智通财经APP获悉，餐饮股多数回暖，截至发稿，九毛九(09922)涨2.76%，报2.61港元；呷哺呷哺(00520)涨1.33%，报0.76港元；茶百道(02555)涨1.23%，报9.88港元；海底捞(06862)涨0.79%，报17.82港元；百胜中国(09987)涨0.65%，报341港元。
消息面上，据市场消息报道，据商务部商务大数据监测，今年“五一”假期，服务消费持续升温，餐饮文旅市场红火。假期全国重点监测餐饮企业销售额同比增长8.7%。抖音生活服务发布“五一”消费数据也显示，食住行、游购娱等团购需求全面爆发。其中，5月1日至5月4日，餐饮消费稳中有升，家庭餐、地方菜抖音团购订单量分别同比增长了77%和45%。
中金发布研报称，据商务部统计数据显示，五一假期全国重点零售和餐饮企业销售额同比增长6.3%，增速相较24年国庆(4.5%)、25年春节(5.4%)呈环比提速。该行继续看好消费提振政策逐步显效，全年居民消费需求持续释放。中国银河证券指出，考虑到提振消费已作为首要任务被纳入政府工作报告，服务消费成为继“两重”、“两新”政策后政府下一个刺激要点，未来内需侧的政策支持有望进一步向服务消费扩散。
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