You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股通迎新,小菜園(0999.HK)何以上市2月即入通?
格隆匯 02-21 19:07

2月21日,恆生綜指迎來新一輪檢討結果,所有變動將於3月10日正式生效,港股通也將隨之調整。此次調整後,小菜園獲納入恆生綜指等10項指數,即將正式成爲港股通標的。

納入港股通對於小菜園而言是一個價值重構的新起點。從登陸港交所到納入港股通,小菜園僅用了2個多月,也足以證明資本市場對其實力與潛力的認可。

具體來看,這意味着小菜園有望獲得更多南向資金的關注,迎來被動基金的增量注入,以及基於港股通“認證”推動市場對其長期價值的挖掘,提高市場地位和聲譽等,還可能觸發MSCI等國際指數的後續納入,從而持續提升流動性和投資價值。

如今,港股市場也在持續走強,南向資金仍在不斷加倉港股,僅1月南向資金月淨流入額約1256億港元,創近4年單月最高;疊加DeepSeek等催化,外資做多熱情恢復,提高了反彈空間。多家機構紛紛也上調指數目標,如中銀國際上調恆指今年底目標至25700點。

在此背景下,納入港股通能夠更充分地受益,爲小菜園提升投資價值提供強勁的動力和支撐。 

迅速被納入港股通背後,得益於小菜園優質的基本面,以及在此基礎上穩健的市場表現,上市以來市值持續攀升。 

小菜園主打新式徽菜,高質價比的產品和服務體驗,充分迎合當前消費者對中式正餐品牌的期望,或者說品質升級的核心趨勢,包括好吃不貴、健康美味、食材新鮮等。這使得其穩步提升品牌影響力與業務規模。

不僅如此,小菜園建立了標準化的運營模式和管理體系,實現強大的供應鏈管理,在確保食材高品質和穩定供應的同時,有效控制成本,提升運營效率。小菜園亦正在通過擴大門店網絡、增強供應鏈能力、升級智能設備及數字化系統等,加速提升市場競爭力。

這些爲小菜園持續的規模化擴張和穩健的業績表現提供堅實支撐,向市場傳遞出其能夠不斷創造價值的信心。

在門店擴張方面,小菜園持續推進全國化佈局,開年在安徽、江蘇、北京、河南新開4家門店,目前直營門店網絡已覆蓋中國14個省級行政區、148座城市,數量突破673家。而且,小菜園在華東地區實現高門店佔比,爲業績注入穩定的增長動力,可以看到,在消費市場走向重要窗口之一的春節,以上海爲代表的華東地區餐飲消費回暖明顯。

更開闊的視角下,餐飲業已經進入深耕時代。隨着大衆愈發追求餐飲的高質價比,連鎖餐飲品牌將更具競爭力,使連鎖化進程加速,同時行業整體面臨的挑戰仍不容忽視,如原材料、人力成本波動等壓縮着餐飲品牌的利潤空間,標準化和成本管控等能力是提升同業競爭力的關鍵。小菜園由此有望持續脫穎而出。

DeepSeek將加速AI技術在餐飲等行業的滲透,炒菜機器人等引起更多關注,帶來智能化升級的可能,小菜園較早應用炒菜機器人,走在行業前列。

此前,小菜園還獲得了多家券商的認可,比如國泰君安國際給予其“超配”評級,也反映出市場對其價值的深度挖掘和認同。

且據業內人士透露,很多國內券商和投資人對小菜園展現出濃厚興趣,但由於小菜園尚未納入港股通,交易渠道受限,無法入場佈局,當下都在密切關注市場動態,等待小菜園正式納入港股通,解除交易限制。

總的來說,隨着港股通調整的正式生效,小菜園將就此踏入資本市場的全新階段,可能開啓新一輪的價值釋放。後續,期待小菜園能夠帶來更多的驚喜。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account