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盒馬火鍋正式在盒馬、餓了麼上線發售 火鍋概念股集體上漲
格隆匯 11-05 11:38
格隆匯11月5日丨受盒馬“投入不設上限”推動火鍋外賣化影響,今日港A市場火鍋概念股集體走強。其中,海底撈和九毛九漲超4%,海欣食品漲近4%,呷哺呷哺、惠發食品等亦紛紛上漲。盒馬昨日宣佈,盒馬火鍋正式在全國盒馬、餓了麼同步上線推出40餘種鍋底,售價約為火鍋店的五折左右。此前,火鍋是餐飲行業最大的品類,但其外賣佔比一直較低。受疫情影響,火鍋外賣市場有啟動趨勢。今年上半年,海底撈外賣佔比為4.2%,達到歷史最高水平。盒馬3R事業部總經理寧強認為,火鍋的外賣佔比未來將超過一半。

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