智通财经APP获悉，达势股份(01405)涨超4%，截至发稿，涨4.3%，报77.7港元，成交额2798.66万港元。
消息面上，广发证券指出，公司是达美乐披萨在中国大陆、中国香港和中国澳门的独家总特许经营商，截至2024年11月15日已在33个城市开设1000家门店，加速开店的同时，同店销售已实现连续29个季度的增长(截至24Q3)，在餐饮大环境承压背景下是少数能实现逆势增长的品牌。新城新店成绩斐然，屡创达美乐全球纪录，西安、长沙、厦门和合肥首店开业前30天总销售额均超500万元。
该行表示，公司单店UE持续优化，规模扩张带来各项成本费用的摊薄及盈利能力的非线性改善。未来两年拓店目标为每年300-350家，目标明确，该行测算达美乐到2030年中国大陆门店空间在3000家左右，是当前门店数的近3倍。该行认为，达美乐具有较强的品牌势能，且在中国市场仍处于上升期，快速拓店的同时仍能保持同店增长，对标同行潜在展店空间较大，未来盈利能力改善路径清晰。
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