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所属报告:
万辰集团(300972)-A股公司研究报告:量贩零食加速成长拓店提效盈利可期-250905(22页).pdf
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行业数据
2026-07-08
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行业数据
2025-11-19
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行业数据
2025-11-07
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图表15国证2000、创业板指、北证50近一年PEG变化
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行业数据
2025-08-27
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2022年起,中美科技股的PEG估值开始出现分化
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行业数据
2025-08-27
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图表512008年-1Q24腾讯PEG情况
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其它
2024-07-19
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A股医药国央企预测2024年PEG比率(FY1)
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其它
2024-06-11
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微软25财年(24日历年)智能云PEG估值
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其它
2024-03-08
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微软25财年(24日历年)生产力与企业流程PEG估值
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其它
2024-03-08
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泸州老窖PEG估值——基于一致预期(亿元)
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其它
2024-02-29
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格力电器PEG估值——基于真实业绩(亿元)
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其它
2024-02-29
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2013年后的格力电器——从PEG到PE
fOW5tOS7vQl85ZCI55CG5Lyw5YC8UEV855yf5a6e5Lqk5piTUEV8CnwtLS18LS0tfC0tLXwKfDIwMDR8CTEzLjIJfDEzLjJ8CnwyMDA1fAkxNS44CXwxNC42fAp8MjAwNnwJMjUuMQl8MTcuOXwKfDIwMDd8CTMxLjQJfDQxLjV8CnwyMDA4fAkyMi44CXwxMy4yfAp8MjAwOXwJMjEuMAl8MjEuNHwKfDIwMTB8CTE5LjMJfDE1LjF8CnwyMDExfAkxOC42CXwxMC41fAp8MjAxMnwJMTkuMwl8MTEuNHwKfDIwMTN8CTE5LjYJfDEwLjh8CnwyMDE0fAk4LjgJfDguOHwKfDIwMTV8CTguOAl8OS4xfAp8MjAxNnwJMTQuNgl8MTIuNXwKfDIwMTd8CTguNQl8MTMuMnwKCui1hOaWmeadpea6kO+8mldpbmTvvIzlm73ph5Hor4HliLjnoJTnqbbmiYDmtYvnrpc=
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2024-02-29
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格力电器PEG估值——基于一致预期(亿元)
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2024-02-29
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泸州老窖PEG估值——基于真实业绩(亿元)
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2024-02-29
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我们预计 25-27 年公司归母净利润分别为 9.7/13.5/16.6 亿元,同比+229%/+40%/+23%,对应 EPS 分别为 5.14/7.22/8.86 元/股。我们选取休闲食品赛道 3 家高增长的细分赛道龙头作为可比公司,考虑到公司作为量贩零食行业领先者,开店空间清晰、单店收入随着门店调改具备上行可能性,且少数股权收回有望持续增厚归母净利润。我们采用 PEG 估值法,因公司 24-25 年开店速度保持较高水平,与可比公司业绩增速存在较大差异,我们给予公司一定的溢价,以 26 年 PEG=0.8 进行测算,则对应 26年 32x PE, 则对应目标价 232.88元/股,首次覆盖给予“买入”评级。
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万辰集团(300972)-A股公司研究报告:量贩零食加速成长拓店提效盈利可期-250905(22页).pdf
好想来入驻品牌丰富
量贩模式毛利率低于传统业态
零食量贩模式示意
万辰和鸣鸣很忙门店数量大幅领先(单位:家)
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