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, driven by the upcoming trial operation of its new business model "Guoquan Xiaochao" on January 6, 2026 [1] Group 1: Business Model and Strategy - The "Guoquan Xiaochao" project focuses on using smart cooking machines to provide efficient and flavorful Chinese meals in community settings, leveraging Guoquan's strengths in compound seasonings and supply chain management [1] - Huaxi Securities (002926) believes that the new business model can optimize labor efficiency through smart cooking machines and data analysis to identify popular menu items, potentially becoming a new profit growth point for the company once the model is proven [1] Group 2: Market Position and Growth Potential - Zhongtai Securities (600918) highlights that the company has a competitive advantage through its integrated supply chain, ensuring quality and cost leadership, along with a network of over 10,000 community stores for comprehensive sales 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 come from store expansion, new business models, and increased self-production ratios leading to scale profitability [1]
锅圈涨超6% 锅圈小炒今日开启试营业 场景扩展有望驱动增长