高鑫零售(06808)早盘涨超10%,高见2.72港元,创2023年5月至今新高。截至发稿,股价上涨10.12%,报2.72港元,成交额6215.55万港元。
5月28日,高鑫零售宣布,即日起,大润发五大营运区变更为四大营运区,即华东区、华南区、华北区与东北区。原“华中大区”被撤销,其所属门店分别划入华东、华南及华北区。此次架构重整,被视为高鑫零售持续推动经营模式变革的其中一环。
富瑞发表研报称,在主要股东变更后,高鑫零售正按计划改造其业务,2026财年专注于销售规模和绝对毛利。鉴于宏观环境的不确定性,2026财年的重点是保持稳定趋势,为未来更强劲的增长做准备。华鑫证券则表示,展望后续,公司计划继续推动一店一策改造,精细化运营下盈利能力有望稳步改善。
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