ZHOU HEI YA (01458) announced its interim results for the six months ended June 30, 2025. The Group recorded revenue of RMB 1.223 billion, representing a 2.9% year-on-year decrease. Profit attributable to owners of the parent company reached RMB 108 million, marking a substantial 228% year-on-year increase. Earnings per share stood at RMB 0.05.
The Group has established improving operational quality and restoring earnings growth as core objectives, systematically implementing reform measures with refined approaches. During the first half of the year, positive progress was achieved in store operations efficiency, channel expansion, brand building, and supply chain optimization, indicating initial success in strategic transformation and laying a solid foundation for achieving full-year strategic targets.
Regarding store strategy, the company focused on enhancing store operational quality while comprehensively improving service standards and customer experience. For store efficiency improvement, the first half concentrated on deepening strategic implementation across four key dimensions:
First, the "Four Seasons Campaign" systematically empowered frontline staff through standardized execution, supervisory assessment, and skills training to enhance service standards and satisfaction. The initiative encouraged staff live streaming to activate human resources, strengthen brand recognition, and effectively convert online audiences to offline foot traffic.
Second, strengthened member and private domain operations management by establishing deep linkage mechanisms between staff and private domains, expanding the private domain user base, and implementing refined member system operations. Through precision marketing, online traffic was converted into immediate consumption.
Third, breakthrough of traditional consumption radius limitations achieved online-offline integration for traffic generation. Enhanced delivery partnerships utilizing explosive product strategies and platform resources generated approximately RMB 380 million in delivery terminal sales during the first half. Local lifestyle platform content marketing attracted customers, with staff handling conversions to complete the "online exposure-offline store visit" closed loop, generating over RMB 80 million in public domain store visit terminal sales (Douyin + Meituan) during the first half.
Fourth, expanded night-time dining periods and explored full-time service offerings, effectively extending operating hours to capture additional sales volume.
Additionally, cost efficiency optimization maintained strict control over key indicators including rent-to-sales ratios and labor efficiency. Through precise site selection models, flexible leasing arrangements, and dynamic scheduling mechanisms, cost reduction and efficiency improvement were achieved.
As of June 30, 2025, the Group operated 2,864 stores.
Facing intense market competition and diverse consumer demands, the company actively embraces change by focusing on circulation channel expansion, overseas market development, and exploring the compound seasoning sector to create new growth curves.
Regarding circulation channels, a professional team was established during the first half with optimized channel strategies. Successful cooperation with Sam's Club was achieved for customized development of Zhou Hei Ya classic braised seasoning packages and flavored duck sauce. Strategic partnerships were established with Yonghui and Pang Donglai, providing vacuum-packed and bulk products combined with dedicated counter displays and joint marketing to effectively expand consumption scenarios and enhance terminal exposure.
The second half will focus on breakthrough developments in key strategic channels, continuously refining products and improving systems while extracting replicable channel operation models.