智通财经APP获悉，餐饮股多数走高，截至发稿，呷哺呷哺(00520)涨4.71%，报0.89港元；百胜中国(09987)涨4.45%，报380.4港元；奈雪的茶(02150)涨4.1%，报1.27港元；海底捞(06862)涨2.36%，报14.76港元。
消息面上，春节期间，餐饮消费迎来“开门红”。据报道，1月28日至2月3日，全国海底捞共计接待顾客超1000万人次。呷哺呷哺透露，除夕至大年初三，呷哺呷哺全国门店销售额提升显著，尤其是河北、安徽、山东、湖南、湖北等区域销售额较上年同期最高提升20%。奈雪的茶也透露，春节期间多地门店销售增长630%，实现订单量环比、同比双提升。
中信证券指出，中央重视内需态度明确，餐饮作为顺周期代表直接受益，修复弹性较大。终端餐饮业绩有望率先修复并显现弹性，该行认为：若政策刺激落地、宏观企稳回升，在这一轮餐饮降价潮当中同店相对坚挺、成本管控能力强的头部企业会率先迎来业绩端兑现，当前估值具备安全边际，分红、回购积极为股东回报提供安全垫。此前同店收入下滑比较严重的企业具备更高的修复弹性。继续推荐品牌势能处于高位或仍在上升通道、开店保持快速的企业。
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