The Zhitong Finance App learned that the restaurant stock had strong early trading performance. As of press release, Haidilao (06862) rose 9.26% to HK$16.04; Xiabuxiabu (00520) rose 8.39% to HK$1.68; Helens (09869) rose 7.21% to HK$3.27; Jiumao Jiu (09922) rose 4.71% to HK$5.56; Nai Xue's tea (02150) rose 3.55% to HK$3.21.
Shanghai Securities pointed out that since 2023, along with the strong recovery of the catering market, the trend of leading catering companies opening up and joining has become more obvious, and many brands have chosen to open up franchises to expand the market. The restaurant industry is picking up strongly, and the chain chain process continues to accelerate. Haidilao follows the trend of joining the restaurant market and expanding its brand influence, helping it enhance its operating capacity, introduce more high-quality resources, improve operational efficiency, and help it continue to expand in the future. It is recommended to pay attention to Haidilao and Jiumaojiu.
Huafu Securities pointed out that the catering industry showed a strong recovery momentum. The Spring Festival holiday spurred consumption in the hot business district, and the rise of the sinking market stimulated new momentum for growth. At a time when internal volumes are intensifying, digital transformation and supply chain optimization have become the key. Orient Securities, on the other hand, said that from a short to medium term perspective, it is recommended to focus on dining and casual dining leaders with impressive profit recovery and good operating efficiency; from a long-term growth perspective, it is recommended to focus on the development potential of the racetrack and the stage the company is in, and it is recommended to also focus on drink and pub leaders and recent model reforms.