智通财经APP获悉，大消费股多数走高，截至发稿，海伦司(09869)涨7.38%，报2.62港元；中国飞鹤(06186)涨5.97%，报5.68港元；珍酒李渡(06979)涨5.55%，报7.04港元；华润啤酒(00291)涨5.24%，报27.1港元；九毛九(09922)涨5.05%，报3.33港元；李宁(02331)涨3.9%，报16港元。
消息面上，近日，随着年末消费旺季的到来，为进一步激发市场活力，提振消费信心，全国各地纷纷启动新一轮消费券发放活动。有关机构数据显示，11月上中旬，北京、上海、广州、天津、重庆5个城市商品消费额同比增长5.9%，餐饮消费额同比增长12%，消费市场总体呈现回稳向好发展态势。
东兴证券表示，预期在各地消费券刺激下，餐饮消费将有进一步的复苏空间。天风研究宏观首席宋雪涛指出，短期政策或继续通过发放消费券等方式推动汽车、家具家电、文旅等在内的各项消费增速的回升；长期来看，明年以旧换新等消费刺激举措或将进一步延续，且刺激规模或会高于今年。
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