港股呷哺呷哺(00520)今日盘中大涨超过12%,引发市场关注。数据显示,在刚过去的国庆假期期间,餐饮消费出现明显回暖,多家知名餐企门店客流量显著增长。
具体来看,据美团数据,国庆假期前5天,餐饮堂食消费日均同比增长约33.4%。海底捞全国门店共接待顾客超190万人次、同比增长超5%。知名火锅品牌怂火锅国庆首日全国门店接待人数约4.5万、排队人数超1.3万。
分析人士指出,餐饮行业表现对消费预期反应较为敏感。国庆期间消费数据向好,反映出消费者信心和预期的改善,从而促进了餐饮股的集体上涨。作为餐饮龙头,呷哺呷哺作为火锅连锁餐厅也自然会从这一消费回暖中获益,表现亮眼。
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