智通财经APP获悉，餐饮股继续火热，截至发稿，海伦司(09869)涨41.57%，报3.78港元；九毛九(09922)涨35.77%，报5.2港元；呷哺呷哺(00520)涨31.9%，报1.53港元；海底捞(06862)涨10.03%，报19.3港元。
消息面上，近期国内促消费利好政策频出。开源证券认为，2024年以来，我们看到北京市、四川省、湖北省等多地政府先后出台系列促消费政策，其中尤以消费券最为直接，政府牵头、政企联动，共同激发居民消费动力与信心。安信国际认为，餐饮行业的特点是受消费预期的影响较为敏感，如果预期向好，业绩有望出现比较明显的反弹。
据报道，多家餐企备战国庆黄金周，凑凑在9月25日有产品上新。费大厨相关工作人员表示，即将到来的国庆假期，客流势必会有所增加，费大厨多方着手积极应对，同时在北上广深苏杭等既有区域也会持续开店，通过开新店来分流以减少顾客的等位时长，据悉，北京龙湖亦庄天街、上海荟聚等多家新店将在国庆节前开业。
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