港股异动 | 餐饮股尾盘涨幅进一步扩大 九毛九(09922)涨超6% 海底捞(06862)涨近5%

智通财经
Nov 10, 2025

智通财经APP获悉,餐饮股尾盘涨幅进一步扩大,截至发稿,九毛九(09922)涨6.67%,报1.92港元;达势股份(01405)涨4.95%,报80.5港元;海底捞(06862)涨4.82%,报13.69港元;百胜中国(09987)涨3.02%,报348港元。

消息面上,国家统计局数据显示,10月份,扩内需等政策措施持续显效,叠加国庆中秋假期带动,全国居民消费价格指数(CPI)环比上涨0.2%,同比上涨0.2%,扣除食品和能源价格的核心CPI同比上涨1.2%,涨幅连续第6个月扩大。

国金证券发布研报称,9 月受到行业舆情影响,整体有一定承压,十一以来同店等情况有所修复,当前性价比餐饮赛道仍处于扩店+提效过程中,若后续消费复苏具备较强向上弹性。中信证券表示,外卖补贴退潮后,预计核心竞争壁垒、海外模型验证、加盟商赋能能力、产业链拓展空间等重要性再突出。

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