异动解读 | 海底捞(06862)股价盘中大涨5.99% 机构指行业将迎来需求回暖和价格拐点

异动解读
Feb 04, 2025

海底捞(06862)股价今日盘中大涨5.99%,引发了市场广泛关注。

消息面上,多家机构指出,在连锁化率和集中度提升的背景下,具备规模和品牌优势的行业龙头企业有望继续提升市场份额。同时,餐饮行业有望在2025年迎来需求回暖和价格拐点,顺周期代表企业直接受益,修复弹性较大。

业内人士分析,餐饮终端细分赛道龙头率先上调价格,反映行业竞争总体走向平稳,价格战加剧的可能性较低。餐饮供应链板块料将进一步受益于下游餐饮业绩复苏,需求改善、成本下行以及竞争缓解将推动盈利修复。

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