港股异动 | 餐饮股涨幅进一步扩大 11月CPI同比涨幅扩大 餐饮行业已现积极改善信号

智通财经
Dec 10, 2025

智通财经APP获悉,餐饮股涨幅进一步扩大,截至发稿,九毛九(09922)涨3.75%,报1.66港元;海底捞(06862)涨3.6%,报14.12港元;特海国际(09658)涨2.25%,报13.62港元;百胜中国(09987)涨2.02%,报364.2港元。

消息面上,12月10日,国家统计局公布数据显示,11月份居民消费价格指数(CPI)同比上涨0.7%,涨幅扩大;扣除食品和能源价格的核心CPI同比上涨1.2%,涨幅连续3个月保持在1%以上。天风证券此前指出,餐饮社零10月同比增长3.8%,为自6月以来的最高增幅,呈现积极改善信号。

中银国际此前发布研报称,行业层面来看,6月以及后续三季度,社零餐饮增速下降,主要是受餐饮消费大环境影响。但当前市场竞争从价格战逐步走向理性,客单价逐步趋稳。后续企业层面更需关注自身经营水平建设。

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