异动解读 | 海底捞盘中大涨5.31%,餐饮股集体走强

异动解读
Oct 15, 2025

海底捞(06862)今日盘中大涨5.31%,引发市场关注。截至发稿,该股报13.22港元。

分析人士指出,海底捞股价上涨主要受益于整体餐饮行业的强劲表现。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%,大量小型餐厅更是迎来300%的增长。华鑫证券发布研报称,随着高德等平台发力到店消费,有望进一步拉升餐饮门店客流。这一趋势可能对海底捞等连锁餐饮企业产生积极影响。

值得注意的是,今日恒生指数大幅上涨,午后涨幅扩大至逾500点,这一整体市场走势也为海底捞等个股提供了上涨动力。其他餐饮股如绿茶集团、呷哺呷哺、九毛九等均有不同程度上涨,显示出投资者对餐饮行业前景的乐观预期。

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