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小菜园再涨超6% 国庆假期经营数据亮眼 全国门店客流同比增长21%

Core Viewpoint - The company Xiaocaiyuan (00999) has seen a stock price increase of over 6%, currently trading at 10.62 HKD, with a transaction volume of 15.8261 million HKD. The increase is attributed to a significant rise in customer traffic and sales performance during the recent holiday period [1] Group 1: Company Performance - Xiaocaiyuan's nationwide store customer traffic increased by 21% year-on-year during the first seven days of the 2025 National Day holiday, receiving over 2.25 million visitors [1] - Popular menu items included over 350,000 servings of braised pork and more than 190,000 servings of pot chicken, indicating strong consumer demand for its offerings [1] Group 2: Market Position and Strategy - As a leading enterprise positioned as "the kitchen for ordinary families," Xiaocaiyuan demonstrates resilience against economic cycles and potential for market share growth through effective supply chain management and a nationwide direct sales network [1] - According to Guojin Securities, while the overall restaurant industry is experiencing a sluggish recovery, "value-for-money dining" options like Xiaocaiyuan are becoming a safe haven due to their affordable pricing and inelastic consumer demand [1] - The company maintains a high gross profit margin of 70.5% through supply chain optimization and is accelerating store openings, focusing on both same-store recovery and scale expansion, making it a rare growth target in a weak market [1]