A股異動丨萬辰集團升約8.5% 機構看好零食量販渠道仍有擴容空間
萬辰集團(300972.SZ)升約8.5%,報83.9元,逼近本月初創下的歷史高位。消息面上,中金公司發佈研報稱,零食量販渠道於2021-2024快速發展,預計中期仍有擴容空間。目前國內折扣業態模型仍在持續迭代,預計線下社區折扣業態將從零食垂直品類逐漸擴展複合品類,對標海外發達市場折扣業態滲透率有望達15%-20%。中金建議關注已在零食量販及社區折扣超市佈局的萬辰集團。另外,開源證券發佈研報稱,首次覆蓋萬辰集團給予“增持”評級。萬辰集團以菌類業務起家,通過快速整合區域知名零食量販品牌切入零食量販賽道,在蘇皖基地市場建立穩固地位,並藉助原有優勢不斷拓展外省,北方“兩山兩河”市場佈局迅速,具備先發優勢,疊加公司不斷完善供應鏈建設,規模效應與運營效率提升下市場份額進一步提升,利潤逐步兑現。(格隆匯)
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