安信国际此前指，餐饮行业的特点是受消费预期的影响较为敏感，如果预期向好，业绩有望出现比较明显的反弹。东方证券则认为，因国家出台相关利好政策，目前市场整体情绪高涨，对经济增长预期提升，在此背景下，该行认为餐饮旅游板块将在基本面与市场情绪两方面同时受益。Dining stocks rose in the morning session, as of the time of publication, Xiabuxiabu (00520) increased by 9.17%, to 1.31 Hong Kong dollars; Yum China (09987) rose by 5.82%, to 367 Hong Kong dollars; Super Hi (09658) rose by 3.87%, to 14.5 Hong Kong dollars.
According to the Securities Times APP, dining stocks rose in the morning session, as of the time of publication, Xiabuxiabu (00520) increased by 9.17%, to 1.31 Hong Kong dollars; Yum China (09987) rose by 5.82%, to 367 Hong Kong dollars; Super Hi (09658) rose by 3.87%, to 14.5 Hong Kong dollars; Haidilao (06862) rose by 2.93%, to 16.88 Hong Kong dollars.
On the news front, dining consumption warmed up during the National Day holiday this year. Meituan data shows that in the first 5 days before the holiday, the daily average consumption of dining in restaurants increased by about 33.4% year-on-year. According to The Paper, on October 1st, Haidilao's nationwide stores received more than 1.9 million customers, an increase of over 5% year-on-year, with a 40% increase in lunchtime customer flow at Haidilao's Shanghai People's Square store on the first day of the National Day holiday. According to The Paper, on the first day of the National Day holiday, across the country, Song Hui Guo Hot Pot's total customer receptions were around 0.045 million, total queued customers exceeded 0.013 million, Tai'er Suan Cai Yu brand's total customer receptions exceeded 0.24 million, and total queued number was about 0.04 million.
AXA International previously pointed out that the dining industry is sensitive to consumer expectations, and if expectations improve, performance is expected to rebound significantly. Orient Securities believes that due to the introduction of favorable policies by the government, the current market sentiment is high, raising expectations for economic growth. In this context, the bank believes that the dining and tourism sectors will benefit in both fundamental and market sentiment aspects.
