Group 1 - Principal Global Investors, LLC increased its stake in Yum China (09987.HK) by purchasing 129,800 shares at an average price of HKD 375.80 per share, totaling approximately HKD 48.78 million [1] - Following the purchase, Principal Global Investors, LLC's total shareholding rose to 18.70 million shares, with its ownership percentage increasing from 4.98% to 5.06% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明， 並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Yum China Holdings, Inc. 百 勝 中 國 控 股 有 限 公 司 （於美利堅合眾國特拉華州註冊成立的有限公司） （股份代號：9987） 董事名單及其角色與職能 獨立董事 胡祖六博士 （董事長） Mikel A. DURHAM 女士 Edouard ETTEDGUI 先生 葛新女士 David HOFFMANN 先生 盧蓉女士 邵子力先生 汪洋先生 衛哲先生 張敏女士 朱曉靜女士 董事會設有四個董事會委員會。下表提供本公司各董事任職所在該等委員會的成員資料。 | | | 審計委員會 | 薪酬委員會 | 提名與管治委員會 | 食品安全與可持續 | | --- | --- | --- | --- | --- | --- | | | | | | | 發展委員會 | | 胡祖六博士 | | | | C | | | 屈翠容女士 | | | | | | | Robert B. AIKEN先生 | ...

【今日焦点】 百胜中国(09987.HK)第二季度经营利润增长14%至3.04亿美元 经营利润率创下第二季度新高 百胜中国(09987.HK)公告，2025年第二季度，总收入同比增长4%至28亿美元，同样增长4%，不计及外 币换算影响。经营利润同比增长14%至3.04亿美元，创第二季度新高。核心经营利润同比增长14%。经 营利润率为10.9%，同比增长100个基点，同样创下第二季度新高，这得益于餐厅利润率的增长和管理 费用的减少。餐厅利润率为16.1%，同比增长60个基点，主要得益于食品及包装物、物业租金及其他经 营开支的减少。 每股摊薄盈利同比增长5%至0.58美元，创下第二季度的又一新高，同样同比增长5%，不计及外币换算 影响。剔除0.04美元公司于2025年和2024年第二季度按市值计价的股权投资以及外币换算带来的不利影 响后，每股摊薄盈利同比增长15%。 期间系统销售额同比增长4%，不计及外币换算影响。该增长较第一季度环比提升，主要得益于4%的净 新增门店贡献以及1%的同店销售额增长。同店销售额实现1%的正增长。同店交易量同比增长2%，连续 第十个季度实现增长。净新增门店336家，其中加盟店净新增89 ...

Major Events - Shiyao Group's (01093) application for the listing of Semaglutide injection has been accepted by the National Medical Products Administration (NMPA) [1] - Gilead Sciences-B (01672) has completed the enrollment of overweight or obese subjects in the Phase IIa study of the small molecule oral GLP-1R agonist ASC30 in the United States [1] - China Biopharmaceutical (01177) has received NMPA approval for the clinical trial application of TQC3302 "ICS/LAMA/LABA soft mist inhalation preparation" [1] - Jiaogepeng Holdings (01450) plans to acquire 100% equity of Hangzhou Jiaogepeng Education Technology Co., Ltd. for 180 million yuan [1] Financial Data - China Tower (00788) reported a mid-term profit attributable to shareholders of 5.757 billion yuan, an increase of 8.0% year-on-year, with the revenue share from its two wings business exceeding 14% [1] - Techtronic Industries (00669) reported a mid-term profit attributable to shareholders of 628 million USD, an increase of 14.17% year-on-year, with a dividend of 1.25 HKD per share [1] - Yum China (09987) reported a second-quarter operating profit of 304 million USD, a year-on-year increase of 14% [1] - Zibuyu (02420) issued a profit warning, expecting mid-term revenue to increase by approximately 30%-40% to between 1.9 billion and 2.047 billion yuan [1] - Angelalign (06699) issued a profit warning, expecting net profit for the first half of the year to be approximately 13.4 million to 14.8 million USD, a year-on-year increase of approximately 538.1% to 604.8% [1] - Boya Interactive (00434) issued a profit warning, expecting mid-term profit attributable to shareholders to decrease by approximately 25% to 35% [1] - Zhenjiu Lidu (06979) issued a profit warning, expecting mid-term net profit attributable to shareholders to decline by 23% to 24% [1] - Fourth Paradigm (06682) expects a narrowed adjusted net loss for the mid-term, down 68% to 73% year-on-year [1]

For the quarter ended June 2025, Yum China Holdings (YUMC) reported revenue of $2.79 billion, up 4% over the same period last year. EPS came in at $0.58, compared to $0.55 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.78 billion, representing a surprise of +0.15%. The company delivered an EPS surprise of +1.75%, with the consensus EPS estimate being $0.57. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

经济观察网百胜中国发布公告，不计及外币换算影响，2025年第二季度总收入同比增长4%至28亿美 元，每股摊薄盈利同比增长5%至0.58美元。此外，净新增门店336家，其中加盟店净新增89家，占比 26%。 ...

每经AI快讯，8月5日，美股绩优股盘初集体高开，辉瑞制药涨4.33%，英国石油涨1.3%，百胜中国涨 1.55%。 ...

深圳商报·读创客户端首席记者 刘琼 必胜客持续渗透大众市场。本季度，必胜客的同店销售额同比增长达2%，同店交易量更是同比增长了17%。此外，必胜客积极拓展 其门店模式以渗透更广阔的市场，典型代表就是必胜客WOW乐享会员店。必胜客WOW通过精简的运营及更低的门店投入，助力必 胜客渗透至低线城市，从而提升整体营收规模和市场触达。 百胜中国的增长不仅依赖创新，更通过"情感价值"与消费者构建深度链接。今年六一儿童节当天，百胜中国与经典IP如Hello Kitty和 Pokémon（宝可梦）进行深度合作，创造了2025年迄今为止的最高单日销售额——促销期间，累计卖出400万份带可爱玩具的套餐。 百胜中国通过与经典IP的联名合作，将餐饮消费转化为一种"收藏"、"娱乐"和"亲子互动"的体验，为产品赋予了文化和情感属性。 8月5日，百胜中国控股有限公司（纽交所代码：YUMC，港交所代码：9987）公布了截至2025年6月30日的二季度财报。本季度，百 胜中国经营利润同比增长14%，经营利润率提升至10.9%，均刷新第二季度的历史纪录；总收入同比增长4%至28亿美元。 在门店扩张方面，公司本季度净新增336家门店，截至2025 ...

8月5日百胜中国（纽交所代码：YUMC，港交所代码：9987）公布截至2025年6月30日的二季度财报。 本季度，百胜中国经营利润同比增长14%，创下第二季度历史新高，经营利润率也提升至10.9%，同样 刷新了第二季度的历史纪录，总收入同比增长4%至28亿美元。 在门店扩张方面，百胜中国本季度净新增336家门店，截至2025年6月30日，总门店数已达16978家，其 中包括肯德基门店12238家，必胜客门店3864家，持续巩固行业领先地位。 值得关注的是，百胜中国同店销售额实现了1%的同比增长，同店交易量更是连续第十个季度实现了同 比增长。这些积极的趋势表明，公司不仅通过开设新店扩大规模，更重要的是，在当前中国消费市场趋 于理性、竞争激烈的背景下，其现有门店的运营效率和对顾客的吸引力持续提升。 必胜客通过产品升级和创新营销活动，成功吸引了更广泛的大众消费群体。本季度，必胜客的同店销售 额同比增长达到2%，同店交易量更是显著同比增长了17%。 本季度，百胜中国外卖销售占公司餐厅收入的约45%，较去年第二季度的约38%有所增长，这一增长主 要得益于自有渠道的优惠活动以及外卖平台上促销力度的加大。 百胜中国表示，其 ...

Core Insights - Yum China reported total revenue of $2.8 billion for Q2 2025, a year-on-year increase of 4% [1] - Operating profit reached $304 million, reflecting a 14% increase compared to the previous year [1] - Net profit was $215 million, showing a 1% year-on-year growth [1] Store Expansion - As of June 30, 2025, the total number of stores reached 16,978, with KFC stores numbering 12,238 and Pizza Hut stores totaling 3,864 [1] - In Q2, 336 new stores were added, with 89 being franchise stores, accounting for 26% of the total new openings [1] - The company expects to add 1,600 to 1,800 new stores throughout the year [1] Performance and Future Outlook - The CEO highlighted the company's robust performance in Q2, achieving positive same-store sales growth and expanding the total store count to nearly 17,000 [1] - Operating profit saw double-digit growth, with a significant increase in profit margins [1] - KFC demonstrated business resilience, while Pizza Hut continued its positive growth trend [1] - The company plans to return $3 billion to shareholders between 2025 and 2026, building on the $1.5 billion returned in 2024 [1]