港股異動|達勢股份升超6%創新高 達美樂中國門店持續擴張+機構指餐飲股修復彈性較大
達勢股份(1405.HK)盤中升超6%,最高觸及99.55港元,創歷史新高,總市值超130億港元。
消息面上,巴菲特旗下伯克希爾哈撒韋披露,第四季度買入達美樂比薩超100萬股,增持幅度達到約87%。達勢股份是達美樂在中國內地及港澳地區的獨家特許經營商。根據達勢股份披露,自2017年第三季度起,達美樂中國至今已經實現了連續29個季度同店銷售保持增長,2024全年新增門店數達240家,明後兩年計劃各新開設約300至350家門店。
中信證券發佈研報稱,中央重視內需態度明確,餐飲作為順週期代表直接受益,修復彈性較大。終端餐飲細分賽道龍頭率先上調價格反映競爭總體走向平穩,價格戰加劇可能性較低。餐飲供應鏈板塊料將受益下游餐飲業績復甦,該行看好2025年需求改善、成本繼續下行及競爭緩解推動的盈利修復。(格隆匯)
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