智通财经APP获悉，锅圈(02517)涨近6%，截至发稿，涨5.82%，报2港元，成交额4489.12万港元。
华泰证券发布研报称，锅圈是在家吃饭餐食产品龙头品牌，立足于高效的食材加工+物流供应链系统，撬动加盟商万店渠道，为消费者提供“好吃不贵”的在家吃饭解决方案，形成规模效应的正向飞轮。24年顺应理性消费趋势，高性价比套餐推动同店快增+会员扩容。展望未来，看好公司乘餐食预制化东风，打造一站式社区央厨，通过渠道拓展及品类创新驱动长期成长。
市场担心消费情绪谨慎或压制同店及盈利能力，但该行认为，公司“好吃不贵”的定位受益于理性消费趋势，背靠高效供应链的性价比爆品策略收效明显，且对利润率影响小。对于行业竞争加剧担忧，公司低毛利、高周转模式运营门槛高，规模优势+自有品牌在下沉市场根基深厚，壁垒较为稳固。
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