港股異動 | 餐飲股走強 內地疫情好轉 券商看好餐飲龍頭後疫情時代業績向上彈性
格隆匯5月12日丨呷哺呷哺漲6.57%,九毛九、海倫司漲超2%,海底撈、奈雪的茶均有漲幅。國家衞健委通吿,昨日新增本土確診病例222例,新增本土無症狀感染者1630例。疫情現穩步回落態勢。東吳證券看好餐飲龍頭後疫情時代業績向上彈性,重點推薦九毛九等。該行稱,2022年以來海底撈啄木鳥改革成效逐步顯現,月度翻枱率環比提升。海倫司已通過優化人員排班將單店人數從13人降至9人。奈雪的茶通過降價拓寬價格帶,同時通過自動排班和自動製茶機降本增效。九毛九發展多元業態,積極建設新供應鏈中心,有望進一步增強盈利能力。百勝中國打磨更小店型助力下沉。

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