智通财经APP获悉，餐饮股涨幅扩大，截至发稿，蜜雪集团(02097)涨16.77%，报346.8港元；奈雪的茶(02150)涨10.19%，报1.73港元；九毛九(09922)涨7.05%，报3.19港元；呷哺呷哺(00520)涨5.49%，报0.96港元；海底捞(06862)涨3.26%，报17.1港元。
消息面上，国家发改委主任郑栅洁在十四届全国人大三次会议经济主题记者会上表示，提振消费专项行动方案将很快发布实施。商务部部长王文涛则表示，2025年扩消费将推出更多务实管用举措。国元国际指出，当前必选消费板块估值仍具性价比，期待两会促消费政策的持续落地。
东兴证券此前指出，看好未来国家政策在消费环境、交易环境、政策环境方面的改革推动，看好食品饮料行业业绩的整体提升。特别是餐饮消费，随着方案落实，旅游、商圈购物、线下体验等消费得到提振，对餐饮消费将会有明显的拉动。同时预期各地方的消费补贴也会加大餐饮的补贴力度，对餐饮行业将有积极的帮助。
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