【东吴食饮 | 点评】锅圈25H1预告:业绩超预期,规模效应释放

东吴食饮
Jul 16, 2025

投资要点■事件:公司预计2025年上半年实现净利润1.8-2.1亿元,同比上涨111%-146%;核心经营利润1.8-2.1亿元,同比上涨44%-68%。■收入端在淡季稳健增长,提振单店运营打法成体系。我们预计2025H1公司收入实现双位数增长,上半年为开店淡季,预计门店净增量不大;同店营收在2025H1预计保持不错增长,公司在新品、营销、会员运营上通过一系列组合动作带动单店营收提升,在毛肚套餐上...

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