《大行报告》汇丰研究:内地女性消费能力迅速崛起 首予医思医疗、超盈、德林及好孩子「买入」评级
汇丰研究发表报告,指内地女性现时控制约75%的家庭消费决定,由时尚到健身,以至医疗保健及家庭护理,不少企业正量身定制其产品及服务,以满足新兴及不断变化的女性需求。据市场研究数据显示,2017女性经济市场价值3.3万亿元人民币,并有望在2022年达到8.6万亿元人民币,即2017至2022年的年复合增长率为21%。
该行相信,内地劳动参与率提升、更好的教育、家庭规模趋小,以及社会商业的兴起,将会为蓬勃发展的市场提供支撑。该行首次覆盖7家相关企业,包括医思医疗(02138.HK)、德林国际(01126.HK)、超盈国际(02111.HK)、好孩子国际(01086.HK),均给予「买入」投资评级;而赢家时尚(03709.HK)、维珍妮(02199.HK)及伟易达(00303.HK)则给予「持有」投资评级。
该行认为,以上的股份均与女性消费者息息相关,并受惠於4项趋势,包括高端化、物有所值、自我改善及体验。因此,认为这些在质量、风格及文化上都表现出色的企业很有可能会脱颖而出。
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