中信里昂:有信心海底捞(06862)维持95%派息比率 评级“跑赢大市”
HAIDILAOHAIDILAO(HK:06862) 智通财经网·2025-09-15 02:51

Core Viewpoint - Citic Securities has given Haidilao (06862) an "outperform" rating, highlighting the company's focus on improving table turnover rates and renovating existing stores to incorporate local characteristics, which deviates from the standardization practices typical in chain restaurants [1] Group 1 - The company is prioritizing the enhancement of table turnover rates [1] - Haidilao is undertaking renovations of its existing stores to reflect local characteristics [1] - This approach is considered bold as it goes against the conventional practices of chain restaurants that emphasize standardization [1] Group 2 - Citic Securities believes that Haidilao's supply chain capabilities are sufficient to ensure the success of these changes [1] - The firm requires more progress to gain confidence in non-Haidilao brands [1] - There is confidence that the company will maintain a 95% dividend payout ratio [1]