海底捞火锅上海人民广场店经理胡先生表示，"五一"假期前两日接待量较清明假期上升30%，因门店临 近步行街、外滩、上海博物馆等著名旅游景点，游客占比达到了80%，其中约有两成为入境游的外籍客 人。门店晚市的等位高峰从下午5点开始，会持续到晚上9点半。 随着过境免签政策优化，越来越多境外游客来到成都旅行，丰富多样的美食尤其受青睐。 2025年"五一"假期期间，旅游度假、探亲等需求高度叠加，"味蕾游""露营游""古迹游"丰富了游客的假 日体验，也显著拉动了多地餐饮消费。 记者从海底捞方面获悉，"五一"期间，全国海底捞火锅门店普遍迎来客流高峰。北京、上海、杭州、广 州、成都等城市的门店迎来较高客流，其中，位于西湖边的海底捞火锅杭州工联CC店连续4天翻台率超 过11轮，最高突破12轮，位居假期全国门店翻台率榜首。 海底捞方面表示，在上海地区，"五一"假期叠加"五五购物节"，带动了商圈内餐饮门店的客流增长。同 时，大量的海外游客也热衷于来海底捞体验火锅美食。 位于静安大悦城（000031）、世茂广场的两家海底捞火锅门店迎来了今年客流接待量的新高。海底捞大 悦城、世茂广场双管店长郭先生介绍，"商场在假期推出了很多满减活动， ...

五一假期，北京、上海、杭州、广州、成都等城市的海底捞火锅店普遍迎来较高客流，其中位于西湖边 的海底捞火锅杭州工联CC店连续4天翻台率超过11轮，最高突破12轮，位居假期全国门店翻台率榜首。 ...

Core Viewpoint - The Chinese restaurant industry is experiencing a notable recovery driven by a shift in policy focus towards expanding domestic demand, with significant growth in consumer confidence and spending observed in the first quarter of 2024 [1][2]. Group 1: Market Performance - The Hong Kong restaurant index has rebounded over 20% since April 22, reaching around 787 points, with several restaurant companies like Xiaobai Xiaobai and Jiumaojiu showing positive performance [1]. - In Q1 2024, the offline consumption heat index increased by 14.2% year-on-year, with the dining sector growing by 14.5% [1]. - The overall revenue of the domestic restaurant industry in 2024 is projected to reach 55,718 billion yuan, marking a 5.3% increase compared to the previous year [2]. Group 2: Revenue and Profit Growth - The restaurant sector has shown double-digit growth in both revenue and profit, with 17 listed restaurant companies reporting an 11% increase in revenue and a 10% increase in profit for 2024 [5][6]. - The coffee and tea segment leads in revenue growth at 22.5%, while traditional Chinese dining (excluding hot pot) and fast food show growth rates of 6.3% and 5.6%, respectively [7]. Group 3: Store Expansion and Market Dynamics - The total number of restaurant stores increased by 20% in 2024, reaching 133,549, with coffee and tea stores growing by 24% [9][11]. - The closure rate of restaurants has risen to 61.2%, indicating a significant industry reshuffle [5]. - The trend of down-market expansion is evident, with 52% of restaurant stores located in third-tier cities and below [13]. Group 4: Strategic Adjustments and Innovations - Companies like Haidilao are adopting franchise models to penetrate lower-tier markets, with over 70% of franchise applications coming from these areas [14]. - New business models are being explored, such as Kudi Coffee's convenience store concept and Guoquan's community kitchen strategy [15]. - The restaurant sector is expected to stabilize in Q2 2025, with a potential recovery in valuation and fundamentals as seasonal demand increases [16].

Group 1 - The tourism market in Beijing is experiencing a surge during the "May Day" holiday, with traditional brands and popular restaurants seeing a peak in consumer activity [1][6] - The restaurant chain Haidilao has introduced new seasonal dishes, leading to increased customer traffic and reservations, with over 25,000 tables booked for the first day of the holiday [6][4] - The reopening of the traditional restaurant Meiwai Zhai has attracted many returning customers, with the establishment adding over 50 new dishes after renovations [6][4] Group 2 - Outdoor activities like camping have become popular, with areas like Mentougou and Miyun seeing increased visits, and Haidilao's camping hotpot location reporting a significant rise in customer flow [4][6] - Other traditional restaurants such as Quanjude and Bianyi Fang also reported high customer turnout during the holiday, appealing to both local and foreign tourists [6][1] - The overall increase in customer reservations and foot traffic indicates a robust recovery in the dining and tourism sectors in Beijing [6][1]

Group 1: Holiday Economic Boost - The "May Day" holiday has led to a peak in tourism and dining consumption in the domestic market, driven by consumption vouchers, entertainment activities, and diverse business formats [1] - The third round of "Le Pin Shanghai" dining consumption vouchers has been issued, promoting consumer spending during the holiday [2] Group 2: Restaurant Traffic Surge - On May 1, restaurants in Shanghai experienced high customer traffic, with some brands requiring a wait of 30 minutes to 1 hour [2] - The reception volume in the first two days of the holiday increased by 30% compared to the Qingming Festival, with 80% of customers being tourists, including a significant portion of foreign visitors [2] Group 3: Night Economy and Events - The ongoing popularity of Shanghai's "performance economy" has boosted night tourism and entertainment consumption, with various concerts and events taking place during the holiday [4] - Sea底捞 has introduced personalized dining and booking services for concert-goers, resulting in a 50% to 100% increase in late-night customer traffic during concert events [4] Group 4: Outdoor and Home Consumption Trends - The holiday has also seen a rise in outdoor activities like camping, leading to increased sales of barbecue ingredients and portable food items, with a projected sales growth of over 200% for barbecue products [4] - Despite the travel surge, some consumers opted to stay home, resulting in a significant increase in sales of quick meals and healthy snacks, with certain popular dishes expected to double in sales during the holiday [5]

Core Perspective - The article highlights the growing global influence of Sichuan cuisine, emphasizing its unique flavors and the recent legislative efforts in Sichuan to support the industry through regulation and cultural preservation [1][5][10]. Industry Development - Sichuan cuisine has become a significant industry in China, with over 320,000 restaurants nationwide and a city coverage rate of 92.2%, leading among various Chinese cuisines [5]. - The projected revenue for Sichuan's restaurant industry in 2024 is 384.6 billion yuan, reflecting a year-on-year growth of 6.9% [5]. - The first Sichuan restaurant opened overseas 45 years ago, marking the beginning of its international presence, which now includes approximately 70,000 Sichuan restaurants in over 180 countries [4]. Legislative Support - A new local regulation aimed at promoting the Sichuan cuisine industry took effect on May 1, focusing on industry promotion, talent cultivation, and cultural transmission [1][5]. - The regulation consists of 29 articles addressing various aspects, including departmental coordination, talent supply, cultural heritage, and support for industry development [8][10]. - The legislation aims to enhance the standardization and collaboration within the industry, addressing challenges such as insufficient standardization and lack of cooperation among upstream and downstream enterprises [5][10]. Global Expansion - Sichuan cuisine is increasingly recognized worldwide, with notable examples like Haidilao hot pot expanding to 14 countries and regions, with 122 restaurants [4]. - The brand Haidilao is adapting its offerings to local tastes, such as introducing "spicy milk pot" in Singapore and "satay pot" in Malaysia, which has led to a growing acceptance of Sichuan flavors among local consumers [4][10]. Cultural Preservation - Concerns about the preservation of traditional cooking techniques have been raised, prompting the inclusion of traditional skills in the legislative framework [8]. - The regulation proposes the establishment of a cultural resource database and a directory of signature dishes to protect Sichuan's culinary heritage [8][10]. Agricultural Integration - The Sichuan cuisine industry is encouraged to collaborate with new agricultural entities to enhance the quality of ingredients, benefiting both farmers and businesses [12]. - The integration of local agricultural products, such as organic bamboo shoots, is highlighted as a successful model for sustainable sourcing [12][14].

以下文章来源于e公司 ，作者证券时报 曹晨 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 "五一"假期临近，大众出游热情不断升温，消费市场即将迎 来高峰。 同时，各地纷纷加大餐饮文旅等消费券发放力度，为假日经济注入更强活力。 中国旅游研究院规划与休闲研究所所长吴丰林接受证券时报·e公司记者采访时表示，各地发放文旅餐饮消费券，对引领餐饮消费、释放餐饮需求、活跃餐饮 市场具有积极意义。 "美食旅游在国民旅游休闲中的比重日益提高的背景下，发放消费券等形式，更多是助力了需求与供给之间的联系，地方美食旅游的长 远和高质量发展，根本的还需在美食供给的品类、品质、特色、文化上做文章，并营造主客共享的消费氛围和空间。" 假日消费市场即将迎来高峰 据央视新闻最新消息，本周以来，线上酒店搜索量、机票搜索量大幅上升，也标志着"五一"假期的预订高峰已经到来。 数据显示，截至目前，"五一"假期 境内游的预订人次较去年同期增长超过100％。此外 ...

Core Viewpoint - The rise of wild vegetable hotpot reflects a growing consumer trend towards health-conscious eating, driven by nostalgia for natural and local ingredients, and the need for differentiation in a competitive market [30][31][36]. Group 1: Market Trends - Wild vegetable hotpot has gained popularity, with significant attention on social media platforms like Xiaohongshu and Douyin, where related content has seen substantial growth [3][5][30]. - The search volume for "wild vegetables" has increased dramatically, with a reported 23-fold rise since March 2025, indicating a strong consumer interest [5][30]. - The trend is characterized by low-cost offerings, with many hotpot restaurants providing unlimited wild vegetable options at prices ranging from 10 to 18 yuan per person [19][30]. Group 2: Health Consciousness - Increasing health awareness among consumers has led to a shift away from heavy, oily hotpot bases, with a 120% rise in high uric acid detection rates among the 18-35 age group over five years [31][32]. - Wild vegetables are perceived as healthier alternatives, often marketed for their natural growth and nutritional benefits, such as higher calcium content compared to milk [32][33]. - The demand for low-calorie and health-oriented hotpot options has surged, with a 23% increase in interest for low-fat bases among younger consumers [31][32]. Group 3: Industry Competition - The hotpot industry is experiencing intense competition, with over 520,000 establishments nationwide, leading to a net decrease of about 10,000 outlets in the past year [34][36]. - To combat homogenization, brands are innovating with wild vegetables as a key ingredient, enhancing their menu offerings and profit margins, with wild vegetables yielding a gross margin of 60-80% [36][37]. - Major chains like Haidilao and Banu have introduced new wild vegetable dishes, reflecting a broader trend of incorporating unique ingredients to attract customers [28][29][36]. Group 4: Cultural Nostalgia - The popularity of wild vegetables is also tied to a collective nostalgia among urban consumers for traditional, rustic flavors, as urbanization has distanced them from their rural roots [30][37]. - The emotional appeal of consuming wild vegetables is significant, as it allows consumers to reconnect with their childhood memories and the simplicity of nature [30][37]. - The surge in orders for wild vegetable hotpot has been notable, with a 179% increase reported, particularly among the Z generation and older consumers [30][37]. Group 5: Policy Support - Government initiatives, such as the development plan for wild vegetable industries in Guizhou, aim to establish large-scale production bases, enhancing supply chain stability [38][39]. - Local governments are integrating wild vegetables into rural revitalization strategies, promoting economic growth through agricultural and tourism synergies [39]. Group 6: Broader Market Opportunities - Beyond hotpot, various restaurant types are exploring wild vegetables, with establishments in Yunnan and Chengdu featuring them prominently in their menus [40][41]. - New product lines, such as wild vegetable dumplings and teas, are emerging, indicating a growing market for wild vegetable-based offerings across different food categories [41][42].

Core Viewpoint - The article discusses the dynamics of online disputes, categorizing them into three main causes: interest-based arguments, profit-related conflicts, and ideological disagreements. It emphasizes the importance of addressing profit-related issues promptly to mitigate crises faced by companies [2][10][41]. Group 1: Interest-Based Arguments - Interest-based disputes often arise from personal preferences, such as sports teams or food tastes, and tend to be less harmful. However, when these interests evolve into a form of fanaticism, they can lead to significant consequences for brands [4][6][8]. - The article highlights the distinction between casual interest disputes and those that escalate into more serious conflicts, particularly in the context of brand loyalty and fan culture [9][42]. Group 2: Profit-Related Conflicts - Profit-related disputes are identified as a central issue for companies, where the public feels their interests are compromised. Companies must provide compensation to address these grievances effectively [11][39]. - The concept of "sliding and kneeling" is introduced, where companies must act quickly (sliding) and provide tangible compensation (kneeling) to resolve crises. This approach is crucial for maintaining public trust [16][17][26]. - The article provides examples from Haidilao's crisis management, illustrating how timely apologies and corrective measures can mitigate damage. In the 2017 "mouse incident," Haidilao's prompt response was praised, while the 2025 "urine incident" required more extensive compensation to regain customer trust [19][25][30]. Group 3: Ideological Disagreements - Ideological disputes are more complex and often unresolvable, as they stem from deep-seated beliefs rather than interests or profits. Companies facing such conflicts may need to endure the backlash without expecting a resolution [41][42]. - The article cautions companies to be wary of engaging in ideological narratives, as these can lead to significant reputational risks and are often beyond their control [45].

记者4月29日从公司获悉，海底捞后台数据显示，"五一"假期期间的用餐预订单量正在快速上升。截至4 月28日，全国门店已接到假期首日预订超2.5万桌。(人民财讯) ...