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港股異動丨餐飲股下跌 高盛將中國餐飲服務行業2021年至2026年收入複合增長預期從11%下調至8%
格隆匯 05-04 10:28
格隆匯5月4日丨頤海國際跌5%,呷哺呷哺跌4.41%,海底撈跌近4%。高盛發表中國餐飲股報吿,鑑於新冠疫情影響行業的復甦前景和宏觀經濟不確定性,該行將對中國餐飲服務行業2021年至2026年收入複合增長預測,從此前的11%下修至8%,並預計行業2022年將停滯不前,僅同比增長0.6%,並估計隨社交距離措施放寬下,料行業於2023年及2024年將可同比各增長14.5%及10%。高盛表示,將海底撈(6862.HK)評級由中性降至沽售,維持目標價13.2港元,該行認為當前的市場預期公司將可迎來轉折的預期存在執行上的風險,料此很可能受新冠病疫情和宏觀經濟疲軟的影響而延長。

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