异动解读 | 呷哺呷哺盘中大涨5.33%,港股新消费概念股普遍走强

异动解读
Jul 08, 2025

7月8日盘中,港股上市公司呷哺呷哺(00520)股价大涨5.33%,引发市场关注。分析人士认为,这一涨幅可能与港股新消费概念股整体走强有关。

根据市场数据,当日港股新消费概念股普遍上涨。其中,奈雪的茶、绿茶集团涨幅超过3%,百胜中国、茶百道、古茗涨幅超过2%,呷哺呷哺、海底捞等火锅品牌股价也有约1%的涨幅。这表明投资者对消费复苏前景持乐观态度,推动相关板块整体走强。

值得注意的是,近期火锅行业竞争加剧,多家品牌寻求通过上市融资扩张。据悉,巴奴国际控股有限公司正计划在港交所上市,这家全直营模式的火锅连锁企业拥有145家门店。作为行业领先企业,呷哺呷哺目前在全球拥有967家门店(包括呷哺呷哺和凑凑火锅品牌),在规模和市场份额上具有明显优势。巴奴的上市计划可能引发投资者对整个火锅行业的关注,间接推动了呷哺呷哺股价的上涨。

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