重点研究成果回顾|国君社服零售刘越男团队

Education Industry - The investment rating for the education industry is positive, indicating a recovery phase for leading companies in the sector [1] - The core viewpoint emphasizes supply clearing and transformation progress, with leading education training companies benefiting from these changes [1] - Key companies analyzed include卓越教育集团, 思考乐教育, and 天立国际控股, highlighting their strategic moves and compliance efforts [1][1][1] Gold and Jewelry Industry - The investment rating for the gold and jewelry industry is optimistic, focusing on the rise of local luxury brands [2] - The report discusses the success of老铺黄金 in leading national trends through new craftsmanship and brand strength [2] - 周大生 is noted for its accelerated recovery and store expansion, optimizing its market position [2][2] Cross-Border E-commerce - The investment rating for the cross-border e-commerce sector is favorable, with a focus on platform competition and efficiency [3] - The report highlights the rapid brand growth of 绿联科技 as it accelerates its international expansion [3] Tourism and Service Consumption - The investment rating for the tourism and service consumption sector is positive, with a focus on value extraction in the service industry [3] - The免税行业 is experiencing a boost in local consumption due to new policies for city stores [3] - Companies like 九华旅游 and 锦江酒店 are positioned to benefit from improved demand and structural optimization [3][3][3] Restaurant and Beverage Industry - The investment rating for the restaurant and beverage industry is optimistic, particularly for现制茶饮 with significant growth potential [4] - 瑞幸咖啡 is recognized as a leader in the Chinese coffee market, leveraging digitalization for operational efficiency [4] - 达势股份 is noted for its growth initiatives and operational improvements [4][4] Other Consumer Sectors - The investment rating for various consumer sectors is positive, with a focus on cost-effectiveness and convenience [5] - 名创优品 is analyzed for its potential in the U.S. dollar store market, while 途虎 -W is recognized as a leading O2O automotive service provider [5] - Companies like 叮咚买菜 and 爱施德 are expected to benefit from improved market conditions and strong resource channels [5][5][5]