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餐饮股尾盘涨幅进一步扩大 九毛九涨超6% 海底捞涨近5%
Zhi Tong Cai Jing·2025-11-10 08:05

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of various restaurant companies, driven by positive consumer price index (CPI) data and recovery in same-store sales following a challenging September [1] - As of the report, Jiamao Jiu (09922) rose by 6.67% to HKD 1.92, Dashih (01405) increased by 4.95% to HKD 80.5, Haidilao (06862) gained 4.82% to HKD 13.69, and Yum China (09987) was up 3.02% to HKD 348 [1] - The National Bureau of Statistics reported that in October, the CPI rose by 0.2% month-on-month and year-on-year, with the core CPI (excluding food and energy) increasing by 1.2%, marking the sixth consecutive month of growth [1] Group 2 - Guojin Securities noted that the restaurant industry faced pressure in September due to public sentiment but has shown signs of recovery since the National Day holiday, indicating a potential rebound in consumer spending [1] - The current restaurant sector is focused on expanding store numbers and improving efficiency, with expectations of strong upward elasticity in consumer recovery [1] - CITIC Securities emphasized that as takeaway subsidies decline, the importance of core competitive advantages, overseas model validation, franchisee empowerment, and industry chain expansion will become more pronounced [1]