Group 1 - The Chinese hot pot market is experiencing an unprecedented crisis, characterized by a fierce price war among major players [1] - Haidilao's average customer spending has decreased from 103 yuan to 97.5 yuan, while Nan Hot Pot's average price has dropped to 70 yuan, and Banlu's average spending has fallen from 150 yuan to 138 yuan [1] - Despite the aggressive pricing strategies, the performance metrics such as revenue, profit, and table turnover rate for Haidilao are all declining, with its stock price down to one-fifth of its peak [1] Group 2 - Coucou has closed 73 stores in a year, while Xiaobai Xiaobai has shut down 138 locations, leading to a significant drop in their stock prices [1] - Nan Hot Pot has closed 57 stores in the first five months of this year, with the lowest daily revenue per store reported at 1,800 yuan [1] - The hot pot segment, once a dominant force in China's dining industry, is now facing severe challenges and potential instability [1]
一年倒闭30万家,中国火锅大逃杀?
Hu Xiu·2025-09-12 01:06