Why did yum china, which emerged from the headwinds of the dining industry, take the lead in reversing from the bottom?
In March of this year, economic data once again confirmed signs of deflation, and yum china fell continuously from March until it bottomed out in August, with the reason for the reversal being the second quarter report.
Haidilao International Holding Sees Insider Stock Selling
Hong Kong stocks move | Dining stocks rose in the morning as many places issued consumer vouchers to stimulate spending. Institutions claim there is further room for recovery in dining consumption.
Dining stocks rose in early trading. As of the time of writing, Nayuki's Tea (02150) is up 5.04% at 1.46 HKD; dpc dash (01405) is up 4.32% at 76.15 HKD; jiumaojiu (09922) is up 2.91% at 3.18 HKD; yum china (09987) is up 2.88% at 371.2 HKD; haidilao (06862) is up 2.31% at 15.04 HKD.
[In-depth Industry Research] Huawei, Xiaomi, and BYD, which have taken their places at the world’s dining table, have ended up at the haidilao dining table?
Author | Han. The text totals 3,989 words, with an estimated reading time of 10 minutes. The dining industry is highly competitive, and haidilao has shifted its strategy to consider entering the corporate dining sector as the next step for expansion. Haidilao (06862.HK) and Xiaomi Group (01810.HK) were originally leading in two completely different fields: dining and technology, but recently they have quietly collaborated across industries. According to media reports, Xiaomi's cafeteria and haidilao have officially signed a contract. On New Year's Day 2025, the haidilao store in Peking's Xiaomi Technology Park is expected to open, marking haidilao's first corporate hot pot restaurant in Peking. This is a sign of Lei Jun's favor towards haidilao.
CEO Xia Yiping of Jiyue and car owners gather to have a hot pot party, learning how to toss noodles at the haidilao scene.
Sina Technology News, on the evening of November 19th, Ji Yue CEO Xia Yiping recently posted on Weibo that during the Guangzhou Auto Show, he accompanied more than 300 users nationwide to eat at haidilao, celebrating Ji Yue 01's first anniversary. Recently, he also released on-site videos, showing interactions and group photos with car owners, and even learning to flip noodles on the spot. He mentioned the new products launched during the Guangzhou Auto Show: AI autonomous driving supercar Ji Yue ROBO X and Ji Yue 07 Passion edition. The Ji Yue 07 Passion edition specifically includes a "Track Mode." Xia Yiping said, "We hope everyone can drive".
Guosen Securities: Optimize the landing of holidays to effectively expand domestic demand. Pay attention to the related travel industry chain and local consumer consumption.
In 2023, the number of tourists during the holidays after May 1st in our country all exceeded the level of the same period in 2019, with the total number of holidaymakers accounting for 33% of the whole year, also significantly higher than the approximately 27% in 2019. It is expected that the trend of "peak season getting busier" will continue.