食品饮料行业周报:餐饮消费回暖,需求韧性凸显

东海证券
Mar 04

(以下内容从东海证券《食品饮料行业周报:餐饮消费回暖,需求韧性凸显》研报附件原文摘录)投资要点:周观点:关注餐饮板块复苏机会。餐饮消费回暖,增值税发票数据显示,春节假期餐饮消费升温,餐饮收入同比增长31.2%。其中,正餐服务同比增长26.5%;小吃服务增幅走高同比增长42.1%,彰显出地域特色风味。根据商务部数据,春节期间全国重点零售和餐饮企业日均销售额同比+5.7%,增速+1.6个百分点。终端...

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