异动解读 | 呷哺呷哺盘中大涨5.05%,餐饮股集体走强

异动解读
Oct 15

港股上市餐饮企业呷哺呷哺(00520)今日盘中大涨5.05%,引发市场关注。与此同时,其他餐饮股也普遍走强,海底捞、绿茶集团等均录得不同程度的上涨。

这波涨势背后有多重利好因素支撑。高德扫街榜数据显示,国庆期间本地生活餐饮行业订单量同比增长150%,大量小型餐饮店更是迎来300%的增长高峰。这一数据反映了餐饮业整体复苏的强劲势头,为相关股票提供了上涨动力。

此外,券商分析认为,高德等平台发力到店消费,有望进一步拉升餐饮门店客流。随着外卖业务拉动收入增长,加上规模效应带来的原材料采购优势,餐饮连锁企业的盈利能力持续优化。这些因素共同推动了包括呷哺呷哺在内的餐饮股走强,反映了投资者对行业前景的乐观预期。

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