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杨明超战略调整显效剑指“2万店” 锅圈锚定下沉市场业绩重拾双增
Chang Jiang Shang Bao· 2025-08-11 00:47
长江商报消息 ●长江商报记者 汪静 策略调整显效,杨明超正在谋划下一个"万店"。 近日,锅圈(02517.HK)交出了上市以来的最佳半年报。2025年上半年,其实现营业收入32.4亿元,同 比增长21.2%;实现净利润1.83亿元,同比增长113.22%。 在2024年上半年业绩下滑后,锅圈重拾增势,在"宅经济"势头逐渐淡去的如今,这样的成绩单令市场惊 讶。 锅圈由杨明超创立。在餐饮行业从业三十年,从夜市到火锅店,杨明超从籍籍无名的草根,到打造出估 值百亿连锁品牌的商业领袖,每一步都充满了挑战与机遇。虽然一度遭受波折,但杨明超总能很快寻找 到新的增长方向。 2025年,锅圈重回万店规模,杨明超提出要带领锅圈开启"二次创业",计划在未来五年再开一万家店, 目标锁定中国的4万多个乡镇。 杨明超的雄心壮志能否实现? 踩中"宅经济"风口起飞 杨明超出身草根。上世纪70年代,杨明超出生于河南鹿邑县的一个普通农村家庭,深知知识改变命运, 他勤奋苦读,在首次高考失利后,成功考入郑州大学中文系,毕业后曾进入河南省政府接待办的一家宾 馆工作。但不安于现状的他,最终决定辞去这份"铁饭碗"工作,投身创业浪潮。 创业初期充满了艰辛。 ...
锅圈发布2025年中期业绩报告:营收同比增长21.6%,净利润同比增长122.5%
Xin Lang Cai Jing· 2025-08-04 10:29
Core Insights - The company, Guoquan Food (Shanghai) Co., Ltd., reported significant growth in its mid-year performance for the period ending June 30, 2025, with revenue reaching 3.24 billion RMB, a year-on-year increase of 21.6%, and net profit soaring by 122.5% to 190 million RMB [1][3] Financial Performance - Revenue for the first half of 2025 was 3.24 billion RMB, with a gross profit of 717 million RMB and a gross margin of 22.1% [1] - Net profit reached 190 million RMB, marking a substantial increase of 122.5% year-on-year, while core operating profit also stood at 190 million RMB, up by 52.3% [1][3] - The company announced a cash dividend of 190 million RMB and a share buyback of 111 million RMB, bringing total shareholder returns for 2025 to over 499 million RMB, a 130.7% increase [3] Strategic Adjustments - Since the second half of 2023, the company has undergone strategic structural adjustments focusing on store operations, brand positioning, and diversified marketing channels, which have translated into substantial growth in 2025 [2] - The company has expanded its store network to 10,400 locations, with a net increase of 740 stores, including 270 new rural stores, enhancing its presence in lower-tier markets [2] Membership and Customer Engagement - The registered membership base reached 50.3 million, a 62.8% increase, with prepaid card balances growing by 37.2% to 590 million RMB, indicating strong customer loyalty and engagement [3] - The company’s membership system has become a key growth driver, with high-recharge members spending significantly more than regular customers [6] Supply Chain and Product Innovation - The company has established seven proprietary factories, increasing its self-production ratio and enhancing quality control and bargaining power [4] - A digital central warehouse network has been developed, allowing for next-day delivery to stores and improving inventory turnover days by 18.2% to 41.7 days [4] - In the first half of 2025, the company launched 175 new SKUs, focusing on product combinations that cater to various consumer needs [4][5] Future Outlook - The company plans to continue strengthening its existing strategies, including community central kitchens and smart retail, while exploring new business models to expand its product line and market reach [7] - There are intentions to cautiously evaluate overseas expansion opportunities, targeting Chinese communities abroad with home meal solutions [7]