研報掘金丨首創證券:海天味業未來有望重新實現穩健增長,首予“增持”評級
首創證券研報指出,海天味業(603288.SH)二季度經營仍有承壓,產品及渠道持續優化。公司加快在產品、渠道方面的調整變革,費用率整體同比表現提升。23Q2淨利率為23.06%,同比-1.67pct,盈利水平有所下降。公司積極調整變革,未來有望重回穩健增長。面對複雜的外部環境,內部積極調整變革,正在加快產品、渠道等全面變革,進一步強化市場競爭力。中長期看,公司通過積極變革強化競爭優勢,以及餐飲行業有望持續恢復增長,公司未來有望重新實現穩健增長。首次覆蓋,給予增持評級。
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