海底捞(06862)今日盘中股价大幅上涨6.25%，表现强劲。
消息面上，春节假期期间，在“团圆欢聚”与“文旅过年”热潮带动下，多地餐饮消费市场火热。海底捞在2月15日至2月23日的9天假期中，全国门店共计接待顾客超1400万人次，表现亮眼。此外，呷哺呷哺集团春节期间旗下品牌全国门店总营收也超7000万元，客流量超百万人次。
业内人士分析，海底捞在下沉市场的走热，本质是因为“品牌认知度+场景适配性”的双重优势。一方面，年轻群体对连锁品牌的偏好形成消费惯性；另一方面，春节期间家庭聚餐、朋友聚会的刚需，与海底捞“热闹氛围+贴心服务”的定位高度契合。这增强了市场对海底捞业绩的乐观预期，从而推动股价上涨。
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