麦当劳回应招募退休人员；上海两大机场取消进航站楼时人身和行李安检

Group 1 - Shanghai's two major airports, Hongqiao and Pudong, have optimized security measures by eliminating personal and luggage checks at terminal entrances, retaining only explosive detection for luggage, effective from August 12 [1] - This simplification is expected to enhance passenger flow efficiency and benefit airport commercial operations, with potential for slight growth in non-aeronautical revenue if adopted nationwide [1] Group 2 - Global smart glasses shipments saw a 110% year-on-year increase in the first half of 2025, driven by strong demand for Ray-Ban Meta smart glasses and the entry of new players like Xiaomi and RayNeo [2] - Meta's market share in the global smart glasses market rose to 73% in the same period, attributed to robust demand and capacity expansion by its main production partners [2] - The smart glasses sector is entering a growth phase, benefiting domestic OEMs and optical supply chains, though there are concerns about potential price wars and inventory pressures due to new product launches in the second half of the year [2] Group 3 - McDonald's China has responded to discussions about recruiting retired employees, stating that it adheres to legal employment policies and offers flexible employment options, including re-employment of retirees [3] - This strategy helps alleviate labor shortages in stores and reduces social security costs, positively impacting store efficiency and profit margins in the short term [3] - The market sentiment around the "silver economy" is rising, but the scale of employment remains limited, leading to a neutral impact on overall performance [3] Group 4 - Citigroup expressed concerns over Master Kong's declining market share and weak revenue performance, maintaining a "sell" rating with a target price of HKD 10.1 [4] - The report highlights a preference for companies with sustainable growth models in the food and beverage sector, favoring brands like Nongfu Spring and Uni-President over Master Kong [4] - If Master Kong continues to underperform in revenue compared to peers in the second half, its valuation premium may be rapidly compressed, with funds potentially flowing out to competitors [4]