Core Viewpoint - Zhou Li Fu (06168) has seen a significant stock price increase, attributed to the announcement of a new joint venture model aimed at expanding store numbers and enhancing revenue per store through collaboration with franchisees [1] Group 1: Company Strategy - Zhou Li Fu plans to launch a new cooperation model for joint stores, partnering with franchisees to jointly invest in and operate stores with excellent locations, quality products, and outstanding operations [1] - This new model is expected to mitigate investment risks and stimulate enthusiasm for opening new stores, which is anticipated to positively impact the company's performance [1] Group 2: Market Positioning - The introduction of the "Co-Creation Partner Program" represents an upgrade from the traditional light-asset franchise model to a "joint venture partnership system" [1] - By establishing regional operating entities with a 51% ownership by the company and 49% by franchisees, Zhou Li Fu aims to deepen capital connections and consolidate off-balance-sheet operations [1] - This strategic shift transforms channel partners from mere transaction counterparts into a community of shared destiny, significantly enhancing the company's future valuation and profit model potential [1]
周六福尾盘飙升逾8% 公司拟优化全品牌合作模式 估值与盈利模式有望迎来重估