格隆汇9月26日丨百胜中国(09987.HK)发布公告，2025年9月25日耗资626.43万港元回购1.85万股，回购 价格每股336.6-340.2港元。 百胜中国(09987.HK)9月25日耗资626.43万港元回购1.85万股 百胜中国(09987.HK)9月24日耗资626.37万 港元回购1.87万股 相关事件 ...

智通财经APP讯，百胜中国(09987)发布公告，于2025年9月25日斥资626.43万港元回购1.85万股;斥资320 万美元回购7.4万股。 ...

公司名稱： 百勝中國控股有限公司("本公司") 呈交日期： 2025年9月26日 FF305 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 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 ...

Core Insights - Yum China Holdings, Inc. has been recognized in Fortune's 2025 "Change the World" list for its positive social impact initiatives, particularly highlighting the KFC Food Bank program [1][5] - The KFC Food Bank program, launched in 2020, has expanded to over 1,000 stations in more than 180 cities, providing free surplus food to community members [2] - The One Yuan Donation Program has raised over RMB 270 million since 2008, providing over 59.6 million nutritious meals and building over 1,500 modern kitchens for rural schools [3] - Yum China is committed to sustainability, aiming to reduce food waste per restaurant by 10% by 2030 compared to a 2020 baseline, while also focusing on decarbonization and waste recycling [2][4] Company Overview - Yum China is the largest restaurant company in China, operating over 16,000 restaurants across six brands in more than 2,400 cities [8] - The company includes leading brands such as KFC and Pizza Hut, and has a strong digital supply chain and loyalty program to enhance customer service [8]

Core Viewpoint - Yum China (09987) announced share buybacks totaling HKD 6.2637 million and USD 3.2 million on September 24, 2025, indicating a strategic move to enhance shareholder value through repurchase of shares [1] Group 1 - The company repurchased 18,700 shares at a price range of HKD 332.4 to 336.0 per share [1] - The company also repurchased 74,200 shares at a price range of USD 42.95 to 43.35 per share [1]

智通财经APP讯，百胜中国(09987)发布公告，于2025年9月24日,该公司斥资626.37万港元回购1.87万 股，回购价格为每股332.4-336.0港元。 于2025年9月24日,该公司斥资320万美元回购7.42万股，回购价格为每股42.95-43.35美元。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 百勝中國控股有限公司("本公司") 呈交日期： 2025年9月25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 | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | 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 ...

Yum China Holdings, Inc. (NYSE:YUMC) is among the best safe stocks to buy now. In the first quarter, Ellsworth Advisors LLC acquired a new stake in Yum China Holdings, Inc. (NYSE:YUMC) through the purchase of 99,599 shares of the company’s stock. According to the filing with the SEC, the investment advisor owns 1.4% of the company, which translates to an investment of approximately $5,185,000. Most analysts highlight the strategies adopted by Yum China Holdings, Inc. (NYSE:YUMC) in making their bullish st ...

Summary of Yum China Conference Call Company Overview - **Company**: Yum China - **Brands**: KFC, Pizza Hut, Taco Bell, Little Sheep, Huang Ji Huang, Lavazza - **Store Count**: Over 10,000 stores with a target to expand to 20,000 stores [2][3] Key Points and Arguments Financial Performance - **Gross Margin**: Stable at approximately 69% [2][3] - **Return on Equity (ROE)**: Maintained around 15% from 2019 to 2023, indicating low volatility and strong stability compared to peers [3][12] - **Dividend and Buyback Plan**: Announced a $4.5 billion plan over three years, with a current dividend yield of about 9% [4][10] - **Cash Flow**: Free cash flow consistently above $1 billion annually, with plans for $1.5 billion in buybacks and dividends in 2025 and 2026 [20] Market Position and Growth Strategy - **Market Size**: Western fast food market valued at approximately 360 billion to 370 billion CNY, accounting for about 7% of the total retail dining market [2][7] - **Store Expansion**: KFC aims to exceed 22,000 stores, while Pizza Hut targets 5,500 to 6,000 stores, indicating over 50% growth potential from current levels [6][19] - **Digital Transformation**: Significant investments in digital tools, including self-service ordering and smart store systems, have improved operational efficiency [5][17] Competitive Landscape - **Market Share**: KFC holds a 16.4% market share, McDonald's at 9.5%, and Pizza Hut over 30% in the pizza category [9] - **Consumer Perception**: Western fast food brands benefit from a "natural filter effect," perceived as more authentic and appealing [9] Product and Customer Engagement - **Membership Programs**: KFC and Pizza Hut have over 400 million and 150 million members, respectively, with over 60% of sales from member consumption [4][13] - **Product Innovation**: Introduction of entry-level products to attract new customer segments, enhancing market competitiveness [11][14] Supply Chain Management - **Logistics Investment**: Established a national logistics system with plans for 45 to 50 logistics centers, enhancing supply chain efficiency [15][17] - **Supplier Management**: Implemented a T21 three-tier supplier management system to ensure cost efficiency and quality [15] Future Outlook - **Revenue Growth Forecast**: Expected revenue growth of around 3% in 2025, with same-store sales slightly increasing by 1% [21][22] - **Investment Recommendation**: Current valuation at approximately 17-18 times earnings makes it an attractive option for long-term investors, especially in light of favorable market conditions [22] Additional Important Insights - **Market Resilience**: The Western fast food sector has shown resilience amid macroeconomic pressures, benefiting from low price points and convenience [7][8] - **Innovation in Offerings**: Pizza Hut has expanded its product range to include burgers and coffee, catering to new consumer needs [16]

百胜中国(09987)发布公告，于2025年9月23日，该公司斥资626.43万港元回购1.87万股。 ...