智通财经APP获悉,餐饮股早盘反弹,截至发稿,九毛九(09922)涨5.9%,报2.87港元;海伦司(09869)涨5.7%,报2.04港元;百胜中国(09987)涨3.16%,报339.8港元;海底捞(06862)涨2.46%,报14.14港元。
消息面上,据媒体报道,今年以来,已有超10个省份宣布将启动新一轮消费券发放工作,包括江苏、浙江、安徽、湖北、河南、福建、广东等。华泰证券指出,去年多地针对商超、住宿餐饮等非耐用品和服务消费发放了消费券,对一些高频次、低额消费产生了拉动。消费券补贴资金多以本级财政资金为主,单个城市规模往往不大,但可能是今年扩容的潜在对象,也是当前市场的关注点之一。
中信证券研报认为,中央重视内需、刺激消费态度明确,餐饮板块作为顺周期代表,受益直接、修复弹性较大。终端餐饮细分赛道龙头率先上调价格,反映竞争总体走向平稳,价格战加剧可能性较低。多数原材料供给偏丰、价格预期偏弱,利好下游盈利改善。而餐饮供应链板块将跟随下游餐饮复苏直接受益,看好2025年需求改善及竞争缓解,但不同子板块表现预计有所差异,建议从板块及公司双重维度进行筛选。
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