Understanding the Market | XIAOCAIYUAN rose nearly 3% as the company accelerates its store opening pace in the second half of the year; institutions indicate that there is still significant long-term store opening potential

Zhitong
2025.10.23 03:09
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XIAOCAIYUAN rose nearly 3%, as of the time of writing, it increased by 1.89%, reported at HKD 11.3, with a transaction volume of HKD 6.7966 million. In terms of news, during the first seven days of the National Day holiday in 2025, XIAOCAIYUAN's nationwide store foot traffic increased by 21% year-on-year, receiving over 2.25 million visitors in total. Among the popular items, the sales of braised pork exceeded 350,000 portions, and the sales of pot chicken surpassed 190,000 portions. Everbright Securities pointed out that XIAOCAIYUAN is a leading brand in the convenient Chinese dining sector, and the company's positioning aligns with the current consumer trend of pursuing quality and price ratio. The impressive performance during the National Day holiday further demonstrates the company's strong anti-cyclical ability. Regarding store openings, Everbright Securities noted that in the short term, XIAOCAIYUAN's brand store openings will accelerate in 25H2, as the company improves profits through single-store model optimization (such as area reduction). The company plans to reach 800 XIAOCAIYUAN brand stores by the end of 2025 and 1,000 stores by the end of 2026, expanding into domestic sinking markets and overseas. In the long term, calculations indicate that the XIAOCAIYUAN brand's future store count is expected to reach 2,050. Additionally, the sub-brand "Cai Shou" focuses on communities, with an average transaction price of 20-40 yuan, reusing the supply chain of the XIAOCAIYUAN brand, which is expected to fill the low-price market gap of the main brand and enhance overall penetration

According to Zhitong Finance APP, XIAOCAIYUAN (00999) rose nearly 3%, and as of the time of writing, it was up 1.89%, trading at HKD 11.3, with a transaction volume of HKD 6.7966 million.

In terms of news, during the first seven days of the National Day holiday in 2025, XIAOCAIYUAN's nationwide store traffic increased by 21% year-on-year, receiving over 2.25 million visitors in total. Among the popular items, the sales of braised pork exceeded 350,000 portions, and the sales of pot chicken surpassed 190,000 portions. Everbright Securities pointed out that XIAOCAIYUAN is a leading brand in the convenient Chinese dining sector, and the company's positioning aligns with the current consumer trend of pursuing quality and price ratio. The impressive performance during the National Day holiday further demonstrates the company's strong anti-cyclical capability.

Regarding store openings, Everbright Securities noted that in the short term, XIAOCAIYUAN's brand will accelerate store openings in the second half of 2025, with the company improving profits through single-store model optimization (such as reducing area). The company plans to reach 800 XIAOCAIYUAN brand stores by the end of 2025 and 1,000 stores by the end of 2026, expanding into domestic sinking markets and overseas. In the long term, calculations indicate that the number of XIAOCAIYUAN brand stores could reach 2,050. Additionally, the sub-brand "Cai Shou" focuses on communities, with an average transaction price of 20-40 yuan, reusing the supply chain of the XIAOCAIYUAN brand, which is expected to fill the low-price market gap of the main brand and enhance overall penetration

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