港股异动 | 餐饮股继续走低 海伦司(09869)跌超7% 第三季度餐饮收入增速环比放缓

智通财经
12 Nov 2024

智通财经APP获悉,餐饮股继续走低,截至发稿,海伦司(09869)跌7.17%,报2.72港元;九毛九(09922)跌5.57%,报3.73港元;呷哺呷哺(00520)跌3.64%,报1.06港元;特海国际(09658)跌1.34%,报13.26港元。

海通证券指出,第三季度,全国餐饮收入1.3万亿元,同比增长3.1%,增速相较一季度、二季度放缓,但已相对企稳;限额以上企业餐饮收入3736.8亿元,增速低于大盘,其中7月有所下滑,8、9月增速环比提升。北京、上海延续负增长态势。

光大证券指出,餐饮行业整体收入正处于缓慢复苏进程中,低线城市表现优于高线城市。餐饮客单价同比增速下行的拐点发生在23年10月,与房价指数变化趋势较相似;低线城市客单价下滑幅度更小,餐饮门店收入增速更快。性价比、效率、加盟、出海,成为餐饮主要趋势。

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