Guoquan (02517.HK): Robust year-over-year growth in same-store sales; focus on the development potential of Guoquan's stir-fry offerings.

Recent Developments: We recently participated in a survey of Guoquan's new store model. We expect the company to achieve steady same-store growth in the second half of 2025. We anticipate an accelerated pace of store openings in 2026, and we recommend paying attention to the effectiveness of adjustments and the potential of the new model. Comment: Year-on-year same-store growth in the second half of 2025.

CICC19:42

Kaiyuan Securities: The baijiu sector has experienced a strong upward trend, with investment opportunities in consumer goods focusing on retail, raw milk/dairy products, and the catering supply chain.

The bank believes that the current rally in the baijiu sector is sustainable, with the industry now at the bottom of its cycle and a clear upward trajectory for fundamentals.

Zhitong FinanceFeb 6 09:15

Huaxi Securities: Reiterates 'Buy' Rating for Guoquan (02517) with Remarkable Profit Growth

The company's full-year profit performance for the 25-year period was remarkable, with net profit expected to increase by 83.7% to 92% year-on-year, reaching 443 to 463 million yuan.

Zhitong FinanceFeb 5 15:07 · Ratings

Guoquan Food Signs Alcohol Procurement Deal With Songhe Liquor

MT NewswiresFeb 5 10:33

Guoquan Food Enters 2026 Connected Procurement Deal for Alcoholic Beverages

TipRanksFeb 4 18:38

Huachuang Securities: As the Spring Festival peak season for baijiu approaches, both the volume and price of Maotai have exceeded expectations.

As the Spring Festival approaches, last week's sales and wholesale price performance of Maotai Feitian exceeded expectations. Feedback from many regions indicates that Wuliangye’s sales remained flat, reflecting the concentrated impact of the Spring Festival peak season on leading brands.

Zhitong FinanceFeb 3 16:06