11月1日,呷哺呷哺(00520)股价盘中大涨5%,报1.04港元,引起市场广泛关注。分析人士认为,这主要受益于商务部促消费新政出台预期提振餐饮需求走强。
当日午间,港股餐饮股集体走强,除呷哺呷哺外,海底捞(06862)、海伦司(09869)等龙头品牌也出现明显涨幅。这与商务部近期释放的促消费政策信号密切相关。据媒体报道,商务部副部长盛秋平表示,将推出包括发放消费券、支持首店首发等一揽子政策,旨在解决居民消费无力、销售无货等问题,推动批发零售业高质量发展。
消费券政策有望直接拉动餐饮等服务业消费需求。五城市包括北京、天津、上海、重庆等已计划发放餐饮、文旅、体育等消费券。券商国信证券预计,新政有望促进餐饮等消费领域复苏,受品牌影响力和供应链优势支撑,龙头企业更容易受益。
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