智通财经APP获悉，餐饮股早盘走高，截至发稿，奈雪的茶(02150)涨5.04%，报1.46港元；达势股份(01405)涨4.32%，报76.15港元；九毛九(09922)涨2.91%，报3.18港元；百胜中国(09987)涨2.88%，报371.2港元；海底捞(06862)涨2.31%，报15.04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。天风证券指出，餐饮消费券拉动效果直接、明显，有利于刺激餐饮行业的恢复。在行业竞争加剧的背景下龙头公司经营韧性更强，看好具备阿尔法、同店趋势改善、现金流充足的餐饮龙头公司。
东兴证券指出，10月份社会消费品零售总额同比增速创今年下半年以来的新高，并已连续两个月保持加快增长的态势。其中10月餐饮行业收入总额4952亿元，同比增长3.2%，比上月加快0.1个百分点，虽然月增速慢于年初，但是餐饮消费整体仍处于平稳增长。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。
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