港股异动 | 餐饮股全线重挫 餐饮行业10月增速慢于年初 机构称消费券有助餐饮消费复苏

智通财经
22 Nov 2024

智通财经APP获悉,餐饮股全线重挫,截至发稿,海伦司(09869)跌7.66%,报2.29港元;呷哺呷哺(00520)跌6.52%,报0.86港元;九毛九(09922)跌5.35%,报3.01港元;特海国际(09658)跌3.35%,报12.68港元。

海通证券此前指出,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。

东兴证券指出,10月份社会消费品零售总额同比增速创今年下半年以来的新高,并已连续两个月保持加快增长的态势。其中10月餐饮行业收入总额4952亿元,同比增长3.2%,比上月加快0.1个百分点,虽然月增速慢于年初,但是餐饮消费整体仍处于平稳增长。预期在各地消费券刺激下,餐饮消费将有进一步的复苏空间。

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