中信证券:首予圣贝拉(02508)“买入”评级 高端月子中心需求有望持续增长

智通财经
Sep 26

智通财经APP获悉,中信证券发布研报称,首次覆盖圣贝拉(02508),给予“买入”评级。SAINT BELLA是中国最大的家庭护理集团,旗下品牌包括圣贝拉、小贝拉、艾屿等,深耕中国高线城市,逐步走向全球。在中国家庭结构趋向小型化、女性悦己需求提升的背景下,高端月子中心需求有望持续增长;目前公司在行业内竞争优势突出,市占率位列第一。

报告中称,凭借高奢品牌定位、标准化专业化服务及多元品牌矩阵,该行认为公司具备成长潜力,单店收入有望提升、海内外开店空间明确,驱动收入、盈利双增长。此外,家庭护理服务及食品零售业务近年来保持积极发展趋势,有望基于月子中心协同效应,进一步打开公司成长空间。

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