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港股異動丨餐飲股普漲 機構指餐飲景氣低谷已過 環比復甦持續
格隆匯 12-01 10:54
格隆匯12月1日丨港股餐飲股普遍上漲,呷哺呷哺升近5%,海底撈漲近4%,九毛九、大快活等皆上漲。東吳證券指出,餐飲景氣低谷已過,環比復甦持續。自20年4月以來,餐飲行業收入累計同比降幅持續收窄,前10月累計餐飲收入達2.96萬億,單10月餐飲收入4372億元(+0.8%,增速環比+3.7pct),10月餐飲增速首次轉正,行業景氣度持續提升。疫後連鎖餐飲有望繼續加速佈局,品牌化、連鎖化率將進一步提升。認為海底撈作為餐飲賽道的優質龍頭在中長期仍將快速擴張,多元賽道及智能化佈局或將打開增量業績空間,上調至“買入”評級。

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