异动解读 | 锅圈(02517)盘中大涨8.83%,2025年业绩超预期驱动股价上扬

异动解读
Mar 16

锅圈(02517)今日早盘股价大幅上涨,盘中涨幅达到8.83%,引起市场关注。

消息面上,锅圈近日公布了2025年全年业绩,表现强劲。2025年公司实现收入78.10亿元,同比增长20.7%;净利润4.54亿元,同比增长88.2%;核心经营利润4.61亿元,同比增长48.2%。同时,公司门店数量达到11566家,较2024年新增1416家,其中乡镇门店净新增1004家,24小时无人零售门店改造超过三千家。

此外,中泰证券指出,锅圈在2026年深化社区央厨战略,计划门店数量突破14500家,并预计核心经营利润增速将高于收入增速。AI大数据赋能门店管理和供应链自产比例提升,有望进一步优化经营效率和贡献利润。这些积极因素共同推动了股价的上涨。

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