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研報掘金丨國海證券:今世緣增長確定性較強,維持“買入”評級
格隆匯 03-12 15:11

國海證券研報指出,今世緣(603369.SH)深耕“緣”文化,增長勢能強勁。今世緣是中國白酒上市公司十強企業,擁有“國緣”、“今世緣”、“高溝”三大品牌,其中核心產品國緣系列定位次高端白酒市場。公司深耕“緣”文化營銷,通過多場景強化品牌認知,立足江蘇基地市場向周邊輻射。2023年公司營收順利實現跨越百億元,2024年前三季度公司業績增速在上市酒企中排名前列,體現出強勁的增長勢能。江蘇白酒市場結構領先,公司平衡量價從容增長,潛力市場空間較大。公司未來將重點發力500-600元價位帶國緣V3,有望貢獻新增長極。公司產品結構精準卡位次高端價格帶,認爲公司在產品結構提升和省內外市場精耕下,增長確定性較強。維持“買入”評級。

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