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餐饮股尾盘涨幅扩大 机构称高德等平台发力到店消费 有望进一步拉升门店客流
Zhi Tong Cai Jing· 2025-10-15 07:48
Core Viewpoint - The restaurant sector is experiencing significant growth, with a notable increase in order volume during the National Day holiday, indicating a strong recovery and consumer interest in dining out [1] Group 1: Stock Performance - Haidilao (06862) shares rose by 4.84%, reaching HKD 13.22 - Green Tea Group (06831) shares increased by 4.68%, reaching HKD 6.71 - Xiaobuxiang (00520) shares climbed by 4.04%, reaching HKD 1.03 - Jiumaojiu (09922) shares grew by 2.5%, reaching HKD 2.05 [1] Group 2: Industry Growth - During the National Day period, the local dining industry saw a 150% year-on-year increase in order volume - Overall growth for the sector reached 300%, driven by increased traffic to small local eateries [1] Group 3: Market Analysis - Huaxin Securities reported that chain restaurants, exemplified by Xiaocaiyuan and Green Tea, benefited from the boost in takeaway services, leading to a year-on-year revenue increase - The scale effect has enhanced bargaining power for raw material procurement, improving profitability [1] - Galaxy Securities noted that the release of the "Gaode Street Ranking" has positively influenced dining trends in the market [1]
港股异动 | 餐饮股尾盘涨幅扩大 机构称高德等平台发力到店消费 有望进一步拉升门店客流
智通财经网· 2025-10-15 07:42
Core Viewpoint - The restaurant sector is experiencing significant growth, with a notable increase in order volume during the National Day holiday, leading to a rise in stock prices for major restaurant chains [1]. Group 1: Stock Performance - Haidilao (06862) shares increased by 4.84%, reaching HKD 13.22 [1] - Green Tea Group (06831) shares rose by 4.68%, reaching HKD 6.71 [1] - Xiaobuxiang (00520) shares grew by 4.04%, reaching HKD 1.03 [1] - Jiumaojiu (09922) shares increased by 2.5%, reaching HKD 2.05 [1] Group 2: Industry Growth - During the National Day period, the local dining industry saw a 150% year-on-year increase in order volume [1] - The overall growth for small local restaurants reached 300% [1] Group 3: Market Insights - Huaxin Securities reported that chain restaurants like Xiaocaiyuan and Green Tea benefited from the growth in takeaway business, leading to a year-on-year revenue increase [1] - The scale effect has improved the bargaining power for raw material procurement, enhancing profitability [1] - The push from platforms like Gaode for in-store consumption is expected to further increase foot traffic to restaurants [1] - Galaxy Securities noted that the release of the "Gaode Street Ranking" has positively influenced dining trends [1]