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尽管收入增长,但餐饮上市公司高管对外卖持审慎态度
Jing Ji Guan Cha Wang· 2025-08-30 12:37
Core Insights - Many listed restaurant companies have seen growth in their takeaway revenue during the first half of the year [2] - The increase in takeaway sales has led to higher operational costs, particularly related to delivery services [3][4] Group 1: Takeaway Revenue Growth - Yum China reported that takeaway sales accounted for approximately 45% of its restaurant revenue in Q2, a year-on-year increase of 7% [2] - In the same period, takeaway sales for KFC represented 45% of its revenue, while for Pizza Hut, it was 43%, with year-on-year increases of 7% and 5% respectively [2] - Green Tea Group's takeaway revenue reached 524 million yuan in the first half of 2025, a 74.2% increase year-on-year, making up 22.9% of total revenue [2] - Small Garden's dine-in revenue was 1.647 billion yuan, growing by 2.2%, while takeaway revenue was 1.0574 billion yuan, up 13.7%, with takeaway accounting for 39% of total revenue [2] Group 2: Cost Increases and Operational Challenges - Green Tea's takeaway business expenses were 87.5 million yuan in the first half of the year, a 75.9% increase year-on-year, primarily due to rising fees for third-party delivery platforms [2] - Yum China noted that the increase in takeaway sales has raised rider costs, with employee benefits accounting for 27.2% of sales, up 0.9% year-on-year [3] - Executives from various companies expressed caution regarding the aggressive competition in the takeaway market, emphasizing the importance of maintaining dine-in services [4] - The surge in takeaway orders has led to increased pressure on store staff, affecting service quality and customer experience [4]
百胜中国8月28日斥资625万港元回购1.78万股
Zhi Tong Cai Jing· 2025-08-29 10:06
Group 1 - Yum China (09987) announced a share buyback of 17,800 shares for a total cost of HKD 6.25 million on August 28, 2025 [1] - The company also repurchased 71,800 shares at a cost of USD 3.2 million [1]
百胜中国(09987.HK)8月28日耗资625万港元回购1.78万股
Ge Long Hui· 2025-08-29 09:55
格隆汇8月29日丨百胜中国(09987.HK)发布公告,2025年8月28日耗资625万港元回购1.78万股。 ...
百胜中国(09987) - 翌日披露报表
2025-08-29 09:28
FF305 | 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 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份(不包括庫存股份)數 目 | | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年8月27日 | | 368,288,402 | | 0 | | | 368,288,402 | | 1). 購回股份 (股份購回並註銷) | | | -71,348 | 0.02 % | | USD | 44.85 | | | 於2025年8月 ...
百胜中国8月27日斥资624.54万港元回购1.76万股
Zhi Tong Cai Jing· 2025-08-28 09:56
Core Viewpoint - Yum China (09987) announced a share buyback plan, indicating confidence in its financial health and future growth potential [1] Summary by Category Share Buyback Details - The company plans to repurchase 17,600 shares at a cost of HKD 6.2454 million [1] - Additionally, it will buy back 71,300 shares for USD 3.2 million [1]
百胜中国(09987)8月27日斥资624.54万港元回购1.76万股
Zhi Tong Cai Jing· 2025-08-28 09:55
Core Viewpoint - Yum China (09987) announced a share buyback plan, indicating confidence in its financial health and future growth potential [1] Summary by Category Share Buyback Details - The company plans to repurchase 17,600 shares for a total cost of HKD 6.2454 million [1] - Additionally, it will buy back 71,300 shares for USD 3.2 million [1]
百胜中国(09987.HK)8月27日耗资624.54万港元回购1.76万股
Ge Long Hui· 2025-08-28 09:47
Group 1 - Company Yum China (09987.HK) announced a share buyback on August 27, 2025, spending HKD 6.2454 million to repurchase 17,600 shares [1] - The buyback price ranged from HKD 350.4 to HKD 363 per share [1]
百胜中国(09987) - 翌日披露报表
2025-08-28 09:22
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 FF305 公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2025年8月28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 | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | | 已發 ...
百胜中国8月26日斥资625.87万港元回购1.7万股
Zhi Tong Cai Jing· 2025-08-27 10:08
Group 1 - Yum China (09987) announced a share buyback on August 26, 2025, spending HKD 6.2587 million to repurchase 17,000 shares at a price range of HKD 364.8 to HKD 371.4 per share [1] - On the same day, the company also repurchased 68,900 shares for USD 320,000 at a price range of USD 46.19 to USD 46.78 per share [1] - Additionally, Yum China canceled 68,700 shares that had been repurchased [1]
百胜中国(09987)8月26日斥资625.87万港元回购1.7万股
智通财经网· 2025-08-27 09:57
Group 1 - Yum China announced a share buyback plan, spending HKD 6.2587 million to repurchase 17,000 shares at a price range of HKD 364.8 to 371.4 per share [1] - On the same day, the company also repurchased 68,900 shares for USD 320,000, with a price range of USD 46.19 to 46.78 per share [1] - Additionally, Yum China canceled 68,700 shares that had been repurchased [1]