智通财经APP获悉，锅圈(02517)涨超7%，截至发稿，涨7.14%，报2.4港元，成交额1.2亿港元。
消息面上，锅圈2024年实现收入64.698亿元(人民币，下同)，同比增长6.2%；净利润2.41亿元，同比下降8.4%；核心经营利润3.11亿元，同比增加3.1%。2024年公司累计分红率为89%，分红率进一步提高。截至2024年底，公司门店数量达10150家，其中乡镇门店全年净增287家。华鑫证券认为，公司门店端持续迭代优化，下沉市场渗透空间充足，抖音爆品打造成效显著，有望带动客流量与客单价同步回升。
方正证券近期研报指出，展望未来，深化产供销一体化协同，数字化赋能推动增长，未来五年完成第二个万店目标。1）战略规划：围绕品牌、产品、渠道三位一体发展战略，深化产供销一体化协同效应。2）产品创新：围绕消费者在家吃饭的需求布局中餐、西餐、饮品、夜宵等新产品矩阵和消费场景。3）渠道布局：持续发展线上销售渠道，实现线上线下联动，推动销售增长。4）供应链端：公司拥有6家食材生产工厂，在满足C端销售的前提下，与B端餐饮企业进行合作。
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