Hong Kong Stocks Surge: Tea Beverage Stocks Rally as Valuations Return to Reasonable Levels, Focus Shifts to Brand Market Share Growth

Stock News

Nov 10

Tea beverage stocks showed strong performance in the Hong Kong market. As of press time, AUNTEA JENNY (02589) rose 17.05% to HK$96.8, MIXUE GROUP (02097) gained 8.98% to HK$420, GUMING (01364) climbed 7.98% to HK$23.28, and CHABAIDAO (02555) increased 5.18% to HK$7.31.

According to Jiuqian data, China had 523,000 tea beverage stores as of September 2025, with a net increase of 5,000 stores in September. The average monthly store revenue for the tea beverage industry in September 2025 was RMB195,100, up 2.1% year-on-year. Despite a slight sequential contraction in food delivery subsidies, MIXUE GROUP and GUMING achieved resilient same-store sales growth, demonstrating strong operational alpha.

Galaxy Securities noted that the FY25 PE ratios of leading tea beverage brands have returned to reasonable levels after Q3 adjustments. The brokerage expects MIXUE GROUP and GUMING to deliver high double-digit profit growth in Q3-Q4, driven by same-store sales expansion and store openings, with full-year performance likely meeting expectations. Looking ahead to 2026, the firm believes the sector's investment focus will shift to market share gains. Benefiting from stronger brand momentum, MIXUE GROUP and GUMING are projected to capture additional market share in 2H26 as food delivery platform subsidies phase out.

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As of press time, AUNTEA JENNY (02589) rose 17.05% to HK$96.8, MIXUE GROUP (02097) gained 8.98% to HK$420, GUMING (01364) climbed 7.98% to HK$23.28, and CHABAIDAO (02555) increased 5.18% to HK$7.31.</p>\n<p>According to Jiuqian data, China had 523,000 tea beverage stores as of September 2025, with a net increase of 5,000 stores in September. The average monthly store revenue for the tea beverage industry in September 2025 was RMB195,100, up 2.1% year-on-year. Despite a slight sequential contraction in food delivery subsidies, MIXUE GROUP and GUMING achieved resilient same-store sales growth, demonstrating strong operational alpha.</p>\n<p>Galaxy Securities noted that the FY25 PE ratios of leading tea beverage brands have returned to reasonable levels after Q3 adjustments. The brokerage expects MIXUE GROUP and GUMING to deliver high double-digit profit growth in Q3-Q4, driven by same-store sales expansion and store openings, with full-year performance likely meeting expectations. 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As of press time, AUNTEA JENNY (02589) rose 17.05% to HK$96.8, MIXUE GROUP (02097) gained 8.98% to HK$420, GUMING (01364) climbed 7.98% to HK$23.28, and CHABAIDAO (02555) increased 5.18% to HK$7.31.\nAccording to Jiuqian data, China had 523,000 tea beverage stores as of September 2025, with a net increase of 5,000 stores in September. The average monthly store revenue for the tea beverage industry in September 2025 was RMB195,100, up 2.1% year-on-year. Despite a slight sequential contraction in food delivery subsidies, MIXUE GROUP and GUMING achieved resilient same-store sales growth, demonstrating strong operational alpha.\nGalaxy Securities noted that the FY25 PE ratios of leading tea beverage brands have returned to reasonable levels after Q3 adjustments. The brokerage expects MIXUE GROUP and GUMING to deliver high double-digit profit growth in Q3-Q4, driven by same-store sales expansion and store openings, with full-year performance likely meeting expectations. 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