Changes in Hong Kong stocks | Yasui Foods (02648) rose nearly 8%, top-level design led to domestic demand recovery, and the company's performance elasticity can be expected

The Zhitong Finance App learned that Yasui Foods (02648) rose nearly 8%. As of press release, it had risen 7.74% to HK$73.8, with a turnover of HK$68.6427 million.

According to the news, recently, the State Council approved the “Fifteenth Five-Year Plan” to expand consumption, making it clear that the total retail sales of social consumer goods will reach around 60 trillion yuan by 2030. Dongxing Securities believes that for the food and beverage industry, this round of policies is not simply to stimulate consumption, but rather pushes the industry into a new stage of improving demand and upgrading the structure through the three main lines of increasing residents' income, optimizing the consumption environment, and upgrading the consumption structure. In the context of increased consumer promotion policies, leading companies with growth and valuation advantages are expected to face valuation restoration.

Guosheng Securities pointed out that as a leader in the domestic frozen food industry, the company is leading the industry in terms of share in the two fastest growing sub-tracks of prepared food and cooking products, and centralized dividends continue to be realized. With pricing power, the 2026Q1 company took the lead in promoting disguised price increases, helping to significantly accelerate performance and repair profits before peers. The inflection point in performance was clear. Looking at the medium to long term, there are plenty of growth grippers for products such as fresh packaging & grilled sausage & dried meat & halal foods+ going overseas + mergers and acquisitions. The product structure upgrade path is clear, and performance flexibility can be expected.