智通财经APP获悉，餐饮股集体走低，截至发稿，呷哺呷哺(00520)跌7.07%，报0.92港元；九毛九(09922)跌4.73%，报3.22港元；海伦司(09869)跌4.26%，报2.47港元；特海国际(09658)跌1.51%，报13.02港元。
开源证券指出，2024年10月餐饮及限额以上餐饮收入同比分别+3.2%、-0.3%，增速环比9月分别+0.1pct、-1.0pct，餐饮需求仍待修复。甬兴证券指出，10月商品零售增速优于餐饮收入增速，限额以上餐饮表现欠佳。
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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.