长江证券指出，2024年三季度，海底捞餐厅经营收入1.91亿美元，占总收入96.12%，仍然是公司收入主要来源，三季度同比增长14.5%，主要系业务扩张及品牌影响力提升；客流量与翻台率的提升；人均消费增长。外卖餐饮收入三季度同比增长8.3%，主要系与当地外卖平台合作加强，其他业务收入同比增长21.4%，主要系海底捞调味品及海底捞品牌、子品牌食品在当地受到认可。该行认为，公司单店模型不断优化，新店快速实现盈亏平衡，看好火锅行业在国际市场的发展空间以及公司未来的发展前景。Tehai International (09658) rose more than 8%. As of press release, it rose 8.38% to HK$14.48, with a turnover of HK$20.9586 million.
The Zhitong Finance App learned that Tehai International (09658) rose more than 8%. As of press release, it had risen 8.38% to HK$14.48, with a turnover of HK$20.9586 million.
According to the news, Tehai International announced unaudited financial results for the third quarter of 2024. The group obtained revenue of 0.199 billion US dollars, an increase of 14.6% over the previous year; profit attributable to the company owners was 37.724 million US dollars, and a loss of 1.39 million US dollars was lost in the same period last year, turning a loss into a profit. Minsheng Securities believes that with Tehai International's brand influence, refined management concept and localized innovation-driven strategy, the company has broad scope for expansion in overseas markets.
Changjiang Securities pointed out that in the third quarter of 2024, Haidilao Restaurant's operating revenue was 0.191 billion US dollars, accounting for 96.12% of total revenue. It is still the main source of the company's revenue. The increase in the third quarter was 14.5% year-on-year, mainly due to business expansion and increase in brand influence; increase in customer traffic and turnover rate; and growth in per capita consumption. Takeout restaurant revenue increased 8.3% year on year in the third quarter, mainly due to strengthened cooperation with local takeout platforms. Other business revenue increased 21.4% year on year. Mainly, Haidilao condiments and Haidilao brand and sub-brand foods were recognized locally. The bank believes that the company's single-store model is constantly being optimized, the new store quickly achieves a break-even balance, and is optimistic about the development space of the hot pot industry in the international market and the company's future development prospects.
