中金发表报告指,近期参加了锅圈(02517.HK) 新店型调研。预计公司去年下半年同店增长稳健。预计 2026年开店节奏或加速,建议关注调改效果和新模型潜力。中金预计公司去年第三季、四季同店按年增速中单位数/高单位数。预计公司2026年同店按年有望保持单位数增长。同时看好公司通过上游供应链优化让利消费者,从而实现稳态毛利率,通过规模效应摊薄费用率维持健康利润率水平,公司指引长期核心利润率有望提升至...
Source Link中金发表报告指,近期参加了锅圈(02517.HK) 新店型调研。预计公司去年下半年同店增长稳健。预计 2026年开店节奏或加速,建议关注调改效果和新模型潜力。中金预计公司去年第三季、四季同店按年增速中单位数/高单位数。预计公司2026年同店按年有望保持单位数增长。同时看好公司通过上游供应链优化让利消费者,从而实现稳态毛利率,通过规模效应摊薄费用率维持健康利润率水平,公司指引长期核心利润率有望提升至...
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