智通财经APP获悉,锅圈(02517)再涨超10%,截至发稿,涨9.09%,报3.72港元,成交额2.99亿港元。
消息面上,锅圈发布业绩预告,预计上半年将录得净利润约1.8亿元至2.1亿元,同比增长约111%-146%;实现核心经营利润1.8亿元至2.1亿元,同比增长约44%至68%。集团指,上半年净利润及核心经营利润上升的主要原因为集团持续推动收入增长,叠加营运效率的稳步优化。集团坚定社区央厨战略,通过多渠道多场景,线上线下相结合,实现了即时零售门店网络的扩张和门店经营效能的提升。
国海证券研报指,锅圈发布正面盈利业绩预告,2025H1净利润及核心经营利润同比高增,社区央厨战略持续验证。公司坚定实施社区央厨战略,通过多渠道多场景结合,推动即时零售门店网络的扩张和门店经营效能的提升。爆品×会员×新渠道构建三维护城河,看好公司乡镇门店下沉空间,有望持续带动同店及运营效率提升。
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