The dining sector remains hot, as of the time of publication, Haidilao (09869) rose by 41.57%, to 3.78 Hong Kong dollars; Jiumaojiu (09922) rose by 35.77%, to 5.2 Hong Kong dollars; Xiabuxiabu (00520) rose by 31.9%, to 1.53 Hong Kong dollars.
According to the Zhitong Finance APP, the dining sector continues to be hot, as of the time of publication, Haidilao (09869) rose by 41.57%, to 3.78 Hong Kong dollars; Jiumaojiu (09922) rose by 35.77%, to 5.2 Hong Kong dollars; Xiabuxiabu (00520) rose by 31.9%, to 1.53 Hong Kong dollars; Haidilao (06862) rose by 10.03%, to 19.3 Hong Kong dollars.
From a news perspective, in recent times, domestic policies promoting consumer spending have been frequent. Kaiyuan Securities believes that since 2024, we have seen a series of consumer-friendly policies introduced by governments in various regions such as Beijing, Sichuan, and Hubei, among others, with consumer vouchers being the most direct, government-led, and public-private collaboration to collectively stimulate residents' consumption power and confidence. Anxin International believes that the dining industry is particularly sensitive to consumer expectations, and if expectations improve, performance is expected to rebound significantly.
According to reports, many dining enterprises are preparing for the National Day Golden Week, with innovations at CouCou on September 25th. A spokesperson for Feidachu mentioned that the upcoming National Day holiday will inevitably increase customer flow, and Feidachu is actively preparing to deal with it. Meanwhile, in Beijing, Shanghai, Guangzhou, Shenzhen, Suzhou, Hangzhou, and other existing regions, new stores will continue to open. The opening of many new stores, including Longhu Tianjie in Beijing and Huiju in Shanghai, is set to take place before the National Day.