智通财经APP获悉，餐饮股早盘普跌，截至发稿，九毛九(09922)跌11.72%，报3.69港元；呷哺呷哺(00520)跌8.8%，报1.14港元；特海国际(09658)跌2.12%，报13.86港元。
华西证券指出，7-8月份，全国餐饮收入同比分别+3.0%/+3.3%，限额以上企业餐饮收入同比分别-0.7%/+0.4%。低价竞争延续，Q3餐饮同店仍面临一定增长压力，其中，高性价比、强品牌力的头部餐饮企业或将表现更优；同时，开放加盟、加速出海、推出卫星外卖专营店等成为餐饮企业开拓第二增长曲线的重要抓手。
德邦证券指出，9月以来多地重启消费券，核心城市发券金额超10亿元。当前处于周期底部，24年餐饮行业弱复苏，收入增幅降低/利润承压；消费券刺激信心修复，行业加剧竞争下龙头韧性更显，看好翻台率/同店边际改善、现金流充沛的餐饮龙头。
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