智通财经APP获悉,周黑鸭(01458)再涨超5%,近两周交易日累计涨幅超25%。截至发稿,涨4.03%,报6.19港元,成交额1467.08万港元。
消息面上,周黑鸭发布公告,自2024年3月28日起至本公告日期止,公司已于公开市场合共购回2.27亿股股份,总代价为3.9亿港元(含交易费)。于本公告日期,购回股份中的2.23亿股股份已注销完成。于2025年4月14日,董事会已批准向建议股份购回增加最高1亿港元资金额度。
中金指出,2025年公司重视优化门店结构、提升门店质量,开始发力流通业务新渠道。其中,在新渠道端,公司2024年在新渠道团队建设、产品、供应链方面已做了基础筹备工作。该行预计2025年公司有望在商超、便利店、新零售和零食专营渠道等逐渐放量。据山姆官方小程序近期数据,调味酱菜热度榜中周黑鸭经典卤料包在榜单Top6(备注:基于商品月销数据通过计算排列),且月销达1万+件(零售价65.9元/1.62kg)。在海外业务探索方面,2025年公司出海业务第一站为东南亚市场,该行预计公司有望借助经销商渠道将长保产品销往海外。
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