焦点板块及个股 | 美团;国产医药;Arista;泰国市场策略

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25 Feb

美团 (3690 HK; 166.5港元; 目标价: 194港元) 核心业务生态稳,拥抱创新根基固公司核心业务在较弱宏观背景下彰显韧性,内部加强业务管理协同,外部探索新业务、新市场,我们对美团的业绩兑现与长期价值保持乐观态度。公司近期宣布将为全职及稳定兼职骑手缴纳社保,预计25Q2开始逐步落地。参考职业伤害险落地周期(2022年开始试点,2025年全国化推广),预计社保落地也将存在周期,或采取区域...

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