智通财经APP获悉,海伦司(09869)早盘重挫逾22%,年内累计跌幅已接近35%。截至发稿,跌22.43%,报1.66港元,成交额3421.71万港元。
消息面上,2月21日,恒生指数有限公司宣布季度检讨结果,海伦司遭剔除出恒生综合指数。3月10日,深交所公告,港股通标的证券名单发生调整并自2025年03月10日起生效,海伦司遭剔除港股通名单。
浙商证券此前指出,海伦司为小酒馆赛道龙头,若消费复苏,直营店店效有望回升,嗨啤合伙人加盟店开店有望提速。该行指出,2024上半年净利润仍为正,实现约0.7亿元,若消费复苏,直营门店(含特许合作)平均日销有望从0.75万元回升至23年上半年的0.82万元;嗨啤合伙人加盟店也有望重启快速拓店。
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