银河证券：关注“双旦”与春节备货的消费机会维持推荐优质零售标的

智通财经网2023-12-29

银河证券发布研究报告称，消费市场规模仍会持续扩张并维持出现结构性机会，需要兼顾价值与成长，挑选“高质量”发展的优质零售标的。在此背景下，保持全渠道配置的逻辑不变，重点推荐经营确定性较高、具备一定品牌影响力的制造品牌商与具备一定保价和顺价能力的渠道品牌商建议增持黄金珠宝、化妆品、购百三个产业链中的优质标的。推荐：重点关注零售渠道类天虹股份(002419.SZ)、重庆百货(600729.SH)、王府井...

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银河证券：关注“双旦”与春节备货的消费机会 维持推荐优质零售标的

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银河证券：关注“双旦”与春节备货的消费机会维持推荐优质零售标的