PAGODA GP surged over 9%. At the time of writing, the stock was up 9.15%, trading at HKD 1.55 with a turnover of HKD 869.9 thousand.

In April this year, the PAGODA GP Supplier Conference for 2026 was held in Shenzhen. Yu Huiyong, founder and chairman of PAGODA GP stated that the company had completed a comprehensive, "consolidation and revitalization" style overhaul in 2025, officially designating 2026 as the "Year of Rebirth," marking the company's entry into a new development stage. Wu Chongwu, Executive Vice President of the Retail Business Group, outlined the company's 2026 development strategy. The strategy focuses on three major campaigns: store count growth, service upgrades, and gift market penetration. This aims to achieve a strategic shift from "quality-to-price ratio" to "value experience," working with suppliers to explore new growth opportunities such as seasonal new products, hit product development, and new consumption scenarios.

A previous CITIC Securities research report noted that looking ahead to 2026, with PAGODA GP resuming store expansion, leveraging AI for cost reduction, and expanding its 2B business and "fruit + snacks" new format, the company is poised to return to growth. The report suggests the investment theme for 2026-2027 has shifted from "whether it can survive" to "how fast profits can recover and how far valuation can be re-rated," with a potential rapid upward shift in its valuation center. Galaxy Securities believes that the company's active collaboration with relevant channels to develop differentiated and deep-processed products is expected to contribute incremental revenue.