事件描述公司预计2025 年上半年实现净利润3.6-3.8 亿元,同比增长28.57%-35.71%。事件评论行业层面,2025 年上半年社零餐饮收入同比增速除6 月受到“禁酒令”影响有所回调,2-5 月增速已从2024 年下半年低点逐步回升,可能为前期宏观政策发力的滞后效应,以及多地发放消费券带动有关,另外美团、淘宝、京东三家电商平台补贴对平价餐饮行业或有较大助力;限额以上餐饮收入整体增速弱于...
Source Link事件描述公司预计2025 年上半年实现净利润3.6-3.8 亿元,同比增长28.57%-35.71%。事件评论行业层面,2025 年上半年社零餐饮收入同比增速除6 月受到“禁酒令”影响有所回调,2-5 月增速已从2024 年下半年低点逐步回升,可能为前期宏观政策发力的滞后效应,以及多地发放消费券带动有关,另外美团、淘宝、京东三家电商平台补贴对平价餐饮行业或有较大助力;限额以上餐饮收入整体增速弱于...
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