港股異動 | 港股餐飲股續跌 九毛九(9922.HK)跌6%領跌
格隆匯2月3日丨港股餐飲股續跌,九毛九(9922.HK)跌6%領跌,呷哺呷哺跌逾5%,海底撈跌逾4%,頤海國際跌逾2%。今年以來,呷哺呷哺、味千(中國)、太興均已累跌逾20%。海底撈昨晚發公告稱,考慮到近期疫情發展情況,中國內地(港澳台地區除外)門店停業的時間將會延長。待恢復營業的時間確定後,公司將於適當時候作出進一步公告。此前該公司宣佈於1月26日至1月31日暫停中國大陸地區門店營業。另外,九毛九曾宣佈截至2月9日止繼續暫停所有門店營業。業績方面,太興集團預期2019年度股東應占溢利同比顯著減少;味千(中國)預期2019年度純利同比減少約50%-70%。大和近日發研報指,在武漢肺炎疫情受控前,消費者情緒仍然疲弱,病毒的進一步傳播可能會令市場情緒惡化,零售和餐飲業或會受到直接影響。短期內預計對餐飲業的負面影響更大,如海底撈及呷哺呷哺。
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