HAIDILAO(06862)

Search documents
海底捞全国首家臻选店开业,采取限量预订接待模式,人均高达700元
Qi Lu Wan Bao· 2025-08-01 03:48
店内所有服务人员均接受专业礼仪培训,侍茶师团队来自服务过米其林与黑珍珠餐厅的团队,多个工作人员有着高端酒店、高端餐饮的从业经验。甄选门店 也会向消费者加收"服务费",包间服务费为15%,大厅的服务费为10%。 甄选门店采取限量预订的接待模式,有工作人员介绍,在工作日需要提前一天预定,如果是周五、周末节假日建议提前一到两天预定。 记者搜索大众点评发现,该门店位于北京市丰台区光华路汉威大厦,距离国贸地铁站近800米,位置堪称黄金地段。截至目前,大众点评已有65人进行了评 价,打分3.7分,人均642元。 近日,海底捞宣布,全国首家臻选店在北京试营业。该店主打粤式火锅,食材以高品质海鲜、和牛为主。7月8日开启试营业以来,臻选店初期采用了限量预 订的接待模式,目前,已全面开放接待,晚市几乎是满座状态。 据悉,海底捞·甄选店主打"甄选四季鲜食材,定义火锅新品味"的粤式海鲜火锅,锅底包括着金汤花胶鸡锅、波士顿龙虾锅、澳门猪骨鸡脚锅,食材皆为精 选海鲜与优质禽肉,客单价高达700元/人。 促 平台补贴 · 每日开红包,兑80元无门槛优惠券 更多1个优惠 √ 推荐菜 查看全 商家招牌菜 (5) 臻选 · 和牛 【动&金沙 四 ...
港股异动丨光伏股拉升 福莱特玻璃涨超5% 山高新能源涨近4%
Ge Long Hui· 2025-08-01 03:37
Group 1 - The core viewpoint of the article highlights the significant rise in Hong Kong's photovoltaic stocks, driven by industry efforts to control production capacity and expand demand scenarios [1] - The photovoltaic industry in China is expected to reach a major milestone in 2025, with cumulative installed capacity exceeding 1000GW, entering the "TeraWatt" era [1] - The China Photovoltaic Industry Association has raised its annual forecast, predicting that China's new installed capacity will reach 270-300GW in 2025, while global new installed capacity is adjusted to 570-630GW [1] Group 2 - Specific stock performance includes: - Kaisheng New Energy up 7.08% to 4.990 - Flat Glass up 5.28% to 10.760 - Shango New Energy up 3.67% to 2.260 - Xinyi Solar up 2.95% to 3.140 - Xinyi Glass up 1.36% to 8.210 - GCL-Poly Energy up 1.15% to 0.440 [1]
锚定精致餐饮 海底捞全场景布局再进阶
Bei Jing Shang Bao· 2025-07-30 13:28
Core Insights - Haidilao has launched its first high-end "Selected Store" in Beijing, focusing on premium Cantonese hot pot with top-quality ingredients like Australian Wagyu M9+, Canadian abalone, and Alaskan king crab, aiming to create a refined dining experience [1][3][5] - The introduction of the Selected Store is seen as a strategic move to capture the emerging market for upscale dining, enhancing Haidilao's brand matrix and high-end image, potentially reshaping the competitive landscape of the high-end hot pot sector [1][14] Group 1: Store Concept and Offerings - The Selected Store features a sophisticated environment with a black-and-white color scheme, private dining rooms, and dedicated tea and cocktail areas, catering to a diverse clientele including office workers and business diners [3][5] - The menu emphasizes freshness, with signature broths made from high-quality ingredients and a seafood farming area for live catches, alongside premium offerings like Australian Wagyu and Spanish 5J ham [5][12] - Service quality is elevated with staff trained in fine dining etiquette, including tea masters and sommeliers from Michelin-starred backgrounds, aiming to provide an exquisite dining experience [5][12] Group 2: Consumer Response and Future Plans - The Selected Store has received enthusiastic consumer interest, with a reservation system initially in place to refine the dining experience, and it has since opened fully with high occupancy rates [7][11] - Future plans include optimizing the store model based on consumer feedback and potentially expanding services like private chef offerings, with a focus on major cities [7][10] Group 3: Broader Strategic Initiatives - The Selected Store is part of Haidilao's broader strategy to innovate and diversify its offerings, including the "Pomegranate Plan" aimed at incubating new restaurant brands and enhancing service innovation [10][11] - Haidilao's financial performance reflects its vitality, with 2024 revenues reaching 42.755 billion yuan, a 3.1% increase year-on-year, and a net profit of 4.7 billion yuan, up 4.6% [11][12] - The company is focusing on personalized dining experiences to meet the evolving demands of consumers, particularly in celebratory contexts, indicating a shift from traditional business dining to family and social gatherings [14][15]
海底捞,新动作!
Zhong Guo Ji Jin Bao· 2025-07-29 08:00
Core Viewpoint - Haidilao is testing the high-end market with its new store model, Haidilao·Zhenxuan, featuring a per capita consumption of nearly 700 yuan, significantly higher than its regular outlets [2][5]. Group 1: New Store Model - The first Haidilao·Zhenxuan store opened in Beijing's Guomao business district, focusing on Cantonese-style hot pot with high-quality seafood and Wagyu beef [2]. - The store spans over 1,000 square meters but has only 26 tables, featuring a low-key luxury design with independent private rooms and specialized areas for tea and cocktails [5]. - The service staff includes tea and wine sommeliers from Michelin-starred restaurants, with an additional service charge of 10% to 15% [5]. Group 2: Market Response and Strategy - The initial response to the Zhenxuan store has been positive, with full bookings during evening hours since its trial opening on July 8 [9]. - Haidilao aims to cater to high-spending customers by limiting membership benefits at the Zhenxuan store, which only supports points accumulation and does not offer student discounts [5][11]. - The launch of the Zhenxuan store represents Haidilao's first attempt to move upmarket, contrasting with its previous focus on affordable dining options [10]. Group 3: Industry Trends - The hot pot market is experiencing polarization, with mid-to-high-priced establishments gaining traction among consumers seeking quality dining experiences [12]. - The overall hot pot industry in China is projected to grow steadily, with a compound annual growth rate of approximately 6.5% from 2024 to 2029, while the quality hot pot segment is expected to grow at a rate of 7.8% [13]. - Haidilao plans to enhance its restaurant management by allowing more autonomy to frontline staff and introducing various themed dining experiences to meet diverse consumer needs [14].
海底捞,新动作!
中国基金报· 2025-07-29 07:56
Core Viewpoint - Haidilao is testing the high-end market with its new store model, Haidilao · Zhenxuan, which has an average spending of nearly 700 yuan per person, significantly higher than its regular outlets [2][7][10]. Summary by Sections New Store Model - The first Haidilao · Zhenxuan store has opened in Beijing's Guomao business district, focusing on high-quality seafood and Wagyu beef, with a more refined environment and service [4][10]. - The store spans over 1,000 square meters but has only 26 tables, featuring a low-key luxury design with nine private rooms and various dining areas [10][11]. Consumer Response and Market Positioning - Initial consumer feedback has been mixed, with some praising the quality of ingredients and ambiance, while others criticize the service and perceived value compared to regular outlets [11]. - The store has adopted a limited reservation model during its trial phase, which has now transitioned to full operations with high occupancy during dinner hours [11]. Market Trends and Strategic Direction - The launch of the Zhenxuan store reflects a broader trend in the hot pot market towards premiumization, as consumer demand for quality dining experiences increases [12][14]. - The hot pot industry is experiencing polarization, with mid-to-high-end establishments gaining traction among consumers seeking quality and service [14]. - Haidilao plans to diversify its offerings by introducing various themed restaurants and enhancing customer engagement to meet specific dining needs [15].
海底捞的跨界图鉴:火锅局头开始玩转副业
Xi Niu Cai Jing· 2025-07-29 07:45
Core Viewpoint - Haidilao is actively expanding its business lines to seek new growth opportunities amid increasing competition in the hot pot market, which has seen a decline in net store openings [2][3][4]. Group 1: Business Expansion - Haidilao has launched a new self-service hot pot concept called "Juhighao Self-Service Hot Pot" in cities like Changsha, Ningbo, and Nanjing, priced at 59.9 yuan per person, attracting significant consumer interest despite long wait times [2]. - The company has been diversifying its offerings since 2024, introducing new brands in various categories such as spicy hot pot, clay pot dishes, grilled fish, and baking, indicating a strategic move to explore multiple revenue streams [2][4]. - The hot pot market is becoming increasingly competitive, with new brands emerging and traditional restaurant giants entering the space, leading to a challenging environment for established players like Haidilao [3][4]. Group 2: Market Challenges - The hot pot industry has experienced a net decrease of 29,676 stores over the past year, highlighting a trend where the number of closures exceeds openings, which poses a significant challenge for all brands, including Haidilao [3]. - Despite achieving a service volume of 414 million and an average of 303,000 service visits per store in 2024, Haidilao's revenue growth has slowed, with a reported revenue of 42.75 billion yuan, a mere 3.1% increase year-on-year, compared to much higher growth rates in previous years [4][3]. Group 3: Diversification Strategy - Haidilao's diversification strategy includes launching a baking brand "Schwasua," which has seen initial success but faces challenges in maintaining consumer interest and differentiation in a crowded market [5][7]. - The company is also transforming its hot pot restaurants into nightlife venues, offering a broader range of services and products, such as DJ performances and themed food items, to attract a different customer base [5][6]. - The "Red Pomegranate Plan" aims to develop multiple brands and ecosystems with minimal costs, allowing Haidilao to experiment and adapt its offerings based on market feedback [7][9]. Group 4: Future Outlook - While the expansion into new business lines is intended to alleviate growth anxiety, the effectiveness of these initiatives in driving significant revenue growth remains uncertain and will require time to evaluate [8][9]. - The dual nature of expanding into new lines presents both opportunities and challenges, particularly concerning supply chain and operational costs, which could impact the overall success of these ventures [8][9].
海底捞开臻选店,“精致餐饮”需求能否成为“新蓝海”?
Xin Jing Bao· 2025-07-29 06:23
Core Insights - Haidilao's new premium restaurant model, "Zhenxuan," aims to cater to high-end dining experiences, focusing on quality ingredients and a refined atmosphere, with an average customer spend of approximately 500 yuan [1][3][4] - The restaurant has been well-received, maintaining full occupancy during evening hours, indicating strong consumer interest in upscale dining options [1][4] Group 1: Market Trends - There is a growing demand for high-end dining experiences that emphasize quality and personalized service, particularly for celebrations and family gatherings [3][6] - The high-end dining market is undergoing a transformation, moving from traditional business banquets to experiences that emphasize emotional value and quality [8][11] Group 2: Consumer Behavior - A significant portion of consumers (43%) are tightening their spending, while 37% are seeking better value for their money, indicating a shift in consumer spending habits [8][10] - Younger consumers are increasingly prioritizing quality and unique experiences over mere price, suggesting a potential market for premium dining options [8][10] Group 3: Operational Strategy - Haidilao is implementing a refined operational strategy, allowing for differentiated restaurant management to meet diverse consumer needs and preferences [11][13] - The company is expanding its restaurant formats to include themed dining experiences, such as family-oriented and late-night options, to capture a broader customer base [13][11] Group 4: Competitive Landscape - The premium dining sector is becoming more competitive, with brands diversifying their offerings and focusing on unique dining experiences to attract consumers [11][13] - The "fine dining" market is evolving, with a trend towards "scene cultivation," where restaurants are adapting to consumer preferences for personalized and experiential dining [11][13]
2025年中国预制菜企业百强榜发布:广东领跑行业大变革,预制菜进入“规范+创新”新周期!
Zhong Guo Shi Pin Wang· 2025-07-29 02:47
Group 1 - The third China International (Foshan) Prepared Food Industry Conference was held in Foshan, Guangdong, attracting over 1,000 companies and buyers from nearly 40 countries, focusing on high-quality development and innovation in the prepared food industry [1] - The conference featured the release of the "Top 100 Prepared Food Companies in China 2025" by iiMedia Research, providing a benchmark for industry standards [1][5] Group 2 - In March 2024, a joint notice from six departments, including the State Administration for Market Regulation, defined prepared food and implemented stricter regulations, marking a turning point for the industry [2] - The prepared food market growth rate decreased from 33.8% in 2023 to 27.3% in 2024, indicating a shift from quantity expansion to quality selection as low-quality companies exit the market [2] Group 3 - The prepared food market in China reached a scale of 485 billion yuan in 2024, with a projected growth to 749 billion yuan by 2026 [3] - The demand for cold chain logistics in China increased from 302 million tons in 2021 to 365 million tons in 2024, highlighting the importance of supply chain capabilities [4] Group 4 - The "Top 100 Prepared Food Companies" list includes leading brands such as Shuanghui Group, Haidilao, and Wen's Food, with Shuanghui Group scoring 84.36, ranking first [6][7] - The list reflects the dominance of food processing companies, which account for 58% of the industry, indicating a focus on industrial production [16] Group 5 - Guangdong province leads in the prepared food industry, with 21% of the top companies located there, benefiting from a complete industrial chain and innovative product offerings [13] - The industry is characterized by regional clusters, with companies leveraging local resources for differentiated development, such as Hesheng Aquatic Products and Yihua Food [18]
加码高端餐饮, 海底捞全国首家臻选店开业,人均客单价超700元
Zheng Quan Shi Bao Wang· 2025-07-25 09:48
Group 1 - Haidilao is expanding into high-end dining with the launch of its first premium store in Beijing, focusing on high-quality seafood and Wagyu beef [1] - The new store has received positive feedback, with an average customer spending over 700 yuan, and has quickly transitioned from limited reservations to full operations [1] - The store features a luxurious design with independent dining rooms, a tea room, a cocktail area, and a dedicated seafood display section [1] Group 2 - Staff at the premium store have undergone professional etiquette training, with many having experience in Michelin-starred and high-end restaurants [2] - The hot pot industry is experiencing a polarization in pricing, with mid-to-high-end restaurants gaining traction among quality-seeking consumers, which supports Haidilao's strategy [2] - Future plans for the premium store include optimizing the model and gradually introducing services like private chef experiences, with a focus on major cities [2] Group 3 - The restaurant industry is competitive yet full of opportunities, requiring companies to understand consumer needs and refine their strategies [3] - Haidilao aims to communicate with consumers to identify dining preferences and innovate in products, store formats, and services to enhance dining experiences [3]
“替185男乘客抬行李、强制要求穿短裙丝袜”,空姐无法拒绝的「过度服务」比海底捞的还离谱?
3 6 Ke· 2025-07-25 08:18
Core Viewpoint - The movement to allow female flight attendants to wear flat shoes instead of mandatory high heels is seen as a small but significant step towards addressing gender-related issues in the airline industry, although it is not sufficient to resolve the broader challenges faced by female crew members [1][3]. Group 1: Dress Code Changes - In April, a social media campaign led to a significant response, prompting airlines like Spring Airlines to allow female attendants to wear flat shoes during duty [1][6]. - A widely circulated template for improving female flight attendants' dress code includes five key points: freedom to choose between pants and skirts, replacing high heels with professional flat shoes, autonomy in eyewear choices, abolishing mandatory makeup, and eliminating the requirement for stockings [6][10]. - The initial cancellation of the high heel requirement by airlines like Spring Airlines reflects a growing recognition of the safety risks associated with high heels, especially during boarding and emergency situations [10][12]. Group 2: Safety Concerns - High heels pose safety risks for flight attendants, particularly during boarding and emergency evacuations, where the potential for accidents increases [8][10]. - The mandatory wearing of stockings has been criticized for being unsafe, as they are flammable and can pose additional risks during emergencies [10][12]. - The dress code has historically prioritized aesthetics over practicality, with many airlines still enforcing outdated standards that do not align with modern safety protocols [14][19]. Group 3: Gender Dynamics and Service Expectations - Female flight attendants often face unrealistic service expectations, being perceived as "universal service providers" responsible for addressing a wide range of passenger needs, which can lead to overburdening [3][26]. - The industry has a history of sexualizing female flight attendants, with some airlines using their appearance as a marketing tool, which contributes to inappropriate behavior from passengers [17][19]. - The pressure to conform to traditional gender roles in the workplace continues to affect female flight attendants, who often feel compelled to provide excessive service to avoid complaints [26][39]. Group 4: Historical Context and Industry Evolution - The push for change in the airline industry is not new; female flight attendants have historically organized against gender discrimination, leading to significant changes in workplace policies [20][22]. - Despite the increase in workload and responsibilities for flight attendants, the dress code has remained largely unchanged since the 1970s, highlighting a disconnect between evolving job demands and outdated appearance standards [22][24]. - The airline industry is currently facing financial pressures, leading to a focus on cost-cutting measures that often compromise service quality and employee well-being [41][42].