海伦司(09869)11月7日上午大涨17.75%,报收3.4港元,成为当日表现最亮眼的餐饮股之一。这一涨幅与近期国家和多地方政府出台的一系列政策刺激消费和餐饮业发展有直接关系。
消息显示,国家商务部副部长盛秋平近日表示,将会同相关部门推出一批消费领域新政策,重点扶持餐饮、文化旅游、体育等行业。上海、广州将推出支持餐饮等服务企业开业的政策,北京、天津、上海、重庆也将发放消费券,直接刺激消费水平。
作为香港餐饮业龙头企业,海伦司被业内认为将从这一轮消费刺激政策中获益。分析师预期,海伦司凭借供应链优势和品牌影响力,在消费回暖后有望进一步提升经营业绩。投资者对政策利好给予积极反应,推动股价短期内大涨。
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