异动解读 | 海底捞股价盘中大涨5.31%,餐饮股集体走强

异动解读
Oct 15, 2025

海底捞(06862.HK)今日盘中股价大涨5.31%,引发市场关注。截至盘中,海底捞股价报13.22港元,涨幅达4.84%。与此同时,其他餐饮股也普遍走强,绿茶集团(06831.HK)、呷哺呷哺(00520.HK)和九毛九(09922.HK)等均出现不同程度上涨。

分析人士指出,餐饮行业整体表现强劲,主要受益于近期消费数据的改善。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%,大量小型餐馆更是迎来流量高峰,整体增长达300%。这一数据反映了餐饮业复苏的强劲势头,为相关股票提供了上涨动力。

此外,券商研报也为餐饮股提供了利好支撑。华鑫证券指出,以小菜园、绿茶为代表的连锁餐饮企业前期受益于外卖业务拉动,收入同比增长,同时规模效应下原材料采购议价权提升,盈利能力持续优化。随着高德等平台发力到店消费,预计将进一步拉升门店客流。银河证券也表示,"高德扫街榜"的发布对餐饮行业前景产生了积极影响。这些因素共同推动了海底捞等餐饮股的强势表现。

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