智通财经APP获悉，鸣鸣很忙(01768)午前涨超10%，截至发稿，涨9.39%，报396港元，成交额1.15亿港元。
麦格理发布研报称，根据渠道数据显示，鸣鸣很忙于2026年上半年开设约5,000间新店，目前预测2026年全年新店数目可达6,500至7,000间，高于公司指引的5,000间，估计上半年同店销售增长稳定，收入同比增长55%。该行指出，鸣鸣很忙致力于推动高质量增长，随着公司拓展鲜食及冷冻食品等新类别，以及供应链优化进展顺利，有助带动同店销售及提升店铺盈利能力。
华西证券则认为，鸣鸣很忙未来增长动力明确，一是门店网络扩张，预计2028年公司门店数量将增至3.5万家，在深化下沉市场县域加密的同时，稳步拓展高线城市；二是单店效率提升，通过优化产品结构、数字化精准补货，持续提升动销效率；三是供应链与产品升级，进一步扩大定制化产品占比，强化差异化竞争力。鸣鸣很忙与万辰集团形成“规模优先"与“盈利优先"的差异化竞争路径，双方区域布局互补，行业将进入良性发展阶段。
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