异动解读 | 呷哺呷哺股价大跌逾5% 餐饮业增长放缓拖累

异动解读
17 Oct 2024

港股餐饮界昔日明星呷哺呷哺(00520.HK)股价于2024年10月17日下午出现暴跌,下午2点21分,该股一度大跌5.77%至0.98港元。

对于呷哺呷哺股价出现大跌,分析人士认为,当前整个餐饮行业的增长动能放缓是一个重要原因。数据显示,2024年第三季度,全国餐饮收入同比增速仅为3.3%,限额以上企业餐饮收入同比更是只有微涨0.4%。这进一步说明,今年餐饮企业的同店销售持续面临较大增长压力。

中期业绩方面,呷哺呷哺上半年净利润同比下滑23.8%至7412万元,也反映了企业当前的经营困难。机构预计,行业业绩有待于下半年进一步好转,但短期内外卖、同店增长等传统驱动因素已逐渐乏力,公司亟需探索新的增长动能。

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