异动解读 | 百胜中国盘中大涨6.07%,四季度经营利润跃升25%及大规模回购计划提振股价

异动解读
Feb 05

百胜中国今日盘中大涨6.07%,引起了市场的广泛关注。

消息面上,百胜中国昨日晚间发布了2025年第四季度及全年财报,业绩表现强劲。第四季度经营利润同比大幅提升25%,超出市场预期,同店销售额连续第三个季度实现增长。全年经营利润达到13亿美元,同比实现11%的强劲增长。公司同时宣布,计划于2026年上半年在美国及香港市场进行总额约4.6亿美元的股票回购,并维持全年向股东回馈15亿美元的目标。

此外,公司公布了积极的扩张计划,目标在2026年门店总数突破2万家,并计划在2030年将门店数量提升至超过3万家。公司通过肯悦咖啡、KPRO轻食等创新业务模块拓展消费场景,同时通过“双子星”等轻资产模式加速下沉市场布局,增强了市场对其长期增长潜力的信心。

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