2024年11月1日,餐饮龙头公司海伦司(09869)午间股价大涨逾10%,最高触及2.64港元,引发市场广泛关注。消息人士分析,此番大涨或与近期国家将出台一系列消费刺激政策密切相关。
海伦司是一家知名餐饮运营和加盟企业,拥有海伦司啤酒等自有品牌产品,在国内餐饮市场占据一定份额。今年以来,由于受外部消费环境影响,餐饮板块整体承压。不过,近日有消息传出,国家商务部有意推出现代商贸政策、汽车消费试点等一揽子措施,意在刺激消费热潮。其中,上海、广州等多个大城市还将推出餐饮消费券,直接刺激本地餐饮服务消费。
作为餐饮细分龙头,业内人士认为利好政策落地无疑将为海伦司注入新动力。同时,国信证券等机构也预计,消费环境改善将令餐饮龙头的业绩和估值重回正轨。这或许解释了海伦司今日的大涨行情。观察人士期待,伴随政策利好的释放,餐饮板块的投资价值将逐步凸显。
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