HK Stock Market Move | Restaurant stocks collectively rebound, and the resilience of dining consumption is evident. Institutions point out that the market share of leading companies is expected to continue expanding.

The catering sector as a whole is rebounding. As of the time of publication, NAYUKI (02150) rose by 6.94% to HK$0.77; XIABUXIABU (00520) rose by 6.67% to HK$0.32; HELENS (09869) rose by 4.14% to HK$1.51; HAIDILAO (06862) rose by 2.29% to HK$12.5. On the news side, China's total retail sales of consumer goods reached 3724.7 billion yuan in April 2026, up 0.2% year-on-year. Shenwan Hongyuan Group released a research report stating that from October 2025 to April 2026, the growth rate of catering revenue in the social retail sector was higher than the overall growth rate, indicating that service consumption, especially in catering, is more resilient compared to goods consumption. Sinolink also stated that the Chinese catering industry is gradually moving from scale expansion-driven development to efficiency improvement-driven development, entering a new cycle of narrowing profit margins and accelerating competition differentiation. In 2026, the industry will enter a "volume reduction and profit increase, the strong getting stronger" stage, with the continuous increase in chain operation rate, and leading entities with supply chain barriers, efficient store formats, and digital capabilities are expected to continue expanding their market share.