According to the Wise Finance APP, dining stocks continue their recent upward trend. As of the time of writing, Yum China (09987) rose by 4.75% to 344 Hong Kong dollars; Jiumaojiu (09922) rose by 3.86% to 3.5 Hong Kong dollars; Dasheng Co., Ltd. (01405) rose by 3.77% to 74.3 Hong Kong dollars; Xiabuxiabu (00520) rose by 2.68% to 1.15 Hong Kong dollars.

On the news front, the Political Bureau held a meeting to analyze and study the economic situation. HTSC pointed out that the measures proposed in the meeting, such as stabilizing employment, cultivating new consumer formats, and promoting the stabilization of the real estate market, are believed to boost consumer confidence through multiple measures, accelerate demand recovery, and unleash potential. Since September 24, there has been a continuous intensification of policies with a combination of monetary policies including reserve requirement ratio cuts, interest rate cuts, and reductions in mortgage rates, demonstrating the determination and intensity to stabilize development. With subsequent consumer stimulus policies in place, the bullish outlook for the recovery of the consumer industry's fundamentals and the market sentiment is expected to bring about a valuation rebound.

Anxin International stated that the dining industry is particularly sensitive to changes in consumer expectations, and if expectations improve, performance is likely to rebound significantly. Shanghai Securities previously pointed out that the Mid-Autumn Festival, a traditional peak season for sales, and the upcoming National Day holiday are major milestones in the annual sales of dining enterprises. They are optimistic that leading dining companies will innovate to cope with the important trend of homogenization and cost-effectiveness of dining consumption, actively seizing the holiday economy.