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研報掘金丨天風證券:同慶樓宴會+包廂模式具備開店空間,維持“買入”評級
天風證券研報指出,同慶樓(605108.SH)自有資金回購,提振長期發展信心,充分調動公司管理團隊、核心骨幹及優秀員工的積極性,提高團隊凝聚力和競爭力,使各方共同關注和促進公司健康可持續發展。從短期看,預計公司三季度表現穩健四季度迎來傳統旺季;從長期看,公司宴會+包廂模式具備開店空間、簽約儲備項目加持下有望持續穩健拓展,富茂大飯店模式可貢獻的業績空間仍大,加速擴張後有望為明後年業績釋放帶來空間。該行看好宴會餐飲的剛需屬性和穩定的盈利能力,以及公司標準化和性價比結合的差異化優勢,維持“買入”評級。
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