异动解读 | 达势股份盘中大涨5.83%,即将发布全年业绩,市场预期乐观

异动解读
Mar 27, 2025

达势股份(01405)今日盘中大涨5.83%,股价一度触及114.3港元的历史新高,引发市场关注。截至盘中,该股报113.4港元,成交额达2239.4万港元。

消息面上,达势股份计划于今日举行董事会会议,审批公司的年度业绩。市场对公司全年业绩表现持乐观态度,这可能是推动股价上涨的主要原因。公司此前公布的中期业绩显示,上半年收入同比增长48.3%至20.41亿元人民币,经调整净利润和归母净利润双双实现扭亏为盈,其中经调整净利润达5089.0万元。

太平洋证券分析指出,达势股份的UE模型正在逐步优化,且公司在多个新兴市场仍处于渗透早期阶段。预计未来三年公司门店数量有望翻倍,收入年复合增长率可达30%以上。考虑到比萨行业前景广阔,以及公司作为行业龙头正处于高速发展初期,分析师对公司未来发展前景持积极态度。这些因素共同推动了投资者对达势股份的信心,促使其股价创下新高。

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