JPHDLIH@EC2611A

Haidilao Launches 'Strictly Selected Shop' to Enter Catering Retail Sector

Haidilao Chairman Zhang Yong Increases Stake by 11.35 Million Shares to 37.56%

Haidilao Partners with Beijing Yizhuang Luxury Cinema to Launch First 'Hotpot Theater' in Beijing, Innovating Scenarios to Drive Consumption Upgrade

Guojin Securities Issues Report Predicting Haidilao’s Performance and Assigning Buy Rating

China Merchants Securities International Survey Shows Strong Bounce in Haidilao's Same-Store Sales Post-May Day Holiday

Haidilao Launches Takeout Speciality Store 'Haidilao Home-style Stir-fry'

Over 5 million customers visited Haidilao's nationwide stores during the May Day holiday

Long Ge Opens Innovative Self-service Hot Pot in Beijing

Super Hi International stock hits new 52-week low

Haidilao receives over 25,000 table bookings for the first day of May Day holiday

Haidilao CEO Yang Lijuan Returns to Parent Company to Revitalize Performance

Haidilao Releases Annual Report 转向 Franchise Model

Yang Lijuan Returns to Haidilao to Promote the Red Pomegranate Plan

Haidilao Launches New Sub-brand 'Ruzu Sushiaburo'

Yang Lijuan Returns to Haidilao to Oversee the Red Pomegranate Plan

Haidilao Admits to Store Violations and Compensates Employees

Sea International Announces 2025 Annual Report, Net Profit Soars

Haidilao Conducts Comprehensive Internal Investigation on Mandatory Self-Payment for Gifts

Citi Updates Haidilao's Forecast Model and Adjusts Sales and Profit Predictions

Zhang Yong Plans to Increase Holdings in Haidilao Shares

JOLIMARK

MAN YUE TECH

RISECOMM GP

DEEPZERO

WKK INTL (HOLD)

PANGAEA CONNECT

SMIT

TIANLI HOLDINGS

PROSPER FUTURE

KEEN OCEAN

06862

HAIDILAO's Chairman Zhang Yong has increased his stake by purchasing 11.35 million shares for HKD150 million at an average price of HKD13.39 per share. Following this transaction, he now holds approximately 37.56% of the company's total issued shares.

AASTOCKS News

HAIDILAO

HAIDILAO  Chairman Spends HKD150M to Increase Stake by 11.35M Shares

A family member of Shi Yonghong, co-founder of Haidilao, purchased a bungalow in Singapore for S$85 million (US$66.5 million). The property, covering 37,036 square feet, was sold below its previous asking price of S$110 million. The deal was finalized in September 2025. Shi, along with his wife, has a combined net worth of approximately US$3.7 billion.

vnexpress

SingTel

Singtel

Family of billionaire Haidilao co-founder buys Singapore bungalow for $66M

A family member of Haidilao co-founder Shi Yonghong has purchased a freehold bungalow in Cluny Hill for S$85 million. This property is adjacent to another bungalow bought by Shi for S$50 million in 2022 from Dr. Lee Wei Ling, daughter of Singapore's founding prime minister. Both properties are located in the Cluny Hill Good Class Bungalow Area.

Businesstimes News

Haidilao co-founder’s family buys second bungalow in Cluny Hill, for S$85 million

At today's close, HAIDILAO rose slightly by 0.28%, with a transaction volume of HKD 154 million. On the surface, it seems stable, but the MACD daily line forming a death cross signal below the zero axis has issued a different warning. This technical signal usually indicates that the momentum of the previous rebound has been exhausted, and a new round of bearish rhythm may be brewing. The combination of a slight increase at the close and bearish signals is often interpreted as "false stability" in technical analysis, where the buying power is only enough to maintain the stock price without falling but is unable to push it upward. The funding attitude is cautious, and the direction choice may be revealed in the following trading days. On the news front, the Hong Kong stock consumer and catering sectors are facing multiple pressures. The surge in global bond market yields has increased funding costs, and overall market risk appetite has declined. Consumer stocks, theoretically possessing defensive value as a stable cash flow sector, may see funds shift towards fixed-income products when bond yields reach attractive levels. Master Kong Holdings fell by 1.71% today, and Chow Tai Fook fell by 1.09%, indicating a generally cold atmosphere in the consumer sector. Although HAIDILAO's same-store traffic data previously showed improvement, the trend of pressure on average spending per customer has not yet reversed, and there are differing views on the sustainability of its "volume compensates for price" strategy. Concerns about the slower-than-expected pace of consumption recovery in the mainland remain a core factor suppressing the sector's valuation. Technically, HAIDILAO is currently operating below the medium-term moving average, and the death cross below the zero axis further confirms the downward trend direction. Today's slight increase in volume is insufficient, lacking the momentum for a breakthrough upward attack. If there is a continuous decrease in volume stabilizing in the future, accompanied by flat moving averages, it may release signals of a potential bottoming phase

Technical Forecast

TINGYI

CHOW TAI FOOK

Pre-market trend | HAIDILAO (6862.HK) slightly rises on 5/20, but the downturn is hard to conceal. Are there hidden worries for the restaurant leader?

EATZ

FTXG

Super Hi International (NASDAQ:HDL) reported a 14.2% year-over-year revenue increase for Q1 2026, reaching $226 million, primarily driven by Haidilao restaurant operations. Operating profit rose 17.7% to $13.993 million, with an operating margin of 6.2%. The company added four restaurants year-over-year and emphasized customer experience and employee engagement as key strategies for future growth.

benzinga_article

Super Hi

AdvisorShares Restaurant ETF

Invesco Food & Beverage ETF

First Trust NASDAQ Food & Beverage

SUPER HI

Transcript: Super Hi International Q1 2026 Earnings Conference Call

01579

Yesterday, YIHAI INTL triggered a daily MACD golden cross signal above the zero axis in the Hong Kong stock market, with a transaction volume of approximately HKD 31.97 million. Although the absolute amount is not large, it represents a moderate increase in trading volume compared to the recent trading levels of the stock. As a leading hot pot seasoning and compound seasoning supplier, YIHAI INTL's stock price has gradually stabilized and rebounded recently. The confirmation of the MACD golden cross above the zero axis indicates that a preliminary medium-term bullish pattern is forming, and the buying power is returning in stages. The moving average system is gradually converging and showing signs of turning, with a short-term trend leaning towards warmth. On the news front, there are frequent signals of a recovery in the Chinese consumer market. The Ministry of Commerce disclosed that the total foreign trade value in the first four months of 2026 increased by 14.9% year-on-year, and domestic consumer confidence is expected to improve with the economic fundamentals. As a related supplier to HAIDILAO, YIHAI INTL's performance is highly correlated with the prosperity of the restaurant industry. Recently, the warming of US-China economic and trade relations and positive signals from US President Trump’s visit to China are helping to boost market expectations for a recovery in Chinese consumption. The packaged food sector has recently become increasingly active, with a rising focus on defensive consumer stocks. From a technical perspective, YIHAI INTL has started to strengthen gently after a period of consolidation at low levels, and attention should be paid to whether the trading volume can continue to expand to push the stock price above the recent consolidation range. If the transaction volume continues to maintain above HKD 30 million and is accompanied by a bullish arrangement of moving averages, the confirmation of the trend continuation will be higher. The overall performance of the consumer sector and the sentiment in the Hong Kong stock market serve as auxiliary reference variables

YIHAI INTL

Pre-market trend | YIHAI INTL (1579.HK) 5/14 gently increased in volume and stabilized, is the consumption recovery logic fermenting?

In a report released yesterday, from Sinolink Securities maintained a Buy rating on Haidilao International Holding, with a price target of HK$18.94. The company’s shares closed yesterday at HK$15.04.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Haidilao International Holding has an analyst consensus of Strong Buy, with a price target consensus of HK$18.40.

Tip Ranks

Haidilao International Holding (HDALF) Gets a Buy from Sinolink Securities

China Merchants Securities (HK) (CMSI) has raised its target price for HAIDILAOfrom HKD15.3 to HKD16, maintaining a Neutral rating. Recent channel checks indicate a strong rebound in same-store sales, driven by increased customer traffic, despite a decline in average spending. CMSI expects low-to-mid single-digit revenue growth for 1H, but this is below market expectations for double-digit growth. The company faces cost pressures and transformation challenges, leading to a 9% reduction in EBITDA forecasts and a 7% cut in net profit forecasts for this year and next. HAIDILAO offers a dividend yield over 5%.

CMSC

CMSI Raises HAIDILAO  TP to HKD16; Rating Neutral

HAIDILAOreported that over 5 million customers were served across more than 1,300 stores during the first three days of the May Day holiday, with high table turnover rates at many locations. The company's short selling amounted to $29.78 million, with a ratio of 41.367%.

HAIDILAO : Over 5 million Customers Served in First Three Days of May Day Holiday

Atour

Conference Minutes

Below is Dolphin Research's transcript of Atour's FY2025 earnings call.For our take on the results, please see 'Atour: Retail is surging — is the Haidilao of hotels smiling again?'

ATAT (Trans): 2026 retail revenue expected to grow 25%-30% YoY---

Financial Analysis

Operating leverage kicked in, driving a sharp profit jump

ATAT: Retail Boom — Is the 'Haidilao' of Hotels Smiling Again?

Deep Research

In our previous piece, we examined how ATAT has carved out a differentiated position in the mid-to-upscale segment, winning on service in its core hotel business. We also highlighted a fast-rising 'second growth curve' in recent years — the retail business built on its hotel footprint.At this juncture, how do we assess ATAT's growth outlook? How should investors view its investment value today? Let's continue.---

Allstate

ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

ALLSTATE CORP DEP SHS REPSTG 1/1000TH NON PERP PFD SER

ATAT: Hotel fandom, retail cash-out — how long can the 'boutique-chic' darling keep winning?---

Kellyk310

In China's cutthroat hotel market, ATAT stands out as a brand competitors both envy and fail to decode. It lacks the sheer scale of H World or Jin Jiang, and it does not play in the luxury league of Marriott or Hilton.On the surface, it sits awkwardly in a mid-to-upscale gap where brands often fall between two stools. Conventional wisdom says this positioning is a recipe for mediocrity.Yet in 2024, amid an industry slump marked by price wars and a wave of closures, the company broke out with 50%+ revenue growth and 70%+ profit growth. It emerged as the sector's lone high-growth benchmark.What exactly enables this puzzling, much-envied brand to carve out growth in the gap? And what disruptive logic underpins its 'lodging + retail' dual-engine model?This time, Dolphin Research takes a closer look at how ATAT's biz. model differs. We'll unpack what truly sets it apart.---

HWORLD-S

H World

MNSO

Miniso

ATAT: How the 'Haidilao' of Hotels Was Built?

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$Hang Seng Index(00HSI.HK) market trends spreading to consumer sector $ANTA SPORTS(02020.HK)$LI NING(02331.HK)$HAIDILAO(06862.HK)$MIXUE GROUP(02097.HK)

Hang Seng Index

The return of Trump has left China with no policy options but one path—reflation, which includes asset reflation and price reflation.For China's economic growth, there are only two real drivers: leveraging and strong external demand. These are the fundamental sources of demand creation.Next year, external demand itself will weaken marginally. If Trump wields the tariff stick again, China will have to focus on internal reforms. Moreover, demand stimulation must target end-user demand, not intermediate investment demand.Over the past two years, Chinese assets have remained undervalued with high dividends. In 2025, cyclical and tech-upgrading sectors are likely to present opportunities (refer to the 2018 trade war).The path is singular and clear, making the game simple. Next year, the focus will likely be on cyclical sectors, especially in trading terms—front-loading policy expectations and back-loading implementation effects.The policy game has already begun today. In terms of timing, consumer goods, especially service-related consumption, must lead the cyclical upturn, as service consumption holds greater potential in China's domestic demand.Moreover, the results of the 8th meeting will soon be released, followed by the Central Economic Work Conference at year-end. Thus, consumer sectors are poised for an initial rally. With valuations at low levels, Dolphin Research believes now is the window to position in cyclical sectors, recommending focus on consumer sectors with solid fundamentals and low valuations. $YUM China(YUMC.US) $NONGFU SPRING(09633.HK) $TSINGTAO BREW(00168.HK) $HAIDILAO(06862.HK) $CHINA RES BEER(00291.HK) $ANTA SPORTS(02020.HK) Note that these overseas assets are purely listed in Hong Kong.Internet consumer stocks, mostly listed in the U.S. with higher U.S. capital weightings, face concerns about becoming part of the U.S.-China play. Thus, they need to digest negative sentiment first, but opportunities may emerge afterward.

ANTA SPORTS-R

ANTA SPORTS

YUM CHINA

YUM China

JPHDLIH@EC2611A(29484.HK)

HAIDILAO Chairman Spends HKD150M to Increase Stake by 11.35M Shares

Family of billionaire Haidilao co-founder buys Singapore bungalow for $66M

Haidilao co-founder’s family buys second bungalow in Cluny Hill, for S$85 million

Pre-market trend | HAIDILAO (6862.HK) slightly rises on 5/20, but the downturn is hard to conceal. Are there hidden worries for the restaurant leader?

Transcript: Super Hi International Q1 2026 Earnings Conference Call