多重利好加持!頤海國際(1579.HK)拉昇漲超8%創逾2個月新高
格隆匯10月21日丨頤海國際(1579.HK)盤中拉昇一度漲超8%至49.7港元,股價創今年8月以來新高,市值520億港元。頤海國際近期的專家交流及機構調研紀要內容透露了幾個重要信息:1)新品(自熱和沖泡系列)表現強勁。2)公司近期會有一定幅度的提價,大概涉及1/3左右的產品,根據以往的經驗專家預計調價幅度在7-10%左右。3)火鍋底料類競爭對手(海天)決定退出市場,行業競爭有望放緩。4)全國氣温開始下降,四季度臨近春節,火鍋底料的需求將明顯好於三季度。

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