智通财经APP获悉，餐饮股强势拉升，截至发稿，海伦司(09869)涨16.04%，报3.4港元；九毛九(09922)涨12.98%，报4.09港元；呷哺呷哺(00520)涨9.17%，报1.19港元；海底捞(06862)涨6.46%，报17.46港元。
消息面上，国家商务部副部长盛秋平近日表示，商务部将会同相关部门，推出一批消费领域的新政策。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。
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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