大和发表研报，预测海底捞今年上半年收入同比增长11%，表现好过市场预期，主要由外卖业务及其他品牌贡献逾100%增长所带动，而海底捞品牌餐厅收入则增长2%，翻台率同比微升，惟人均消费或轻微下跌。该行预期集团上半年毛利率同比下跌2个百分点，主要由于调味料及食品配料销售予加盟商的收入上升摊薄毛利率；纯利预料同比增长1%至17.84亿元。大和指，国务院于7月13日首次发布消费提振五年计划，短期利好餐饮板块情绪，有助海底捞市盈率修复。该行将海底捞的投资评级由“持有”上调至“跑赢大市”，目标价则由14.5港元下调至13.2港元。
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