海底捞董事会调整 张勇兼任CEO多位新面孔亮相

Core Viewpoint - Haidilao International Holding Ltd. is undergoing significant changes in its board of directors, including the resignation of key executives and the appointment of new directors to support its strategic development and innovation efforts [1][2]. Group 1: Executive Changes - Starting from January 13, 2026, Gou Yiqun will resign as the Executive Director and CEO, while Song Qing and Gao Jie will also resign from their executive roles. They will continue to hold important management functions within the group [1]. - Zhang Yong, the current Chairman and Executive Director, will be appointed as the new CEO effective January 13, 2026 [1]. Group 2: New Appointments - Four new executive directors, Li Nana, Zhu Yinhua, Jiao Defeng, and Zhu Xuanyi, have been appointed to the board, effective January 13, 2026. These individuals have extensive experience within the Haidilao system, coming from various operational and management backgrounds [2]. - The board's restructuring aims to enhance diversity in gender and age, bringing new perspectives and energy to improve board efficiency and maintain high corporate governance standards [2]. Group 3: Market Outlook - Citigroup has raised its sales forecast for Haidilao for 2025 by 2%, reflecting growth in its delivery business and higher-than-expected contributions from new ventures in the second half of 2025. The target price has been increased from HKD 18.5 to HKD 19.7, maintaining a "Buy" rating [2]. - Dongwu Securities also maintains a "Buy" rating for Haidilao, highlighting its position as the leading hotpot brand in China and its ability to optimize single-store operations and develop new brand matrices despite industry pressures [2].