智通财经APP获悉,餐饮股早盘走高,截至发稿,奈雪的茶(02150)涨5.04%,报1.46港元;达势股份(01405)涨4.32%,报76.15港元;九毛九(09922)涨2.91%,报3.18港元;百胜中国(09987)涨2.88%,报371.2港元;海底捞(06862)涨2.31%,报15.04港元。
消息面上,近日,随着年末消费旺季的到来,为进一步激发市场活力,提振消费信心,全国各地纷纷启动新一轮消费券发放活动。天风证券指出,餐饮消费券拉动效果直接、明显,有利于刺激餐饮行业的恢复。在行业竞争加剧的背景下龙头公司经营韧性更强,看好具备阿尔法、同店趋势改善、现金流充足的餐饮龙头公司。
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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.