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奈雪的茶(02150.HK):积极调整经营策略 聚焦绿色健康战略
02150NAYUKI(02150) 格隆汇· Ge Long Hui·2025-05-23 18:07

Group 1 - The company focuses on a "green health strategy" and is actively exploring new store formats, with plans to open its first light drink and light food store in Shenzhen by March 2025 [1] - The company will optimize existing stores and emphasize the introduction of health products, with a net reduction of 121 direct stores in 2024 and a focus on high-line markets [1] - The company is expanding its overseas business and steadily developing its bottled beverage segment, with bottled beverage revenue reaching 293 million yuan in 2024, a year-on-year increase of 10% [1] Group 2 - The company maintains revenue forecasts for 2025-2027 at 5.2 billion, 5.3 billion, and 5.5 billion yuan, representing year-on-year growth of 5.3%, 1.7%, and 3.5% respectively [2] - The company expects net profit for 2025-2027 to be -13 million, 500,000, and 5.6 million yuan, with significant year-on-year growth of 86%, 104%, and 980% respectively [2] - The company maintains an "overweight" rating, considering the ongoing exploration of new models and the potential for future profitability [2]