异动解读｜海底捞盘中下跌3.03%，中金下调目标价至15港元

行情直击08-06

8月6日，海底捞盘中下跌3.03%，报11.19港元，成交额8678.58万港元。

消息面上，中金公司发布研报，下调海底捞目标价25%至15港元，同时下调公司2026及2027年归母净利润预测分别14%及15%，至40.6亿元及43.7亿元，对应2026及2027年预测市盈率分别18倍及16倍，维持"跑赢行业"评级。此前Jefferies亦将目标价由15.5港元下调至13.4港元，瑞银、大摩等多家机构近期亦相继下调目标价，反映市场对公司盈利前景的担忧。基本面上，公司2025年海底捞品牌餐厅收入375.4亿元，同比下滑7.1%，主因翻台率下降及自营餐厅数量减少，行业竞争加剧背景下估值承压。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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