《大行報告》中金:內地春節餐飲場景客流明顯增長 美團生活服務假期日均消費規模按年升36%
中金發表報告指出,內地春運出行數據亮眼,春節期間餐飲、連鎖超市即時零售、購物中心等場景客流均有明顯增長。春節期間重點連鎖超市即時零售、重點監測餐飲企業銷售額分別按年增長10%和17%(據商務部商務大數據監測)。
該行提及,今年春節全國購物中心場均日客流按年增長24%(據匯客雲數據)。春節期間美團(03690.HK)、抖音本地生活服務類平台數據表現亮眼。如美團國內春節生活服務業春節假期日均消費規模按年增長36%。抖音生活服務日均消費規模按年增長153%,其中美食訂單升99%。
此外,內地春節禮贈/餐飲/即食性需求旺盛,該行預計休閒食品/乳制品/飲料/餐飲鏈相關(如啤酒/速凍等)較為受益。推薦關注股份包括伊利股份(600887.SH)、雙匯發展(000895.SZ)、甘源食品(002991.SZ)、勁仔食品(003000.SZ)、鹽津鋪子(002847.SZ)、東鵬飲料(605499.SH)、蒙牛乳業(02319.HK)、華潤啤酒(00291.HK)、青島啤酒(600600.SH)、千味央廚(001215.SZ)、安井食品(603345.SH),當中,予蒙牛及潤啤「跑贏行業 」評級,目標價各為30及40.9元。
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