02150 NAYUKI
- 1.410
- -0.040-2.76%
NAYUKI News
Naixue (02150.HK) opened its first store in Malaysia, with sales exceeding 0.04 million ringgit on the opening day.
Naixue Tea (02150.HK) recently opened its first store in Malaysia, located at The Exchange TRX shopping center in Kuala Lumpur. On the opening day, sales exceeded 0.04 million ringgit, equivalent to nearly 0.07 million Hong Kong dollars. The company expects that the opening of its first store in Malaysia is an important milestone in its internationalization strategy. Founder and General Manager Peng Xin indicated that this is a critical time for Chinese tea beverage brands to enter overseas markets. The company will rely on its digital development strategy to maintain efficient Operation of overseas stores, achieving rapid replication and stable production. It is reported that Naixue plans to expand into overseas markets through a dual model of direct operation and franchising.
Express News | A responsible person from the Central Financial Office stated: Next year, efforts will be made to enhance consumer capacity and increase consumer willingness, while addressing changes in consumer structure and improving the compatibility of supply and dem
Express News | The Financial Regulatory Administration: Assisting in boosting Consumer and supporting the expansion of bulk consumption, service consumption, and new types of consumption.
Dining stocks are generally under pressure, with Helen's (09869) down 8.65%. Goldman Sachs pointed out that the same-store sales in the Dining industry continued to be weak in November.
Jinwu Financial News | Dining stocks are generally under pressure. As of the time of writing, Helens (09869) is down 8.65%, JIUMAOJIU (09922) is down 5.85%, Nayuki's tea (02150) is down 4.76%, XIABUXIABU (00520) is down 4.13%, and HAIDILAO (06862) is down 2.27%. On the news front, Goldman Sachs' Research Reports indicate that same-store sales in the Dining industry continue to be weak in November, with variable demand. Regarding policy stimulus, the bank has observed that more cities/provinces have introduced consumer vouchers for Dining, but it believes the impact varies by brand and region, and the companies covered by the bank.
Express News | China Securities Co., Ltd.: With the intensification of policy stimulus, the cyclical Dining chain is expected to be the first to benefit from the improvement in expectations.
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Express News | Minister of Commerce Wang Wentao: We should treat expanding Consumer as a support for economic growth next year.
Express News | Central Economic Work Conference: Next year, efforts will be made to stimulate Consumer demand, improve investment efficiency, and comprehensively expand domestic demand.
After 14 years, returning to "moderately loose" monetary policy invigorates Assets in China! How to layout next?
On December 9, the Political Bureau of the Central Committee of the Communist Party of China held a meeting. The meeting emphasized the importance of economic work for next year and clearly proposed to 'stabilize the real estate and stock markets', 'implement a more proactive fiscal policy and moderately accommodative monetary policy', 'strengthen extraordinary counter-cyclical adjustments', and 'effectively combine policies'.
Hong Kong market quick view | All three major Indexes closed higher, with active performance in tech and Brokerage stocks, Xiaomi Group rose nearly 4%, and Guolian increased by more than 9%.
Network Technology stocks increased, XIAOMI-W rose by 3.78%, KUAISHOU-W rose by 2.47%; Dining stocks performed well, HAILUNSI rose by 9.52%, JIUMAOJIU rose by 5.40%; Sporting Goods stocks also performed well, TOPSPORTS rose by 7.78%, XTEP INT'L rose by 3.35%.
Market Reaction | Policy expectations boost Hong Kong consumer stocks, Helens stock surged over 16% at one point.
① What measures will the government implement to boost Consumer spending? ② How do Institutions view the future performance of Consumer stocks?
[Brokerage Focus] Goldman Sachs pointed out that in November, same-store sales in the dining industry continued to be sluggish, and the policy stimulus has not had a significant uplifting effect on the covered companies.
Jinwu Finance | Goldman Sachs Research Reports indicate that in November, same-store sales in the Dining industry continued to be weak, with fluctuating demand. Regarding policy stimulus, the bank has observed that more cities/provinces have launched dining consumer vouchers; however, it believes the impact varies by brand and region, and the companies it covers have generally not seen significant uplifting effects. In terms of competition, the competition in the fast food and coffee sectors remains intense but stabilizes in an orderly manner. The bank noted that HAIDILAO (06862/Neutral) experienced a slight year-on-year decline in average table turnover rate in November, but it believes this is understandable considering the higher baseline compared to October and the volatility of demand.
Express News | CITIC Securities: Potential policies such as consumer vouchers are expected to spur a phased inflection point in catering demand
Expectations for boosting domestic demand have been lifted again! The Consumer Sector in Hong Kong stocks is strong in the short term, with Yueran Muke rising over 15% at one point.
① The Hong Kong stock market's Consumer Sector is strong in the short term, which sub-industries are the most active? ② Expectations for expanding domestic demand are boosting attention, why are Institutions particularly focused on next year's performance?
Hong Kong stocks moved differently | Dining stocks rose in the morning as significant meetings released Bullish Signals. Dining consumption vouchers help the Dining Industry recover.
Dining stocks rose in the morning session. As of the time of writing, Naixue's Tea (02150) increased by 7.24% to 1.63 HKD; XIABUXIABU (00520) rose by 7.08% to 1.21 HKD; Helen's (09869) climbed by 5.82% to 3.09 HKD; HAIDILAO (06862) went up by 5.18% to 17.46 HKD; JIUMAOJIU (09922) increased by 3.97% to 3.93 HKD.
The domestic tea drink brand Guming has received approval from the China Securities Regulatory Commission for its overseas listing.
The China Securities Regulatory Commission announced that it has received the overseas initial public offering filing documents submitted by the domestic tea beverage brand "Gu Ming" through its operating entity, Gu Ming Technology Group. The documents indicate that Gu Ming plans to issue no more than 0.441 billion overseas listed ordinary shares and list on the Hong Kong Stock Exchange. Gu Ming submitted a Main Board listing application to the exchange in January this year, but by September this year, market news reported that, due to the poor performance of various tea beverage stocks listed in Hong Kong and weak consumer confidence domestically, the China Securities Regulatory Commission has suspended the approval of similar overseas listings for tea beverage and milk tea brands.
The Market Supervision Administration has introduced new regulations: to prevent waste in dining delivery and to standardize marketing practices.
The National Market Regulation Administration has issued the "Guidelines for Preventing Waste in Takeaway Dining Marketing Practices," further regulating the marketing behaviors of takeaway businesses, implementing the primary responsibility of online dining platforms, preventing waste in takeaway dining, and creating a social trend of frugality and opposition to waste. The guidelines provide guidance on marketing behaviors that may induce waste in dining and clarify specific requirements for preventing waste in relevant aspects. Takeaway businesses are encouraged to establish and improve internal management systems, reduce waste of raw materials and finished products, enhance the quality of dining supply, reasonably set delivery prices, optimize discount mechanisms, and clearly prohibit the production, publication, or dissemination of messages promoting excessive eating and binge drinking.
Express News | Peng Xin, the founder of Nayuki's Tea, stated that tea beverage health requires addition, and they will continue to create a series of health fast-charging cup products.
This morning, Guangzhou initiated the distribution of the first round of 0.1 billion RMB dining consumer vouchers.
The Guangzhou government announced that starting from 10 AM today (the 4th), the first round of "Dining in Guangzhou" consumer vouchers will officially be available. The voucher distribution activity will be carried out in four cycles, with vouchers available for collection every Wednesday. This "Dining in Guangzhou" government consumer voucher project plans to invest a total amount of 0.1 billion yuan, and is expected to continue until the first half of 2025.
Express News | Hong Kong Financial Secretary Paul Chan Mo-po: Shenzhen's 'multiple entries under one visa' scheme has resumed, supporting local tourism, retail, and dining industries.
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