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研報掘金丨華源證券:首予百潤股份“買入”評級,看好公司市場份額持續提升
格隆匯 03-06 15:20
華源證券研報指出,從競爭格局看,百潤股份(002568.SZ)一家獨大,2019-2023年期間市佔率均超50%,2023年達73%,龍頭地位明顯。公司作爲預調酒行業龍頭,在引領行業擴張過程中建立強大的品牌護城河,品牌高度綁定品類,牢牢佔領消費者心智,通過多年發展現已構成以微醺、清爽、強爽爲核心“358”產品矩陣,產品細分不同消費羣體與消費場景的同時匹配相應營銷爲其提供品牌拉力,疊加公司渠道穩步擴張下,我們看好未來公司市場份額持續提升,首次覆蓋給予“買入”評級。
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