异动解读 | 呷哺呷哺盘中大涨6.15%,餐饮股全线走高,多地推出提振消费政策

异动解读
23 Apr

呷哺呷哺(00520.HK)今日盘中大涨6.15%,引发市场关注。截至发稿,该股报0.690港元/股,成交量16.7万股,换手率0.02%,振幅4.62%。资金流向方面,该股净流入8.703万港元。

消息面上,餐饮股全线走高。多地正酝酿出台新一轮刺激政策,包括广东、上海、黑龙江、吉林和辽宁等省市均推出或计划推出提振消费专项行动方案。这些政策旨在加快释放消费潜力,有望对餐饮业带来积极影响。

国金证券分析指出,3月社会消费品零售总额中餐饮收入同比增长5.6%,较前值4.3%有所提升。基数改善、促内需政策效果逐步显现以及行业价格战趋缓等因素推动餐饮行业趋势向好。分析师预计,性价比品类和强势品牌的修复速度可能更快,有望更快迎来基本面向上和估值提升。

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