格隆汇1月12日丨绿茶集团(06831.HK)发布公告，2026年1月12日耗资8151港元回购1200股，回购价格每 股6.79-6.8港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 綠茶集團有限公司 呈交日期： 2026年1月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 (註7) | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06831 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | ...

Core Viewpoint - The recovery of the restaurant industry since the beginning of 2023 is driven by demand and paced by supply, with leading tea brands showing signs of recovery in Q1 2025, while Western fast food and casual dining are expected to stabilize in Q2 and Q3 2025 respectively [1][2]. Industry Trends - The restaurant industry is experiencing a survival of the fittest, with top brands becoming stronger. The recovery pace in the tea segment is ahead of Western fast food and casual dining by about 1 to 2 quarters [2]. - As of November 2025, the overall restaurant sector is seeing a net closure of stores, while specific segments like coffee, self-service, light meals, and regional cuisines are showing net openings [2]. - Leading brands such as Heytea, Luckin Coffee, KFC, and Haidilao are demonstrating superior net opening speeds, indicating brand resilience [2]. Performance Outlook - Most leading brands are expected to achieve same-store sales stabilization or growth starting in H2 2025, with a normalization of customer traffic anticipated [3]. - The average transaction value (ATV) for many leading brands is stabilizing or increasing, with brands like Haidilao, McDonald's, and Luckin Coffee showing year-on-year increases in ATV as of November 2025 [3]. - The restaurant sector is viewed as a valuation opportunity, with brands like Haidilao and Yum China expected to show strong recovery and shareholder returns [4]. Specific Company Insights - Haidilao is expected to see improved revenue growth in H2 2025 due to enhanced table turnover rates, with a projected dividend yield of around 5% [4]. - Yum China is accelerating its expansion, with expected system sales growth in the mid-single digits and a total shareholder return of approximately $3 billion for 2025-2026 [4]. - Special mention of Teahouse International as a unique player in the Chinese restaurant sector, with significant growth potential and improving profitability [5]. - Green Tea Group is actively expanding into second and third-tier cities, with an anticipated store opening growth rate of about 30% in H2 2025 [5]. - Dashi Co. is also expected to achieve around 25% revenue growth in H2 2025, benefiting from rapid store openings [6]. - The tea segment is highlighted as a key area for growth, with brands like Gu Ming and Mixue Group expected to continue high growth rates due to strong same-store sales and accelerated openings [6].

相关事件 格隆汇1月9日丨绿茶集团(06831.HK)发布公告，2026年1月9日耗资48.6万港元回购7.24万股，回购价格 每股6.61-6.8港元。 绿茶集团(06831.HK)1月9日耗资48.6万港元回购7.24万股 绿茶集团(06831.HK)1月8日耗资60.9万港元回 购9.1万股 ...

绿茶集团(06831)发布公告，于2026年1月9日，该公司斥资48.61万港元回购7.24万股。 ...

智通财经APP讯，绿茶集团(06831)发布公告，于2026年1月9日，该公司斥资48.61万港元回购7.24万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 綠茶集團有限公司 呈交日期： 2026年1月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06831 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前 ...

绿茶集团(06831)发布公告，于2026年1月8日斥资60.9万港元回购9.08万股。 ...

格隆汇1月8日丨绿茶集团(06831.HK)发布公告，2026年1月8日耗资60.9万港元回购9.1万股，回购价格每 股6.51-6.8港元。 ...

智通财经APP讯，绿茶集团(06831)发布公告，于2026年1月8日斥资60.9万港元回购9.08万股。 ...