呷哺呷哺(00520.HK)盈警:預計中期淨虧損0.8億元至1億元
格隆匯8月4日丨呷哺呷哺(00520.HK)發佈公告,集團預期截至2025年6月30日止六個月收入約爲人民幣19億元,相較於截至2024年6月30日止六個月收入減少約18.9%。相較於2024年同期集團錄得淨虧損人民幣2.74億元,集團預期於該期間將錄得淨虧損介乎約人民幣0.8億元至1.0億元之間,虧損較2024年同期大幅收窄,降幅介乎約63.2%至70.5%之間。
集團該期間的淨虧損大幅減少主要由於(i)集團持續致力成本優化,以數字化供應鏈驅動結構性降本增效,依託集採優勢,打通供應商協同鏈路;(ii)持續升級新型物流樞紐及標準化流程,優化配送路徑網絡,實現運營效率提升與綜合成本下降,改善經營效益;及(iii)通過優化餐廳佈局結構,包括關閉低效餐廳、新增餐廳重點聚焦高潛力區域等舉措綜合提升餐廳運營效率;預計對關閉及持續虧損餐廳的資產減值損失計提金額較2024年同期大幅下降約64.1%。
集團一直確保現金流穩健及財務狀況良好,同時推展各項營運管理,包括(i)實施餐廳網絡煥新策略,通過高潛力區域精準卡位與低效餐廳結構性出清,實現資源再配置及效率躍升,構築精益化成本管理新範式;(ii)深化即時配送服務生態佈局,驅動業務規模高質量擴張與經營效益結構化提升;(iii)戰略性拓展預付式消費模式,通過動態價值治理機制優化折扣結果,實現經營收益增長與利潤空間升維的協同共振;及(iv)推進與頭部動漫IP達成深度合作計劃,通過聯名產品開發、門店主題改造及數字化營銷,深度觸達年輕消費羣體,重塑品牌活力並構築強勁增長新引擎。
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