研报掘金丨国泰海通：维持海天味业“增持”评级，顺势而为有望实现“量价齐升”

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格隆汇3月3日｜国泰海通证券研报指出，海天味业全面反思全面改革，2024年起回归正轨。引领“餐饮解决方案”及“复调”商业模式变革并举，保障长期超额收益。新一轮提价潮渐行渐近，顺势而为有望实现“量价齐升”。认为新的一轮涨价渐行渐近。如果海天能够选择在渠道库存相对较低且市场需求相对较好的时间点进行提价，那么提价有望带来报表端的“量价齐升”、“利润增厚”。参考恒顺醋业、金龙鱼及天味食品给予公司2026 ...

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