港股市场今日午后，呷哺呷哺（00520.HK）股价表现抢眼，盘中大涨6.17%，延续了早盘餐饮股普遍回暖的趋势。消息面上，多重利好因素叠加，推动餐饮板块整体向好。
数据显示，今日早盘多只餐饮股呈现上涨态势。九毛九（09922.HK）涨幅达4.84%，海底捞（06862.HK）上涨2.64%，达势股份（01405.HK）涨1.29%。分析人士指出，随着夏季消费旺季的来临，叠加外卖平台补贴效应，餐饮行业有望迎来业绩改善的窗口期。
长江证券分析认为，2025年餐饮行业整体增速有望回升，大众与高端市场表现或将出现分化。短期内，政府发放餐饮消费券将促进行业回暖；中长期来看，行业连锁化率仍有较高提升空间，餐饮集团将具备明显竞争优势。值得注意的是，虽然外卖平台价格战短期内可能提升餐企订单量，但长远来看，具备标准化运营能力、品牌溢价优势和供应链整合能力的头部企业将获得更大的发展空间。
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