板塊異動 | 餐飲股大幅拉昇 海底撈大漲7.6% 九毛九漲超5%
uSMART盈立智投3月18日消息,繼今日科技股全線反彈之後,港股餐飲股集體上揚,截至11:25,海底撈盤中漲超7.6%,九毛九盤中漲超5%,呷哺呷哺等均有不同程度漲幅。據悉,海底撈將於本月23日(週二)舉行董事會會議,其中包括批準公司及其附屬公司截至2020年12月31日止年度的全年業績及考慮派付末期股息(如有)。
商務部日前消息,1-2月份,餐飲收入同比增長68.9%,恢復至2019年同期約96%。年夜飯套餐、半成品年夜飯銷售火爆,春節黃金週外賣平臺年夜飯銷售額同比增長近80%。商務部預計後期消費市場總體繼續呈現恢復性增長態勢。
匯證發表研究報告指,隨着近期社交距離措施放寬,香港已作好恢復的準備,又指疫苗推出將支持經濟活動正常化,但要完全回覆正常就仍需要一段時間。業內人士稱,大消費行業在過去十年行業超額收益顯著、賽道優勢明顯。但今年以來港股消費股大幅回調,或是建倉時機。
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