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牛熊異動 | 海底撈拉升,衍生品升超70%
uSMART友信智投 08-13 11:50

海底撈(06862.HK)市中持續拉升,相關衍生品海撈摩通零九購A(23776.HK)升幅超70%。

資料顯示,餐飲類消費回暖帶動煙酒類和飲料類逐漸改善,1-6月份餐飲收入14609億元,同比下降32.8%,其中6月份餐飲收入3262億元,同比下降15.2%,降幅比上月收窄15.7個百分點。

受新冠肺炎疫情影響,餐飲行業客流減少,業績普遍承壓。尤其是在歐美地區,麥當勞、星巴克等餐飲龍頭頻頻宣佈關店,動輒關閉上百家門店。

可在國內,由於新冠肺炎疫情控制良好,餐飲行業快速復工,很多商場甚至出現排隊購物、就餐的情況。

與此同時,政策層面頻出利好。日前,央行發佈2020年第二季度中國貨幣政策執行報告。報告稱,下一步,應以滿足人民群眾對美好生活的嚮往為導向,在傳承、創新的基礎上,提高餐飲供給對需求變化的適應性和靈活性,促進餐飲業提質增效。

東吳證券指出,本輪疫情衝擊下,龍頭餐飲企業拓店有望在店址選址、免租期、租金等方面持續受益,預計上半年新開店約150到200家,全年新開店數維持300多家預期;同時簽約數保持較好態勢。

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