本文源自：金融界AI电报 阿里健康涨18.960%，海底捞涨9.154%，农夫山泉涨6.023%，阿里巴巴-W涨5.691%，哔哩哔哩-W涨 5.135%，快手-W涨4.461%，华虹半导体涨4.292%。 ...

Group 1 - The core point of the news is the significant management restructuring at Haidilao, with founder Zhang Yong returning as CEO after four years, signaling a strategic shift and brand transformation [1][3] - The board adjustments include the appointment of four young executives, Li Nana, Zhu Yinhua, Jiao Defeng, and Zhu Xuanyi, who have extensive experience within the company, indicating a focus on nurturing a new generation of management [3][4] - Zhang Yong's return is seen as a move to enhance strategic focus and decision-making efficiency amid increasing competition and market fragmentation, marking a transition from an exploratory phase to a deeper strategic development phase [4][5] Group 2 - The "Pomegranate Plan," initiated in August 2024, aims to incubate new restaurant brands internally and has already led to the creation of 14 new brands, with 126 stores generating revenue of 597 million yuan, a 227% year-on-year increase [4][5] - The restructuring is expected to align strategic leadership with resource allocation, enhancing the execution of innovative plans and supporting long-term growth objectives for the company [5]

1月13日，海底捞发布执行董事及首席执行官变更及委任提名委员会成员的公告。当中披露，因服务于公司战略发展 的董事会组成及角色调整，自2026年1月13日起，苟轶群辞任公司执行董事及首席执行官，宋青辞任公司执行董事及 提名委员会成员，高洁辞任公司执行董事。相关人员辞任后，将继续在集团担任重要管理职能。 其中，苟轶群辞任首席执行官职务后，将在集团统筹推动管理流程的智能化与自动化规划，推动运营模式升级和智能 中台建设，提升组织管理效率与决策效能；宋青将继续担任集团产品委员会主任一职。 （企业公告） 公告同时显示，基于对本公司管理层安排的整体调整及综合考量，董事会主席兼执行董事张勇亦已获委任为本公司首 席执行官，自 2026 年1月13日起生效。同时，李娜娜获委任为公司提名委员会成员，自 2026 年1月13日起生效。 从新任四位董事的履历来看，四位新董事均长期在海底捞体系内成长，分别来自区域运营管理、产品与供应链管理及 集团战略支持等不同岗位，具有较为完整的一线经营与管理经验，在门店运营、区域管理及产品创新等具体业务中深 耕多年。 随着新董事加入，海底捞董事会成员结构在性别构成与年龄层次上呈现出更为多元化的特征。董 ...

Core Viewpoint - The return of founder Zhang Yong as CEO of Haidilao is seen as a strategic move to navigate the company out of its current transformation challenges, following a series of leadership changes and operational adjustments over the past few years [1][12]. Leadership Changes - Haidilao has experienced frequent leadership changes, with Zhang Yong returning after four years, marking the third CEO change in recent years, indicating a need for alignment with the company's evolving strategic requirements [2][12]. - The previous CEOs, including Yang Lijuan and Gou Yiqun, were all part of the founding team, reflecting a strong internal leadership pipeline [2][3]. Operational Challenges and Strategies - The company faced significant operational challenges, including a historic loss of 4.16 billion RMB in 2021 due to aggressive expansion, leading to the implementation of the "Woodpecker Plan" to close underperforming stores [3][4]. - Yang Lijuan's leadership saw the closure of 276 restaurants in 2021, with subsequent years showing a reduction in closures, indicating effective strategic adjustments [3][4]. Financial Performance - In 2023, Haidilao achieved record revenues of 41.453 billion RMB and a net profit of 4.495 billion RMB, with significant growth compared to 2019 [4]. - Despite growth in key metrics, the average customer spending in 2023 declined from 103.2 RMB to 97.3 RMB, reflecting broader consumer spending trends [4][13]. New Strategic Initiatives - The "Pomegranate Plan" was initiated to diversify the business model and mitigate risks associated with the main brand's performance, with a focus on developing new restaurant brands [8][12]. - By the end of 2024, Haidilao had established 11 new restaurant brands, contributing 4.83 million RMB in revenue, although this still represented a small portion of overall revenue [12][13]. Market Response - Following the announcement of Zhang Yong's return, Haidilao's stock price surged over 10%, indicating positive market sentiment towards the leadership change [15].

海底捞创始人张勇于2026年初重新担任公司首席执行官，这一人事变动发生在其交棒约四年之后，且正值海底捞业绩承压之际。财报显示，2025年上半年， 海底捞营收与净利润分别同比下降3.7%和13.7%，利润下滑主要归因于翻台率的降低，加之在产品与场景等创新模式上的探索尚处投入与磨合阶段。尽管海 底捞推出了孵化多品牌的"红石榴计划"寻求第二增长曲线，但短期成效尚未能扭转大局。张勇此次回归，被外界视为一次"救火队长"式的临危受命。然而， 纵观商业史，创始人重新出山执掌公司的故事屡见不鲜，其结果却成败参半，这些先例可以为我们观察海底捞的未来提供参照。 | | | 2025 | | --- | --- | --- | | | | 2025年 | | Revenue | 收入 | 20,703,294 | | Profit before tax | 除税前溢利 | 2,626,953 | | Profit for the period | 期内溢利 | 1,754,576 | | Profit attributable to: | 以下人士應佔溢利: | | | - Owners of the Company | 一本公司 ...

来源：环球网 【环球网消费综合报道】1月13日晚间，火锅连锁企业海底捞在港交所发布重磅人事变动公告。公司创 始人张勇重新出任首席执行官（CEO），接替自2024年6月起任职的苟轶群。与此同时，苟轶群、宋青 及高洁辞任相关职务，而李娜娜、朱银花、焦德凤及朱轩宜四位来自海底捞体系内部的资深管理者被新 任为执行董事。这一系列高层调整标志着在经历管理层更迭后，张勇这位核心创始人正式回归经营一 线，意在带领海底捞应对行业挑战并加速多元化战略落地。 根据公告披露，此次新上任的四位执行董事均为海底捞"内生"培养的干部，履历涵盖区域运营管理、产 品与供应链管理以及集团战略支持等关键板块。她们在门店运营、区域管理及产品创新等具体业务领域 深耕多年，具备完整的一线经营与管理经验。这一人事安排显示出海底捞在推动组织年轻化和专业化方 面的持续努力，也为张勇的回归提供了强有力的执行层支撑。 事实上，张勇的"出山"并非偶然。早在2018年，张勇曾担任首席执行官，后于2022年3月卸任，交棒 给"最牛服务员"杨利娟，并由其推动"啄木鸟计划"以关停表现不佳的门店。然而，随着外部环境的变 化，海底捞正进入关键的"二次创业"期。自2024年起， ...

Flash | 13 Jan 2026 10:54:08 ET │ 10 pages Haidilao International Holding Ltd (6862.HK) Positive on the founder's return as new CEO; Top Buy in China Consumer Sector CITI'S TAKE After market close today (Jan 13), Haidilao (HDL) announced the high- profile return of its founder and Chairman (Mr. ZHANG Yong) as its new CEO effective from Jan 13. In China Consumer space, we see the founder's return to CEO posts a strong signal of enhanced execution and a leading indicator of growth re-acceleration (like the ca ...

Core Viewpoint - The founder of Haidilao, Zhang Yong, has resumed the role of CEO after nearly four years, indicating a strategic shift in the company's management and direction [1][3]. Management Changes - On January 13, Haidilao announced the resignation of Guo Yiqun as CEO and the appointment of Zhang Yong as the new CEO, reflecting adjustments in the board's composition and roles to align with the company's strategic development [1][3]. - Zhang Yong had previously stepped down as CEO in March 2022, with a planned retirement timeline of 10-15 years, but his departure occurred earlier than expected amid significant operational adjustments [3][4]. - During Zhang Yong's absence, Yang Lijuan served as CEO for 28 months, successfully turning the company from a loss to profitability, with significant revenue and net profit growth in 2023 [4]. Financial Performance - Under Guo Yiqun's leadership, Haidilao experienced a slowdown in growth, with a reported revenue decline of 3.66% to 20.7 billion yuan and a net profit drop of 13.72% to 1.759 billion yuan for the first half of 2025 [4]. - The number of stores also decreased by 5 to 1,363 compared to the end of 2024, indicating challenges in maintaining operational expansion [4]. Strategic Initiatives - Zhang Yong's return is linked to the "Red Pomegranate Plan," aimed at fostering new restaurant brands and driving innovation in the food service sector [5][6]. - As of June 2025, Haidilao operates 14 restaurant brands with a total of 126 locations, including new concepts like "Yanjing Barbecue" and "Miao Shixiong Iron Pot Stew" [6]. - The company is focusing on enhancing its secondary brands as the main brand faces growth limitations [6]. Board Composition - The board has undergone significant changes, with the resignation of several members and the appointment of four new female executive directors aged between 35 and 44, bringing fresh perspectives and experiences from various operational roles [8]. - The new board members are expected to enhance the company's governance and operational efficiency, aligning with the strategic direction for future growth [8].

1月13日晚，海底捞（06862.HK）发布公告，披露一系列重要人事变动。自2026年1月13日起，苟轶群 辞任海底捞执行董事及首席执行官（CEO），由公司董事会主席兼执行董事张勇接任。同时，宋青辞任 公司执行董事及提名委员会成员，高洁辞任本公司执行董事。 此番调整后，海底捞董事会成员结构在性别与年龄分布上更趋多元。海底捞在公告中表示，考虑到公司 的战略方向及未来发展需要，董事会认为委任新董事将会带来新视野和新动力，提升董事会效率，有助 于公司维持高标准的企业治理。 据智通财经报道，本次张勇重新担任CEO，或与他未来要主抓的"红石榴计划"有关。 "红石榴计划"是海底捞在2024年8月推出的多品牌孵化战略。2025年半年报显示，自"红石榴计划"启动 以来，海底捞已成功孵化包括"焰请烤肉铺子""小嗨爱炸"在内的14个餐饮品牌，"其他餐厅收入"达5.97 亿元（同比增长227.0%）。截至2025年6月末，"红石榴计划"旗下品牌门店数量达126家。 业绩方面，2020年-2024年，海底捞分别实现营收286.14亿元、411.12亿元、310.39亿元、414.53亿元和 427.55亿元，分别同比增长7.75%、 ...

Group 1 - The Hang Seng Index rose by 0.92%, gaining 245 points to reach 27,094 points, while the Hang Seng Tech Index increased by 1.54% [1] - Zhipu Technology (02513) surged over 16% after launching the first domestic chip training multimodal SOTA model in collaboration with Huawei [1] - Alibaba (09988) saw a rise of over 5% as it announced a significant increase in capital expenditure for Alibaba Cloud, with expectations of resilient profitability [1] - Alibaba Health (00241) increased by over 15% after the exclusive launch of Beimei Jing® and receiving the first overseas drug price certification [1] - Yidu Tech (02158) rose over 9% after winning first place in a smart healthcare innovation competition, showcasing its strong AI capabilities [1] - Tongdao Recruitment (06100) jumped over 10% due to market reassessment of its AI strategy and solid financials [1] - Baiaosaitu-B (02315) increased by over 6% after localizing its AI-driven antibody drug development platform [1] - Maifushi (02556) rose over 8%, with its stock price nearly doubling in three weeks after launching the GEO intelligent assistant [1] - MicroPort Scientific-B (02252) increased by over 8%, as the surgical robot industry is expected to enter a commercialization and policy acceleration phase [1] Group 2 - Hua Hong Semiconductor (01347) rose over 5% as Goldman Sachs noted that high capacity utilization supports product mix optimization and price increases [2] - Restaurant stocks led the gains, with expectations that most leading restaurant brands will see a recovery in customer traffic, leading to more rational competition [2] - Haidilao (06862) increased by 7%, while Jiumaojiu (09922) rose by over 5% [2] - Qiutai Technology (01478) surged by 13% after announcing a profit warning, projecting a 400% to 450% year-on-year increase in comprehensive profit for 2025 [2]