板塊異動 | 火鍋行情再度啓動,頤海國際漲超7%,海底撈漲超4%
uSMART盈立智投12月23日消息,冬已至,火鍋行情再度啓動,截至11:03分,頤海國際漲超7%,海底撈、"火鍋新勢力"九毛九漲超4%,呷哺呷哺漲超1.7%。
【海底撈支持10倍槓桿日內交易】
以西北菜起步的九毛九不止步於酸菜魚,更是進軍了火鍋界,2019年,九毛九推出串串品牌"慫",一年後,“慫"還是那個"慫",但不賣串串改賣火鍋了。

華創證券稱,先謀後定,“慫”超預期:“慫”最初業態爲冷鍋串串,儘管經營效率較高,但模型與公司初衷有所背離,導致品牌打造不盡鮮明,於是轉爲重慶火鍋,主打牛肉,切入更高客單價的大火鍋賽道。首店放在公司總部樓下孵化,經營火爆,從晚餐網紅店延伸向午餐,客單130-150左右,12月在海南開出二店,當前經營狀況良好;明年劃定複製版圖,進入複製擴張期。
華創證券稱,若“慫”購物中心模式跑通,開啓全國複製擴張,則市值空間還可向上打開。維持預測2020年EPS爲0.11元,上調2021-2022年EPS預測至0.40元和0.52元。當前股價對應PE分別爲197倍、56倍和42倍。太二作爲上升期品牌,勢頭不減,給予2022年45x估值,提升目標價至27.67港元(當前匯率),維持“強推”評級
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