智通财经APP获悉，餐饮股早盘普涨，截至发稿，海伦司(09869)涨8.16%，报3.18港元；达势股份(01405)涨7.39%，报87.9港元；九毛九(09922)涨5.66%，报4.11港元；海底捞(06862)涨4.83%，报17.78港元。
消息面上，随着岁末年尾消费旺季的到来，多地启动新一轮消费券发放活动，加大对餐饮、文旅等消费领域的支持力度。国金证券指出，消费券发放进一步扩大了活动覆盖对象范围。消费券对餐饮业有直接拉动作用，有利于刺激当地餐饮行业的消费需求。
中信证券指出，临近春节，叠加自上而下不断对内需的重视、政策预期升温，消费有望迎来新一轮反弹修复。政策端，除“以旧换新政策接续”外，我们认为仍有一揽子促消费工具箱可供使用，如对汽车首购群体给予补贴、生育补贴、国补餐饮旅游消费券发行等等。
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