首次覆盖鸣鸣很忙与万辰集团,高盛:折扣店正“结构性改变”中国零售

华尔街见闻
Mar 09

中国零售业正在发生一场静悄悄的结构性变化,过去十多年,线上电商凭借价格优势不断挤压线下渠道;而在消费趋于理性的背景下,一种新的线下模式开始重新夺回价格主导权——硬折扣零售(Hard Discount)。 据追风交易台,高盛在最新报告中首次覆盖中国量贩零食行业两大龙头——鸣鸣很忙与万辰集团,其给予两大玩家买入评级,目标价分别为496港元和269元人民币,对应当前股价的上行空间分别为23%和33%。 ...

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