中金发表研究报告指,海底捞(06862.HK) 去年业绩略超过该行预期。该行预计今年利润率水平有望维持,料今年上半年翻桌率因为高基数而或受压。至于利润率方面,料随门店折摊到期,今年折摊费用仍有下降空间。
该行关注开店及新品牌增长潜力,上调对海底捞今明两年纯利预测各4%,至49.8亿及54.6亿元人民币,将目标价上升15%至19.5港元,维持评级“跑赢行业”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-27 12:25。)
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