西部证券:推荐餐饮业短期扩张与长期稳健低估标的 关注经营改善与扩张期高估标的

智通财经
Dec 12, 2025

智通财经APP获悉,西部证券发布研报称,推荐餐饮业短期扩张与长期稳健低估标的,关注经营改善与扩张期高估标的。该行认为需重点关注的标的有:1)凭借长期持续迭代的运营能力具备穿越周期能力的百胜中国(09987);2)门店扩张期且具备较强团队及供应链运营能力的小菜园(00999);3)处于调整改革期但团队仍有较强执行力的海底捞(06862);4)赛道空间大且门店高势能扩张的达势股份(01405)。...

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