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店型试营业表现较优，海外扩张稳步推进，有望持续巩固品牌核心竞争力，期待店型切换及同店企稳带来的业绩回暖。
该行维持对奈雪的茶的“增持”评级，目标价由1.58港元降至1.17港元。(ha/j)(港股报价延迟最少十五分钟。)
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