智通财经APP获悉，餐饮股今日普跌，截至发稿，呷哺呷哺(00520)跌3.61%，报0.8港元；九毛九(09922)跌3.1%，报2.81港元；特海国际(09658)跌1.03%，报15.32港元。
消息面上，7月15日，国家统计局公布数据显示，6月份，社会消费品零售总额42287亿元，同比增长4.8%，前值为6.4%。按消费类型分，6月份，商品零售额37580亿元，同比增长5.3%；餐饮收入4708亿元，增长0.9%，前值为5.9%。
长江证券指出，2025年，经历前期价格战，市场开始自我调节与修复，餐饮行业整体增速回升，大众与高端市场表现分化。短期关注政府发放餐饮消费券，促进餐饮行业回暖。中长期看，行业连锁化率有较高提升空间，餐饮集团具备竞争优势。此外，外卖大战进入白热化。业内人士指出，随着夏季消费旺季的来临，叠加平台补贴效应，餐饮行业有望迎来业绩改善的窗口期。
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.