海底撈午前漲逾7% 中金維持跑贏行業評級

新浪港股

2025/03/27

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　海底撈（06862）早盤一度升逾7%，截至發稿，股價上漲6.58%，現報18.78港元，成交額5.40億港元。

　　中金發布研報稱，考慮毛利率優化和折攤費用下降，上調海底撈（06862）25/26年歸母淨利潤4%/4%至49.8億元和54.6億元，維持跑贏行業評級，考慮行業估值中樞上行，上調目標價15%至19.5港元，對應25/26年P/E 20.6倍/18.5倍。該行稱，海底撈2024年業績略超該行預期，主因毛利率優化及轉讓餐廳給加盟商等收益好於預期。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

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