金吾财讯 | 餐饮、酒精饮料、体育用品等消费板块均表现强势。餐饮板块，九毛九(09922)涨6.01%，呷哺呷哺(00520)涨4.65%，上海小南国(03666)涨4.17%，海底捞(06862)涨2.95%，海伦司(09869)涨2.42%。酒精饮料板块，百威亚太(01876)涨6.37%，华润啤酒(00291)涨5.07%，青岛啤酒股份(00168)涨4.99%，王朝酒业(00828)涨3.28%，珍酒李渡(06979)涨3.1%。体育用品股板块，宝胜国际(03813)涨8.77%，李宁(02331)涨6.03%，中国动向(03818)涨3.61%，特步国际(01368)涨3.95%，361度(01361)涨3.34%，安踏体育(02020)涨3.32%。中国消费者协会今天（14日）对外发布2025年度“共筑满意消费”消费维权年主题调查报告显示，超六成消费者认为消费环境越来越好。对线上、线下消费环境表示满意的消费者分别达到56.7%和55.5%，线上线下消费满意度趋于一致。近七成受访者对消费环境监管力度与成效表示认可。中金公司研报称，从多个维度来看，中国消费与GDP之比偏低。从国际比较来看，中国商品消费占GDP的比重与其经济发展阶段没有出现明显偏离，但服务消费占GDP之比重与其经济发展阶段的偏离比较多。展望未来，中国消费仍有较大提升空间，其中服务消费的空间大于商品消费，尤其是医疗保险、文娱等方面。商品消费的空间更多在于升级，即提质；而服务消费的空间可能主要在于提量。提升劳动者报酬有助于提升消费，但结构性改革，比如改善社会保障等对于提升消费意义重大。
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