HAIDILAO(HK:06862) Ge Long Hui·2026-01-18 21:40Group 1 - The company announced the resignation of CEO and Executive Director Mr. Gou Yiqun, with founder and Chairman Mr. Zhang Yong taking over as CEO again after four years [1] - The company has initiated the "Woodpecker Plan" to systematically adjust its store network and organizational structure amid operational pressures from rapid expansion [1][2] - The new executive directors appointed have diverse backgrounds in regional operations, product and supply chain management, and strategic support, enhancing the board's diversity [2] Group 2 - The hot pot industry is facing challenges, with the number of hot pot restaurants in China decreasing to 462,000 as of August 2025, down from 529,000 at the end of 2024, and average consumer spending dropping to 76.7 yuan, a decline of 11.3% from Q1 2023 [2] - The company has launched the "Red Pomegranate Plan," which has introduced 14 restaurant sub-brands, generating an additional revenue of 597 million yuan, a year-on-year increase of 227% [2] - The company is expected to achieve revenues of 43.8 billion yuan, 46.4 billion yuan, and 50.8 billion yuan for the years 2025 to 2027, with corresponding net profits of 4.23 billion yuan, 4.74 billion yuan, and 5.39 billion yuan [3]