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研報掘金丨華源證券:首予潮宏基“增持”評級,認爲中長期公司業績樂觀可期
華源證券研報指出,潮宏基定位東方時尚珠寶領潮品牌。公司當前運營“CHJ潮宏基”“ADELEVENTI梵迪”和“FION菲安妮”三大品牌,聚焦珠寶首飾和時尚女包兩大品類,當前已成功發展爲東方市場珠寶領潮品牌。選取同爲黃金珠寶的老鳳祥、中國黃金及周大生作爲可比公司,考慮到公司爲東方時尚珠寶領潮品牌,短期受益於金價上漲,未來隨着公司穩步拓展加盟門店,持續推進渠道加密下沉,該行認爲中長期公司業績樂觀可期,首次覆蓋,給予“增持”評級。
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