招财日报2025.8.21 锅圈首予买入/百度、Boss直聘、贝壳、科伦博泰、药明生物、中通快递等公司点评

招银国际
Aug 21

公司首发锅圈(2517 HK,首次覆盖-买入,目标价:4.80港元)- 中国在家吃饭的龙头品牌,供应链产品渠道全方位创新锅圈是中国最大的家庭餐饮解决方案一站式品牌。2022年实现零售销售额111亿元人民币,市场占有率达3%。公司产品组合多元,覆盖八大类别(火锅、烧烤、饮品、单人即食、预制菜、鲜食、西餐及零食),可满足多元化的用餐场景。24财年实现约65亿元销售收入,2.3亿元利润,门店数量达10,...

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