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大和:看好中國零食行業 予良品鋪子、周黑鴨買入評級
格隆匯 08-06 13:38

大和總研發表研究報告指,考慮到中國零食行業快速的盈利增長前景和持續不斷的市場佔有率增加,首次覆蓋該行業,並給予正面評價。該行首選良品鋪子,予其買入評級,以及目標價72.34元人民幣;又給予周黑鴨(1458.HK)買入評級,目標價6.1港元。

大和指,中國零食行業的盈利驅動包括產業合併、產品多元化,以及不斷增加的線上渠道銷售量,預計中國食品行業2018-2023年的收入複合年均增長率將為8%。該行認為,周黑鴨受益於疫情之後店鋪流量的恢復,預計能從不知名品牌中獲得更多市佔率。

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