Core Viewpoint - The company is implementing a shareholder return initiative to enhance understanding of its "food productization" strategy and to allow shareholders to experience its products and services [1] Group 1: Shareholder Return Mechanism - The company will host a shareholder reward activity to establish a long-term and diverse shareholder return mechanism [1] - Eligible shareholders will receive a rights card (50% discount coupon) to purchase self-operated products on a dedicated page during the activity [1] - Each coupon can be used only once, and further details are available on the exclusive shareholder page [1]

证券代码：002186 证券简称：全聚德 公告编号：2026-01 中国全聚德（集团）股份有限公司 关于股东回馈活动的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 中国全聚德（集团）股份有限公司（以下简称"公司"）为建立长效多样的 股东回报机制，使股东更好地了解公司"餐饮产品食品化"战略，体验公司产品 和服务，公司将举办全聚德股东回馈活动，具体方案如下： （股东回馈活动专享页面） 一、活动时间 北京时间：2026 年 1 月 28 日零时至 2026 年 2 月 3 日 23:59:59。若超过 2026 年 2 月 3 日 23:59:59 未进行本次活动申领的，则视为股东自动放弃参与本次活 动的权利。 二、参加活动的股东范围 2026 年 1 月 26 日下午 15:00 收市时，在中国证券登记结算有限责任公司深 圳分公司登记在册的公司全体股东。 三、活动内容 活动期间内符合条件的股东可领取一张权益卡（五折券）,在股东回馈活动 专享页面购买自营产品，每张券限用一次，活动详情见股东专享页面。 自然人股东可于 2026 年 1 月 28 ...

【#全聚德烤鸭也能在家吃#】#全聚德出饼干了# 新春将至，年货市场热潮涌动，中华老字号全聚德带 着满满心意焕新登场，为这个新年讲述老字号的新故事。今年年货节，全聚德集团推出30余款新品，新 品占比高达50%。从家宴礼盒到卤味零食，全方位覆盖多元需求。非遗传承的手工片制烤鸭礼盒4.0 版，31道工序果木慢烤，在家就能享受堂食仪式感。丰泽园熟食礼盒及其香酥鸡、五香烧鸡、藤椒烤肠 等爆款，自用馈赠两相宜。更有直击年轻群体的趣味新品"好运上上签饼干"，藏着惊喜祝福。毛绒元宝 造型的"抓财包"可背可吃，"小行李箱"礼箱，吃完秒变收纳神器，让年礼既有滋味又有温度。 ...

Core Viewpoint - The company is actively preparing for the upcoming Lunar New Year celebrations in 2026, with strong demand for its various restaurant brands and a focus on ensuring quality and safety in its offerings [1] Group 1: Business Operations - The company has reported that its brands, including Quanjude, Fangshan, Fengze Garden, and Sichuan Restaurant, are experiencing a robust booking trend for New Year's Eve dinners [1] - The company is implementing a comprehensive strategy to ensure service quality by maintaining sufficient inventory and strict food safety measures [1] Group 2: Marketing Activities - During the Spring Festival, the company will launch diverse marketing activities that integrate online and offline channels, including seasonal events such as Laba porridge distribution, Spring Festival celebrations, and Lantern Festival gifts [1] - The company is offering exclusive discounts and flash sales for members through online platforms [1] Group 3: Product Offerings - The company has initiated its New Year goods festival, featuring over 30 product offerings, with 50% being new products [1] - The product range includes traditional family banquet gift boxes, cooked food gift boxes, and youth-oriented snacks, catering to various consumer needs for family gatherings, gifting, and corporate welfare [1] - Consumers can purchase these products through multiple channels, including Tmall, JD.com, the "Quanjude Goods Store" WeChat mall, and offline supermarkets [1] Group 4: Strategic Focus - The company aims to drive growth through a dual focus on "catering + food," fully addressing the consumption demands during the New Year period [1]

Core Viewpoint - The hotel and catering sector experienced a rise of 0.74% on January 22, with *ST Yunwang leading the gains, while the overall market indices showed modest increases [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4122.58, up 0.14% [1] - The Shenzhen Component Index closed at 14327.05, up 0.5% [1] - The hotel and catering sector stocks showed varied performance, with *ST Yunwang closing at 2.26, up 5.12% [1] Group 2: Stock Performance - *ST Yunwang led the sector with a closing price of 2.26 and a trading volume of 194,300 shares, amounting to a transaction value of 43.81 million yuan [1] - Junting Hotel closed at 31.05, up 3.02%, with a transaction value of 186 million yuan [1] - Huaten Hotel closed at 3.60, up 1.98%, with a transaction value of 104 million yuan [1] - Jinling Hotel closed at 8.13, up 1.12%, with a transaction value of 100 million yuan [1] - Xian Catering closed at 9.49, up 1.06%, with a transaction value of 180 million yuan [1] - Quanjude closed at 12.28, up 0.57%, with a transaction value of 110 million yuan [1] - Jinjiang Hotel closed at 27.53, up 0.33%, with a transaction value of 312 million yuan [1] - Tongqinglou closed at 19.93, up 0.20%, with a transaction value of 72.28 million yuan [1] - Shoulu Hotel closed at 17.84, up 0.06%, with a transaction value of 27.5 million yuan [1] Group 3: Capital Flow - The hotel and catering sector saw a net outflow of 8.96 million yuan from main funds, while retail investors contributed a net inflow of 64.28 million yuan [1] - Junting Hotel had a main fund net inflow of 10.78 million yuan, while retail investors had a net outflow of 5.07 million yuan [2] - *ST Yunwang experienced a main fund net inflow of 8.96 million yuan, with retail investors showing a net outflow of 5.06 million yuan [2] - Huaten Hotel had a net outflow of 1.25 million yuan from main funds, but a net inflow of 8.47 million yuan from retail investors [2] - Jinling Hotel and Quanjude both experienced significant net outflows from main funds, while retail investors showed positive net inflows [2]

Core Viewpoint - The hotel and catering sector experienced a slight increase of 0.01% on January 20, with Shoulu Hotel leading the gains, while the overall market indices showed a decline [1]. Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% - The Shenzhen Component Index closed at 14155.63, down 0.97% [1]. Individual Stock Performance - Shoulu Hotel (600258) closed at 17.96, up 2.51% with a trading volume of 184,500 shares and a turnover of 327 million yuan - ST Yunwang (002306) closed at 2.15, up 0.94% with a trading volume of 175,400 shares and a turnover of 37.7 million yuan - Huatian Hotel (000428) closed at 3.62, up 0.56% with a trading volume of 511,200 shares and a turnover of 181 million yuan - Jinling Hotel (601007) closed at 8.08, down 0.25% with a trading volume of 124,300 shares and a turnover of 100 million yuan - Jinjiang Hotel (600754) closed at 27.44, down 0.36% with a trading volume of 114,100 shares and a turnover of 312 million yuan - Tongqinglou (605108) closed at 20.16, down 0.64% with a trading volume of 42,300 shares and a turnover of 85.4 million yuan - Xianyinshi (000721) closed at 9.61, down 2.04% with a trading volume of 329,200 shares and a turnover of 319 million yuan - Quanjude (002186) closed at 12.24, down 2.93% with a trading volume of 146,100 shares and a turnover of 181 million yuan - Junxi Hotel (301073) closed at 30.80, down 2.99% with a trading volume of 65,600 shares and a turnover of 204 million yuan [1]. Capital Flow Analysis - The hotel and catering sector saw a net outflow of 33.95 million yuan from main funds, while retail investors contributed a net inflow of 31.30 million yuan - The main funds showed a significant outflow from Jinling Hotel (1,482.85 million yuan) and Xianyinshi (2,194.96 million yuan) [1][2]. - Shoulu Hotel had a net inflow of 23.62 million yuan from main funds, while Huatian Hotel saw a net inflow of 14.05 million yuan [2].

Group 1 - The core stock price of Quanjude has decreased by 2.06% to 12.35 CNY per share, with a total market capitalization of 3.79 billion CNY as of January 20 [1] - The company has seen a year-to-date stock price increase of 4.84%, with a 3.69% rise over the last five trading days, a 0.56% decline over the last 20 days, and a 7.67% increase over the last 60 days [2] - Quanjude's main business revenue composition includes 78.53% from catering services, 19.34% from product sales, and 2.13% from leasing [2] Group 2 - As of September 30, 2025, Quanjude reported a total operating revenue of 958 million CNY, a year-on-year decrease of 11.62%, and a net profit attributable to shareholders of 26.17 million CNY, down 62.85% year-on-year [2] - The company has distributed a total of 830 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - The number of shareholders increased by 18.19% to 37,000 as of September 30, 2025, while the average circulating shares per person decreased by 15.39% to 8,281 shares [2]

Core Viewpoint - The article highlights the proactive measures taken by the Chinese government and traditional brands like Quanjude to enhance service consumption and expand domestic demand, particularly in the context of the upcoming Lunar New Year celebrations. Group 1: Government Initiatives and Market Trends - Since 2025, multiple government departments have introduced a series of measures to boost service consumption and expand domestic demand, focusing on high-quality service [1] - Traditional brands, exemplified by Quanjude, are integrating into the new consumption landscape by innovating in products, scenarios, and experiences, thus becoming a vital force in stimulating market vitality [1] Group 2: Quanjude's Product Offerings - Quanjude Group has launched over 30 products for the Lunar New Year market, with 50% being new items, including family banquet gift boxes, liquor gift boxes, and ready-to-eat food [2] - The signature product, Quanjude's handmade roast duck gift box 4.0, is crafted using a national-level intangible cultural heritage technique, featuring 31 preparation steps and offering a premium dining experience at home [2] Group 3: Innovations in Food Products - Fengze Garden has introduced three new cooked food gift boxes, featuring popular items like crispy chicken and various pork products, catering to diverse consumer preferences for both personal use and gifting [3] - Special snacks like "Fortune Cookies" and creatively designed gift boxes are aimed at younger consumers, combining fun and emotional connections with food [3] Group 4: Marketing Strategies and Consumer Engagement - Quanjude's micro-mall "Quanjide Goods" has launched a Spring Festival event featuring various gift boxes and promotional offers to facilitate one-stop shopping for traditional New Year goods [4] - The company is focusing on brand rejuvenation by integrating traditional culinary skills with innovative expressions, exploring new scenarios, products, channels, and content to attract younger consumers [5] Group 5: Strategic Direction and Future Outlook - Quanjude is adopting a "restaurant + food" dual-driven strategy to expand consumption scenarios, emphasizing the transformation of dining experiences into packaged food products [6] - The company aims to break the limitations of physical dining spaces by leveraging its production qualifications to ensure food quality and extend its brand value into retail [6]

Group 1 - The company expresses an open attitude towards the integration opportunities of quality resources within the industry and will conduct careful evaluations [1] - Currently, the company has no related plans and no undisclosed information that needs to be disclosed [1] - The company will strictly adhere to regulatory requirements and fulfill information disclosure obligations in a timely manner [1]

Core Viewpoint - The company expresses an open attitude towards the integration of quality resources within the industry, while emphasizing a cautious evaluation process [1] Group 1 - The company currently has no plans related to resource integration and has no undisclosed information that should be disclosed [1] - The company commits to strictly adhering to regulatory requirements for timely information disclosure [1]