目 录
1. 便利店线下供应链资源突出，行业巨头争相抢夺 ..............................4
1.1. 便利店线下供应链资源突出 ...........................................................4
1.2. O2O时代，线下入口资源奇货可居 ..............................................5
2. 公司经营分析 ..........................................................................................7
2.1. 成都便利店龙头企业 .......................................................................7
2.2. 主营便利店业务，餐饮快捷等多业态并行 ...................................8
2.3. 业态属性支撑毛利率逆势上升 .......................................................9
2.4. 小店经营模式决定费用率高企 .....................................................10
3. 增值业务巩固消费粘性、提升渠道价值 ............................................ 11
4. 积极拥抱互联网，稳步践行O2O .......................................................12
4.1. 自建网购商城+电子货架铺设，打造“线上红旗” ...................12
4.2. 借助外部力量，加快O2O进程 ...................................................13
5. 盈利预测与估值 ....................................................................................14
6. 风险提示 ................................................................................................15