智通财经APP获悉，锅圈(02517)涨近4%，截至发稿，涨3.75%，报3.6港元，成交额4623.21万港元。
消息面上，锅圈发布2025年第三季度最新业务情况，得益于“社区央厨”战略的指引，集团稳步开拓即时零售门店，于2025年第三季度净新增门店361家，同比增长98%，截至2025年9月30日的门店总数达到10761家。此外，集团于2025年第三季度取得收入(未经审核或审阅)约人民币18.5亿元至人民币20.5亿元，同比增长约13.6%至25.8%；取得核心经营利润(未经审核或审阅)约人民币6500万元至人民币7500万元，同比增长约44.4%至66.7%。
华泰证券认为，在拓品类、会员体系建设、精细化运营等驱动下，Q3同店延续亮眼增长，自有工厂放量驱动2B业务快增，同店优化及规模效应带动盈利能力提升。Q3门店净增361家，全年千家新店的目标如期稳步推进。该行看好公司展店提速及品类创新驱动中长期成长，"高效供应链+自主爆品研发+万店规模"的核心优势日益显现，维持"买入"评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.