【#肯德基回应外送产品涨价#，堂食价格保持不变】 据智通财经报道，1月26日起，肯德基对旗下外送产品价格进行小幅调整，平均调整金额为0.8元，堂食 价格维持不变，"疯狂星期四""周末疯狂拼""OK 餐三件套"等热门优惠套餐也保持原价稳定，此举引发 市场对快餐行业外送定价策略的关注。 肯德基方面回应称，调价是为应对运营成本变化、保障经营稳定健康，经过充分评估后做出的决定，符 合正常市场规律，也是行业良性运转的必要举措，后续将持续优化成本结构，为消费者提供高性价比的 产品与服务。从具体单品来看，多款核心产品外送价较堂食高出3-4元，叠加6元外送费及0.8至1.1元不 等的打包费，一份外送单品实际支出较堂食多约10元，不少消费者反馈，叠加多重费用后，外送订单实 际涨幅远超官方公布的平均金额。 这并非肯德基近期首次调整定价，上一轮产品调价发生在2024年12月24日，平均涨幅2%，调整范围在 0.5元至2元，当时核心优惠套餐同样未涨价；再上一次调价可追溯至2022年12月，多款早餐、薯条、汉 堡均有0.5元至2元的涨幅。值得注意的是，2024年初肯德基曾将宅急送外送费从9元下调至6元，同时开 始酌情收取打包服务费，并 ...

Market Overview - The Hang Seng Index closed at 26,749.51 points, up 0.45% for the day and 4.37% year-to-date[5] - The Technology Index rose by 0.62%, with a year-to-date increase of 15.11%[5] - The total trading volume increased by 2.6% to HKD 240.87 billion[7] Key Stock Performances - Cathay Securities International (1788.HK) expects net profit for the year ending December 2025 to be between HKD 1.28 billion and HKD 1.38 billion, a rise of 2.65 to 2.93 times compared to HKD 351 million in 2024[7] - Cloud Financial (376.HK) reported insurance revenue of HKD 1.532 billion for the first half of 2025, an 11% increase year-on-year[14] - The stock price of Cloud Financial is recommended to buy at HKD 3.50, with a target price of HKD 3.90[13] Economic Indicators - The U.S. ten-year Treasury yield remains high at 4.2113%, reflecting ongoing inflation concerns[24] - The U.S. dollar index is at 97.2110, down 2.2% over the past five days[24] Sector Insights - The energy sector faced declines, with CNOOC (883.HK) down 1.3% and PetroChina (857.HK) down 2.1%[7] - The insurance sector shows strong growth potential, driven by stable cash flow from core businesses like Cloud Financial's insurance operations[14] Investment Recommendations - Investors are advised to consider buying shares of Cloud Financial at HKD 3.50, with a stop-loss at HKD 3.15[15] - The target price for Tencent Holdings (700.HK) is set at HKD 680, with a current price of HKD 595, reflecting a potential upside of 14.25%[11]

1月26日起，肯德基对外送产品价格做出小幅调整，平均调整金额为0.8元，堂食价格保持不变。 肯德基方面表示，为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分 外送产品的价格进行了调整。深受消费者喜爱的"疯狂星期四"、"周末疯狂拼"、"OK餐三件套"等优惠 套餐价格，保持不变。 肯德基方面表示，将持续优化成本结构，最大程度为消费者提供高品质与高性价比的产品和服务。 此外，2024年年初，肯德基对配送费进行了调整，肯德基宅急送外送费官方定价从9元下调为6元。与 此同时，肯德基称将酌情收取打包服务费。肯德基称，此举是为了更好地提升外送产品的服务体验，其 将对外送打包袋进行保温升级，并提供专人打包服务。 同样作为连锁快餐品牌，麦当劳近年来也在调整部分产品价格。2025年12月15日起，麦当劳也宣布部 分餐品的价格增加0.5到1元。不过，"1+1随心配"仍维持13.9元起的定价，若套餐中选择"双层吉士汉 堡"，到手套餐价为14.9元。除此之外，套餐保持13.9元的价格不变。 2025年2月，麦当劳中国方面确认，其调整了早餐部分产品以及开心乐园餐的价格，涉及猪柳蛋麦满 分套餐、原味板烧鸡腿麦满分 ...

此外，2024年年初，肯德基对配送费进行了调整，肯德基宅急送外送费官方定价从9元下调为6元。与此同时，肯德基称将酌情收取打包服 务费。肯德基称，此举是为了更好地提升外送产品的服务体验，其将对外送打包袋进行保温升级，并提供专人打包服务。 同样作为连锁快餐品牌， 麦当劳近年来也在调整部分产品价格。 2025年12月15日起，麦当劳也宣布部分餐品的价格增加0.5到1元。不 过，"1+1随心配"仍维持13.9元起的定价，若套餐中选择"双层吉士汉堡"，到手套餐价为14.9元。除此之外，套餐保持13.9元的价格不 变。2025年2月，麦当劳中国方面确认，其调整了早餐部分产品以及开心乐园餐的价格，涉及猪柳蛋麦满分套餐、原味板烧鸡腿麦满分套餐 等，涨幅为0.5元。在此前，麦当劳中国于2023年12月27日起调整了部分产品价格，平均涨幅约3%。在2023年的价格调整中，麦当劳并 未上调1+1随心配套餐的价格，保持了以往13.9元的价格不动。此外，2024年底，麦当劳宣布，麦乐送将于2024年12月9日启用新的收费 模式，外送费定价由9元调整为6元，并根据餐品数量收取打包服务费（新的收费模式同样适用于团餐渠道）。 据澎湃新闻， ...

尽管当下餐饮业承压，但更多跨国餐饮企业在中国按下了发展"快进键"：2025年DQ营收与利润双双实 现两位数增长，2026年，上海有望迎来10家以上DQ新店；麦当劳上海第600家门店昨天在人民广场商圈 华旭国际大厦开业，彰显深耕市场的底气。 >>>详见第3版 本报记者 张钰芸 报道 锚定新质生产力机遇 2025年底，前沿特种材料公司Solstice从霍尼韦尔分拆后独立上市，随即宣布亚太区总部落户上海浦 东。公司从早期贸易中心到新总部选址均锁定浦东，只因中国是全球核心市场与创新策源地，以及浦东 作为上海科技创新和高端制造核心承载区的定位。 围绕本地化需求创新 30亿元加码绿色产能 昨天上午，随着首条高性能绿色轮胎——米其林竞驰5E下线，米其林上海工厂改扩建二期工程（白玉 兰项目）顺利投产。白玉兰项目总投资30亿元人民币，不仅是产能的扩充，更是米其林集团"未来工 厂"战略落地开花的首家示范工厂。 ...

Core Insights - Shanghai McDonald's has opened its 600th restaurant in the core business district of Nanjing East Road, featuring a new CUBE flagship design aimed at enhancing consumer experience and stimulating local economic activity [3][4] Group 1: Restaurant Features - The new flagship restaurant spans nearly 400 square meters over two floors and is expected to achieve LEED Gold certification for its green design [5] - It incorporates CUBE style elements, including large glass windows and golden arch signage, creating a vibrant urban atmosphere [5] - The restaurant operates 24 hours and can accommodate 123 customers, with 34 outdoor seats, catering to various dining scenarios such as quick meals, social gatherings, and family dining [5] Group 2: Service and Team - The restaurant is managed by a team led by a post-95 manager, with an average team age of post-00s, focusing on warm and engaging service to enhance customer experience [5] - The team consists of young, energetic staff, nearly half of whom are post-95, bringing a fresh and approachable service style to the flagship location [5] Group 3: Interactive Experiences - The restaurant features interactive installations like the "French Fry Mailbox" and "Happy Magic Box" to enhance customer engagement and create immersive experiences [6] - The "French Fry Mailbox" allows customers to send themed postcards by registering on the McDonald's app, fostering a connection between the restaurant and the community [6] Group 4: Seasonal Promotions - McDonald's is launching a new Spring Festival theme campaign titled "Wishing You a Golden Arch This Year," collaborating with intangible cultural heritage inheritors to create themed decorations [8] - From January 26 to March 3, the restaurant will host flash performances and offer limited-time menu items that blend traditional culture with quality food, enhancing the festive atmosphere [10]

1月23日，上海麦当劳在南京东路核心商圈打造的全新城市中心旗舰餐厅上海黄浦华旭国际大厦CUBE 风格旗舰店餐厅亮相，这也是上海麦当劳的第600家餐厅。据悉，目前麦当劳全国餐厅总数超7700家， 覆盖全部省级行政区，去年新增宁夏、青海版图，全年接待超14亿人次消费者。对于后续的开店计划， 麦当劳指出，到2028年前将破万店，以每年1000家门店目标发展。 ...

市民打卡麦当劳。 家宴现场。本报记者 董洁 摄 本报记者 董 洁 刷新消费体验边界 "在家门口就能吃到麦当劳，还能买到高端女装品牌，现在西宁的消费体验越来越好！"周末到西宁王府井百货购物的市民王女士说道。2025年，青海锚定消 费升级新赛道，将首发经济作为激发市场活力、塑造城市消费品牌的关键抓手，通过政策赋能、活动造势、平台搭台，让一个个首店落地生根、一场场首发 活动精彩纷呈，为高原消费市场注入全新活力。 政策护航为首发经济发展蓄势赋能。《青海省商贸领域品牌引进和培育工作方案》出台，推出16条实打实的支持措施，涵盖首店入驻、新品发布、首发首展 首秀等重点领域，明确首店经济、高端商业品牌等五大培育方向。针对不同类别的首店项目，青海实施差异化补贴标准，对国际高端品牌首店和国内高端品 牌首店，给予不超过核查认定投资额50%的补贴，真金白银的扶持政策，让众多品牌商打消顾虑、果断布局。 "手机换新补500元，旧车换新能源车省近2万元……"西宁市民赵先生的账单，成为2025年青海消费市场暖意融融的生动注脚。这一年，以旧换新政策撬动消 费超197亿元，首发经济带来新潮体验，"拉面+骑行"等特色场景则让"烟火气"与"新活力" ...

A 19,000% portfolio growth is not a smooth or quick journey. This kind of huge growth has historically taken many decades to achieve. Along the way, you must be prepared for long periods where your investments don’t seem to be growing much, and you must have the patience to hold on even when the returns seem disappointing.To put a 19,000% increase in perspective, it means your original investment grows roughly 190 times. Returns of that magnitude have occurred in public markets, but only under very specific ...

Core Insights - McDonald's has returned a total of $79 billion to shareholders over the past decade through dividends and buybacks, ranking 26th in history for shareholder returns [2] Shareholder Returns - Dividends and share buybacks provide immediate returns to shareholders and reflect management's confidence in financial stability and sustainable cash flows [3] - The top 10 companies by total capital returned to shareholders show an inverse correlation between capital returns as a percentage of market cap and growth expectations for reinvestments [5] Company Fundamentals - McDonald's has a revenue growth of 1.2% over the last twelve months and an average of 4.2% over the past three years [10] - The company has a free cash flow margin of 28.1% and an operating margin of 46.1% for the last twelve months [10] - The stock currently trades at a P/E ratio of 25.9 [10]