海底捞上半年收入净利润均下滑 ，海底捞发力外卖业务和第二品牌

Core Viewpoint - Haidilao's revenue and net profit declined in the first half of 2025, prompting the company to focus on its takeaway business and second brand to drive growth [1][2] Group 1: Financial Performance - In the first half of 2025, Haidilao reported a revenue of 20.703 billion yuan, a year-on-year decrease of 3.7% [1] - The net profit for the same period was 1.755 billion yuan, down 13.7% compared to the previous year [1] - The total number of restaurants operated by Haidilao decreased by 21 compared to the same period last year, totaling 1,363 restaurants [1] Group 2: Restaurant Operations - The overall table turnover rate for self-operated restaurants was 3.8 times per day, down from 4.2 times per day in the previous year [1] - The decline in table turnover rate and customer traffic was attributed to intensified competition in the dining market and changes in consumer demand [1] Group 3: Takeaway Business - Haidilao's takeaway business saw a nearly 60% increase in revenue during the first half of 2025 [2] - The "one-person meal" concept, particularly the "side dish hot pot" takeaway, contributed over 55% of the takeaway revenue [2] - New takeaway product categories, such as mixed rice and self-made beverages, are currently being tested [2]