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港股異動 | 餐飲股集體下跌 奈雪的茶跌8%
格隆匯 11-01 10:49
格隆匯11月1日丨港股餐飲股集體下跌,其中奈雪的茶跌8%,九毛九跌6%,海底撈跌4%,呷哺呷哺跌3%,百勝中國-S跌2%。奈雪的茶29日披露三季度業績,收入方面,儘管2021年上半年及2021年7月份表現較好,但主要受到2021年下半年疫情的持續性反覆爆發、國內消費轉弱等因素影響,公司預計,該集團2021年全年取得收入較2020年的增長幅度將低於預期。利潤方面,受到為確保門店運營團隊相對穩定,門店人力成本在短期內彈性較低,難以根據疫情變化做出及時且充分的調整;該集團自動化、數字化措施仍在測試過程中,對集團財務表現帶來預期增益尚需時日;以及2021年全年新開門店數量超出先前計劃,導致門店開辦費用及其它間接成本有所增加等因素的綜合影響,該集團盈利能力於短期內預計將受到顯著的影響。另外,國內新增新冠肺炎確診病例92宗,本土病例佔59宗,包括黑龍江27宗,其中黑河市25宗、甘肅10宗、河北9宗等,餐飲股或受近期疫情拖累。

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