野村发表研报指，海底捞(06862.HK) 经营压力持续存在，渠道调研数据显示，年初至今海底捞经营情况低迷，4月同店翻台率与去年同期比较降幅扩大至双位数百分比，5月以来按年跌幅则收窄至高单位数百分比，与行业趋势相符，认为目前内地消费者对非必需餐饮开支仍抱审慎态度。
考虑到同店销售增长受压，野村将海底捞的目标价从21.6元下调至20.2元。但野村表示，首季公司平均客单价实现低单位数按年增幅，4月预料表现持平，认为公司正维持谨慎的折扣策略，有助抵销低价产品推出所带来的负面影响，另外旗下烤肉品牌“焰请烤肉铺子”表现向好，预料今年可按计划达成全年新开100间门店的指引，给予“买入”评级。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-16 16:25。)
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