中泰证券：餐饮品牌连锁化率提升利好龙头企业份额扩容

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智通财经APP获悉，中泰证券发布研报称，受宏观经济影响，叠加市场需求持续变化、市场结构进一步调整、餐饮行业经历了一轮快速洗牌，自25Q4出现企稳回升态势后，有望推动餐饮品牌连锁化率提升，利好龙头企业份额扩容。建议关注：1)快餐：门店规模数量领先、供应链体系完备、研发创新能力优异、具备多种门店模型的西式快餐龙头;2)火锅供应链;3)方便食品/半成品预制食材。中泰证券主要观点如下：步入提质增效新周期，...

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中泰证券：餐饮品牌连锁化率提升 利好龙头企业份额扩容

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中泰证券：餐饮品牌连锁化率提升利好龙头企业份额扩容