【港股通】百胜中国(09987)午后涨超4% 机构料暑期出游利好社服板块景气度回升

金吾资讯07-12

金吾财讯 | 百胜中国(09987)小幅高开后温和上涨，午后涨幅进一步扩大。截至发稿，涨4.11%，报253.20港元，成交额6119万港元。华泰证券发布研报称，24年以来社服板块受23年同比高基数和消费力预期、供给竞争加剧等因素影响，经营表现相对平淡，龙头报表端平稳。展望2H24，暑假出游利好板块景气度环比回升，龙头公司应对举措积极，并进一步强化成本管理能力，旺季催化下利润弹性有望进一步释放。

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