港股異動 | 餐飲股走強 春節期間餐飲消費逐漸回暖 酒旅行業數據亮眼
格隆匯2月11日丨港股餐飲股走強,百勝中國-S(9987.HK)漲5.94%,海倫司漲4.39%,九毛九漲4.03%,呷哺呷哺和海底撈漲超3%。昨日,商務部新聞發言人高峯表示,今年春節期間,我國消費市場運行平穩,穩中提質,餐飲消費逐漸回暖。一些外賣平台預製菜銷量同比增長3倍以上,有的大型電商平台餐飲交易額同比增長近10%。呷脯呷脯表示,春節期間共接待消費者近150萬人次,共銷售近100萬份牛羊肉,80萬杯茶米茶,其高性價比套餐共銷售近30萬份套餐,同比去年春節增長30%。國聯證券發研報稱,餐飲行業連鎖化大勢所趨,連鎖餐飲品牌運營商有望依託標準化的運營能力,規避單一品牌生命週期風險,藉助更高的管理、供應鏈運營效率在市場競爭中勝出。

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