《大行》招商證券首次覆蓋綠茶集團(06831.HK)予「強烈推薦」評級 目標價11.8港元
招商證券研究報告指出,綠茶集團(06831.HK)作為國內中式休閒餐廳的引領者,長期聚焦於融合菜賽道,主要圍繞華東、華北、廣東三大區域進行深耕,打造高性價比的中式融合菜。未來有望通過小店型戰略、區域加密、異地擴張、市場下沉等策略持續推進門店擴張。
該行認為,集團供應鏈隨著未來中央廚房建立將進一步成熟,有望推動收入持續擴張及利潤提速釋放,參考同業對應2025年15倍市盈率,給予目標價11.8港元,首次覆蓋給予「強烈推薦」評級。
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