《股市简讯》中港消费板块联袂反弹,官媒再度就“禁止吃喝”发表纠偏评论

路透中文
Jun 20, 2025
《股市简讯》中港消费板块联袂反弹,官媒再度就“禁止吃喝”发表纠偏评论

* 中港股市消费股周五早盘联袂反弹,沪深300主要消费指数.CSI000912涨1.2%,香港恒生必需性消费指数.HSCICS升0.6%。投资者关注违规吃喝的整治问题。

* 中国官媒--新华社周四晚间发表时评文章指出,整治违规吃喝“不是一阵风”,中央八项规定是长期有效的“铁规矩、硬杠杠”;同时必须注意,整治违规吃喝的核心是“违规”,而不是吃喝本身,从中央到地方的各项“禁酒令”,其核心始终是规范公务行为、严明纪律红线,而非一刀切阻绝正常人际交往。

* 肇始于中国公职人员聚餐喝酒致死事件,中央决心整治违规吃喝,严厉执行“八项规定”,却在一些地方遭遇异化变形,让体制内群体不敢出门吃喝。这让餐饮消费难上加难,机构更是警示后几个月餐饮业收入增速可能“转负”。

* 另一家官媒人民网日前也似乎发表指向性纠偏评论称,各地纵深推进违规吃喝专项整治,但个别地方“层层加码”,把“禁止违规吃喝”简单等同于“禁止吃喝”。这种行为也是懒政,是形式主义的变种,让商家失了生意,也让民生烟火黯淡。

* 在中国不断强调提振内需的背景下,A股的消费板块表现却乏善可陈,年初迄今沪深300主要消费指数仍下跌逾5%。(完)

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(发稿 刘珞焱;审校 田镧沁)

((luoyan.liu@tr.com; +86 021 2083 0166;))

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