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A股異動 | 三全食品(002216.SZ)漲近7% 進軍餐飲獲券商看好
格隆匯 09-29 14:05
格隆匯9月29日丨三全食品(002216.SZ)漲近7%,報35.35元,今年以來累計漲幅達148%,總市值282.5億元。以湯圓、水餃等速凍麪點為主打的三全食品,正在佈局燒烤和火鍋市場。上個月開始,三全食品正式啟動經銷商推介大會,在重點佈局華東、華中、華北、西南的基礎上輻射全國,計劃面向約3000個經銷商,在全國佈局5000個以上的零售終端。財信證券此前研報稱,三全食品計劃圍繞備餐、涮烤、早餐三大場景發掘更多需求。長期來看,公司進軍餐飲符合當下餐飲連鎖化率提升、半成品和預製品需求增長的市場趨勢,公司自身的研發實力、品牌壁壘以及供應鏈管理能力也將持續為渠道擴張賦能。財信證券認為其股價合理區間為37.2-41.85元,維持對公司“推薦”的評級。

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