The Zhitong Finance App learned that catering stocks rose collectively. As of press release, Nai Xue's tea (02150) rose 10.46% to HK$2.64; Helens (09869) rose 9.62% to HK$3.19; Haidilao (06862) rose 6.28% to HK$17.94; and Xiabubu (00520) rose 4.79% to HK$1.75.

On the news, the Caitong Securities Research Report pointed out that the same-store repair situation of catering companies is quite divided. Specifically, it is expected that the growth rate of the same store in Taier is still under relative pressure, while Haidilao's turnover rate in January-February of last year was high year-on-year since January-February of last year, and benefiting from effective measures; Dashi Co., Ltd., which is in the phase of rising brand power and has an impressive daily sales performance in new urban stores, is expected to maintain a positive increase in the 24Q1 same-store growth rate. The bank believes that in the future, with the recovery in consumption and policy support, the situation of leading brands and same stores is expected to improve.

China Merchants Securities believes that in the future, hotel restaurants are expected to continue to be strong as the May Day holiday approaches. Shanghai Securities also said that, driven by the holidays, demand for food and beverage consumption is expected to be released sharply, which has played an important supporting role in boosting consumer confidence throughout the year. The franchise and cooperation model is expected to accelerate brand expansion and regional penetration, and reduce operating risks under the self-operated model. Leading restaurant companies are expected to take advantage of the momentum to speed up the layout and opening of stores, once again ushering in development dividends.