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旺季來襲刺激火鍋股大漲 海底撈漲近9% 呷哺呷哺創歷史新高
格隆匯 12-03 16:04
格隆匯12月3日丨寒冬火鍋旺季已經來臨,今日港股餐飲股中的火鍋股集體上漲。其中,海底撈大漲近9%,欲創今年8月底以來最大單日漲幅;呷哺呷哺盤中一度漲近6%至18.2港元,連續第三日上漲,且創歷史新高。花旗稱,海底撈翻枱率恢復至3.5至4倍,同店翻枱率亦恢復至去年10月的8-9成水平。預計11月到目前為止,翻枱率將保持在相近的水平。隨着11月至12月(火鍋旺季)運營的改進,花旗預計其同店銷售額及同店翻枱率將在今年年底恢復至2019年90%的水平。花旗還稱,海底撈下半年重新啟動擴張,在今年新增430-450間分店,有助明年收入提升。另外,呷哺呷哺旗下的湊湊近日亮出出海計劃,預計於明年第二季度在新加坡與泰國開設首店,於第三季度進軍馬來西亞。

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