港股異動 | 餐飲股普跌 海底撈、九毛九均跌逾5%
格隆匯9月16日丨餐飲股普跌,呷哺呷哺跌逾7%,海底撈、九毛九均跌逾5%,百勝中國跌逾3%。瑞信發研報指,中國8月份餐飲銷售額按年跌4.5%至3,450億元人民幣,較7月份按年增長14.3%情況扭轉,8月下旬情況趨於穩定,但預期福建等地最新疫情或將繼續拖累餐飲業9月的復甦步伐。不過,大摩曾指出,今年上半年利潤壓力影響內地食品及飲料行業,但憧憬下半年產品提價將帶動利潤率改善,並分化各公司下半年業績。大摩表示,未來較關注定價及利潤率有潛在提升空間的企業,預期該行覆蓋的餐飲股(除餐廳外)下半年盈利按年增長約20%,增幅較上半年的15%加快,建議投資者留意各公司定價能力及產品組合。

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