暂缓退休，张勇重回海底捞“救场”？

Core Viewpoint - The return of Zhang Yong as CEO of Haidilao is a strategic move to address the company's current growth challenges and to implement a significant management restructuring, which has been positively received by the market, as evidenced by a stock price increase of over 10% on the announcement day [2][5][11]. Group 1: Management Changes - Zhang Yong has officially resumed his role as CEO, replacing Guo Yiqun, who will now focus on the automation and intelligence planning of the group's management processes [3]. - The board of directors has undergone a significant transformation, with four young female executives appointed as new executive directors, indicating a shift towards a younger leadership team [6][12]. Group 2: Strategic Context - Zhang Yong's return is interpreted as a decisive response to Haidilao's current growth bottlenecks, with the company facing declining revenue and increased competition in the hot pot industry [5][11]. - The company has experienced a decline in key performance indicators, including a 3.7% drop in revenue and a 13.7% decrease in net profit in the first half of 2025 [9]. Group 3: Future Plans and Leadership Development - The "Founder Plan" initiated by Zhang Yong in 2020 aimed to gradually withdraw from daily management while establishing a systematic talent selection and training framework [7]. - The recent changes are seen as a pathway to the "succession plan," with younger leaders being groomed for future leadership roles, while Zhang Yong's return serves as a transitional phase to guide them [18].