中金：维持海底捞(06862)“跑赢行业”评级上调目标价至17港元

智通财经网2025-12-22

智通财经APP获悉，中金发布研报称，估计海底捞(06862)2H25翻台同比基本持平，成本费用优化好于预期，整体盈利仍有韧性。此外建议关注新品牌潜力。维持跑赢行业评级，上调目标价6%至17港元。中金主要观点如下：多项措施推动同店改善，预计2H25翻台环比提升、同比稳定2H25公司持续践行“不一样的海底捞”策略，以推动同店改善，如打造场景化主题门店（截至10月底，全国已有夜宵场景门店超50家）和强化...

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中金：维持海底捞(06862)“跑赢行业”评级 上调目标价至17港元

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中金：维持海底捞(06862)“跑赢行业”评级上调目标价至17港元