5月7日,摩根士丹利将百胜中国控股有限公司(YUMC.N)列入首选股名单(TOP PICK)。报告指出,根据2025 年亚太中国最佳会议反馈:--公司重申 2025 年系统销售额同比增长 4%-6% 的目标。--门店扩张方面,2025 年净新增门店目标维持在 1600-1800 家,下半年门店扩张速度将加快。--同店销售额增长(SSSG)方面,各季度仍存在波动,但公司继续优先推动客流量增长(TC)...
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