智通财经APP获悉，海底捞(06862)再跌近5%，截至发稿，跌4.81%，报13.86港元，成交额3.37亿港元。
中金指出，海底捞2H24同比基数较高，估计24年7-8月翻台同比基本持平，9-11月同比个位数下滑，预计12月作为同比基数最高的月份，翻台同比或承压、但受节假日提振或环比11月改善；海底捞2H24收入或同比承压，但精细化管理有望支撑利润增长。
华安证券指出，24年餐饮消费呈弱复苏态势，11月社零餐饮消费同比+4%，增速环比提升0.8pct，全国层面上餐饮消费券拉动效应相对有限。从当前餐饮消费券实施情况来看，我们预计在实施范围、持续时间、折扣力度上仍有发力空间。展望25年，若餐饮消费券政策提升推广力度，B端复苏可期，小B或成为营收新增量。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.