呷哺呷哺今日盘中大跌5.56%,引发市场关注。从相关新闻来看,此番下跌主要原因来自于内地餐饮股整体走弱,投资者对消费复苏前景持谨慎态度。
消息面上,2024年餐饮消费表现疲弱,呈现弱复苏态势。第四季度餐饮增速虽有所回升,但拉动力度有限。业内人士指出,餐饮消费券政策虽有推出但实施范围和力度仍有提升空间。
另一方面,知名餐饮连锁品牌同店销售表现并不理想。以海底捞、九毛九为例,其11月平均翻台率和同店销售均出现不同程度下滑,反映消费需求仍较为波动。分析人士认为,随着疫情渐趋常态化,餐饮消费能否持续恢复仍需观望。
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