Market Overview - As of August 5, 2025, U.S. stock index futures showed mixed movements with Dow futures down 0.01%, S&P 500 futures up 0.19%, and Nasdaq futures up 0.29% [1] - European indices also saw positive performance, with Germany's DAX up 0.77%, UK's FTSE 100 up 0.54%, France's CAC40 up 0.21%, and the Euro Stoxx 50 up 0.34% [2][3] - WTI crude oil prices fell by 0.89% to $65.70 per barrel, while Brent crude oil dropped by 0.76% to $68.24 per barrel [3][4] Economic Insights - MUFG reported a significant shift in market sentiment towards interest rate cuts, with a 90% probability of a rate cut in September following disappointing non-farm payroll data [5][6] - San Francisco Fed President Mary Daly indicated a growing likelihood of multiple rate cuts this year, with the market pricing in at least two cuts by the end of the year [6] - Goldman Sachs warned of a potential slowdown in U.S. GDP growth to 1.1% in Q4 2025, citing weak consumer spending and investment due to tariff pressures [9] Company Performance - Palantir reported a record quarterly revenue exceeding $1 billion, driven by strong growth in U.S. government and commercial orders, with a 48% year-over-year increase [10] - Pfizer's Q2 revenue grew by 10% to $14.65 billion, surpassing expectations, and the company raised its full-year profit guidance [11] - BP's Q2 profit exceeded expectations at $2.35 billion, with plans for a comprehensive business review under new leadership [12] - Yum China reported a 14% increase in operating profit, reaching $304 million, with a net addition of 336 stores in Q2 [13] - Diageo's FY2025 sales slightly declined but showed organic sales growth of 1.7%, with plans for further cost reductions amid economic uncertainty [14]

8月5日晚间，百胜中国在2025年第二季度财务业绩报告中披露，外卖销售同比增长22%；外卖销售约占 公司餐厅收入的45%。百胜中国在今年一季度财务业绩报告中未披露这一数字。而据其2024年年报披 露，去年外卖约占公司餐厅收入的39%。 ...

香港联交所最新资料显示，8月1日，Principal Global Investors,LLC增持百胜中国(09987)12.98万股，每 股作价375.8港元，总金额约为4877.88万港元。增持后最新持股数目约为1870万股，最新持股比例为 5.06%。 ...

智通财经APP获悉，香港联交所最新资料显示，8月1日，Principal Global Investors, LLC增持百胜中国 (09987)12.98万股，每股作价375.8港元，总金额约为4877.88万港元。增持后最新持股数目约为1870万 股，最新持股比例为5.06%。 ...

本文源自：金融界AI电报 百胜中国(09987.HK)发布公告，该公司将于2025年9月23日派发2025年第二季度股息每股0.24美元。 ...

百胜中国(09987)公布，2025年8月4日于港交所耗资约627.47万港元回购1.705万股股份，于纽约证券交 易所耗资约320万美元回购约6.83万股股份。 ...

Financial Performance - System sales grew by 4% YoY in Q2, excluding F/X impact[5] - Same-store sales increased by 1% YoY in Q2[5] - Operating Profit reached $304 million in Q2, a 14% increase YoY[5] - Diluted EPS grew to $0.58, a 5% increase YoY, or 15% excluding mark-to-market impact & F/X[5] - Digital sales exceeded $5 billion in 1H 2025[15] Store Expansion and Franchising - The company added 336 net new stores in Q2 and 583 in 1H[7] - Net new unit contribution to system sales was 4% in Q2[7] - KFC has 12,238 total stores, with 14% franchised[10] - Pizza Hut has 3,864 total stores, with 6% franchised[10] Brand Performance - KFC system sales grew by 5% YoY, with a 1% increase in same-store sales in Q2[20] - KFC's operating profit margin was 14%, a 90 bps increase YoY[20] - Pizza Hut system sales grew by 3% YoY, with a 2% increase in same-store sales in Q2[27] - Pizza Hut's operating profit grew by 16% YoY, with an operating profit margin of 83%, a 90 bps increase YoY[27] Capital Returns - The company targets $3 billion in capital returns for 2025-26 and $45 billion for 2024-26[37] - Net cash by the end of June 2025 was $28 billion[37]

格隆汇8月5日丨百胜中国(09987.HK)公告，8月4日耗资627.5万港元回购1.7万股。 ...

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 公司名稱： 百勝中國控股有限公司("本公司") 呈交日期： 2025年8月5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) ...

百胜中国(09987)发布公告，该公司将于2025年9月23日派发2025年第二季度股息每股0.24美元。 ...