研報掘金丨東吳證券:首予永輝超市“增持”評級 “胖改”高歌猛進
東吳證券研報指出,永輝超市(601933.SH)是目前國內最大的連鎖超市集團之一,近年來經營有所承壓。永輝超市模仿胖東來等優秀同行調改門店,已經取得較好成效,看好調改店複製。公司預計到2025 年春節前,調改門店數量將達到40~50 家。公司作為國內龍頭超市,且近期學習胖東來調改已經顯現出一定的成效,是未來經營彈性較大的企業。考慮未來調改門店的盈利改善&複製空間較大,首次覆蓋,給予“增持”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.