智通财经APP获悉，餐饮股早盘普跌，截至发稿，海伦司(09869)跌7.01%，报2.92港元；九毛九(09922)跌6.39%，报3.81港元；呷哺呷哺(00520)跌4.35%，报1.1港元；大家乐集团(00341)跌2.86%，报7.47港元。
海通证券指出，第三季度，全国餐饮收入1.3万亿元，同比增长3.1%，增速相较一季度、二季度放缓，但已相对企稳；限额以上企业餐饮收入3736.8亿元，增速低于大盘，其中7月有所下滑，8、9月增速环比提升。北京、上海延续负增长态势。
德邦证券指出，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；国庆期间餐饮消费环比改善较为快速，消费券刺激信心修复；餐饮行业目前正处于过剩产能出清阶段，行业竞争加剧分化，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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