今日（2.5），大盘再度震荡，资金高低切换，消费板块走强。聚焦纯正新消费的港股通消费ETF汇添富（159268）放量涨超2%！资金持续青睐，近5日有3 日获净流入，累计"吸金"超4600万元！ 港股通消费ETF汇添富（159268）标的指数热门成分股中，百盛中国涨超7%，巨子生物涨超6%，泡泡玛特、海底捞涨超4%，老铺黄金涨超3%（标的指数 成分股仅做展示，不作为个股推介）。 消息面上，百胜中国公布2025年度业绩，总收入117.97亿美元，同比增加4%；净利润9.29亿美元，增长2%，每股盈利2.52美元。每股派息29美仙。单计第四 季度，总收入28.23亿美元，同比增加9%；净利润1.4亿美元，增长22%，每股盈利40美元。经营利润增长25%至1.87亿美元。季内，同店销售额增长3%，连 续第三个季度实现增长。 | 南昌 | 什么样 | 名称 | 估自权軍 | | | | --- | --- | --- | --- | --- | --- | | 1 | 9992 | 泡泡玛特 | 9.01% | 4.81% | 14.05 Z | | 2 | 9987 | 百胜中国 | 8.26% | 7 44% | ...

今日（2月5日），港股市场继续低开。 恒生科技指数开盘报5295.89点，下跌70.55点，跌幅1.31%。 截至发稿，恒生指数开盘报26627.95点，下跌219.37点，跌幅0.82%。 | 分野 5日 = 5分 15分 30分 60分 国K 周K 月K 年K = | | 目製B+ 製糖 = ■ / : 恒生指数 (HSt) | | | | | --- | --- | --- | --- | --- | --- | | 慢生殖数 均收 * | 0000 | | 26627.95 **** | | | | | 28056.10 - 28000.0 | | | | | | | | 行情周报 | | | | | | | 成交量 | 3.77亿 最高 | 20427.95 今开 | 26427.95 | | | | 27500.0 位交部 | 66.7亿 最低 | 26627.95 昨夜 | 26847.32 | | | | 其他和數 | | | | | | | 27000 0 高级 | | 图 P | 加强 | | | | | 美元用数 | | *6 013 | | | | 100 000 | | 490013 ...

本文源自：金融界AI电报 百胜中国(9987.HK)盘初大涨超8%，现报424.6港元刷新阶段新高，总市值超1500亿港元。 ...

Core Viewpoint - Yum China (09987) reported a revenue increase of 4% year-on-year for the fiscal year 2025, reaching $11.797 billion, with a net profit growth of 2% to $929 million, and earnings per share of $2.52 [1] Financial Performance - Total revenue for Q4 was $2.823 billion, reflecting a 9% year-on-year increase, while net profit rose by 22% to $140 million, with earnings per share of $0.40 [1] - Operating profit increased by 25% to $187 million during the same quarter [1] - Same-store sales grew by 3%, marking the third consecutive quarter of growth [1] Expansion Plans - The company opened 1,706 new stores in 2025, expanding its network to 18,101 locations across over 2,500 towns in China [1] - For 2026, the company aims to exceed 20,000 total stores, with a net addition of over 1,900 stores [1] - The proportion of franchise stores among new openings for KFC and Pizza Hut reached 40%-50% [1] Capital Expenditure and Shareholder Returns - Capital expenditure is projected to be between $600 million and $700 million [1] - The company plans to return $1.5 billion to shareholders [1]

每经AI快讯，百胜中国(09987.HK)高开逾6%，截至发稿，涨6.07%，报416.2港元，成交额6129.79万港 元。 ...

来源：格隆汇APP 另外，公司2025年向股东回馈15亿美元，计划2026年继续回馈15亿美元，普通股每股现金股息增加21% 至0.29美元。 受业绩利好影响，百胜中国(9987.HK)盘初大涨超8%，现报424.6港元刷新阶段新高，总市值超1500亿港 元。 消息上，百胜中国宣布2025年第四季度系统销售额同比增长7%；同店销售额同比增长3%，连续第三个 季度实现增长；同店交易量连续第12个季度实现增长，经营利润增长25%。全年总收入同比增长4%至 118亿美元；经营利润同比增长11%至13亿美元；经营利润率同比增长60个基点至10.9%，剔除特殊项目 后，为公司美国上市以来新高。全年净新增门店1,706家，门店总数达18,101家。 ...

Core Viewpoint - Yum China (09987) experienced a significant stock increase of over 6%, reflecting positive financial results and growth in same-store sales for the fourth quarter of the previous year [1] Financial Performance - Total revenue for 2025 reached $11.797 billion, marking a 4% year-over-year increase [1] - Net profit stood at $929 million, a 2% growth compared to the previous year, with earnings per share (EPS) at $2.52 [1] - The company declared a dividend of $0.29 per share [1] - In the fourth quarter alone, total revenue was $2.823 billion, up 9% year-over-year [1] - Net profit for the fourth quarter was $140 million, reflecting a 22% increase, with EPS at $0.40 [1] - Operating profit grew by 25% to $187 million during the fourth quarter [1] - Same-store sales increased by 3%, achieving growth for the third consecutive quarter [1] Expansion Plans - The company opened 1,706 new stores in 2025, expanding its network to 18,101 locations across over 2,500 towns in China [1] - For 2026, the company aims to exceed 20,000 total stores, with a net addition of over 1,900 stores [1] - Franchise stores accounted for 40%-50% of the net new stores for both KFC and Pizza Hut [1] Capital Expenditure and Shareholder Returns - Capital expenditure is projected to be between $600 million and $700 million [1] - The company plans to return $1.5 billion to shareholders [1]

Core Viewpoint - Yum China (09987) reported a total revenue of $11.797 billion for the fiscal year 2025, reflecting a year-on-year increase of 4% [1] - The company achieved a net profit of $929 million, up 2% from the previous year, with earnings per share (EPS) of $2.52 [1] Financial Performance - For Q4, total revenue reached $2.823 billion, representing a 9% year-on-year increase [1] - Net profit for Q4 was $140 million, a significant growth of 22%, with EPS of $0.40 [1] - Operating profit increased by 25% to $187 million during the same quarter [1] - Same-store sales grew by 3%, marking the third consecutive quarter of growth [1] Expansion Plans - In 2025, the company opened 1,706 new stores, expanding its network to 18,101 locations across over 2,500 towns in China [1] - For 2026, the company aims to exceed 20,000 total stores, with a net addition of over 1,900 stores [1] - The proportion of franchise stores among new openings for KFC and Pizza Hut reached 40%-50% [1] Capital Expenditure and Shareholder Returns - Capital expenditure is projected to be between $600 million and $700 million [1] - The company plans to return $1.5 billion to shareholders [1]

冷知识：新奥尔良并没有新奥尔良烤翅。 尽管新奥尔良烤翅上市已经20多年，许多人仍然不知道这个真相。 作为中国最流行的小吃之一，许多人把新奥尔良烤翅与美国南部港口城市新奥尔良划上等号，当一些 中国留学生或游客带着朝圣般的心情专门赶赴这座"新月之城"，希望尝到最正宗的本地烤翅时，却发 现，新奥尔良根本没有新奥尔良烤翅。 这让中国人震惊不说，外国人也很惊讶：为什么只有在中国，才能吃到新奥尔良烤翅？ 这一切都源于， 新奥尔良烤翅，是肯德基专门为中国顾客量身打造的一款翅 。 不过，这并不妨碍它俘获大批食客的心。甜味适宜、中高辣度、气味鲜香，再经过高温蒸烤，口感鲜 嫩多汁，顶着异域风情的名字，拿捏住了中国胃。自从2003年上市后，新奥尔良烤翅就成为了许多 人的童年白月光，不仅始终位列肯德基长线菜单，甚至让"新奥尔良口味"在中华美食界闯出了一片天 地。 定位"烹鸡专家"肯德基，旗下除了新奥尔良烤翅，还有香辣鸡翅、薄脆金沙鸡翅以及全鸡系列等产 品，可谓真正把吃鸡这件事做出了新花样和新高度。 在百胜中国新公布的第四季度及全年的财报中，2025年，包括香辣鸡翅和新奥尔良烤翅在内的六大 明星单品销量占肯德基总销售额的三分之一。 全 ...

Group 1 - Novo Nordisk's semaglutide sales reached 250.84 billion yuan in 2025, with a year-on-year growth of over 10% [5] - The sales breakdown includes 127.09 billion Danish kroner for Ozempic, 79.11 billion for Wegovy, and 22.09 billion for oral semaglutide [5] - In China, the total sales for all three semaglutide products amounted to 6.81 billion Danish kroner (approximately 7.49 billion yuan) [5] Group 2 - The Hong Kong High Court rejected Xu Jiayin's appeal regarding the appointment of a receiver and ordered him to pay 1.2 million HKD in legal fees by February 20 [6] - The National Healthcare Security Administration is conducting collective interviews with mental health insurance institutions to strengthen management and combat misuse of insurance funds [6][7] Group 3 - Panasonic's CFO announced potential layoffs could expand to 12,000 employees, following a previous plan to cut 10,000 jobs globally [8] - Multiple small and medium-sized banks have announced increases in deposit rates ahead of the Spring Festival, while some banks have opted to lower rates [8] Group 4 - Walmart's market capitalization surpassed 1 trillion USD, with a stock price increase of over 24% in the past year [10] - PayPal announced that Enrique Lores will take over as CEO on March 1, aiming to enhance execution efficiency and advance strategic initiatives [11] Group 5 - AMD reported a fourth-quarter net profit of 2.52 billion USD, with a year-on-year growth of 42% and revenue of 10.27 billion USD, exceeding market expectations [23] - Alphabet's fourth-quarter net profit was 34.455 billion USD, a 29.8% increase year-on-year, with total revenue of 113.83 billion USD [21]