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每周股票复盘:新世界(600628)2024年净利增121.22%,积极布局二次元业态
Sou Hu Cai Jing· 2025-06-28 21:24
Core Viewpoint - New World is focusing on expanding its market presence by targeting the "Z Generation" consumer group and diversifying consumption scenarios through the introduction of new cultural and retail formats, particularly in the two-dimensional culture sector [1][2][3] Company Performance - As of June 27, 2025, New World reported a closing price of 7.31 yuan, up 2.38% from the previous week, with a total market capitalization of 4.729 billion yuan [1] - The company achieved a net profit of 70.03 million yuan in 2024, representing a 121.22% increase compared to the same period in 2023 [4][5] - The company has seen a significant increase in tax refund transactions, with 1,408 cases processed and sales amounting to 6.9093 million yuan, reflecting year-on-year growth of 166.67% and 184.61% respectively [5] Strategic Initiatives - New World has established the "Fun肆街区" to cater to the two-dimensional culture market, introducing several first-store brands and hosting pop-up events to attract consumers [3] - The company plans to enhance its retail offerings by adding trendy toy categories and creating new experiential spaces in its shopping centers by 2025 [1][4] - New World is actively pursuing government subsidies and policies to support its growth, having received 15.2 million yuan in government grants in 2024, which contributed to its profit increase [5] Market Positioning - The company aims to transform traditional department stores into destinations for lifestyle experiences, focusing on five new consumption scenarios: culture, tourism, animation, exhibitions, and services [1][2] - By leveraging the popularity of two-dimensional culture, New World seeks to differentiate itself from competitors and attract a younger demographic [2][3] Future Outlook - The company is optimistic about the performance of its hotel business, reporting improved occupancy rates and average room prices in 2025 compared to 2024 [5] - New World is committed to maintaining a stable profit distribution policy, proposing a cash dividend of 0.40 yuan per 10 shares for the 2024 fiscal year [5]