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达势股份三季度业绩强劲 门店扩张与数字化战略筑牢增长根基

Core Viewpoint - In Q3 2025, Dashishi Holdings (01405) demonstrated strong performance driven by store expansion, innovation, and digitalization strategies, achieving nearly 100% of its annual target for new store openings [1] Group 1: Store Expansion - The company continued its "broad and deep" store network expansion strategy, operating 1,283 stores across 51 cities in mainland China as of September 30, with a net addition of 275 stores in the quarter [1] - The company achieved its annual target of approximately 300 new store openings [1] Group 2: Sales Performance - New store performance was notable, with the first store in Handan generating sales of over 6.8 million yuan in its first month, ranking among the top five globally [1] - The first store in Xuzhou achieved a single-day sales record exceeding 680,000 yuan, setting a new global record [1] - Same-store sales in first-tier cities experienced positive growth [1] Group 3: Operational Efficiency - Dashishi Holdings ranked 49 out of the top 50 in the sales performance of Domino's stores globally within the first 30 days of operation [1] Group 4: Digitalization and Membership Growth - The membership program "Darenhui" expanded to 32.9 million members, with approximately 14.4 million new first-time customers added in the past 12 months [1] Group 5: Awards and Market Position - The company has won the Domino's Global Gold Franny Award for seven consecutive years and the International Cornerstone Award for six consecutive years [1] - According to Frost & Sullivan, Domino's Pizza has secured the second position in the Chinese pizza market based on sales in 2024 [1] Group 6: Future Strategy - The company plans to continue its "4D" strategy, focusing on store development, quality-price ratio products, efficient delivery, and digital capabilities to maintain its market leadership [1]