研報掘金丨東方證券:維持絕味食品“買入”評級 與騰訊合作AI賦能數智增長
東方證券研報指出,絕味食品(603517.SH)積極接入微信小店,與騰訊合作AI賦能數智增長。 1)24年12月,絕味微信小店上線送禮物功能,滿足年輕人社交需求。2)通過數據洞察,捕捉消費變化,支持供應鏈新品研發、品質管控和倉儲調動,推出多個銷售破億的爆款,整體業績超50 億元。3)絕味開發了AI應用“絕知”,彙集優秀店長經驗,藉助自研AI模型,提升門店效率和服務39%。4)24年11月,絕味與騰訊達成戰略合作,聯合開發零售連鎖AI 技術,升級門店爲數智化,實時調整促銷策略和供應鏈運作。根據可比公司25年的pe水平,給予公司18倍市盈率,對應目標價18.36元,維持“買入”評級。
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