HAIDILAO(HK:06862) Cai Jing Wang·2025-10-09 20:33Core Insights - During the Mid-Autumn Festival and National Day holiday in 2025, Haidilao's customer traffic remained high, with over 1.8 million customers served on October 6, representing a year-on-year increase of approximately 5% compared to the previous year [1] Group 1: Customer Traffic and Performance - Popular tourist cities such as Hangzhou, Changsha, and Guangzhou saw significant customer traffic at Haidilao locations [1] - The Haidilao restaurant in Hangzhou's West Lake area set multiple customer traffic records during the holiday, achieving a table turnover rate exceeding 13 times on October 4 and 5, with a single-day peak of over 2,800 customers [1] Group 2: Product Consumption and Upgrades - The average daily consumption of fresh beef during the first seven days of the National Day holiday exceeded 35 tons, doubling compared to the previous week [1] - Many Haidilao locations have been upgraded to "Haidilao Fresh Cut Workshop," leading to a continuous increase in the popularity of fresh-cut meat products [1] - As of the end of September 2025, over 100 standard theme stores focusing on fresh-cut and live products have been opened, offering a variety of items including fresh-cut beef, live seafood, fresh-cut lamb, fresh-cut crispy fish, and fresh-cut black pork [1]