《大行》华泰证券降奈雪的茶(02150.HK)目标价至1.17元 今年仍为调整之年

阿斯达克财经
Apr 08, 2025

华泰证券发表报告指,奈雪的茶(02150.HK) 去年收入49.21亿人民币(下同),按年跌4.7%,符合预期。经调整净亏损为9.19亿元,按年转亏,低于预期的亏损6.85亿元,闭店相关亏损及2025年预计优化门店减值准备约1.6亿元、过往投资亏损3.2亿元拖累利润端表现。该行预计2025仍将为奈雪的茶的调整之年,2024年月度复购率展现较强客户粘性,新店型及菜单调整陆续落实,Green店型试营业...

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