国海证券给予海澜之家买入评级 2024H1中报点评：线下经营承压电商渠道增速亮眼

每日经济新闻08-20

国海证券08月20日发布研报称，给予海澜之家（600398.SH）买入评级。评级理由主要包括：1）2024年上半年国内服装类消费品市场整体承压，海澜之家主品牌收入稳健增长；2）毛利率略有提升，销售费用率增长明显；3）全品牌直营店扩张明显，线下实体店总数维持增长；4）线上渠道多元化生态布局助力品牌增长，线上渠道主营业务收入同比增长47.0%。风险提示：宏观环境风险；行业竞争风险；消费者偏好风险；新...

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国海证券给予海澜之家买入评级 2024H1中报点评：线下经营承压 电商渠道增速亮眼

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国海证券给予海澜之家买入评级 2024H1中报点评：线下经营承压电商渠道增速亮眼