餐饮数据改善,期待连续性增强。(1)行业层面,相关风险因素已释放,若后续服务消费及餐饮刺激政策落地,连锁餐饮品牌将直接受益;(2)公司层面,头部品牌的闭店/调改周期均近结束(九毛九、海底捞、百胜等),具备蓄势向上的潜力。消费复苏排头兵,重点企业延续改善态势。复盘2020 年以来我国餐饮行业表现,影响因素包括基数效应、疫情反复、节令性以及消费力,但需留意2025 年10 月以来社零餐饮收入同比增速...
Source Link餐饮数据改善,期待连续性增强。(1)行业层面,相关风险因素已释放,若后续服务消费及餐饮刺激政策落地,连锁餐饮品牌将直接受益;(2)公司层面,头部品牌的闭店/调改周期均近结束(九毛九、海底捞、百胜等),具备蓄势向上的潜力。消费复苏排头兵,重点企业延续改善态势。复盘2020 年以来我国餐饮行业表现,影响因素包括基数效应、疫情反复、节令性以及消费力,但需留意2025 年10 月以来社零餐饮收入同比增速...
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