上海近日发布总额5亿元的消费券政策,旨在刺激消费。其中,餐饮板块获配3.6亿元消费券,成为重点扶持对象。此举不仅直接为餐饮企业注入新动力,而且被视为对消费信心的修复信号。
业内人士认为,此次政策尽管总额有限,但具有示范意义。预计未来其他城市也将跟进推出类似刺激政策,从而进一步改善餐饮等消费板块的发展环境。特别是在情绪向好的背景下,餐饮企业的业绩有望随之调头向上,获得较快反弹。
知名券商安信国际在最新研报中,呼吁重视餐饮板块的布局价值。报告指出,餐饮需求较为敏感于消费预期的变化。一旦情绪扭转向好,餐饮企业就将较快迎来业绩反弹。报告同时推荐了海底捞、颐海国际等龙头餐饮股为配置标的。
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