日辰股份(603755.SH):對今年業務發展有較強的信心
格隆匯3月2日丨日辰股份(603755.SH)於2023年2月13日-3月1日接受機構調研時表示,2023年以來,新冠病毒感染漸進尾聲,居民“陽康”之後逐步返回工作崗位,社會活動頻次逐漸增加,包括餐飲業在內的消費行業有序復甦。從國家政策層面來看,商務部將今年確立為“消費提振年”,以此為主線,統籌開展不同範圍的消費促進活動,激發市場活力。從公司微觀感受來看,餐飲消費在春節前呈現弱復甦狀態,在春節假期及之後的2月份表現出了較好的復甦態勢;部分老客户擬定了門店擴張的計劃、新產品研發上市的節奏有所加快,公司也在持續加大力度營銷拓展新客户。另一方面,今年仍面臨着疫情反覆、大宗原材料價格上升帶來的或有市場風險。總體來看,公司對今年業務發展有較強的信心。
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