智通财经APP获悉，餐饮股午前走强，截至发稿，海伦司(09869)涨9.17%，报2.5港元；九毛九(09922)涨4.17%，报3.5港元；呷哺呷哺(00520)涨4%，报1.04港元；海底捞(06862)涨2.68%，报16.1港元。
消息面上，据报市场道，近日，国家商务部副部长盛秋平表示，商务部将会同相关部门，推出一批消费领域的新政策。比如近期将研究出台推进首发经济，推动批发零售业高质量发展，支持上海、天津等20个城市开展现代商贸流通体系试点建设，开展汽车流通消费改革试点，促进健康消费专项行动方案等政策。
五个城市也将出台配套政策，比如，上海、广州将推出首店首发、首秀首展支持和奖励政策；北京、天津、上海、重庆将发放餐饮、文旅、体育等服务消费券，这些政策措施将与消费月活动形成叠加效应。
国信证券认为，2024年上半年餐饮板块公司经营表现承压，但部分具有供应链基础雄厚、品牌消费粘性强的餐饮龙头经营表现仍具备相对优势，录得良好阿尔法成长。考虑到近期促消费组合拳频发，餐饮板块有望在基本面与板块情绪两角度同时受益，兼顾经营业绩确定性以及消费环境渐进复苏的预期。
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