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2025-12-12

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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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

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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