6月18日盘中，港股上市公司呷哺呷哺（00520）股价出现大幅下跌，跌幅达6.06%。虽然没有直接关于呷哺呷哺的重大消息，但市场分析人士认为，这可能与其主要竞争对手巴奴火锅计划在港交所上市有关。
据悉，巴奴国际控股有限公司（巴奴火锅母公司）已于近日向港交所递交上市申请。巴奴火锅作为中国质量火锅市场的领先品牌之一，其上市计划可能对已上市的呷哺呷哺构成潜在威胁。数据显示，巴奴火锅2024年占据了3.1%的中国质量火锅市场份额，是该细分市场中按收入计的最大火锅品牌。
火锅行业竞争日益激烈，巴奴火锅的上市可能进一步加剧市场竞争。这可能影响到呷哺呷哺的市场份额和未来增长前景，从而引发投资者对呷哺呷哺股票的谨慎态度。然而，具体影响还需进一步观察，呷哺呷哺作为已在港股上市多年的"连锁火锅第一股"，也具有其独特的品牌优势和市场地位。
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