《大行》野村:海底捞(06862.HK)同店销售压力仍存 降目标价至20.2元

阿斯达克财经
May 19, 2025

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...

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