颐海国际(01579.HK)今日盘中表现抢眼,一度涨逾7%,报16.32港元。本轮大涨主要源于以下几方面原因:
首先,随着国庆长假临近,出游、餐饮等假日相关需求传统上将出现明显回升。国家铁路集团预计,国庆黄金周全国铁路将发送旅客1.75亿人次,10月1日为客流高峰日。旅游、餐饮等消费热情有望进一步被点燃,受此带动包括颐海国际在内的多家餐饮相关公司股价集体走高。
此外,上海市政府近期宣布出台消费券补贴政策,以刺激地方经济复苏,壮大内需市场。券商机构认为,虽然此次消费券规模有限,但暗示更多利好政策即将跟进。在需求边际改善的预期下,餐饮板块具备较大投资价值。颐海国际作为品牌调味品龙头,业绩调头期望值较高。
最新财报数据显示,上半年颐海国际营收及利润保持稳步增长,机构看好其长期发展潜力。目前该股市盈率仅18倍,估值较低。近五日资金净流入达448.8万港元。在种种利好因素叠加下,颐海国际今日受到资金追捧,表现强劲。不过后续发展仍需进一步观察。
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