证券时报网讯,华泰证券认为随疫情好转,消费者出行信心有望恢复,渐进式复苏是2022年社服板块的主旋律。长期看,消费升级趋势未变,需求分层细化,未来免税将持续受益政策红利,化妆品、酒店受益民族品牌崛起,餐饮、景区期待新业态对复苏的带动作用。竞争格局看,疫情加速产业整合,龙头在波动中韧性凸显,建议关注在疫情回暖后的龙头复苏表现。
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.