呷哺呷哺股价在2024年国庆期间大幅下跌26.19%,跌至1.37港元,引发了市场广泛关注。以往佳节期间往往是餐饮企业的旺季,但今年国庆期间呷哺呷哺的业绩表现却异常疲软。
分析人士认为,导致呷哺呷哺股价暴跌的主要原因可能与国庆期间整个餐饮行业的疲软表现有关。数据显示,国庆前5天,餐饮门店供给大幅增加,导致客流被分散。相比2023年国庆假期,海底捞和太二等知名品牌单店营收均出现下滑。供给增加、客流分散带来的激烈竞争可能直接影响了呷哺呷哺在国庆期间的营收和业绩表现。
另一方面,部分机构人士指出,呷哺呷哺股价大跌也可能与公司业绩表现不佳、机构评级持有/卖出意见占比较高等因素有关。但整体来说,国庆期间整个餐饮行业受到供给增长的冲击,客流分散是导致呷哺呷哺业绩疲软、股价大跌的主要原因。后续呷哺呷哺将如何调整经营策略以应对行业激烈竞争,还有待进一步观察。
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