Core Viewpoint - The Hong Kong restaurant sector is experiencing active performance, with notable gains in stocks such as Shanghai Xiaonan Guo, Jiumaojiu, and others, driven by positive signals from the Central Economic Work Conference regarding consumer spending recovery [1] Group 1: Market Performance - Shanghai Xiaonan Guo increased by over 7% - Jiumaojiu rose nearly 5% - Other companies like Yum China, Nayuki, and Haidilao saw gains of nearly 3%, while Xiabuxiabu increased by 2.5% [1] Group 2: Policy Impact - The Central Economic Work Conference held on December 10-11 emphasized the importance of domestic demand and building a strong domestic market - Key policies include implementing actions to boost consumption, formulating plans to increase income for urban and rural residents, and removing unreasonable restrictions in the consumption sector [1] Group 3: Industry Outlook - Analysts suggest that the positive signals from the conference pave the way for the continued recovery of restaurant consumption - The overall sector is expected to benefit from a mild recovery in the consumer environment, indicating potential for valuation recovery [1] - Galaxy Securities highlights the need to focus on the medium to long-term goals of consumption outlined in the 14th Five-Year Plan, with short-term attention on specific policies related to consumption expected to be implemented by 2026 [1]