智通财经APP获悉，餐饮股早盘走高，截至发稿，呷哺呷哺(00520)涨9.17%，报1.31港元；百胜中国(09987)涨5.82%，报367港元；特海国际(09658)涨3.87%，报14.5港元；海底捞(06862)涨2.93%，报16.88港元。
消息面上，今年国庆假期期间餐饮消费回暖。美团数据显示假期前5天，餐饮堂食消费日均值同比增长约33.4%。据澎湃新闻，10月1日海底捞全国门店共接待顾客超190万人次、同比增长超5%，海底捞上海人民广场店门店国庆首日的午市客流量较平日增长40%。据澎湃新闻，国庆首日怂火锅全国门店总接待人数约4.5万人次、排队总人数超1.3万，太二酸菜鱼品牌总接待人数超24万、总排队取号约4万。
安信国际此前指，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。东方证券则认为，因国家出台相关利好政策，目前市场整体情绪高涨，对经济增长预期提升，在此背景下，该行认为餐饮旅游板块将在基本面与市场情绪两方面同时受益。
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