智通财经APP获悉，海伦司(09869)现涨超7%，截至发稿，涨6%，报2.12港元，成交额1759.25万港元。
开源证券指出，2025年随着提振消费的政策陆续落地，预计经济发展将逐步由外需转向内需，食品饮料板块有望逐步迎来复苏。啤酒2024年销售表现较弱，2025年随着餐饮逐步复苏，带动啤酒需求结构改善。
浙商证券指出，海伦司为小酒馆赛道龙头，若消费复苏，直营店店效有望回升，嗨啤合伙人加盟店开店有望提速。该行指出，2024上半年净利润仍为正，实现约0.7亿元，若消费复苏，直营门店（含特许合作）平均日销有望从0.75万元回升至23年上半年的0.82万元；嗨啤合伙人加盟店也有望重启快速拓店。
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