On October 31th, many districts in Guangzhou issued relevant epidemic prevention notices to lift the temporary control area for epidemic prevention and control. Subsequently, Haizhu, Liwan, Tianhe, Huangpu, Panyu, Conghua and other districts (except high-risk areas) resumed eating in an orderly manner, and closed and semi-closed places were opened in an orderly manner.
affected by this news, the share prices of many catering consumer companies listed in A shares and Hong Kong stocks changed dramatically. On the A-share side, on the afternoon of the 31th, the share price of Guangzhou Restaurant rose sharply and closed at the daily limit. On the same day, Haidilao, which was listed on the Hong Kong stock market, closed up more than 15%, 99.9% and 11%, and Naixue's tea rose more than 17%.
In the past three trading days, Naixue's tea has increased by 25.4%, closing at HK$ 6.6. Haidilao increased by 22.28%, closing at HK$ 21.25. The cumulative increase of 99.9 cents was 13%, and the latest closing price was HK$ 19.74; The cumulative increase in feeding and feeding is 9%, and the latest closing price is 7.5 Hong Kong dollars.
after the resumption of dining, the actual recovery of local listed catering companies' stores has attracted much attention.
the reporter of securities times e company learned from the company that on the first day of opening the restaurant on February 1, the revenue of some restaurants in Guangzhou increased nearly twice as much as usual, and the overall performance of _ _ Guangzhou under Xiabu basically recovered to the pre-epidemic level, with many restaurants queuing for more than 45 minutes on average; Over 61% stores in Haidilao Guangzhou have resumed dining, and it is expected that the weekend dining consumption will peak in the next few days.
_ _ Photo of queuing and dining on the first day of opening the dining hall on February 1
Jiumaojiu also told reporters that the Guangzhou store of the company brand was gradually resuming dining hall since last night, including 35 Taier pickled fish, 23 Jiumaojiu northwest dishes, 8 Chongqing hot pot factories, 2 Lai Meili Meishan roasted fish with rattan pepper, and 1 Uncle Nai was a chef. "The overall performance has recovered well, because it coincided with the cooling, and all the stores lined up last night."
Chongqing Hot Pot Factory
"Practice your internal strength to meet the spring of catering after the epidemic." A senior executive of a listed catering company told the reporter of Company E that after opening the dining hall, it can quickly resume its performance, which reflects the comprehensive operation ability of head catering enterprises, and it is also a major logic for many catering giants to expand against the trend in the near future.
Many restaurants under Xiabu resumed queuing
The reporter was informed that on February 1, nine stores under Xiabu Group received a notice to open their restaurants. On the first day of opening the restaurant, the overall performance of _ _ Guangzhou basically recovered to the pre-epidemic level. For example, the revenue of _ _ in Panyu District also achieved double-digit growth. As usual, several restaurants in Tianhe District queued for more than 45 minutes on average.
"At 9 o'clock in the evening when the dining hall was opened, there were more than 31 tables of consumers waiting in line, and hot pot and milk tea were sold very well, and the consumption enthusiasm of customers was very high." _ _ The relevant person in charge of Guangzhou Market said that one of our stores received the opening notice late and was not ready to receive customers that day, but the store received many consumer business consultations and made reservations for the next day.
The relevant person in charge of Xiabu Group also told reporters that not only _ _, but also the restaurants in Guangzhou are recovering well. For example, the revenue of the restaurants in Tianhe District nearly doubled on February 1, and the revenue of that day ranked first among the stores in the country. "Consumers queued for more than half an hour on average at night, and there were still many customers waiting in line at 8: 11 or 9: 11 in the evening."
It is worth mentioning that in Beijing, there are more than 211 restaurants under the Xiabu Group that guarantee the supply of takeout food. According to the company, in recent days, Beijing has cooled down, and the take-out of some stores has increased by more than 51% compared with the previous days, and the take-out performance of many stores has doubled. In addition, _ _ hot pot focuses on gathering hot pot, which has always been based on eating in the hall. In the past two weeks, the take-out has also achieved good results. "In particular, tea, rice, tea and milk tea are selling very well, and the take-out is generally 51%-61% higher than before."
Over 61% stores in Haidilao Guangzhou have resumed dining.
The reporter learned from Haidilao that on February 1, Super 61% stores in Haidilao Guangzhou have resumed dining, and the rest of Guangzhou stores in Haidilao are preparing for the resumption of dining. The resumption of dining stores is mainly concentrated in Panyu District, Tianhe District, Haizhu District and Huadu District.
"As soon as I received the news that I could resume eating in class yesterday, I immediately set out to prepare for my return to work!" Wang Rong, manager of Haidilao Tianhe Sun Xintiandi Store, said. "It is expected that in the next few days, especially in the coming weekend, the passenger flow will increase, and my stocking quantity will be about 1 times more than usual. Among them, our new products in autumn and winter, such as pickles and duck pot bottoms, and new snack products such as bullfrog pots and hot halogen snacks, are relatively large, because many customers are more interested in our new products."
as Wang Rong expected, people's dining needs have increased. "In less than 11 o'clock this morning, guests arrived at the store. By 12 o'clock, there were nearly 31 tables in the store. After the evening rush hour, it is expected that there will be more people and there may be queues, "Wang Rong predicted.
It is worth noting that many guests choose hot pot for take-out due to the cooling. According to the data, as of 12: 11, there were more than 21 orders for lunch delivery in Haidilao Tianhe Sun Xintiandi Store, including a large order of more than 4,111 yuan.
In addition, some Haidilao stores in Zhengzhou have resumed eating at noon on October 31th. Mr. Gao, the manager of Haidilao Zhengzhou Wandafang Store, introduced that the first batch of customers arrived at the store less than 11 am on October 31. By 2 pm, the store had received more than 51 customers, and there were more than 31 tables reserved at night.