港股異動 | 餐飲股繼續走強 九毛九錄得4連升 呷哺呷哺月內反彈近20%
格隆匯2月14日丨海倫司漲近6%,九毛九漲約3%為第四日上漲,呷哺呷哺漲2.3%月內累計反彈近20%,奈雪的茶、海底撈等紛紛上漲。商務部指出,今年春節期間,我國消費市場運行平穩,穩中提質,餐飲消費逐漸回暖。當前中國餐飲業規模破4萬億,但行業連鎖化率僅17%,未來伴隨人均收入提升、冷鏈物流等供應鏈改善,國聯證券預計2024年行業連鎖化率或有望達到20%。個股方面,九毛九獲國聯證券維持其“買入”評級並看高目標價至22.93港元;呷哺呷哺春節期間經營數據亮眼,火鍋套餐銷量同比增長30%;花旗此前料海底撈將呈現“U”型復甦之勢,維持“中性”評級。

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