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Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
Hong Kong stocks fluctuated | Dining stocks collectively fell. During the Spring Festival, dining brands performed relatively weakly. Dining demand during the holiday period is expected to decline year-on-year.
Dining stocks collectively declined. As of the time of writing, JIUMAOJIU (09922) fell by 5.74%, priced at 2.79 HKD; HAIRENSI (09869) dropped by 5%, priced at 2.09 HKD; HAIDILAO (06862) decreased by 4.26%, priced at 15.3 HKD; XIABUXIABU (00520) fell by 2.11%, priced at 0.93 HKD.
Zong Fuli takes over Wahaha; HAIDILAO is hiring delivery personnel with high education; OpenAI is about to launch GPT-5.
Introduction: In today's rapidly changing landscape of information dissemination, every public opinion hot event is like a giant stone thrown into the lake of public discourse, creating ripples that have a profound impact on businesses, the Industry, and even society as a whole. Recently, the events of Zong Fuli taking over Wahaha, HAIDILAO recruiting highly educated delivery personnel, and OpenAI's imminent launch of GPT-5 have drawn significant attention, and the public opinion risks hidden behind these events are worth our in-depth exploration. 01 Zong Fuli takes over Wahaha Overview of public opinion development Zong Fuli officially took over Wahaha Food Company, which is a critical moment for the business inheritance, but it is also accompanied by many public opinion challenges.
Hong Kong stocks movement | Dining stocks warmed up in the morning as overall Consumer during the Spring Festival showed stable growth. Under policy stimulus, the Industry may demonstrate resilience first.
Dining stocks are rebounding in the morning session. As of the time of writing, YIHAI INTL (01579) is up 6.06%, trading at 14 HKD; HAIDILAO (06862) is up 4.43%, trading at 16.02 HKD; JIUMAOJIU (09922) is up 3.5%, trading at 2.96 HKD; XIABUXIABU (00520) is up 1.06%, trading at 0.95 HKD.
Lei Jun reveals the Xiaomi cafeteria! Accepting employee votes for "ordering food": if you want to eat HAIDILAO, then introduce HAIDILAO.
According to a report from Sina Technology on the evening of February 12, during the Lantern Festival live broadcast, Lei Jun introduced the Xiaomi Canteen, stating that it covers an area of 12,000 square meters and can accommodate more than 4,000 employees dining at the same time. In addition, relevant staff mentioned that in order to ensure employees eat well and are full, the Xiaomi Canteen allows all employees to supervise, and it was mentioned that Xiaomi employees would regularly vote on what they want to eat: "If everyone likes HAIDILAO, then we will introduce HAIDILAO." (Luo Ning)
Tianfeng Securities' 2025 Spring Festival travel Consumer review: Meets expectations, tourism beta demonstrates resilience.
The travel Consumer during the Spring Festival holiday in 2025 met expectations, achieving stable growth in tourism and travel against a high baseline, with tourism Consumer showing strong resilience.
103725026 : Sell it now.
103725026 : Already bought it.
AaronW : I still need to wait for a seat.
Nepo : bad stock