港股異動 | 餐飲股走強 九毛九、海底撈、呷哺呷哺均創歷史新高
格隆匯2月2日丨餐飲股走強,九毛九漲超7%,海底撈漲超6%,呷哺呷哺漲超5%,三股盤中均創歷史新高,其中,海底撈市值逼近4000億港元。野村最新發研報指,中國餐飲行業是2021年其中一個推薦的消費板塊,該行業正沿着標準化及品牌效應的方向增長,首予海底撈買入評級,目標價91.3港元;又首予九毛九買入評級,目標價35.8港元。野村還稱,中國的餐飲連鎖店滲透率只有2%,對比環球平均的19.1%,及美國的37%;國內餐飲連鎖店銷售2018-20年的複合年增長率為13.5%,較整個餐飲行業的9%增長較快。

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