11月7日港股交易现场,餐饮龙头海伦司(09869)股价一度大涨17.75%,收于3.4港元,单日涨幅达到20.82%。受此利好推动,海伦司总市值一日暴增约55.8亿港元。
分析人士认为,海伦司当日大涨与近期国家和地方政府出台的一系列政策刺激消费和餐饮业发展密切相关。国家商务部副部长盛秋平表示,将会同相关部门推出一批消费领域新政策,重点扶持餐饮、文化旅游等行业。上海、广州也将推出支持餐饮等服务企业开业的政策,北京、天津、上海、重庆发放消费券直接刺激消费水平。
作为香港餐饮龙头企业,海伦司有望成为这一轮消费刺激政策的主要受益股。多家分析师预计,公司凭借品牌优势和供应链能力,在消费回暖后业绩有望进一步提振,因此投资者给予积极反应。此外,资金流向数据显示11月7日海伦司主力资金净流入达1085万港元,连续3日净流入,也是推动股价上涨的重要力量。
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