来源：市场资讯 （来源：信报手笔） 餐饮业持续低迷，连锁快餐店集团大家乐（00341）发盈警，预告截至9月底半年度纯利大跌65%至 70%。值得留意的是，大家乐在今年4月份、去年11月份亦曾发出盈警，这意味该集团业绩"三连爆"， 处境日益严峻。面对北上消费、两餸饭等趋势，大家乐扬言推进大改革，包括缩减门店、精简餐单、加 强灵活性等。作为拥有57年历史的招牌，大家乐原本标榜"平靓快"，其优势现正备受动摇，该集团或 须"化整为零"才可望找到出路。 根据大家乐预告，该集团半年度EBITDA将会按年下跌约30%（去年同期录得3.44亿元EBITDA），同时 纯利更将会大跌65%至70%（去年同期录得1.44亿元纯利）。业绩惨淡的主要原因，除了关乎投资物业 公平值亏损之外，亦由于期内总收入出现"中单位数跌幅"，从而导致毛利下跌。 01 再度盈警 分店仅月赚1.38万 值得关注的是，大家乐在今年4月份、去年11月份亦曾发出盈警，这意味今趟已是该集团连续第三次"响 警报"。犹记得在今年6月份，笔者写过〈大家乐"店均月赚3.4万元"迷思〉一文，事关当时大家乐刚公 布2025年度全年业绩，营业额及纯利分别为85.7亿及2.3亿 ...

Core Viewpoint - The company, 大家乐集团, is experiencing significant financial challenges, with a projected decline in adjusted EBITDA and shareholder profit for the upcoming reporting period, leading to a notable drop in stock price to a 16-year low [1] Financial Performance - The company anticipates a decline of approximately 30% in adjusted EBITDA for the six months ending September 30, 2025, compared to HKD 343.8 million in the same period last year [1] - The expected profit attributable to shareholders is projected to decrease between 65% to 70% from HKD 144.0 million in the previous year [1] Revenue and Profitability - Revenue for the upcoming period is expected to show a mid-single-digit percentage decline compared to the same period last year, contributing to a decrease in gross profit [1] - The company will also record a fair value loss on investment properties during the reporting period, contrasting with no such losses in the previous year [1]

每经AI快讯，11月7日，大家乐集团(00341.HK)跌超4%，截至发稿跌4.47%，报5.99港元，成交额579.84 万港元。 ...

Core Viewpoint - 大家乐集团预计其未来六个月的经调整EBITDA将下降约30%，并发出盈警 [1] Financial Performance - 截至2025年9月30日止六个月，预计经调整EBITDA将较截至2024年9月30日止六个月的3.438亿港元下降 [1] - 股东应占溢利预计将下降介于65%至70%，去年同期为1.44亿港元 [1] Revenue and Profitability - 预计回顾期的收入将出现中单位数的跌幅，导致集团毛利下跌 [1] - 回顾期内，集团还将面临投资物业的公平值亏损 [1]

Core Viewpoint - 大家乐集团预计其经调整EBITDA将在截至2025年9月30日的六个月内下降约30%至3.438亿港元 [1] Financial Performance - 截至2025年9月30日的六个月内，股东应占溢利预计将较去年同期的1.44亿港元下降介于65%至70% [1] - 回顾期内，收入预计将出现中单位数的跌幅，导致集团毛利下跌 [1] - 回顾期内，集团还将面临投资物业的公平值亏损 [1] Market Reaction - 大家乐集团的股价下跌超过4%，截至发稿时跌幅为4.47%，报5.99港元，成交额为579.84万港元 [1]

Company News - BeiGene reported total revenue of approximately $3.845 billion for the first nine months, a year-on-year increase of 43%. Adjusted net profit was approximately $693 million, marking a return to profitability. In Q3, revenue reached $1.412 billion, up 41% year-on-year, with adjusted net profit of approximately $304 million, a 489% increase year-on-year. The growth is primarily attributed to the sales increase of BeiYueZe® in the US and Europe, with the US remaining the largest market for the company. The full-year revenue guidance is set at $5.1 billion to $5.3 billion, reflecting strong growth expectations from BeiYueZe® in the US and continued expansion in Europe and other key global markets [2] - Yidu International Holdings announced an earnings upgrade, expecting a profit attributable to shareholders of approximately HKD 1.2 billion for the first half, representing an increase year-on-year [3] - Hua Hong Semiconductor reported sales revenue of $635 million for Q3 2025, a year-on-year increase of 20.7%. However, net profit decreased by 42.6% to $25.725 million [4] - Autohome's net profit attributable to the parent company for Q3 was approximately RMB 436.6 million, with online marketing and other business revenues increasing by 32.1% year-on-year [5] - Xinyi International reported a cumulative net operating income of approximately HKD 13.981 billion for the first ten months, a year-on-year decrease of about 5.3%, with October revenue at HKD 1.457 billion [6] - Dongfeng Motor Group's cumulative vehicle sales for the first ten months reached 1.501 million units, a year-on-year decline of approximately 1.6%. However, sales of new energy vehicles increased by approximately 37.1% to 421,400 units [7] - China Overseas Land & Investment reported a cumulative contracted property sales amount of approximately RMB 189.165 billion for the first ten months, a year-on-year decrease of 21.3% [8] - Poly Property Group reported a cumulative contracted sales amount of RMB 43.8 billion for the first ten months, a year-on-year decrease of 10.43% [9] - Gemdale reported a cumulative contracted sales amount of approximately RMB 9.125 billion for the first ten months, a year-on-year decrease of 43.93% [10] - Sunac China reported a cumulative contract sales amount of approximately RMB 32.77 billion for the first ten months, a year-on-year decline of 25.1% [11] - Guoyin Financial Leasing plans to purchase 1,198 units of domestic information technology computing equipment for a total consideration of RMB 1.04 billion [12] - Youjia Innovation recently received project designation notifications from a globally renowned automotive group's joint venture and luxury brand, with a total order amount of approximately RMB 320 million [13] - Swire Properties reported a rental rate of 96% for Taikoo Place in Q3, with a rental reduction of 13%. Other Swire properties had an occupancy rate of 90%, with a rental reduction of 15% [14] - Zhongshen Construction Industry plans to acquire 100% equity of Huajian Development Co., Ltd. for approximately HKD 213.6 million [15] - Hard Egg Innovation signed a memorandum of understanding with Huixin Investment to jointly develop an AIoT innovation enterprise incubation platform [16] - Damai Entertainment expects mid-term net profit to increase to no less than RMB 500 million, compared to RMB 337 million last year [17] - Cafe de Coral Group issued a profit warning, expecting mid-term profit attributable to shareholders to decline by 65% to 70% [18] - Qingci Games signed a game licensing transfer agreement with Disney, obtaining authorization to develop and publish the game "Disney: Book of Legends," expected to launch in 2026 across various regions [19] - Now Medical Technology's subsidiary signed a strategic cooperation framework agreement with Medtronic Changzhou to promote clinical applications of real-time navigation tracking endoscopic technology in China [19] - Zhaoke Ophthalmology-B signed a distribution agreement with PT FERRON for the commercialization of BRIMOCHOL PF in Indonesia, receiving an upfront payment and potential milestone payments [19] - Shoujia Technology signed a strategic framework cooperation agreement with Stardust Intelligence, covering the development of humanoid robot tendon and related fields [20] Buyback Dynamics - Helen's decided to exercise its share buyback authorization, planning to repurchase up to 127 million shares [21] - China Feihe repurchased 6.806 million shares for a total of approximately HKD 29.4298 million, with a buyback price of HKD 4.29 to HKD 4.35 [22] - Kintor Pharmaceutical repurchased 1.734 million shares for a total of approximately HKD 26.3078 million, with a buyback price of HKD 14.35 to HKD 15.8 [23] - COSCO Shipping Holdings repurchased 1.53 million shares for a total of approximately HKD 20.9869 million, with a buyback price of HKD 13.57 to HKD 13.84 [24] - Sinopec repurchased 2.398 million H-shares for a total of approximately HKD 10.1066 million, with a buyback price of HKD 4.20 to HKD 4.23 [25]

大家乐集团(00341)发布公告，集团预期截至2025年9月30日止六个月取得的经调整EBITDA较截至2024 年9月30日止六个月的3.438亿港元下降约30%。回顾期的股东应占溢利较去年同期的1.44亿港元下降介 于65%至70%。预期溢利下降的原因主要如下：与去年同期相比，回顾期的收入预计取得中单位数跌 幅，导致集团毛利下跌;及回顾期内取得投资物业的公平值亏损(去年同期：无)。 ...

智通财经APP讯，大家乐集团(00341)发布公告，集团预期截至2025年9月30日止六个月取得的经调整 EBITDA较截至2024年9月30日止六个月的3.438亿港元下降约30%。回顾期的股东应占溢利较去年同期 的1.44亿港元下降介于65%至70%。预期溢利下降的原因主要如下：与去年同期相比，回顾期的收入预 计取得中单位数跌幅，导致集团毛利下跌;及回顾期内取得投资物业的公平值亏损(去年同期：无)。 ...

预期溢利下降的原因主要如下：(1)与去年同期相比，回顾期的收入预计录得中单位数跌幅，导致集团 毛利下跌；及(2)回顾期内录得投资物业的公平值亏损(去年同期：无)。 格隆汇11月6日丨大家乐集团(00341.HK)公布，集团预期截至2025年9月30日止六个月录得之经调整 EBITDA较去年同期的343.8百万港元下降约30%。回顾期的股东应占溢利较去年同期的144.0百万港元下 降介乎65%至70%。 ...

截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: Café de Coral Holdings Limited 大家樂集團有限公司 (中文名稱僅供識別) 呈交日期: 2025年11月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00341 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.1 HKD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 1,000,000,000 | HKD | | 0 ...