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研報掘金丨開源證券:歐派家居Q2業績超預期,持續推進整裝大家居戰略
格隆匯 09-06 17:16
開源證券研報指出,歐派家居(603833.SH)Q2業績超預期,看好改革後釋放業績紅利。二季度業績增速靚麗預計主要系大家居戰略繼續推進、線上獲客能力強化、內部降本增效下帶來收入及業績同比增長。公司大家居戰略穩步推進,行業龍頭增長韌性彰顯,維持“買入”評級。公司持續推進整裝大家居戰略,2023H1實現整裝營收12.7億元(+22%),門店數量預計約1000家、較年初淨增約100家。經銷渠道/ 工程渠道/ 直營渠道營收分別為77.6/14.85/2.85億元, 分別同比-0.60%/+8.42%/+6.97%。公司門店總數基本保持穩定,龍頭終端經營韌性體現。
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