异动解读 | 周黑鸭盘中大涨5.88%,中期利润预期增长超五成

异动解读
18 Jul

7月18日周五盘中,周黑鸭(01458.HK)股价大涨5.88%,引发市场关注。这波涨势主要受到公司发布积极盈利预告的推动。

根据周黑鸭发布的公告,公司预期2025年上半年利润(不包括未完成统计的分占联营公司溢利与亏损及相关所得税影响)将达到9000万元至1.13亿元人民币之间,较去年同期的约5800万元增长55.2%至94.8%。值得注意的是,尽管预计总收入将小幅下降1.5%至4.7%,但利润仍实现大幅增长。

周黑鸭表示,利润增长主要源于以下几个方面:首先,公司优化了门店结构,重点提升门店经营质量,使得报告期内平均单店销售效率得到有效提升;其次,原材料成本下降推动毛利率上升;最后,通过精益管理优化销售费用率,综合提升了公司整体盈利能力。这一系列举措显示出公司在面对收入下滑时,仍能通过内部优化和成本控制来提升盈利能力,赢得了投资者的认可。

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