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港股異動丨海底撈(6862.HK)跌勢不止 股價再創調整新低
格隆匯 06-10 11:31
格隆匯6月10日丨海底撈(6862.HK)延續跌勢,續跌4%,報38.95港元再創調整以來新低價,總市值2072億港元。今年2月份股價站上85.8港元的歷史高點後,海底撈股價連續出現較大回調,目前股價早已腰斬。今年三月份,海底撈餐廳的翻枱率為3.5-3.7次/天,4月份繼續下滑至不到3次/天。國信證券測算,3次/天的翻枱率是海底撈單店的盈虧平衡線,跌破該數值,意味着海底撈單店處在微利或虧損狀態。值得注意的是新開門店的分流現象,過去一年,海底撈淨增門店為530家,同期公司新開門店的的翻枱率僅為2.8,較2019年的4.1下降幅度超過30%,是導致公司整體翻枱率下降的主要原因。

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