港股異動 | 餐飲股集體上漲 1月“翻桌率”加快 情人節持續提振消費
格隆匯2月16日丨餐飲股集體上漲,海倫司漲3%,海特國際、佳民集團、海底撈漲2%,奈雪的茶、九毛九漲1%。春節餘温未散,情人節“浪漫經濟”再次提振餐飲股消費。截至2月13日,全國情人節主題餐飲堂食套餐訂單量較去年同期增長554%,提供相應套餐的商家門店數增長160%。情人節當天,海底撈全國門店接待人次超140萬,同比2022年情人節增長超25%。與此同時,海底撈情人節線上也異常火爆,情人節當天,海底撈外送訂單量上漲,環比上週同期增長2.4倍,同比2022年情人節增長2.1倍。大摩此前也發研報指,中國重新開放及農曆新年假期帶動客流量增加,令1月份內地餐飲業表現明顯有所好轉,翻桌率回升,其中呷哺呷哺旗下品牌呷哺呷哺及湊湊火鍋同店銷售分別按年增長36%和3%,對比去年12月為下跌44%及55%,翻桌率週轉加快至2.3及2.2倍,對比去年1月是1.6及2.1倍。九毛九及旗下太二酸菜魚的1月份同店收入則同比增長4%和6%,對比12月份分別下跌15%及32%。

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