海底捞大涨超9%,创始人张勇重掌CEO
21世纪经济报道·2026-01-14 02:45

Core Viewpoint - The article discusses the recent performance and management changes at Haidilao, highlighting the return of founder Zhang Yong as CEO and the impact on the company's stock price and overall strategy [3][6][10]. Group 1: Stock Performance - Haidilao's stock price surged over 10% at one point, reaching a new high since May of the previous year, with a current price of 15.73 HKD per share and a market capitalization of 876 billion HKD [3][4]. - The stock experienced a 9.08% increase, reflecting strong investor sentiment following management changes [2][3]. Group 2: Management Changes - Zhang Yong has returned to the role of CEO after nearly four years, succeeding Guo Yiqun, who resigned as part of a broader board restructuring aimed at strategic development [6][8]. - The board has appointed four new directors to foster a younger management team, enhancing operational efficiency and governance standards [12]. Group 3: Company Strategy and Performance - Despite the introduction of multiple sub-brands under the "Pomegranate Plan," Haidilao's overall revenue declined by 3.7% year-on-year to 20.703 billion CNY in the first half of 2025, with core operating profit down 14% [10]. - The average table turnover rate for Haidilao's hotpot restaurants fell to 3.8 times per day, down from 4.2 times in the same period the previous year, indicating challenges in maintaining customer flow [10].