春節消費提振行業基本麵,國信證券近日研報表示,即將到來的38電商大促也有望進一步帶動相關品類需求複蘇。龍頭企業積極應對消費趨勢變化開展折扣零售等新業態轉型,有助於提振行業一季度基本麵預期。(文章來光算谷歌seo光算谷歌外链源:界麵新聞)同時黃金產品設計感增強推動悅己需求提升;2)跨境電商:海外消費需求及線上滲透率均仍具提升空間,企業通過自身數字化技術及產業資源賦能實現盈利持續優化;3)美容護理:板塊充分調整之後部分標的估值吸引力正在逐步顯現,具有強運營能力的國貨龍頭有望通過內生外延打開成長天花板;4)線下零售:線下場景式消費業態迭代升級催化客流逐步回歸,有望激活經營活力重回成長。關注三 |
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