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研報掘金丨民生證券:今世緣省內維持擴張勢能,省外逐步佈局開拓,維持“推薦”評級
格隆匯 12-31 15:47

民生證券研報指出,今世緣(603369.SH)控股股東增持彰顯發展信心,省內維持擴張勢能,省外逐步佈局開拓。維持“推薦”評級。控股股東今世緣集團計劃增持公司股份,本次增持計劃實施前,今世緣集團持有公司股份約5.61億股,佔公司總股本的44.72%。本次擬增持股份金額為2.7-5.4億元,本次擬增持股份的價格不超過46元/股。同時,公司2024年12月29日召開以“聚緣聚力強信心,敢為善為贏未來”為主題的2025年發展大會。展望2025:分類施策、差異投入。品牌端,遵循“多品牌、單聚焦、全國化”方略。場景方面,國緣聚焦商務公務高端宴請,今世緣聚焦日常聚飲和喜慶家宴,高溝標樣聚焦小聚歡聚,閒聚團聚。產品端,錨定“11152”工程,突出打造核心大單品。同時佈局“新零售”及文創產品開發,擴展增量市場。營銷端,提升市場運營成效,制定相對一致的價格體系、相對合理的利潤體系。

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