張勇重掌帥印，新生力量入局：海底撈「紅石榴」新局能否綻放？

ITBEAR科技資訊

01/21

火鍋行業領軍企業海底撈近日完成重大人事調整，創始人張勇重新出任首席執行官職務，同時宣佈四位資深女性管理者進入董事會核心決策層。此次調整涉及三位資深高管轉崗核心職能部門，標誌着這家餐飲巨頭進入戰略轉型關鍵階段。自2018年登陸資本市場以來，海底撈已歷經四次重大戰略轉型。上市初期憑藉"極致服務"標籤實現全國擴張，市值一度突破4300億港元。2022年啓動"啄木鳥計劃"關閉302家低效門店，成功實現...

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bloom?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"06862":1.96,"ALBmain":0.6,"HBBD.SI":0.6},"content_text":"火鍋行業領軍企業海底撈近日完成重大人事調整，創始人張勇重新出任首席執行官職務，同時宣佈四位資深女性管理者進入董事會核心決策層。此次調整涉及三位資深高管轉崗核心職能部門，標誌着這家餐飲巨頭進入戰略轉型關鍵階段。自2018年登陸資本市場以來，海底撈已歷經四次重大戰略轉型。上市初期憑藉\"極致服務\"標籤實現全國擴張，市值一度突破4300億港元。2022年啓動\"啄木鳥計劃\"關閉302家低效門店，成功實現扭虧為盈。2024年推出的\"紅石榴計劃\"則開啓多品牌運營新篇章，標誌着企業從單一火鍋連鎖向餐飲生態平台轉型。新任董事會成員構成呈現顯著年輕化特徵，四位女性管理者年齡在35-44歲之間，平均司齡超過12年。她們從基層門店成長起來，覆蓋區域運營、產品創新、供應鏈管理等核心領域。這種人才選拔機制延續了海底撈特有的師徒制文化，將一線實戰經驗直接注入最高決策層。張勇的迴歸被解讀為戰略中樞重構的重要信號。在保持董事會主席職務的同時兼任CEO，這種組織架構調整旨在提升決策執行效率。相較於直接參與日常運營，其核心使命在於統籌多品牌協同發展，確保集團戰略在各業務板塊的有效落地。多品牌戰略已顯現初步成效。最新財報顯示，自2024年啓動\"紅石榴計劃\"以來，企業成功孵化14個新餐飲品牌，形成涵蓋烤肉、炸雞、大排檔等多元業態的品牌矩陣。截至2025年6月底，新品牌門店總數達126家，相關業務收入按年增長227%，貢獻營收5.97億元。創新孵化機制體現海底撈特色，通過\"店長裂變\"模式將員工創業項目納入集團體系。焰請烤肉鋪子推出的\"烤肉+洗頭+酒吧\"複合業態，以及大排檔火鍋的市集式體驗，均延續了服務創新的基因。這種將火鍋領域積累的運營能力遷移至其他品類的策略，正在重塑餐飲行業的競爭格局。資本市場對本次調整反應分化。高盛維持中性評級，持續關注翻台率等運營指標；花旗與國元國際則上調目標價，看好多品牌戰略與高股息回報。這種分歧折射出企業轉型期的典型特徵——既有成熟業務的穩定增長，又有創新業務的不確定性風險。此次組織變革為中國餐飲業提供轉型範本。通過\"老將掌舵+少壯派衝鋒\"的組合模式，既保持戰略定力又注入創新活力。在行業增速放緩的背景下，如何平衡主業守護與新業務培育，成為所有餐飲龍頭企業必須面對的課題。海底撈的實踐表明，組織能力與戰略目標的動態匹配，是穿越行業周期的關鍵所在。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}