2024年10月10日,呷哺呷哺(00520)股价盘中大涨11.97%,报1.326港元/股,引发市场关注。有分析机构认为,近期国内出台了一系列促进内需、拉动消费的政策措施,其中本地餐饮消费在促进国内需求中有望首先受益。
就在国庆假期期间,上海等地发放服务消费券,线上外卖平台如美团的订单量显著好于行业大盘,到店服务消费同比增长超过40%。作为"低门槛的快乐消费",餐饮行业有望受益于国内家庭外出聚餐和商务宴请顺周期的反弹。数据显示,上海9月30日至10月6日期间线下餐饮消费同比实现两位数增长。
分析人士指出,具有过往同店表现稳健、开店速度坚韧的餐饮龙头企业,有望在当前消费复苏周期中业绩表现亮眼,市场给予了较高预期。作为国内火锅餐饮领导品牌,呷哺呷哺等强效能餐饮企业在业绩稳步验证后,股价自然备受资金青睐,形成当前的涨幅。
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