建银国际发表研究报告指，海底捞2024年净利润超出预期，纯利按年增长5%达47.08亿元，高过该行及市场预期，这要归功于超出预期的毛利率扩张。这意味去年下半年纯利增长19%，达到26.75亿元。尽管平均销售价格提高了2%，但由于非假日期间消费情绪疲软，2024年下半年收入下降了6%。坚持保守的门店扩张策略，公司在2024年下半年净增12家门店。
该行上调其对公司今年盈利预测8%，以反映毛利率预测获上调，将目标价由16.9港元上调至20.5港元，维持“跑赢大市”评级。
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