Core Insights - The 2025 Mid-Autumn Festival and National Day holiday period is setting new travel records, significantly boosting restaurant foot traffic, particularly for Haidilao [1] - On October 6, 2025, Haidilao served over 1.8 million customers, marking a year-on-year increase of approximately 5% compared to the previous Mid-Autumn Festival [1] - The introduction of new fresh-cut products and the "Fresh Cut Workshop" theme stores has been well-received by consumers, contributing to increased sales [1] Group 1 - During the first seven days of the National Day holiday, the average daily consumption of fresh beef at Haidilao exceeded 35 tons, doubling from the previous week [1] - Over 100 standard theme stores focusing on fresh-cut and live products have opened by the end of September 2025, featuring items like fresh-cut beef and live seafood [1] - The trend of "eating fresh" is becoming popular in hot pot consumption, with Haidilao's fresh-cut beef trio now available in over 600 stores nationwide, ensuring same-day delivery [1] Group 2 - Many Haidilao locations received special orders during the holiday, with several couples choosing to hold their weddings at the restaurant [2] - Notable events included a wedding banquet with over 10 tables in Rizhao, Shandong, and a large wedding in Shijiazhuang, Hebei, with nearly 300 guests [2] - The first Haidilao banquet store in Shenzhen featured a unique "helicopter wedding" event [2]

Core Insights - The article highlights the rising popularity of tomato-based products in China, particularly the "6 Jin Tomato Hotpot" from Haidilao, which is expected to sell over 70 million servings in 2024, driving the annual procurement of tomato products to exceed 70,000 tons [1][10] - Haidilao's focus on fresh ingredients and innovative product offerings aims to enhance consumer experience and stimulate demand in the restaurant industry [4][5] Product Development - Haidilao's "6 Jin Tomato Hotpot" features tomatoes sourced from the premium planting regions of Xinjiang and Inner Mongolia, known for their rich flavor, and has undergone extensive recipe testing to achieve a unique taste profile [2][4] - The introduction of new dishes such as "Tomato Ring Beef Rolls" and "Tomato Mini Fried Dough Sticks" encourages consumer creativity and enhances the dining experience [4][5] Market Trends - The demand for tomato hotpot is growing, positioning it as one of the top three hotpot bases favored by young consumers, following spicy and Chaozhou beef hotpots [9][10] - China's processed tomato production is projected to increase significantly, from 3.8 million tons in 2018 to 10.45 million tons in 2024, contributing to 22.8% of global output [9][10] Regional Product Innovation - Haidilao is expanding its fresh-cut beef offerings across over 600 locations, with a focus on regional specialties to cater to local tastes [5][6] - Seasonal seafood products have also been introduced in various regions, enhancing the menu diversity and appealing to consumer preferences for fresh ingredients [6][12] Economic Impact - The growth of tomato hotpot and fresh-cut products is expected to stimulate local agricultural industries, creating a positive feedback loop between supply and demand [12] - Haidilao's strategy of leveraging high-quality products and regional specialties aims to support rural economic development and enhance consumer engagement [12]

Group 1: Tourism Market Trends - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive significant growth in the tourism market, with a notable increase in travelers' willingness to travel and a shift towards experience-based consumption [1][2] - The Ministry of Transport predicts that the total number of travelers during the holidays will reach 2.36 billion, averaging about 295 million per day, which is a 3.2% increase compared to last year [2] - Self-driving remains the primary mode of travel, with an estimated 1.87 billion self-driving trips, accounting for nearly 80% of total travel [2] Group 2: Online Travel Platforms Performance - Major online travel platforms are reporting substantial increases in bookings, with a 130% surge in travelers on the Zhongxin Travel platform and a GMV of 117 million yuan, reflecting a growth of over 65% [3] - Tuniu reported over 60% growth in self-driving and free travel bookings, while group travel bookings increased by over 50% compared to the previous week [3] - Ctrip's data indicates a 45% year-on-year increase in cross-province travel orders, with a 115% increase in high-star hotel bookings among the younger demographic [3] Group 3: Quality and Experience in Travel - The trend towards high-quality travel products is evident, with a shift towards smaller group sizes for tours, enhancing the travel experience [4] - Emotional value is becoming a key factor in destination selection, with significant increases in searches for experiential products that combine scenery, culture, and activities [5] Group 4: Cultural and Recreational Integration - The integration of cultural and recreational activities is becoming a major trend, with increased interest in museum visits and archaeological tourism, leading to a rise in hotel searches near these attractions [6] - The popularity of events such as concerts and festivals is driving hotel and attraction searches, with some venues seeing search volume increase by over 200% [6] Group 5: Offline Consumption Trends - The offline consumption market is also experiencing a booking surge, particularly in dining and local cuisine, with significant growth in group purchases for regional dishes [7] - Notable increases in sales for various regional cuisines have been reported, with Yunnan and Guizhou cuisine seeing a 102% increase in group purchases [7] - Major restaurant chains are preparing for the holiday rush with new product launches and increased reservations, indicating a strong demand for dining experiences during the holidays [7]

Group 1 - The report titled "2025 Young People's 'Hot Pot' Report" indicates that tomato hot pot is emerging as a popular choice among young consumers, contributing to growth in the domestic tomato industry [1] - Hai Di Lao has launched a series of new products featuring tomato hot pot, with projected sales exceeding 70 million servings in 2024, leading to an annual procurement of over 70,000 tons of tomato products [1] - The company is promoting its "6 kg Tomato Hot Pot" this autumn, aiming to stimulate consumer demand and drive industry development, which has also sparked a trend on social media [2] Group 2 - Hai Di Lao's fresh-cut beef products have been introduced in over 600 stores nationwide, with same-day delivery services [2] - Seafood products have been launched in 16 provinces, covering more than 600 stores, indicating a strong regional push for fresh seafood offerings [2] - The company anticipates a daily usage of approximately 6 tons of fresh-cut beef, primarily sourced from regions such as Ningxia, Gansu, Guizhou, and Inner Mongolia, following increased promotional efforts [2]

Group 1: Tourism Market Trends - The upcoming National Day and Mid-Autumn Festival holidays are expected to see a significant increase in travel demand, with a focus on experiential consumption and cultural integration [1][2] - The total number of travelers during the holidays is projected to reach 2.36 billion, averaging about 295 million daily, which is a 3.2% increase compared to last year [2] - Online travel platforms report a surge in bookings, with some destinations already sold out three months in advance, indicating a "dual prosperity" in domestic and outbound tourism [3] Group 2: Consumer Behavior and Preferences - Travelers are increasingly prioritizing emotional value when choosing destinations, with searches for unique experiences rising significantly [5][6] - The trend towards smaller group sizes in tours is evident, with popular team sizes now being 12 to 16 people, enhancing the quality of travel experiences [4] - There is a notable increase in interest for cultural and historical tourism, with searches for museums and archaeological sites seeing substantial growth [5][6] Group 3: Impact on Local Economy - The upcoming holidays are driving a surge in offline consumption, particularly in dining and local specialties, with significant increases in group purchases for local cuisines [7] - Major restaurant chains, such as Haidilao, are preparing for the holiday rush with new product launches and increased reservations, indicating a strong consumer appetite [8]

Core Insights - Haidilao is launching a series of fresh-cut products this autumn, focusing on fresh beef and seafood to enhance dining options and stimulate market demand [1][2] - The fresh-cut beef trio has been introduced in over 600 stores nationwide, with same-day delivery capabilities [1] - Seafood products have been launched in 16 provinces, covering more than 600 stores, with promotional pricing in select cities [1] Product Development - The fresh-cut beef series includes various products tailored to different regions, such as selected fresh-cut beef trio and premium cuts in Guangdong and Fujian [1] - The company aims to operate over 100 standard theme stores featuring fresh-cut and live products by September 2025 [1] Market Impact - The introduction of fresh-cut products is expected to boost local industries, with daily usage projected to reach five to six tons for fresh-cut beef sourced from regions like Ningxia and Gansu [2]

Core Insights - Haidilao has launched several autumn products, including a 6 kg tomato hot pot and fresh-cut beef trio, along with seafood offerings [1] Product Launch and Sales - The 6 kg tomato hot pot is made from tomatoes sourced from the golden planting belt around latitude 40° in Xinjiang and Inner Mongolia, with projected annual sales exceeding 70 million servings in 2024, leading to a total procurement of over 70,000 tons for all tomato products [1] - The company has been developing a "fresh-cut" series in its meat offerings, with over 100 standard theme stores featuring fresh-cut products expected to be operational by September 2025 [1] Fresh-Cut Product Strategy - Fresh-cut beef is primarily sourced from regions including Ningxia, Gansu, Guizhou, and Inner Mongolia, with an anticipated daily usage of five to six tons following increased promotional efforts in the autumn [1]