打新直播間 | “火鍋品牌第三股”，撈王叫板海底撈
又有一家火鍋品牌即將赴港上市…
這次是撈王。
9月1日，港交所披露了粵式火鍋連鎖餐廳撈王控股（下稱“撈王”）的招股書，這讓本就冰火兩重天的火鍋賽道的局勢，再一次緊張起來！
今年以來，海底撈迎來了其至暗時刻，其發佈2021年中期業績報告顯示，門店數量翻了近3倍，而營收僅增長1倍。除了消費者的不買單，還有摩根士丹利在內的股東對其減持，幾乎是毀滅性的打擊。而火鍋賽道的另一面，海底撈丟失的消費者、投資者正在涌入新式的火鍋賽道中，比如撈王。
撈王，作爲一家粵式火鍋，但偏偏它的走紅，是從江浙滬包郵區開始的。實際上，火鍋江湖，本就身不由己。強敵環伺之下，唯有憑藉差異化，才能撐起撈王營收的一片天。
衆所周知，國內的火鍋餐廳市場高度分散，所以，市佔率便是餐飲行業的重要指標。有關數據表明，從國內排名前五大火鍋品牌的市佔率來看，整個市場雖只有6%，但海底撈依然位居第一，佔全市場的2.2%，由此可見，海底撈地位難以撼動，撈王不得不選擇攻城略地，加速擴張。
雖然當前撈王市佔率不足海底撈，但是人均消費水平卻高於海底撈，撈王上半年的人均消費爲123.9元。這種價格定位，也促使撈王目前主要的佈局在一線及一線城市。
曾立下4年開設250多家餐廳豪言壯語的撈王，其旗下餐廳數量由2018年初的59家增長至今年6月末的134家，收入也從2018年的8.71億元增加至2020年的11.25億元，今年上半年的收入爲6.47億元。
但儘管如此，依然是機會與危險並存，其招股書也表示，目前在大中華地區以外的海外市場、內地的小城市及偏遠地區幾乎沒有營運經驗。
那麼撈王此次上市，能否講好這個資本故事呢？歡迎各位新老朋友， 9月16日（週四）來到我的直播間。我是Miko
直播亮點：
1. 火鍋玩家激烈拼殺，撈“王”難當
2. VS海底撈，勝算有多少？
3. 開疆擴土，撈王的下一步
來不及細說了，快快掃碼上車！
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