中泰证券：餐饮细分精耕效率餐供定制扩容可期

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智通财经APP获悉，中泰证券发布研报称，复盘餐饮产业链全链路，上游原材料端集中度较为分散，议价权较为疲弱，故附加值和效益偏低，下游餐饮端开闭店率均处于高位，行业快速洗牌，人力成本高企叠加人才高流失率导致连锁扩张进度承压，市场分散亦缺少强主导权。处于中游的餐供企业自主研发，为下游客户提供一站式解决方案，提升自身利润率的同时促进餐饮品牌发展，火锅丸子、冷冻烘焙、冷链物流等赛道均有头部集中及需求扩容趋势...

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中泰证券：餐饮细分精耕效率 餐供定制扩容可期

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中泰证券：餐饮细分精耕效率餐供定制扩容可期