智通财经APPP获悉，达势股份(01405)现涨超5%，截至发稿，涨4.74%，报98.35港元，成交额4709.36万港元。
消息面上，随着达美乐中国武汉经开万达店的隆重开业，达美乐中国迎来重要发展里程碑——其在中国华西市场的门店规模突破100家。华鑫证券指出，达势股份2025年计划新开300家门店，相关资本开支共计5.7亿元，2025年初至3月14日，公司已新开82家门店，另有26家门店在建，62家门店已签约，随着深度与广度网络布局完善，预计全年可达成开店目标。
该行表示，公司作为披萨龙头企业，品牌效应持续释放，目前在中国市场处于门店快速扩张期，同时随着人效、费投效率持续优化，规模效应提升，预计利润持续释放。根据2024年年报，预计公司2025-2027年EPS分别为1.13/1.83/3.13元，当前股价对应PE分别为78/48/28倍，首次覆盖，给予“买入”投资评级。
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