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证券时报网讯，华泰证券认为随疫情好转，消费者出行信心有望恢复，渐进式复苏是2022年社服板块的主旋律。长期看，消费升级趋势未变，需求分层细化，未来免税将持续受益政策红利，化妆品、酒店受益民族品牌崛起，餐饮、景区期待新业态对复苏的带动作用。竞争格局看，疫情加速产业整合，龙头在波动中韧性凸显，建议关注在疫情回暖后的龙头复苏表现。
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