交銀國際:看好輕食產業,佳民集團(8519.HK)前景理想
交銀國際發表研究報吿表示,中國輕食產業規模有望在2023年突破1000億人民幣,2025年輕食行業佔餐飲總收入比重將達到約10%。佳民集團(8519.HK)由去年11月起開展精品咖啡Between品牌,而精品咖啡館是當下輕食趨勢下的主要參與者。
該行認為,Between獲得年輕羣體的歡迎及好評,主要是因為順應了年輕羣體對健康生活方式的追求,另外,得益於佳民在高端餐飲行業的多年運營經驗,Between的輕食菜單為消費者提供了多種時段多樣化的選擇。同時,Between通過跨界融合打造品牌IP,並通過採集用户付費數據分析用户喜好,降低研發成本、提升效率。
交銀國際表示,短期前景上,佳民集團拓展香港本地餐飲市場多年,精品咖啡館是公司旗下餐廳類型的重要補充,而Between品牌於香港本地已有3間餐廳,而且由於已開出的餐廳受到消費者歡迎,有較多購物中心積極邀請入駐。
中長期展望方面,精品咖啡館作為現代都市重要的第三社交空間,發展空間廣闊。雖然精品咖啡店湧現出很多新品牌,但是優質的連鎖品牌仍然較少,滲透率不高,尤其在大灣區這樣經濟活力較強、年輕羣體較大的地區,該行預期,Between憑藉在香港本地市場的成功經驗,有助進入大灣區的發展,前景非常廣闊。
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