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研報掘金丨信達證券:維持鹽津鋪子“買入”評級,量販零食等渠道紅利有望延續
信達證券研報指出,鹽津鋪子(002847.SZ)供應鏈效率提升賦能全渠道放量已經在量販零食和電商渠道得到驗證。展望24年,量販零食等渠道紅利有望延續。公司加強品牌建設及推出全品規的定量裝,產品力驅動下,定量流通渠道24年快速增長可期。鹽津鋪子內部激勵到位,管理領先,供應鏈效率持續提升、產品好吃不貴順應消費趨勢, 有望在此輪零售變革中持續受益。預計23-25年公司每股收益分別為2.57/3.34/4.10元,維持對公司的“買入”評級。
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