HK Stock Market Move | Catering stocks lead the way in gains. The operating trend of the catering industry continues to pick up, with leading companies highlighting the value of their configurations, according to institutions.

The catering stocks led the gains, as of the time of writing, YUM CHINA (09987) rose 6.93% to 419.6 Hong Kong dollars; DPC DASH (01405) rose 3.74% to 66.65 Hong Kong dollars; HAIDILAO (06862) rose 3.66% to 16.98 Hong Kong dollars; JIUMAOJIU (09922) rose 1.4% to 2.17 Hong Kong dollars. On the news front, since the second half of 2025, the operating situation in the catering industry has continued to improve. Data from the National Bureau of Statistics shows that in October-December 2025, the year-on-year growth rates of social catering income were 3.8%, 3.2%, and 2.2%, significantly higher than the overall social retail level. In addition, in January 2026, demand in the catering industry showed a marginal recovery trend. CITIC SEC released a research report stating that the current catering industry is in a resonant stage of "fundamental marginal improvement - continuous policy efforts - pricing mechanism repair - expected valuation improvement". The industry's operations, policies, pricing, and valuation are all sending positive signals, moving towards a more positive direction of recovery. Leading companies with advantages in the supply chain, brand strength, and operational management will be the first to achieve recovery, and the industry's medium-term development prospects are promising.