智通财经APP获悉，餐饮股今日普跌，截至发稿，呷哺呷哺(00520)跌10.53%，报0.68港元；海伦司(09869)跌5%，报1.33港元；九毛九(09922)跌4.35%，报2.42港元；特海国际(09658)跌4.06%，报14.66港元。
消息面上，近日，多地通报违规吃喝典型问题，向顽疾亮剑，多措并举整治违规吃喝。华泰证券指出，5月社零增长大幅超预期，部分受一次性因素提振。考虑到后续“以旧换新”政策退坡、整治违规聚餐等政策的影响、社零高增的持续性可能有一定不确定性。
海通国际指出，5月国内餐饮上市公司总计收入为140亿元，同比增长3.7%。1-5月累计收入为711亿元，同比增长2.8%。5月初受到节假日带动，餐饮需求呈现回暖趋势，假期结束之后整体表现环比未见明显改善，外出就餐景气度整体处于低位。该行指出，2025年以来受到节假日消费需求提振，餐饮消费频次在节假日期间表现有所改善，但整体景气程度同比未见明显提升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.