YUM CHINA(US:YUMC) Zheng Quan Shi Bao Wang·2025-12-29 12:45Core Insights - The demand for dining out on New Year's Eve is increasing, with popular restaurants experiencing high reservation rates, while a trend of "home celebration with takeout" is emerging among younger consumers [1][2] Group 1: Consumer Trends - A significant number of consumers are opting for "宅家跨年" (home celebration) by ordering takeout to avoid long queues at restaurants, seeking a similar dining experience at home [1][2] - The trend reflects a desire for comfort, quality, and personalization in holiday experiences among consumers [2] Group 2: Company Initiatives - Dazhong Dianping's "Quality Takeout" has launched a "New Year Special Plan," offering 45 million large consumption vouchers and exclusive "must-eat" packages from over 100,000 high-rated restaurants nationwide [1][2] - The platform aims to alleviate the operational pressure on high-end restaurants during peak holiday periods while expanding online service capabilities [2] Group 3: Future Plans - Dazhong Dianping plans to continue developing refined, multi-scenario services and invite more high-rated restaurants to join its platform, enhancing the overall dining experience for consumers [3]