港股异动 | 餐饮股尾盘涨幅扩大 机构称高德等平台发力到店消费 有望进一步拉升门店客流

智通财经
Oct 15, 2025

智通财经APP获悉,餐饮股尾盘涨幅扩大,截至发稿,海底捞(06862)涨4.84%,报13.22港元;绿茶集团(06831)涨4.68%,报6.71港元;呷哺呷哺(00520)涨4.04%,报1.03港元;九毛九(09922)涨2.5%,报2.05港元。

消息面上,高德扫街榜数据显示,国庆期间本地生活餐饮行业订单量同比增长150%,大量藏在街头巷尾的“烟火小店”迎来流量高峰,整体增长达300%。华鑫证券发布研报称,餐饮链催化较多,以小菜园、绿茶为代表的连锁餐饮行业前期受益于外卖业务拉动,收入体量同比增长,同时规模效应下原材料采购议价权提升,盈利能力持续优化,随着高德等平台发力到店消费,有望进一步拉升门店客流。银河证券也表示,“高德扫街榜”的发布产生了对餐饮风向推波助澜的影响。

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