Core Viewpoint - The stock of Guoquan (02517) has increased by over 6%, currently trading at 3.7 HKD with a transaction volume of 64.57 million HKD, following the announcement of the trial operation of its first store for "Guoquan Xiaochao" on January 6, 2026 [1] Group 1: Business Development - The new business model "Guoquan Xiaochao" focuses on using smart cooking machines to provide efficient and flavorful Chinese meals in community settings, leveraging Guoquan's strengths in compound seasoning and ingredient supply chains [1] - Huaxi Securities believes that the new model can optimize labor efficiency through smart cooking machines, leading to standardized operations and data analysis to identify the most popular menu items, which could become a new profit growth point for the company once the model is proven [1] Group 2: Competitive Advantages - Zhongtai Securities highlights the company's deep integration in the restaurant retail business, emphasizing its competitive edge through a well-integrated supply chain that ensures quality and cost leadership, along with a sales network supported by over 10,000 community stores for comprehensive fulfillment [1] - The company is expected to benefit in the short term from same-store sales growth and improved cost-effectiveness, while long-term growth will be driven by store expansion, the successful implementation of new business models, and an increase in self-produced goods from factories [1]
港股异动 | 锅圈(02517)涨超6% 锅圈小炒今日开启试营业 场景扩展有望驱动增长