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部分外送产品调价,肯德基回应:是为应对运营成本变化
Nan Fang Du Shi Bao· 2026-01-26 05:15
Core Viewpoint - KFC has announced a price adjustment for its delivery products, with an average increase of 0.8 yuan, while dine-in prices remain unchanged [1] Group 1: Price Adjustments - The price adjustment for KFC's delivery products ranges from 0.5 yuan to 1.5 yuan, with some items remaining at their original prices [1] - Examples of price changes include: medium fries from 14 yuan to 15 yuan, creamy mashed potatoes from 9 yuan to 10.5 yuan, and New Orleans grilled wings from 15.5 yuan to 16 yuan [1] - Dine-in prices are significantly lower than delivery prices, with dine-in prices for the double-layer beef burger at 22 yuan and medium fries at 9.5 yuan [1] Group 2: Consumer Promotions - KFC's popular promotional packages such as "Crazy Thursday" and "Weekend Crazy Deal" will maintain their prices despite the delivery price adjustments [2] - The last public price adjustment by KFC occurred in December 2024, with an average increase of 2% [2] Group 3: Financial Performance - KFC China's revenue for the first three quarters of 2025 reached 6.746 billion USD, marking a year-on-year growth of 2.91% [3] - The restaurant operating profit margin increased by 0.6 percentage points to 15.8%, and the overall restaurant profit margin rose by 0.4 percentage points to 18.4% [3] - As of September 2025, KFC operates 12,640 stores in China [3]
肯德基部分外送产品涨价0.8元 回应:应对运营成本变化,堂食价格保持不变
Xin Lang Cai Jing· 2026-01-26 04:56
Core Viewpoint - KFC has made a slight price adjustment on some delivery products, with an average increase of 0.8 yuan, while dine-in prices remain unchanged [1][2]. Company Response - Yum China stated that the price adjustment is a response to changes in operational costs and is necessary for maintaining stable and healthy operations [1][2]. - The company emphasized that popular promotional meal packages such as "Crazy Thursday," "Weekend Crazy Deal," and "OK Meal Set" will not see any price changes [1][2]. - Key products like the "Spicy Chicken Leg Burger" and "New Orleans Grilled Chicken Leg Burger" continue to offer high value in the delivery market despite the price adjustment [1][2]. Market Dynamics - The company views the price adjustment as a normal market practice and a necessary measure for the industry to operate effectively [1][2]. - Yum China plans to continue optimizing its cost structure to provide high-quality and cost-effective products and services to consumers [1][2].
34家港股公司回购 斥资1.42亿港元
舜宇光学科技回购数量85.00万股,回购金额5415.15万港元,回购最高价为64.000港元,最低价为63.150 港元,年内累计回购金额8.20亿港元;华润燃气回购数量105.24万股,回购金额2280.22万港元,回购最 高价为22.000港元,最低价为21.480港元,年内累计回购金额4346.61万港元;碧桂园服务回购数量 210.00万股,回购金额1317.36万港元,回购最高价为6.330港元,最低价为6.210港元,年内累计回购金 额7408.18万港元。 以金额进行统计,1月23日回购金额最多的是舜宇光学科技,回购金额为5415.15万港元;其次是华润燃 气,回购金额为2280.22万港元;回购金额居前的还有碧桂园服务、快手-W等。回购数量上看,1月23 日回购股数最多的是碧桂园服务,当日回购量为210.00万股;其次是华润燃气、中国恒有源集团等,回 购数量分别为105.24万股、100.00万股。(数据宝) 1月23日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额(万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- ...
百胜中国1月23日合共回购约8.14万股股份
Zhi Tong Cai Jing· 2026-01-26 00:30
Core Viewpoint - Yum China (09987) announced a share buyback program, indicating confidence in its financial health and commitment to returning value to shareholders [1] Group 1: Share Buyback Details - The company repurchased approximately 61,300 shares at a cost of about $3 million on the New York Stock Exchange [1] - Additionally, Yum China spent approximately HKD 7.694 million to buy back 20,100 shares on the Hong Kong Stock Exchange [1]
百胜中国(09987.HK):于1月23日港交所耗资约769.4万港元回购2.01万股股份
Ge Long Hui· 2026-01-25 11:44
Group 1 - The core point of the article is that Yum China (09987.HK) has repurchased shares, spending approximately $3 million to buy back about 61,300 shares on the New York Stock Exchange and approximately HKD 7.694 million to repurchase 20,100 shares on the Hong Kong Stock Exchange [1] Group 2 - The share repurchase on the New York Stock Exchange occurred on January 23, 2026 [1] - The repurchase on the Hong Kong Stock Exchange involved a total expenditure of approximately HKD 7.694 million [1] - The total number of shares repurchased across both exchanges amounts to approximately 81,400 shares [1]
百胜中国(09987)1月23日合共回购约8.14万股股份
Zhi Tong Cai Jing· 2026-01-25 11:33
Core Viewpoint - Yum China (09987) announced a share buyback program, indicating confidence in its financial health and future growth prospects [1] Group 1: Share Buyback Details - The company repurchased approximately 61,300 shares at a cost of about $3 million on the New York Stock Exchange [1] - Additionally, Yum China spent approximately HKD 7.694 million to buy back 20,100 shares on the Hong Kong Stock Exchange [1]
百胜中国(09987) - 翌日披露报表
2026-01-25 11:18
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2026年1月25日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 09987 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 ...
百胜中国1月22日斥资772.16万港元回购2.04万股
Zhi Tong Cai Jing· 2026-01-23 14:33
百胜中国(09987)发布公告,于2026年1月22日斥资772.16万港元回购2.04万股;斥资300万美元回购6.08万 股。 ...
张坤在管基金披露2025年四季报:减持白酒股 加仓阿里巴巴(09988)
Zhi Tong Cai Jing· 2026-01-23 12:24
Core Viewpoint - E Fund's Zhang Kun reported a decline in total assets under management to 48.383 billion yuan as of December 2025, with three A-share focused funds underperforming their benchmarks, while the E Fund Asia Select fund achieved positive returns, significantly exceeding its benchmark [1][2]. Group 1: Fund Performance - As of December 2025, the largest fund, E Fund Blue Chip Select, had a net asset value of 1.8623 yuan, with a report period net asset value growth rate of -8.93%, compared to a benchmark return of -2.63% [1]. - Three main A-share focused funds reported negative quarterly returns and failed to outperform their performance benchmarks [1]. Group 2: Portfolio Adjustments - Zhang Kun reduced holdings in major stocks such as Kweichow Moutai, Wuliangye, Luzhou Laojiao, and Shanxi Fenjiu, while also significantly reducing positions in Focus Media and China Merchants Bank [1]. - The top ten holdings of E Fund Blue Chip Select remained unchanged, including Tencent, Kweichow Moutai, and Alibaba, with notable reductions in Focus Media and increases in Alibaba [2]. Group 3: Market Outlook - Zhang Kun expressed a long-term optimistic view on the macro economy and market, predicting significant improvements in living standards and social security in China over the next decade [2]. - He emphasized the importance of a strong domestic demand market in promoting technological innovation, suggesting that improved consumer environments could enhance subscription revenues and model capabilities [3]. Group 4: Confidence in Business Models - Zhang Kun maintained confidence in the business models, competitive barriers, and cash flow generation capabilities of the companies in the portfolio, asserting that the market's perception of quality companies presents good opportunities for long-term investors [3].
百胜中国(09987.HK)1月22日耗资772.16万港元回购2.04万股
Ge Long Hui· 2026-01-23 09:53
Summary of Key Points Core Viewpoint - Yum China (09987.HK) announced a share buyback on January 22, 2026, spending HKD 7.7216 million to repurchase 20,400 shares at a price range of HKD 376.2 to HKD 381.4 per share [1] Group 1 - The total expenditure for the share buyback was HKD 7.7216 million [1] - The number of shares repurchased was 20,400 [1] - The price range for the repurchased shares was between HKD 376.2 and HKD 381.4 [1]