智通财经APP获悉，餐饮股早盘大跌，截至发稿，海伦司(09869)跌19.95%，报3.13港元；呷哺呷哺(00520)跌18.45%，报1.37港元；九毛九(09922)跌17.15%，报4.59港元。
消息面上，美团数据显示，国庆假期，餐饮消费同样火爆。“十一”假期前5天，餐饮堂食消费日均值相比2023年国庆假期增长33.4%，分消费时段来看，夜间时段消费较2023年假期增长44.8个百分点。此外，夜市搜索相比2023年假期增长170.3%，成为今年假期景区附近热门搜索词第一。
开源证券指出，根据久谦数据，正餐方面，国庆前五日，海底捞、太二的单店日均销售额分别同比-20.4%和29.4%；咖啡茶饮方面，喜茶、Manner、Tims的单店日均销售额分别同比-57.1%、+12%、-25.1%。我们认为主要因为餐饮门店供给的大幅增加，导致客流被分散。
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