金吾财讯 | 餐饮股多数走高，九毛九(09922)涨11.2%，海伦司(09869)涨9.16%，海底捞(06862)涨5.9%，呷哺呷哺(00520)涨5.13%，大家乐集团(00341)涨2.85%，百胜中国(09987)涨2.8%。国信证券表示，本地餐饮消费在促内需中首先受益，线上平台好于行业大盘。1、假期上海等地发放服务消费券，美团作为本地生活流量巨头有望优先受益促内需政策，假期平台订单量显著好于行业大盘，到店服务消费同比增长超40%，看好其组织变革、流量打通、产业链深耕等自身成长叠加本地消费需求复苏弹性。2、餐饮作为“低门槛的快乐消费”，有望受益于家庭外出聚餐和商务宴请顺周期的反弹，节日期间（9月30日至10月6日）上海线下餐饮消费同比两位数增长，看好过往同店表现坚挺、开店速度坚韧的强效能龙头在复苏周期的业绩稳步验证。
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