智通财经APP获悉，餐饮股今日回落，截至发稿，海伦司(09869)跌4.22%，报2.72港元；九毛九(09922)跌3.39%，报3.7港元；呷哺呷哺(00520)跌2.65%，报1.1港元；特海国际(09658)跌0.97%，报20.4港元。
消息面上，国家统计局数据显示，11月份，社会消费品零售总额43763亿元，同比增长3.0%；环比增长0.16%。其中，居民餐饮消费增长加快，全国餐饮收入同比增长4%，比上月加快0.8个百分点。
华创证券指出，从生意属性上看，餐饮相对可选，与居民当期收入及后续预期强相关，位于改善传导链的中后阶段，客观而言，目前行业经营压力依旧较大。该行指出，餐饮作为服务消费的核心产业，市场容量接近5万亿，是发挥乘数效应、拉动消费改善的重要发力点之一，后续政策支持力度有望加大，来年在低基数下有望逐步企稳修复。
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