HAIDILAO(HK:06862) Nan Fang Nong Cun Bao·2025-12-30 10:33Core Insights - The dining consumption for New Year's Eve is experiencing a surge, with Haidilao receiving over 400,000 table reservations for December 31 and January 1 as of December 25 [4][14]. Group 1: Reservation Trends - The reservation heat for New Year's Eve dining has started to rise early, with reports indicating that many Haidilao locations are fully booked [3][7]. - Major cities such as Xi'an, Chengdu, Shanghai, Guangzhou, Zhengzhou, Hangzhou, and Wuhan are seeing significant increases in Haidilao's reservation numbers [10][12]. Group 2: Consumer Behavior - Fire pot dining has become a popular choice among young people for New Year's celebrations [6]. - The demand for dining during the New Year period is being driven by various factors, including lower temperatures and multiple festive occasions like Christmas and New Year's Eve [16][19]. Group 3: Innovative Dining Experiences - Haidilao is focusing on creating diverse dining experiences that cater to different consumer needs, moving beyond just a meal to include atmosphere and engagement [29][30]. - Special promotions, such as the "Christmas Tree" and interactive activities, are being used to enhance customer experience and encourage social sharing [31][35]. Group 4: Event and Group Dining - The newly opened Haidilao banquet-style restaurant in Shenzhen is becoming a popular choice for group gatherings, with many companies booking events to celebrate year-end achievements [24][25]. - There is a notable increase in reservations for late-night dining, with a reported growth of approximately 20% compared to the previous year [22].