryinNovembertogetherwith thebeginningof.thehighseason,foreignarrivalstoBangkokregistered ahealthym-0-mincreaseby101.5%inDecemberwith159,600arrivalscomparedto79,200in,November. Newnotablehotelsin2021 NovotelBangkokFutureParkRangsit,226rooms TheWyndhamQueenConventionCentreHotel&Residences, 85rooms Demand MaitriaHotelRama9Bangkok,209rooms Duringpre-pandemictimes,MainlandChinesevisitorswerethetopsourceGLOWSukhumvit71&AspiraResidenceSukhumvit71,108rooms marketforBangkok,followedbyJapan,India,andSouthKorea.Bangkokis likelytoseearecoveryledbyregionalcorporatedemandregionalcorporate TheQuarterRuamrudee,160rooms demand,aswellasthemuchoverduereturnvisitorsfromoverseasThais. LeisuremaybedriventhroughsourcemarketswitheasyreturningpoliciestoHotelopeningsin2022 theircountry. ShamaYenAkatBangkok,136rooms .TheQuarterOnnut90roomsSparkHotel,35roomsBestWesternChatuchak.168rooms SupplyTheStandardMahanakhonBangkok,155rooms In2021,Bangkoksawtheadditionoffourproperties,accountingforover780 keys,withtwohotelsopeninginDecembr,includingthe226-keyNovote Quickfacts625,362 788 15.2%* InternationalVisitor Numberofnew Occupancy Arrivals(2021) roomsin2021 (YTD.Dec2021) BangkokFutureParkRangsitandthe85-keyWyndhamQueenConventionCentreHotel&Residences.Numerousownersdelayedtheirtargetedopeningin2021withtheongoingCOVID-19situation.Duetothelargenumberof projectspostponedfrominitialopeningin2020and2021,asignificantnumberofhotelsareslatedtostartsupplyisslatedtostartoperatingin2022