HAIDILAO(HK:06862) Jin Rong Jie·2025-12-12 03:08Core Viewpoint - Haidilao's stock price increased by over 4% during trading, currently at HKD 14.55, with a trading volume of HKD 329 million [1] Group 1: New Store Launch - Haidilao's new "Dapaidang" hotpot restaurant has entered the internal testing phase in Guangzhou [1] - The first store is located on the 4th floor of Wanda Plaza in Panyu, Guangzhou, featuring a fresh market concept integrated into the hotpot dining experience [1] - Future expansions of the Dapaidang hotpot will occur in cities such as Qingdao, Shanghai, Wuhan, Hangzhou, and Nanning, with a focus on local consumer preferences for diverse and differentiated styles [1] Group 2: Business Development - Since the launch of the "Pomegranate Plan," Haidilao has incubated 14 restaurant brands, including "Yanquan Barbecue" and "Xiao Hai Ai Zha" [1] - As of June 30, 2025, there are 126 stores under the "Pomegranate Plan," with "other restaurant revenue" reaching CNY 597 million, a year-on-year increase of 227% [1] - Research indicates that consumers are increasingly valuing the dining experience, focusing on "smoky atmosphere," "relaxation," and emotional value during meals, leading them to prefer fresh and live cooking experiences [1]