金吾财讯 | 餐饮股部分走强，截至发稿，九毛九(09922)涨7.64%，小菜园(00999)涨5.23%，海伦司(09869)涨4.78%，奈雪的茶(02150)涨2.26%。消息面上，中国发展高层论坛2025年年会计划于3月23日至24日在北京召开，主题为“全面释放发展动能，共促全球经济稳定增长”。年会将围绕宏观政策与经济增长，改革激发增长新动能，提振消费与扩大内需，以科技创新引领新质生产力发展，人工智能普惠包容发展，构建现代金融体系服务实体经济发展，大健康产业高质量发展，人口结构变化的挑战与机遇，绿色低碳发展与应对气候变化，环境、社会和公司治理（ESG）助力可持续发展，经济全球化新趋势与扩大制度型开放和全球产业链供应链合作发展举行12场专题研讨会，还将举办若干场闭门研讨会。德邦证券发布研报称，餐饮供应链板块整体2024年业绩承压，期待后续终端需求回暖。由于终端需求持续减弱，餐饮供应链企业整体缺少增长动能，目前大部分公司估值水平已经处于历史较低水平，安全边际充足。后续期待伴随政策面促进终端消费，公司业绩能够筑底反弹，建议关注业绩韧性更强的龙头公司和后续需求有望修复的弹性标的。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.