海底捞上半年营收超207亿元，外卖业务增长近六成

Core Insights - Haidilao International Holding Ltd reported a revenue of 20.703 billion yuan and a net profit of 1.755 billion yuan for the first half of 2025, with a core operating profit of 2.408 billion yuan [1] - The total number of customers served by Haidilao in the first half of 2025 was nearly 190 million, with an overall table turnover rate of 3.8 times per day [1] - The company faced a decline in table turnover and customer flow due to intensified competition in the dining market and changing consumer demands [1] Financial Performance - Haidilao's revenue for the first half of 2025 was 20.703 billion yuan, with a net profit of 1.755 billion yuan and a core operating profit of 2.408 billion yuan [1] - The company reported a nearly 60% growth in its takeaway business during the same period [2] Restaurant Operations - As of June 30, 2025, Haidilao operated a total of 1,363 restaurants, including 1,299 in mainland China, 23 in Hong Kong, Macau, and Taiwan, and 41 franchised restaurants [1] - The company opened 25 self-operated restaurants and 3 franchised restaurants in the first half of 2025, while also closing underperforming locations as part of its "Woodpecker Plan" [1] Innovation and Consumer Engagement - Haidilao is focusing on diverse consumer scenarios by creating themed restaurants such as "Fresh Cut Workshop" and night snack venues to cater to varied consumer needs [2] - The "One-Person Meal" takeaway option has rapidly gained popularity, contributing over 55% of the takeaway revenue in the first half of 2025 [2] Brand Expansion - In addition to its core hotpot business, Haidilao operates 14 other restaurant brands, with "Yanjing Barbecue" opening 46 new locations, bringing its total to 70 [2] - Revenue from other restaurant brands reached 597 million yuan, marking a year-on-year increase of 227% [2]