海底捞开臻选店，“精致餐饮”需求能否成为“新蓝海”？

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]