Core Viewpoint - The demand for dining at Haidilao during the 2026 Spring Festival is significantly high, with over 50,000 tables already booked for New Year's Eve, indicating a strong consumer interest in festive dining experiences [5][6][29]. Group 1 - Haidilao has received over 50,000 reservations for New Year's Eve dining, with more than 1,000 locations operating on that day to meet consumer demand [3][5][6]. - The company is expanding its offerings with over ten new stores and diverse dining experiences to cater to the festive season [4][6]. - From the second day of the Lunar New Year, over 1,300 Haidilao locations will resume normal operations, enhancing service availability during the holiday [6][7]. Group 2 - The trend of "reverse reunion" during the Spring Festival is on the rise, with families opting to bring older generations into cities or travel with friends, as evidenced by a significant increase in ticket bookings for this travel style [24][26]. - The demand for local dining experiences during the New Year's Eve is reflected in the high proportion of reservations from local residents, indicating a shift towards family-oriented gatherings [30][31]. - In popular tourist cities, the consumption pattern of celebrating New Year's Eve locally is becoming more pronounced, with many customers choosing to combine travel with family reunions [32][33].

Core Viewpoint - Haidilao has received over 50,000 reservations for dining on New Year's Eve as of February 9, indicating strong demand for group dining during the Spring Festival [1][2]. Group 1: Operational Plans - Over 1,000 Haidilao locations will operate normally on New Year's Eve, with more than 1,200 stores opening on the first day of the Lunar New Year [1][2]. - Starting from the second day of the Lunar New Year, over 1,300 locations will resume regular operations across the country [1][2]. Group 2: New Store Openings - Several new Haidilao stores opened just before the Spring Festival, including the first family-friendly themed store in Beijing and the second pet-friendly themed store in Suzhou [1][2].

Core Insights - The company is experiencing a surge in reservations for Chinese New Year, with over 50,000 tables booked for New Year's Eve across its locations [2][5] - More than 1,000 outlets will remain open on New Year's Eve, and over 1,200 will open on the first day of the new year, indicating a strong commitment to meet customer demand during the festive season [2][8] Group 1: Customer Trends - There is a notable shift in family dining preferences, with many families opting for "reverse reunion" celebrations, bringing parents to urban areas for the holiday [4][5] - The trend of dining out for New Year's Eve is becoming more prominent, especially in popular tourist cities, where customers combine travel with family gatherings [5][6] Group 2: New Offerings - The company has introduced themed dining experiences, such as the "My Little Pony" series, to enhance the festive atmosphere and engage customers of all ages [4][7] - New store formats, including family-friendly and pet-friendly locations, are being launched to cater to diverse customer needs during the holiday season [6][8] Group 3: Operational Strategy - The company is increasing its workforce to ensure high-quality service during the busy holiday period, implementing various recruitment strategies to prepare for the influx of customers [8] - Initiatives such as employee engagement activities and family-oriented programs are being organized to foster a positive work environment and support staff during the festive season [8]

以下文章来源于三联生活实验室 ，作者夏日嬷嬷茶 （ID：ID：LIFELAB2020） 自从中国对韩国开放免签，并增加各种直飞航线后，"华流"便水到渠成地成为韩国互联网的流量密码。 一边，是韩国博主们周末降落贵阳龙洞堡，在群山环绕的都市生活，寻找首尔买不到的松弛感。另一边，则是韩国境内的海底捞，正 以"民间驻韩美食办"的姿态，征服当地小年轻，让还没来中国的韩国人，也能在家门口浅尝一把中式国宴。 "韩国人平时吃七八个小菜配冷碟，就已经算是丰盛的一餐，结果来到海底捞，先是被小料台征服，还没走两步，就被宠溺服务哄到 小脸通红。" 三联生活实验室 . Never Bored 城市Cool Guy生活样本 中式国宴。 作者 / 夏日嬷嬷茶 来源 / 三联生活实验室 有人来中国旅游，被贵阳酸汤锅的无限续菜宠坏，甚至被杭州菜轻易攻陷，回国后自行确诊"中国美食综合征"，据说症状是，梦里都 是麻辣鲜香味儿，醒来只能去海底捞紧急解馋。 如果说以前海底捞在韩国是轻奢饭，那么如今，海底捞在韩国已经成了社交硬通货。韩国人对海底捞的爱，已经演变成一种信仰。以 至于有人说，在女婿群体一直有个不成文的说法，搞定韩国老丈人和丈母娘，只需要一顿 ...

Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong consumer stocks, with notable increases in share prices for companies such as Mengniu Dairy and Sun Art Retail, both rising over 2% [1] - Other companies in the consumer sector, including Haidilao, Zhou Hei Ya, and Bosideng, also experienced share price increases, indicating a positive trend in the market [1]

Market Overview - The Hang Seng Index opened lower but managed to close up by 0.14% [1] - The geopolitical situation remains stable, with Iran set to negotiate nuclear issues with the U.S. on February 6 [1] - Gold and silver prices fell significantly, with silver dropping over 14% and gold falling more than 2% to below $4,900 per ounce [1] International Relations - Russian President Putin plans to visit China in the first half of 2026 following a video call with Chinese leaders [2] - U.S. and Chinese leaders had a positive discussion regarding regional issues and economic cooperation, with a planned visit by Trump to China in April [2] - China has requested state-owned enterprises to pause new investment projects in Panama [2] Technology Sector - Despite declines in U.S. tech stocks, some Chinese tech companies like Naxin Micro (02676) reported strong earnings and plan to raise product prices by 10%-25% [3] - Baidu (09888) announced a stock buyback plan of up to $5 billion and plans to introduce a dividend policy by 2026, leading to a nearly 3% increase in its stock price [3] - Xiaomi (01810) repurchased shares worth HKD 146 million, also seeing a nearly 3% rise [3] - Tencent (00700) is expected to maintain double-digit growth in its gaming business by 2026, with advertising revenue projected to grow around 20% [3] Consumer Sector - Kweichow Moutai (600519.SH) has shown strong performance, boosting consumer valuations [4] - Oriental Selection (01797) surged over 10% due to its unique brand and membership model [4] - Pop Mart (09992) reported significant demand for its new products, with resale prices on secondary markets showing substantial premiums [4] Restaurant Sector - Yum China (09987) reported total revenue of $11.797 billion for 2025, a 4% increase year-on-year, with net profit rising by 2% [5] - Haidilao (06862) is seeing positive impacts from the return of its founder, with plans for expansion and new brand growth [5] - Brainstorm Aurora-B (06681) announced a strategic partnership to promote digital health products in Southeast Asia, with a significant stock price increase of over 15% [6] Energy Sector - The U.S. is experiencing a surge in natural gas power generation capacity, with over 29 GW under construction, but many projects may face delays due to a lack of available gas turbines [7] - Companies like Eagle Precision (01286) and Dongfang Electric (01072) are positioned to benefit from this trend, with expectations of increased demand for gas turbine components [7] Aviation Sector - Cirrus Aircraft (02507) launched the new G3 Vision Jet, enhancing its product line and expected to improve profit margins [8] - The new jet model is designed for private and corporate users, featuring significant upgrades in safety and comfort [8] - Cirrus is projected to deliver approximately 800 aircraft in 2025, with new orders expected to reach around 600 units [9]

港股低开高走，恒生指数收涨0.14%，恒生科技指数涨0.74%。海底捞涨逾4%，联想集团、地平线机器 人、药明康德涨逾3%。 港股低开高走，恒生指数收涨0.14%，恒生科技指数涨0.74%。海底捞涨逾4%，联想集团、地平线机器 人、药明康德涨逾3%。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 海底捞国际控股有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06862 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | 本月底法定 ...

Group 1: Insurance Sector - Insurance stocks are experiencing significant declines, with China Life (02628) down 3.75%, New China Life (01336) down 3.28%, and China Pacific Insurance (02601) down 2.74%. The government plans to issue approximately 200 billion yuan in special bonds to inject capital into major insurance companies, marking the first time this method will be used for insurance firms in China [1] Group 2: Logistics and Delivery - ZTO Express (02057) has seen an increase of over 2.3%. The company estimates that its total revenue for 2025 will be between 48.5 billion yuan and 50 billion yuan, representing a growth of approximately 9.5% to 12.9% compared to 44.2807 billion yuan in 2024 [1] Group 3: Biotechnology - Innovent Biologics (09969) has risen over 4%, with a current increase of 3.25%. The company anticipates achieving revenue of 2.37 billion yuan in 2025, a year-on-year growth of approximately 134%, and expects to turn a profit with a net profit of around 630 million yuan [1] Group 4: Coal Sector - Coal stocks are generally declining, with Yancoal Australia (03668) down 6.63%, Shougang Resources (00639) down 7.83%, and China Shenhua (01088) down 2.47%. This decline follows reports that the Indonesian government has proposed a production cut plan, leading to a 40% to 70% reduction in production quotas for major miners [2] Group 5: Medical Devices - GigaGen (02367) has increased over 8%, currently up 4.11%. The company recently announced that its "recombinant type I α1 collagen and sodium hyaluronate composite solution" has been approved as a medical device, marking a significant milestone as the first product of its kind for improving facial smoothness [2] Group 6: Semiconductor Sector - Semiconductor stocks are all declining, with Hua Hong Semiconductor (01347) down 5.91% and SMIC (00981) down 3.49%. This follows a significant drop in AMD's stock price by 17.31% after its fourth-quarter report indicated that while revenue exceeded expectations, the guidance for the first quarter was below market expectations [3] Group 7: Restaurant Sector - Restaurant stocks are performing well, with Yum China (09987) up 8.41% and Haidilao (06862) up 2.69%. The restaurant industry has shown signs of recovery, with retail sales in the sector growing by 3.8%, 3.2%, and 2.2% year-on-year in the last quarter of 2025, significantly outpacing overall retail growth [3] Group 8: Consumer Goods - Miniso (09896) has risen over 5.1% after announcing its partnership with the Central Radio and Television Station for the 2026 Spring Festival Gala. This collaboration is seen as a significant marketing move to elevate the brand's visibility in the mainstream market [4] Group 9: Gold Sector - Gold stocks are declining, with China Gold International (02099) down 6.8% and Zijin Mining (02899) down 6.29%. Recent volatility in the international gold market has been noted, with expectations that geopolitical tensions and liquidity easing by the Federal Reserve may drive gold prices higher [4] Group 10: Cryptocurrency - Cryptocurrency ETFs and related stocks are continuing to decline, with significant drops in prices, including Bitcoin falling below $72,000 for the first time in 15 months. The price has decreased by over 42% from its peak last October [5] Group 11: US Market Highlights - Boston Scientific (BSX.US) fell 17.59% after providing lower-than-expected guidance for fiscal year 2026. The company expects adjusted earnings per share to be between $3.43 and $3.49, slightly below analyst expectations [6] - Solar stocks surged, with Enphase Energy (ENPH.US) rising 38.6% following reports of interest from Elon Musk's teams in the Chinese solar supply chain [6]

2月5日，春节假期临近，港股市场餐饮股逆势上涨，其中，百胜中国涨超7%，翠华控股涨超4%，九毛九、海底捞涨近 4%，上海小南国涨近3%。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 09987 | 百胜中国 | 7.14% | 420.400 | 1489.57亿 | 14.05% | | 01314 | 翠华控股 | 4.29% | 0.170 | 2.4 Z | 6.25% | | 09922 | 九毛九 | 3.74% | 2.220 | 30.9亿 | 24.02% | | 06862 | 海底捞 | 3.72% | 16.990 | 947.02 Z | 19.23% | | 03666 | 上海小南国 | 2.86% | 0.036 | 9560.29万 | -5.26% | | 00341 | 大家乐集团 | 1.71% | 4.750 | 27.55 Z | -3.46% | | 009999 | 小菜园 | 1.6 ...