Guangzhou Restaurant(603043)
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餐饮老字号数字化加速,超半数用AI辅助经营
Xin Jing Bao· 2026-02-09 07:57
新京报讯(记者秦胜南)2月9日,新京报记者从2026餐饮老字号创新交流会上获悉,目前已有206个老 字号餐饮品牌、6027家门店完成线上化布局,覆盖全国234个城市,老字号对年轻消费群体的吸引力正 在增强。此外,超半数老字号品牌正在使用AI(人工智能)工具辅助经营决策。 魏巍指出,当前老字号转型呈现三大路径:一是全渠道融合,如紫光园通过与美团合作,实现多价格 带、多时段、多渠道经营,其奶皮子酸奶年销量翻7倍;二是文化价值变现,全聚德打造"空中四合 院"门店,从卖产品到卖体验,带动客单价提升25%、复购率增长18%;三是数字化转型加速,AI工具 已成为老字号经营提效的重要帮手。对此,美团于2025年10月发布餐饮堂食AI经营助手"智能掌柜",累 计帮助150余万用户完成预订。 北京华天饮食控股集团有限公司党委副书记、董事、总经理白森森介绍,集团直属门店接入美团"智能 掌柜"后,系统自动统计当日经营数据,并对比同行表现,替代店长手工统计,单店每日至少节省1小 时。此外,门店中越来越多的用户咨询由AI直接承接,尤其针对"两节"期间咨询量和预订量猛增的场 景,显著降低了门店人工成本,提升了经营效率。 此次交流会由中国 ...
休闲食品板块2月4日涨2.4%,万辰集团领涨,主力资金净流出4624.39万元
Zheng Xing Xing Ye Ri Bao· 2026-02-04 08:56
证券之星消息,2月4日休闲食品板块较上一交易日上涨2.4%,万辰集团领涨。当日上证指数报收于 4102.2,上涨0.85%。深证成指报收于14156.27,上涨0.21%。休闲食品板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300972 | 万辰集团 | 209.30 | 7.33% | 3.63万 | | 7.39亿 | | 603043 | 广州酒家 | 18.15 | 2.83% | 5.85万 | | 1.05亿 | | 002847 | 盐津铺子 | 69.95 | 2.70% | 4.94万 | | 3.44亿 | | 002956 | 西麦食品 | 28.12 | 2.18% | 2.62万 | | 7255.55万 | | 300973 | 立高食品 | 44.20 | 2.10% | 4.27万 | | 1.87亿 | | 603697 | 有友食品 | 13.78 | 2.07% | 32.96万 | | 4.55亿 | | 6038 ...
广州酒家:1月份公司未进行回购交易
Zheng Quan Ri Bao· 2026-02-02 11:41
(文章来源:证券日报) 证券日报网讯 2月2日,广州酒家发布公告称,2026年1月,公司未进行回购交易。 ...
广州酒家(603043) - 广州酒家:关于股份回购进展公告
2026-02-02 09:01
证券代码:603043 证券简称:广州酒家 公告编号:2026-006 广州酒家集团股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: | 回购方案首次披露日 | 2025/3/20 | | | --- | --- | --- | | 回购方案实施期限 | 2025 年 4 月 22 日~2026 年 | 4 月 21 日 | | 预计回购金额 | 10,000万元~14,300万元 | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 631.84万股 | | | 累计已回购股数占总股本比例 | 1.11% | | | 累计已回购金额 | 10,040.31万元 | | | 实际回购价格区间 | 15.42元/股~16.50元/股 | | 一、回购股份的基本情况 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指 ...
休闲食品板块1月29日跌0.64%,万辰集团领跌,主力资金净流出4316.26万元
Zheng Xing Xing Ye Ri Bao· 2026-01-29 09:03
从资金流向上来看,当日休闲食品板块主力资金净流出4316.26万元,游资资金净流出3362.94万元,散户 资金净流入7679.2万元。休闲食品板块个股资金流向见下表: 证券之星消息,1月29日休闲食品板块较上一交易日下跌0.64%,万辰集团领跌。当日上证指数报收于 4157.98,上涨0.16%。深证成指报收于14300.08,下跌0.3%。休闲食品板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300783 | 三只松鼠 | 24.88 | 4.85% | 20.85万 | 5.04亿 | | 300973 | 立高食品 | 46.39 | 4.25% | 3.55万 | 1.63亿 | | 603043 | 广州酒家 | 17.91 | 3.11% | 6.35万 | 1.13亿 | | 603719 | 良品铺子 | 12.14 | 2.45% | 6.98万 | 8399.45万 | | 002557 | 治治食品 | 23.34 | 2.28% | 7.53万 ...
50+企业“香”遇上海,广东名企奉上年菜盛宴
Nan Fang Nong Cun Bao· 2026-01-21 01:01
Core Viewpoint - The event "Guangdong New Year Cuisine in Shanghai" showcases over 50 renowned enterprises from Guangdong, aiming to promote Guangdong's culinary culture and agricultural products in Shanghai, enhancing market expansion and brand recognition [4][5][6]. Group 1: Event Overview - The event will feature a diverse array of traditional Guangdong New Year dishes, including signature dim sum and classic盆菜 (Poon Choi), highlighting the rich culinary heritage of Guangdong [11][12]. - Participating companies include well-known brands such as Guangzhou Restaurant and various seafood giants, presenting a comprehensive selection of Guangdong specialties to Shanghai residents [11][12][19]. - The event aims to create a vibrant cultural exchange between Guangdong and Shanghai, merging the culinary traditions of both regions [32][41]. Group 2: Market and Brand Strategy - The initiative serves as a platform for market expansion, with many enterprises targeting Shanghai as a strategic hub to reach the broader Yangtze River Delta market [23][24]. - Brand promotion is a shared goal among both traditional and emerging brands, focusing on storytelling to enhance the visibility of Guangdong products in an international metropolis [24][25]. - The event will facilitate direct consumer engagement and market feedback, allowing companies to adapt their offerings based on real-time consumer preferences [26][27]. Group 3: Cultural Significance - The event emphasizes the cultural symbolism of Guangdong cuisine, with dishes like盆菜 representing abundance and prosperity, aiming to resonate with Shanghai's diverse culinary landscape [33][41]. - It seeks to foster cultural understanding and emotional connections through food, positioning Guangdong's New Year traditions as appealing options for Shanghai families [42][44]. Group 4: Innovative Engagement - The event will break traditional sales models by incorporating tasting experiences, cultural displays, and industry networking opportunities, enhancing consumer interaction [47][49]. - Attendees will have the chance to witness the preparation of traditional dishes, further enriching their understanding of Guangdong's culinary craftsmanship [48][49]. - This approach aims to create a dynamic environment for both consumers and industry stakeholders, promoting collaboration and investment in the agricultural and food sectors [49][52].
休闲食品板块1月20日涨1.54%,万辰集团领涨,主力资金净流出6030.19万元
Zheng Xing Xing Ye Ri Bao· 2026-01-20 08:51
Group 1 - The leisure food sector increased by 1.54% on January 20, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the leisure food sector showed significant price movements, with Wancheng Group rising by 6.04% to a closing price of 212.00 [1] Group 2 - The leisure food sector experienced a net outflow of 60.30 million yuan from institutional investors, while retail investors saw a net inflow of 75.82 million yuan [2] - Notable declines were observed in stocks such as Three Squirrels, which fell by 2.07% to a closing price of 24.58 [2] - The trading volume and turnover for various stocks in the sector varied, with significant activity noted in stocks like Haoxiangni and Ximai Food [2] Group 3 - Haoxiangni had a net inflow of 79.89 million yuan from institutional investors, while it faced a net outflow of 78.76 million yuan from retail investors [3] - Ximai Food also saw a net inflow of 10.14 million yuan from institutional investors, with retail investors experiencing a net outflow [3] - The data indicates varying levels of investor interest across different stocks within the leisure food sector, highlighting the dynamics of institutional versus retail investment [3]
老字号焕新赋能绿色消费 第六届中国绿色饭店消费季(苏州站)启幕
Zhong Guo Jing Ji Wang· 2026-01-19 10:48
Core Insights - The sixth China Green Hotel Consumption Season officially opened in Suzhou, focusing on "Quality Consumption and Green Leadership" to explore new paths for the green, integrated, and quality development of the accommodation and catering industry [1][2] - The event aims to inject vitality into the Spring Festival consumption market by linking national time-honored brands and creating a new consumption platform [1] Group 1: Event Overview - The Green Hotel Consumption Season covers 3,500 green hotels nationwide, serving as a key platform for showcasing the achievements of green development in the accommodation and catering industry [1] - Since its launch in March 2025, the event has been held in multiple cities, with a cumulative attendance of 1,200 people and a transaction volume exceeding 150 million yuan from the "Ace Wonderful Yeah" initiative [1][2] Group 2: Industry Focus and Initiatives - The event features discussions on how to implement green consumption concepts, the new opportunities and challenges in industry transformation, and how time-honored brands can activate development through greening and innovation [2] - A joint initiative was launched by five associations to promote the creation of green hotels and encourage diverse, full-chain green business entities [2] Group 3: Integration of Traditional Brands - The integration of time-honored brands with new Spring consumption scenarios is highlighted, with the "2026 Spring Consumption Season Hotel Industry New Year Goods Festival" showcasing products from well-known brands [3] - Participating brands displayed traditional craftsmanship and innovative products, emphasizing breakthroughs in product development, green packaging, and cultural expression [3] - The collaboration between the Green Hotel Consumption Season and the New Year Goods Festival provides practical examples for industry transformation and injects new momentum into the Spring consumption market [3]
休闲食品板块1月19日涨3.01%,立高食品领涨,主力资金净流入1835.13万元
Zheng Xing Xing Ye Ri Bao· 2026-01-19 08:52
Group 1 - The leisure food sector increased by 3.01% on January 19, with Li Gao Food leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the leisure food sector showed significant price increases, with Li Gao Food rising by 7.34% to a closing price of 46.09 [1] Group 2 - The leisure food sector experienced a net inflow of 18.35 million yuan from institutional investors, while retail investors contributed a net inflow of 18.64 million yuan [2] - Notable stocks included San Zhi Song Shu, which had a net inflow of 36.54 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trading volume and turnover in the leisure food sector indicated active market participation, with significant movements in individual stock prices [1][2]
广州酒家1月16日获融资买入396.13万元,融资余额1.17亿元
Xin Lang Cai Jing· 2026-01-19 01:39
Group 1 - On January 16, Guangzhou Restaurant's stock fell by 1.82%, with a trading volume of 58.53 million yuan [1] - The financing data shows that on the same day, the financing purchase amount was 3.96 million yuan, while the financing repayment was 4.97 million yuan, resulting in a net financing outflow of 1.01 million yuan [1] - As of January 16, the total balance of margin trading for Guangzhou Restaurant was 117 million yuan, which accounts for 1.20% of its market capitalization, indicating a low level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Guangzhou Restaurant increased by 4.96% to 23,400, while the average circulating shares per person decreased by 4.72% to 24,258 shares [2] - For the period from January to September 2025, Guangzhou Restaurant achieved an operating income of 4.285 billion yuan, representing a year-on-year growth of 4.43%, and a net profit attributable to shareholders of 449 million yuan, with a slight increase of 0.31% [2] Group 3 - Since its A-share listing, Guangzhou Restaurant has distributed a total of 1.642 billion yuan in dividends, with 830 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 7.1934 million shares, a decrease of 5.2772 million shares compared to the previous period [3]