Hong Kong stocks catering stocks have higher, and Hong Kong Stock Connect Consumption ETF (513960) has risen by more than 1%

In the afternoon, the Hong Kong Stock Connect Consumption ETF (513960) fluctuated, rising by more than 1%, and the turnover exceeded 10 million.Among the ingredients stocks, the Hong Kong stocks catering stocks were partially rising, and Haidilao rose, and the bubble Mate and JS global life rose more than 5%. Meituan, Li Ning, Jinshan Software rose.

The Haidilao Intermediate News shows that in the first half of 2022, it benefited from the regional management system proposed by the Woodpecker Program, and the quality of the restaurant was improved.Since May 2022, the company's operating indicators have continued to improve month -on -month. In July, it entered the hot pot summer consumption peak. The overall volume rate was higher than June, about 115%of the same period last year.

Soochow Securities stated that considering the continuous and repeated factors of the woodpecker plan to bring operating recovery, it is expected to be predicted. It is expected that Haidilao 2022-124 will return to the mother's net profit of -1.0, 15.8, 28.1 billion yuan, 2023-24The year-on-year growth rate was 1622.4%and 77.5%. The current stock price corresponds to the dynamic PE54X and 30X of 2023-24, maintaining the "buy" rating.

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