Lost and narrowing Haidilao Plan restarts partially closed stores

On August 30, Haidilao International Holdings Co., Ltd. (06862.HK) (hereinafter referred to as "Haidilao") released the 2022 mid -term performance announcement. 267 million yuan, including one -time losses and impairment losses, a total of about 308 million yuan, and the fixed expenses and employee costs generated during the suspension of some restaurants in mainland China in the first half of this year.

According to the financial report, in the first half of 2022, Haidilao opened 18 new restaurants, which closed 26 restaurants due to the "Woodpecker Program". As of June 30, 2022, Haidilao has a total of 1,435 Haidilao restaurants worldwide, of which 1,310 are located in mainland China, 22 are located in China, Hong Kong, Macao and Taiwan, and 103 in 11 other countries. Haidilao received a total of 146 million customers in the first half of the year.

Haidilao revealed in the financial report that with the gradual improvement of the external epidemic and a certain amount of results in the internal "Woodpecker Program", the group plans to choose the "Hard Bone" store plan. "Some stores stopped in Shimonatsu, management will continue to re -evaluate factors such as the location, property conditions, personnel configuration, operating area, and potential of operating improvement in these shutdown stores in the future, and gradually select the" hard bones "that meet the re -opening conditions. Stores.

In the first half of 2022, the impact of the epidemic on the catering industry was still significant. According to data released by the National Bureau of Statistics, from January to June 2022, Chinese catering revenue decreased by 7.7%year-on-year, of which catering revenue in April and May decreased by 22.7%and 21.1%year-on-year, respectively. In the first half of this year, Haidilao was strongly impacted by the epidemic. In many major cities and regions of Beijing, Shanghai and other major cities and regions, static management was strictly restricted. From March to May this year, more than 200 Haidilao suspended from the hall per day daily. Food.

Facing the continuous impact of the epidemic, Haidilao has taken multiple measures to reduce losses, including cities that implement control management, with stores as delivery stations, and provide hot pot packages, box lunch, counterfeit, small small vegetables, small small vegetables, small small vegetables, small small vegetables, small dishes, small dishes, small dishes, small dishes There are various forms of delivery services such as lobster. Integrate the online platform, including the self -operated "Haidilao APP" and "fishing some good goods" applets and third -party delivery platforms to provide more choices for urban residents. Effectively supplement capacity; at the same time, encourage stores to start private domain traffic management and carry out convenient services through social groups. Its semi-annual report shows that from January to June this year, Haidilao's takeaway business revenue increased significantly by 37.6%.

Although it is still at a loss, since the release of the mid -2022 profit warning, many research institutions say that Haidilao's current performance is better than expected. Minsheng Securities claims that the epidemic has improved Haidilao's active control of rent and operating cost measures. The quality of performance of Haidilao is expected to be a step.

It can be seen from Haidilao's Half -annual report that the adverse impact of epidemic on Haidilao's operation has gradually decreased. Data show that from March to May 2022, Haidilao had an average of more than 200 stores daily at eaten. The number was reduced to less than 90 in June, and in July further to 30.

Cover news reporter Yu Qishu

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