智通财经APP获悉，餐饮股延续跌势，截至发稿，九毛九(09922)跌6.84%，报69.45港元；呷哺呷哺(00520)跌4.81%，报0.99港元；特海国际(09658)跌1.83%，报12.9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。
国金证券指出，24年国庆前六天代表火锅品牌店均销售额/客流量分别同比-17%/+2.3%；代表休闲餐品牌店均销售额/客流量分别同比-32%/-22%，餐饮数据仍待实质性好转。
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