本报告导读:海底捞主品牌经营稳健,经营效率提升,红石榴计划新品牌具备增长潜力。投资要点:投资建议:2024年业绩超预期,上调公司2025-2026年归母净利润盈利预测为52.48/56.09亿元,新增预测2027年归母净利润为61.35亿元,对应EPS为0.94(+0.04)/1.01(+0.03)/1.10元,考虑到公司经营稳定且分红率显著优于行业,给予2025年高于行业平均的22xPE,上调...
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