智通财经APP获悉，餐饮股午前走高，截至发稿，海伦司(09869)涨6.4%，报2.66港元；海底捞(06862)涨6.18%，报15.8港元；九毛九(09922)涨5.61%，报3.39港元；呷哺呷哺(00520)涨4.76%，报0.88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。国金证券指出，认为此举有望刺激线下客流量恢复，带动包括服装在内的消费品销售回暖。另外根据最新推出的静安区商圈活力消费券范围来看，纳入品类正逐步拓宽，我们推测消费券仍将继续提振终端消费热度。
华泰证券指出，短期来看，餐饮属于即时体验式高频消费，消费者价格敏感性高，决策周期短，有望直接受益于消费券等促内需政策刺激，若内需复苏动力增强，有望享受较高的经营和估值修复弹性。自下而上看，随供给格局的逐步改善和高基数的消化，同店和价格下探的趋势或阶段性纾解，头部品牌“大浪淘沙始见金”，经营韧性和龙头优势有望进一步放大。
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