研报掘金丨东方证券：维持盐津铺子“买入”评级，目标价91.84元

格隆汇2025-07-03

东方证券研报指出，盐津铺子正加速由“产品出海”向“供应链+品牌”出海转型。公司宣布投资2.2亿元在泰国设首个海外工厂，聚焦魔芋和薯片品类，配套当地低成本原料与人工优势。公司董事长张学武先生提出3–5年“再造一个盐津”，目标让海外业务占比达10%–20%，战略进入实质落地期。公司在产品品类聚焦、渠道结构优化及海外供应链布局加速等多重驱动下盈利能力持续增强，参考可比公司，给予公司2025年32倍PE，...

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