华西证券：春节餐饮消费回暖重视餐饮链投资机会

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智通财经APP获悉，华西证券发布研报称，春节作为餐饮消费的核心旺季，2026年节庆效应持续凸显，餐饮消费回暖态势明确，为上游供应链复苏奠定坚实基础。细分赛道来看，速冻食品与调味品充分受益于旺季需求拉动。随着餐饮门店客流回升与开店节奏加快，餐饮占比较高的头部企业有望率先承接需求红利，实现销量与收入的稳步增长。该行维持“服务消费率先复苏”的核心判断，板块业绩与估值共振上行。华西证券主要观点如下：春节...

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华西证券：春节餐饮消费回暖 重视餐饮链投资机会

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华西证券：春节餐饮消费回暖重视餐饮链投资机会