Core Viewpoint - The Hong Kong restaurant stocks experienced a collective surge, with Haidilao leading the rise by over 10%, indicating a positive market sentiment towards the restaurant sector as consumer spending rebounds during the holiday season [1] Group 1: Market Performance - Haidilao's stock price increased by 10.12% to 15.880 [2] - Other notable performers included Jiumaojiu, which rose by 5.91% to 1.970, and Hailun Si, which increased by 4.44% to 0.940 [2] - The overall trend shows a strong recovery in the restaurant sector, with multiple stocks experiencing significant gains [1][2] Group 2: Consumer Trends - The consumer market saw a "good start" during the New Year holiday, with over 4.5 million customers served across Haidilao's stores from December 31, 2025, to January 1, 2026 [1] - Dining experiences have become an essential aspect of travel, reflecting a shift in consumer behavior towards enjoying culinary delights during outings [1] Group 3: Strategic Developments - Haidilao's founder and chairman, Zhang Yong, has returned to the front line of management, taking on the role of CEO [1] - The restaurant industry is focusing on two main growth strategies: penetrating lower-tier markets and expanding internationally, as brands seek new growth opportunities beyond first and second-tier cities [1]
餐饮股集体回升 海底捞大涨超10%领衔 九毛九涨6%