HAIDILAO(HK:06862) Zhi Tong Cai Jing·2025-08-25 10:54Group 1 - The core viewpoint of the articles highlights Haidilao's financial performance for the six months ending June 30, 2025, with a revenue of 20.703 billion RMB and a net profit attributable to shareholders of 1.759 billion RMB, indicating a strong operational performance despite market challenges [1][2] - The takeaway from the revenue breakdown shows that the takeaway business revenue increased by 59.6% from 581 million RMB to 928 million RMB, driven by the rapid growth of the "one-person meal" premium fast food segment [1] - The company operates a total of 1,363 restaurants, with 1,299 self-operated in mainland China, 23 in Hong Kong, Macau, and Taiwan, and 41 franchised locations, reflecting a robust expansion strategy [1] Group 2 - The overall table turnover rate for self-operated Haidilao restaurants was 3.8 times per day, with a total customer reception of 190 million, although there was a decline in turnover rate and customer flow due to intensified market competition and changing consumer demands [2] - Revenue from Haidilao restaurants accounted for 89.8% of total revenue at 18.580 billion RMB, while other restaurant revenues, including "Yuanqing BBQ," reached 597 million RMB, marking a significant year-on-year growth of 227.0% [2] - The company is committed to improving performance through the implementation of the "Woodpecker Plan" and "Pomegranate Plan," alongside the application of new technologies to adjust organizational structure [2]