港股异动 | 九毛九(09922)跌超7%领跌餐饮股 11月限上单位增速略低于餐饮企业整体
餐饮股今日集体走低，截至发稿，九毛九(09922)跌7.21%，报5.66港元；特海国际(09658)跌5.58%，报9.82港元；海伦司(09869)跌2.36%，报3.72港元；呷哺呷哺(00520)跌2.03%，报2.41港元。
消息面上，11月餐饮业零售总额同比增长25.8%，较上月加快8.7个百分点，1-11月餐饮业累计零售额为4.75万亿元，累计同比之中19.4%，餐饮消费加快复苏。限额以上企业餐饮企业收入11月同比增长24.6%，增速略低于餐饮企业整体。中信证券此前指出，预计限上单位客单价相对行业整体水平偏高，受消费力不足的影响或更明显。
东兴证券指出，11月社零数据加快复苏一方面得益于政府促销费政策逐渐成效以及经济逐步回暖，但也与去年同期基数较低有关。相较2021年，11月社会消费品零售总额仅增长3.56%，餐饮零售总额较21年增长15.21%，餐饮恢复力度相对更大，持续性更强，而整体消费复苏的持续性和力度仍待观察。
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