港股异动 | 餐饮股集体走低 3月份餐饮收入增速降幅较大 高基数和边际影响下增长存压
餐饮股集体走低，截至发稿，九毛九(09922)跌5.13%，报4.62港元；大家乐集团(00341)跌3.12%，报7.76港元；海伦司(09869)跌3.42%，报2.82港元
消息面上，国家统计局4月16日发布的数据显示，一季度，全国餐饮收入13445亿元，同比增长10.8%；限额以上单位餐饮收入3551亿元，同比增长9.2%。其中，3月份，全国餐饮收入3964亿元，同比增长6.9%；限额以上单位餐饮收入1174亿元，同比增长3.2%。
大同证券则指出，3月份餐饮收入较前值降低5.6个百分点至6.9%，降幅较大，除了防疫转段低基数效应退去的影响，边际上增速也出现了衰减，从环比来看，3月份餐饮收入非季调环比降幅为除疫情较重的2022年外最大，也显示出“报复性”需求对服务消费的拉动作用在下降，今年以餐饮收入为代表的服务消费，有可能在基数和边际双重作用下增长存压，短期4月份回落压力更大。
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