颐海国际(01579)今日盘中股价大涨6.67%,引发市场关注。数据显示,春节期间全国重点餐饮企业营业额同比增长6.2%,消费活力显著提升,线上餐饮消费增长也出现快速增长态势。
作为复合调味品龙头企业,颐海国际的主要产品包括火锅底料、火锅蘸料等,紧紧围绕餐饮消费需求。春节期间餐饮消费的增长,为颐海国际业绩释放利好信号。受此影响,市场对颐海国际未来发展前景的预期也随之走高,推动股价上涨。
中信证券指出,若政策刺激落地、宏观企稳回升,在餐饮降价潮当中,同店收入坚挺、成本管控能力强的龙头企业有望迎来业绩端兑现,颐海国际作为龙头企业当前估值具备安全边际。
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