《大行》建银国际升海底捞(06862.HK)目标价至20.5元 去年业绩胜预期

阿斯达克财经
Mar 27, 2025

建银国际发表研究报告指,海底捞(06862.HK) 2024年净利润超出预期,纯利按年增长5%,达到47.08亿元人民币,高过该行及市场预期,这要归功于超出预期的毛利率扩张。这一结果意味去年下半年纯利增长19%,达到26.75亿元人民币。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...

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