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港股异动 | 海底捞(06862)涨超5%领涨餐饮股 限上餐饮弹性较高 餐饮出海前景广阔

Changes in Hong Kong stocks | Haidilao (06862) rose more than 5%, leading the rise in catering stocks, high catering flexibility, broad prospects for restaurants to go overseas

Zhitong Finance ·  Jun 3 11:10

The Zhitong Finance App learned that catering stocks picked up in early trading. As of press release, Haidilao (06862) rose 5.41% to HK$18.3; Yum Sheng China (09987) rose 4.06% to HK$281.8; Tehai International (09658) rose 3.98% to HK$15.68; Helens (09869) rose 3.58% to HK$2.89; and Jiumaojiu (09922) rose 2.92% to HK$4.93.

According to the news, the National Bureau of Statistics released retail sales data for social consumer goods for April 2024. Data show that in April, the country's food and beverage revenue was 391.5 billion yuan, up 4.4% year on year; in January-April, the country's food and beverage revenue was 1736 billion yuan, up 9.3% year on year. Haitong International pointed out that in the first quarter of 2024, food and beverage revenue was 1.3 trillion yuan, up 10.8% year on year, returning to 126.3% in the same period in 2019; the food and beverage revenue of companies above the limit was 355.1 billion yuan, up 9.2% year on year, returning to 159.5% level in the same period in 2019, which is much more flexible than the market.

CITIC Securities (Hong Kong) said that there are broad prospects for restaurants to go overseas. For restaurant companies, the highly fragmented market and lack of large brands have brought opportunities to the international Chinese food market, but they are also facing many development challenges. In the future, we can focus on opportunities for leading catering companies that have a high degree of product standardization, a high taste audience, and have achieved national operations domestically, and have rich brand management experience and mature supply chain building experience to go overseas.

The translation is provided by third-party software.


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