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港股異動 | 餐飲股普跌 九毛九(9922.HK)跌逾6%
格隆匯 06-07 10:40
格隆匯6月7日丨餐飲股普跌,敍福樓跌逾7%,九毛九跌逾6%,呷哺呷哺跌逾2%,頤海國際跟跌。近期廣東省疫情升温,市場或擔心防控升級。廣州南沙6月5日起開展全區全員核酸檢測,全區所有社會餐飲服務單位暫停堂食。此前6月3日晚間,廣州市番禺區發通吿表示,將暫停餐飲單位堂食的範圍擴大至全區所有餐飲服務單位。華創證券曾發報吿指,近期餐飲板塊表現不盡如人意,消費從產品轉向服務報復性反彈並未到來。後疫情時代,小微企業運行指數當中,餐飲住宿業的市場、績效、擴張、信心指數均未能回到疫情前水平,成本指數高企。行業供給仍未能恢復,趨勢性好轉可能需要等待疫苗注射進一步推進。

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