近日,中金公司发布研报,维持周黑鸭 “跑赢行业” 评级,并将目标价上调20%至3.0 港元。这一调整基于公司近期品牌焕新战略落地及新兴渠道拓展的积极进展,叠加门店经营质量稳步改善的预期。渠道革新开拓海外市场,驱动估值重塑中金在研报中指出,周黑鸭近期在渠道端的积极变化是估值上调的核心逻辑。2025 年周黑鸭重视提升门店质量,优化门店结构。在门店端聚焦“人-货 -场”以提振门店质量。与此同时,周黑鸭还...
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