智通财经APP获悉,锅圈(02517)再涨超6%,年内累计涨幅已超50%。截至发稿,涨4.53%,报3港元,成交额1.77亿港元。
消息面上,锅圈公布,已完成向中国证监会就公司股东锅圈实业及不约而同持有的公司约9.38亿股境内未上市股份转为H股的备案。基于对公司长期价值及长期发展前景富有坚定信心,锅圈实业自愿承诺,自本次全流通完成之日起的6个月内,其将不会以任何方式出售通过此次全流通转换的公司H股股份。
华鑫证券认为,锅圈门店端持续迭代优化,下沉市场渗透空间充足,抖音爆品打造成效显著,有望带动客流量与客单价同步回升。华泰证券则指出,下半年凭借质价比及爆款套餐引流策略,公司同店已实现较快修复回升,25 年有望实现店效及开店速度的双重回升,在促消费政策持续落地背景下,看好公司低估值+业绩提速的布局机会。
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