呷哺呷哺今日盘中大涨5.95%,引发市场广泛关注。消息面上,近日全国各地纷纷推出新一轮消费券发放活动,旨在提振消费信心、刺激内需复苏。分析人士认为,此举有望直接促进餐饮等即时体验式高频消费回暖,利好头部餐饮品牌。
据悉,本次消费券促销活动范围逐步扩大,纳入餐饮、购物等多个领域。分析师表示,一方面消费券能激发消费者线下消费热情,拉动门店客流量;另一方面,头部餐饮品牌经营韧性强、龙头优势显著,有望充分受益于内需政策利好,享受较高的经营和估值修复弹性。
作为休闲餐饮第一股,呷哺呷哺长期深耕中式火锅品类,门店遍布全国各大城市。推出促进内需政策后,呷哺呷哺有望最先受益,业绩表现或将持续向好。市场对其长期增长前景予以积极评价,是本次股价大涨的主要原因。
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