港股异动 | 餐饮股午后涨幅扩大 餐饮春节期间有明显提振 机构称期待连续性增强

智通财经
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智通财经APP获悉,餐饮股午后涨幅扩大,截至发稿,绿茶集团(06831)涨5.72%,报7.76港元;海底捞(06862)涨4.94%,报15.92港元;达势股份(01405)涨4.62%,报61.2港元;九毛九(09922)涨2.96%,报1.74港元。

消息面上,根据国家统计局数据,餐饮春节期间有明显提振,1-2月餐饮零售总额为10264亿元,同比增长4.8%,增速持续回暖,其中限额以上单位餐饮收入2813亿元,同比增长4.7%,表现较为强劲。

东吴证券此前发布研报称,复盘历年表现,Q1多数餐饮股价表现存亮点,2026年市场的赚钱效应、企业年会和客情或延后于Q1、春节错期亦利好26Q1季报,叠加中长期的高分红预期等,多因素共振下,反映在客单、同店、翻台等指标上均有望边际向上。

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