11月7日,餐饮板块股价集体拉升,其中呷哺呷哺(00520)盘中大涨9.17%,报收1.19港元。消息面上,商务部副部长盛秋平近日透露,商务部将推出一批消费领域的新政策,旨在刺激居民消费。
据了解,除了商务部制定的政策外,包括上海、广州、北京、天津、重庆在内的五个城市也将出台配套措施,比如发放餐饮消费券、给予首店首发奖励等。这一利好政策预计将有效拉动餐饮消费,使行业复苏进一步加速。
分析人士指出,虽然今年上半年餐饮企业经营承压,但一些品牌影响力较大、供应链基础雄厚的龙头公司仍能保持较好业绩。在新一轮促消费政策的利好下,这些龙头企业有望进一步凸显行业地位,市场也对行业前景重拾信心,带动板块氛围走强。
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