中金:國美零售(0493.HK)轉型變革穩步推進 加速建設線上線下雙平台驅動 予目標價1港元
格隆匯1月7日丨中金1月7日發佈研報,予國美零售(0493.HK)1港元的目標價及維持“中性”評級。據中金監測的第三方線上爬蟲及草根調研數據,中金預計公司2020年下半年收入較上半年有望明顯改善。該行稱,國美零售作為零售行業老兵,近年來積極推進戰略轉型、構建線上線下雙平台生態,認為有望受益行業逐步回暖趨勢,帶來經營業績改善。中金還稱,公司不斷打磨新零售能力,積極探索直播帶貨、社羣營銷等新模式,觸達龐大的用户羣;並與拼多多、京東的戰略合作穩步推進,在流量、供應鏈、物流等方面形成優勢互補。展望2021年,公司計劃加速建設線上線下雙平台驅動的新國美。
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