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HAIDILAO: Annual Report 2024
Hong Kong stocks are moving unusually | Dining stocks are rising across the board as multiple regions plan to introduce special action plans to boost consumer spending. In March, the growth rate of dining retail sales accelerated.
Dining stocks are rising across the board. As of the time of this report, YUM CHINA (09987) is up 8.36%, trading at 360.2 Hong Kong dollars; XIABUXIABU (00520) is up 6.15%, trading at 0.69 Hong Kong dollars; Naixue's Tea (02150) is up 5.26%, trading at 1 Hong Kong dollar; JIUMAOJIU (09922) is up 2.71%, trading at 2.65 Hong Kong dollars.
【Brokerage Focus】 Guosheng Securities maintains a "Shareholding" rating for HAIDILAO (06862), pointing out that the pomegranate plan is expected to steadily improve the overall service quality of the group.
Jinwu Financial News | Guosheng Securities released a Research Report indicating that HAIDILAO (06862) will announce its 2024 performance on March 25, 2024, achieving revenue of 42.755 billion yuan, up 3.1% year-on-year, net income of 4.708 billion yuan, up 4.6% year-on-year, and core operating profit of 6.23 billion yuan, up 18.7% year-on-year; among them, for the second half of 2024, revenue is expected to be 21.264 billion yuan, down 5.8% year-on-year, net income of 2.67 billion yuan, up 19.1% year-on-year, and core operating profit of 3.431 billion yuan, up 23.9% year-on-year, with profit performance exceeding expectations. Looking at it by Business,
[Brokerage Focus] Puyin International maintains a "Buy" rating on HAIDILAO (06862), as the company is expected to benefit from short-term policy stimulating in the future.
Jingwu Financial News | According to a Research Report from浦银国际, influenced by competition and the economic environment, HAIDILAO (06862) experienced a year-on-year decline in table turnover rate in January and February 2025, with a decrease in single digits, and a year-on-year decline in March in high single digits. Considering that HAIDILAO's table turnover rate in 2024 shows a trend of high early on and low later, along with the further release of national consumer stimulus policies, the bank does not rule out the possibility of an improving year-on-year trend for HAIDILAO's table turnover rate in 2025. Since HAIDILAO's table turnover rate of 4.1x in 2024 is already at a high level, the bank expects limited room for further increases in the 2025 table turnover rate, leading to a year-on-year basis.
Hong Kong stocks are moving differently | Dining stocks collectively decline, first-quarter performance of Dining enterprises may be under pressure, Institutions say competition in the Industry has gradually eased.
Dining stocks fell collectively. As of the time of writing, Hailunsi (09869) dropped by 5.36%, reported at 1.59 HKD; Xiaocaiyuan (00999) fell by 4.92%, reported at 9.28 HKD; JIUMAOJIU (09922) decreased by 2.69%, reported at 2.53 HKD.
JD.com Takeout has launched a 10 billion subsidy, investing over 10 billion within a year.
Sina Technology reported on April 10 that JD.com's food delivery service announced that it will officially launch a subsidy of 10 billion yuan at 8 AM on April 11. JD.com will invest over 10 billion yuan within a year through a dual mechanism of "Q&M Dental subsidies + direct price reductions on hot products" to provide real discounts for consumers. At the same time, it will work with merchants to achieve long-term benefits and help quality Dining businesses continuously improve their Operation efficiency. In the future, the platform will continue to introduce a series of subsidy measures and merchant support policies. Starting from April 11, JD.com will distribute subsidies of up to 20 yuan to all users, with daily draws available, covering all Dining outlets on the JD.com food delivery platform.
Ricky138 : just hold on if u dont need the money now.