港股異動 | 火鍋行情紅紅火火，頤海國際績後大漲12%、海底撈漲超3%
uSMART友信智投8月26日消息，週三港股，火鍋行情紅紅火火，火鍋店攜手火鍋底料績後齊齊大升，截至9時46分，"火鍋底料"頤海國際一度大升12.6%，股價最高觸及126港元，創歷史新高，一手頤海國際的股票已高達12萬港元；"火鍋店"海底撈則先抑後揚，一度升3.4%，股價最高觸及47.45港元，創歷史新高。
頤海國際是一家依託餐飲進行研發和銷售反饋的食品公司，爲海底撈持續供應火鍋底料等產品，在C端擁有自熱小火鍋等爆款產品。
昨日港股盤後，頤海國際、海底撈均披露了中期業績，簡而言之，火鍋底料大賣，業績亮眼，火鍋店生意則鉅虧。
海底撈：火鍋店鉅虧
頤海國際：火鍋底料大賣
昨日港股盤後，頤海國際發佈截至2020年6月30日止6個月業績，該集團實現收入人民幣22.18億元(單位下同)，同比增加33.97%；毛利爲8.8億元，同比增加40.97%；公司擁有人應佔溢利3.99億元，同比增加47.55%；每股基本盈利40.67分。
海底撈於上半年經營收入爲97.61億元，去年同期營收116.95億元，同比下降16.54%。上半年淨虧損9.65億元，去年同期淨利9.11億元；每股虧損0.18元，去年每股盈利0.17元。
海底撈：上半年門店客流量減少
海底撈的公告顯示，海底撈餐廳的六個月期間的平均翻枱率從2019年同期的4.8次╱天減少到3.3次╱天，主要由於受公共衛生事件影響，門店客流量減少。
頤海國際：向第三方銷售火鍋調味料產品收入同比增長89.5%
火鍋調味料方面，頤海國際2020年上半年實現收入12.15億元，同比增長43.9%，佔比達到54.8%。其中，向第三方銷售火鍋調味料產品收入同比增長89.5%，在B端服務繼續“去海底撈化”。向關聯方海底撈集團獲得的收入有所下降達4.69億元。
中式複合產品上半年實現收入6.68億元，同比增長16.4%。同火鍋調味料相比，中式複合產品的營收貢獻佔比13.5%，較去年相比有所提升。
方便速食產品在2020年上半年錄得6.68億元，同比增加95.9%。營收結構看，方便速食類產品佔比達到30.11%，減弱了對關聯方的依賴，進一步增加了頤海國際的風險分散能力。
除了自有銷售渠道外，2020年上半年，頤海國際在天貓、京東等電商平台擁有5家旗艦店，上半年電商渠道貢獻的銷售收入爲1.59億元，同比增長35.4%。
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