金吾财讯 | 部分餐饮股走高，海伦司(09869)涨6%，谭仔国际(02217)涨2.47%，呷哺呷哺(00520)涨2.35%，翠华控股(01314)涨2.17%，奈雪的茶(02150)涨1.77%，九毛九(09922)涨0.38%。中信证券表示，展望2025年，餐饮供应链企业收入端有望跟随终端同步复苏，多数成本延续下行趋势，竞争有望缓解，该行看好板块盈利改善，其中速冻板块业绩弹性大但确定性偏低，复合调味品在弹性和增长下限上均具优势。从节奏看，预期反转及数据兑现为两个重要布局窗口期。短期进入政策真空期，2025年3月两会或为下一轮博弈窗口，需求低基数、政策高度重视及估值水平较低的背景下，后续兑现亦有望超预期。
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