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锅圈盘中涨超6% 餐饮景气度有所提升 机构料Q4旺季可兑现开店预期
Zhi Tong Cai Jing· 2025-10-15 02:49
Core Viewpoint - The stock of Guoquan (02517) has seen a significant increase, with a rise of over 6% during trading, reflecting positive market sentiment driven by improved demand in the restaurant sector and strategic expansion plans [1] Company Performance - As of the latest report, Guoquan's stock price is at 3.31 HKD, with a trading volume of 41.62 million HKD [1] - The company is expected to open 1,000 new stores this year, with a focus on rural markets, aligning with the trend of increasing consumption in these areas [1] Market Trends - Demand in the restaurant sector has shown signs of recovery, particularly in September, with stable consumption and travel during the holiday season [1] - The company is capitalizing on the underdeveloped competition in rural markets, providing diverse and cost-effective products to consumers [1] Strategic Expansion - Dongwu Securities projects that Guoquan will net open 250 stores in the first half of 2025, with a net increase of 270 stores in rural areas [1] - Feedback from grassroots research indicates strong performance of single-store models in rural areas and a high willingness among franchisees to join [1]