港股异动 | 周六福(06168)尾盘飙升逾8% 公司拟优化全品牌合作模式 估值与盈利模式有望迎来重估

智通财经
Nov 07, 2025

智通财经APP获悉,周六福(06168)尾盘飙升逾8%,截至发稿,涨7.34%,报50.9港元,成交额4.87亿港元。

消息面上,周六福近期发布公告称,公司将推出合资店的全新合作模式,即与加盟商联手,共同投资开设并运营三好门店(绝佳位置、优质产品、卓越运营)。这一模式有望分散投资风险,激发开店热情,预期将带来门店数量增长和单店收入提升,为集团业绩产生正面推动作用。

智通财经APP在《联营合伙制打破增长天花板,周六福(06168)渠道创新开启价值重估》中指出,在新兴子品牌“CHAOJIN潮金”的试水下,周六福推出的“共创造合伙人计划”本质上是将传统的轻资产加盟模式,升级为“联营合伙制”。通过合资成立区域运营实体(公司持股51%,加盟商持股49%),周六福不仅实现了资本层面的深度联结与表外业务的并表化,更关键的是,此举将渠道伙伴从交易对手转化为命运共同体,为公司未来的估值与盈利模式带来了巨大的想象空间与重估潜力。

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