金吾财讯 | 餐饮股普跌，呷哺呷哺(00520)跌6.82%，海底捞(06862)跌5.93%，九毛九(09922)跌4.96%，海伦司(09869)跌3.92%，百胜中国(09987)跌2.1%。摩根士丹利近期对中国北方、东部和南部地区的经销商进行调研，了解春节前销售趋势及2025年目标，发现各品类市场表现差异明显，需求预期普遍较低。该行提到，从估值和风险看，各企业面临不同风险，如成本、竞争和需求波动等。整体而言，当前中国消费市场在春节前表现出需求谨慎的态势，各品类复苏节奏和程度不一。
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