创始人回归！张勇重任海底捞CEO，公司股价大涨

Core Viewpoint - Haidilao has undergone a significant management restructuring, with Zhang Yong returning as CEO, indicating a shift towards a governance structure centered around the founder amidst challenges in its traditional hotpot business and a push for innovation and digital transformation [1][2][6]. Management Changes - On January 13, Haidilao announced that Gou Yiqun resigned as Executive Director and CEO, while Zhang Yong was appointed as CEO, consolidating the roles of Chairman and CEO [1][6]. - This marks the third CEO change in four years, reflecting ongoing adjustments in response to business pressures and strategic shifts [2][12]. - Other board changes include the resignation of Song Qing and Gao Jie, with Gou Yiqun focusing on digital transformation and operational efficiency post-resignation [8][12]. Financial Performance - For the first half of 2025, Haidilao reported a revenue of RMB 20.703 billion, a decrease of 3.7% year-on-year, and a net profit of RMB 1.755 billion, down 13.7% [14][15]. - The average table turnover rate fell to 3.8 times per day, down from 4.2 times, attributed to increased competition and changing consumer behavior [14][15]. Business Strategy and Innovation - Haidilao is accelerating its exploration of new growth avenues, including takeout, multi-brand strategies, and franchising, with takeout revenue growing nearly 60% to RMB 0.928 billion [15][17]. - The "Pomegranate Plan" has incubated 14 restaurant brands, with 126 stores operational, showcasing a significant increase in revenue from these new ventures [15][17]. - The company aims to enhance operational efficiency and decision-making through digitalization and innovation initiatives [12][13].