3月27日盘中，海底捞（06862.HK）股价大涨5.11%，引发市场关注。消息面上，中金公司发布研报上调海底捞目标价15%至19.5港元，并维持"跑赢行业"评级，这成为推动股价上涨的主要因素之一。
中金公司指出，海底捞2024年业绩略超预期，主要得益于毛利率优化及转让餐厅给加盟商等收益好于预期。财报显示，2024年海底捞实现净利润47.1亿元，同比增长4.6%。值得注意的是，公司整体翻台率提升至4.1次/天，高于上年的3.8次/天，显示经营效率有所提升。
此外，海底捞宣布2024年派息率提高到95%，体现了公司充足的现金流和对股东回报的重视。同时，公司启动的"红石榴计划"旨在拓展多品牌战略，为未来增长注入新动力。分析人士认为，这些积极因素共同推动了投资者信心，带动股价上涨。
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