智通财经APP获悉，海底捞(06862)午后涨超3%，截至发稿，涨3.07%，报17.14港元，成交额2.48亿港元。
消息面上，据证券时报报道，2026年春节脚步临近，团年聚餐热度逐渐攀升。目前全国海底捞已接到除夕用餐预订超5万桌。同时，全国各地有十余家海底捞新店、新场景亮相，为春节增加多元化餐饮供给。据介绍，为更好承接春节期间的聚餐需求，海底捞将有超过1000家门店在除夕正常营业，超过1200家门店在大年初一开门迎客；从大年初二起，全国超过1300家门店将恢复正常营业。
华创证券表示，政策发力下，春节消费有望超预期复苏。九部门“乐购新春”方案、以旧换新补贴等政策持续落地，叠加9天超长春节假期，有望带动黄金零售、酒旅、餐饮等服务消费行情，港股中集中的相关受益标的将迎来短期反弹机会，春节消费数据有望超预期。
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