多点数智(2586.HK):携手胖东来 聚焦零售数智化

中信建投证券
23 Mar

核心观点胖东来2024 年全面接入多点系统带来积极示范效应,在全国掀起回归零售本质的调改运动中,多点系统将获得更多潜在的独立第三方客户。公司作为全流程全方面数字化解决方案提供商,可以从超市卖场横向拓展到其他零售业态。在零售垂类更好的付费基础上,伴随AIoT 应用的落地,抓住AI+零售的发展红利,开发更多有效模块,持续提高客单价。要点国内最大零售数字化解决方案提供商公司成立于2015 年,通过与物美...

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