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研報掘金丨中金:零售行業表現進一步分化 看好潮玩等景氣賽道龍頭
中金髮表研究報吿指,零售業所公佈的業績顯示,行業表現進一步分化。其中,市場情緒消費需求旺盛、優質新品類供給承接,潮玩賽道勢能提升,去年下半年以至今年首季,龍頭企業在國內及海外業務均進一步提速增長。展望今年,該行將重點放在潮玩等景氣賽道龍頭,及估值築底、積極推動改變的龍頭佈局機會。該行推薦泡泡瑪特、布魯可及名創優品;商超百貨行業方面,推薦永輝超市與重慶百貨;人力資源服務板塊則推薦科鋭國際、同道獵聘及北京人力。
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