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国盛证券：三季度社服零售板块基本面受到一定干扰 长期趋势未改

Guosheng Securities: the fundamentals of the social service retail sector in the third quarter have been disturbed and the long-term trend has not changed.

新浪財經 ·  Nov 2, 2021 20:17
Guosheng Securities pointed out that overall, social zero quarter-on-quarter growth slowed down, but in September slightly exceeded expectations; cities and towns faster than rural areas, retail two-year compound recovery faster than catering, online trend strengthened. In the third quarter, the fundamentals of the social service retail plate were disturbed to a certain extent, the leader responded actively, and the long-term trend remained unchanged. Current section: 1) focus on recommending high-quality leaders with good long-term growth and low valuation, such as Meituan, Anke Innovation, China Intermediate exemption, and hotel leaders such as Jinjiang Hotel and first Travel Hotel, which are expected to benefit from the relaxation of entry and exit; 2) it is suggested that we should pay attention to the catering, scenic spots and star enterprises that will be listed in the future, such as catering, scenic spots and star enterprises that will be listed in the future.
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