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百胜中国刘丽:探索反食品浪费公益之路,“食物驿站”构建管理新范式
Zhong Guo Jing Ji Wang· 2025-09-15 05:57
Group 1 - The core theme of the 16th China Food Safety Forum is "Honesty and Lawfulness, Sharing Food Safety," emphasizing the importance of food safety and waste reduction in the food industry [2] - KFC, a subsidiary of Yum China, has integrated food waste reduction into its brand development strategy, establishing a new paradigm for food surplus management in the restaurant industry through its "Food Station" initiative [2][3] - The Chinese government has implemented a series of policies to combat food waste and ensure food security, including the 2021 Anti-Food Waste Law and the 2024 Action Plan for Food Conservation and Anti-Food Waste [2] Group 2 - KFC launched the "Food Station" initiative in 2020, initially in Shenzhen and Guangzhou, to provide surplus food that is past its best-before date but still safe for consumption to those in need [3] - Over five years, KFC has improved the operational model of the "Food Station" through technology, standardizing processes and training employees to ensure proper handling of surplus food [3] - By mid-2025, KFC's Food Stations will have expanded to over 1,050 locations across more than 180 cities, achieving significant growth in its outreach [4] Group 3 - KFC aims to continue its sustainable practices by adhering to national policies on food conservation and waste reduction, focusing on demand-driven production, reduced packaging, and waste management [4][5] - The company plans to enhance the influence of the Food Station model and engage more communities in environmental initiatives, contributing to sustainable social development [5] - Yum China operates over 16,000 restaurants across six brands in more than 2,400 towns in mainland China, making it the largest restaurant company in the country [5]
同程旅行:中秋国庆假期旅游呈“短途高频 长线高质”特点
Core Insights - The report by Tongcheng Travel predicts that the upcoming Mid-Autumn and National Day holidays will see a rise in domestic tourism driven by elements like "red tourism, autumn scenery, and moon viewing" [1] - The outbound travel market is supported by continuously optimized visa-free policies, with long-haul destinations seeing a significant increase in visa issuance compared to short-haul destinations since August 2025 [1] Domestic Travel Trends - Domestic flight search volume has increased by over 30% year-on-year as of September 11, indicating a strong demand for travel during the holidays [3] - The average price of domestic flights remains stable compared to last year, with higher prices at the beginning and end of the holiday period, while mid-holiday prices are lower [3] - Popular domestic travel destinations include major cities like Beijing, Chengdu, and Shanghai, which are known for their rich cultural and natural resources [3] - Lesser-known destinations have also gained popularity, with cities like Yining and Luzhou seeing over 60% year-on-year growth in flight search volume [3] Hotel Booking Trends - High-quality hotel bookings have seen a year-on-year increase of over 20%, with "viewing" and "moon appreciation" keywords experiencing a 117% increase in search volume [5] - Certain vacation hotels have sold out their scenic room types 30 days in advance, indicating strong demand [5] - Popular autumn viewing destinations for hotel bookings include regions like Sichuan and Inner Mongolia, with over 30% growth in booking heat [5] Travel Package Preferences - High-quality hotel packages that combine accommodation, dining, and leisure activities are increasingly popular, particularly in provinces like Guangdong and Zhejiang [6] Group Travel Insights - There is a significant increase in demand for domestic group tours, with spending on long-haul group travel rising by over 20% year-on-year [8] - Popular group travel destinations include Sichuan, Xinjiang, and Qinghai, with a focus on autumn appreciation [8] International Travel Trends - International flight search volume has increased by over 60% year-on-year, with destinations in East Asia and Southeast Asia being the most sought after [10] - The introduction of visa-free policies for group tourists to South Korea has notably boosted interest in flights to Seoul and Jeju Island, with search volume doubling [10] - Outbound cruise and group travel products have also seen significant growth, with bookings for cruise products increasing by over 15% [10] Extended Holiday Opportunities - Users are expected to create extended holidays of 12 to 16 days through various leave combinations, enhancing the appeal of travel during this period [11] - Tongcheng Travel has launched promotional activities to improve the cost-effectiveness of travel during the holidays, offering a travel fund valued at 2,888 yuan [11]
港股药捷安康-B午后涨超50%
Mei Ri Jing Ji Xin Wen· 2025-09-15 05:43
(文章来源:每日经济新闻) 每经AI快讯,9月15日,港股药捷安康-B午后涨超50%,该股上个交易日收涨超77%。 ...
摩根大通下调泡泡玛特评级:暴涨后估值已达完美预期,风险收益比恶化
Hua Er Jie Jian Wen· 2025-09-15 05:35
摩根大通警告,泡泡玛特在年内一度暴涨逾200%后,"估值已达完美预期",当前入场性价比显著下降,风险收益比正快速恶化。 周一(9月15日),泡泡玛特再度大幅杀跌,最低跌至252港元/股,为8月5日以来最低水平,且较此前的纪录高位已经回调超过25%。 据追风交易台消息,在股价持续下跌之际,摩根大通亚洲消费研究主管Kevin Yin表示,泡泡玛特股价年内飙升209%,一年内上涨466%,远超恒 生指数同期32%和52%的涨幅,估值已达到完美预期水平,市场对任何基本面缺失或负面媒体报道的容忍度已大幅降低,短期风险/收益比不再占 优。 基于此,该行下调泡泡玛特的评级和目标价:评级从"增持"下调至"中性",目标价从400港元下调至300港元。 对于市场关注的核心IP Labubu热度持续性,摩根大通认为,尽管二手市场价格下滑,引发部分投资者担忧,但这并非IP热度衰退的信号,而是产 能急剧扩张的结果。 尽管下调了评级,但是摩根大通明确表示,不是建议"减持"(Underweight),仍然看好泡泡玛特的长期投资逻辑。 股价暴涨后的战术性调整:估值已"完美定价" 摩根大通此次下调泡泡玛特评级的核心逻辑非常清晰:股价涨得太快、 ...
小鹏汽车欧洲本地化生产项目启动 首批车型顺利下线
Huan Qiu Wang· 2025-09-15 05:31
来源:环球网 【环球网科技综合报道】9月15日消息,小鹏汽车近日宣布其首个欧洲本地化生产项目正式启动,首批 小鹏G6与G9车型在奥地利格拉茨的麦格纳工厂顺利实现量产下线。 据了解,小鹏汽车此次与麦格纳工厂展开深度合作,充分借助该工厂成熟的生产线资源,加速推进电动 汽车在欧洲的本地化生产进程。按照规划,除已下线的G6与G9车型外,未来该工厂还将投产更多小鹏 车型,进一步扩大本地化生产规模,以更好满足欧洲市场消费者需求。 作为较早布局欧洲市场的中国新能源汽车企业,小鹏汽车自2021年以挪威为起点进入欧洲市场后,持续 拓展全球业务版图,目前产品已覆盖全球超46个国家和地区。市场数据显示,2025年1-7月,小鹏汽车 海外销量达18701辆,同比大幅增长217%;2025年上半年,其在欧洲市场的注册量超过8000辆,其中主 力车型小鹏G6贡献了67%的销量,展现出强劲的市场竞争力。 值得关注的是,小鹏汽车位于德国慕尼黑的欧洲首个研发中心已正式启用。未来,依托该研发中心的技 术支撑,小鹏汽车计划在麦格纳工厂进一步丰富产品线,投产涵盖纯电平台轿车、中型SUV、中小型 SUV及超电车型等多个品类的产品,持续完善在欧洲市场的 ...
百奥赛图与默克达成抗体授权合作,海外收入占比近七成
Guan Cha Zhe Wang· 2025-09-15 05:26
值得关注地是,百奥赛图2025年半年报透露了该公司签约的对外授权累计多达280项,仅上半年新签约 就达80项,比去年同期增长60%。全球前十大药企中有七家是百奥赛图的抗体分子授权合作伙伴。今年 上半年,百奥赛图实现营业收入6.21亿元,同比增长51.3%,其中从海外药企合作中获得的收入占比近 70%。公司的业务覆盖了欧美及亚太多个市场,在美国波士顿、旧金山、圣地亚哥及德国海德堡均设有 研发与运营中心。 9月12日,媒体从港股"基因编辑第一股"百奥赛图获悉,该公司与德国药企默克签署一项抗体选择权与 评估协议,双方将共同开发用于核酸药物递送的抗体偶联脂质纳米颗粒(LNP)等前沿解决方案。 根据协议,默克将评估百奥赛图利用其自主知识产权RenMice平台开发的全人抗体,并拥有获得选中抗 体全球独家权利的选择权;百奥赛图则有望获得相应的首付款、里程碑付款及未来销售分成。 百奥赛图董事长、CEO沈月雷表示,双方合力探索抗体偶联脂质递送系统的潜力,不仅彰显了公司全人 抗体平台的多样性,也展现了全人抗体在传统疗法之外的广阔应用前景。"我们希望通过百奥赛图在抗 体发现方面的专业能力,结合默克在LNP领域的深厚积累,加速下一代 ...
大行评级|瑞银:预计广东省核电电价调整将有利中广核电力及上游供应商
Ge Long Hui· 2025-09-15 05:16
瑞银发表研究报告指,中广核电力管理层表示,目前广东省的核电电价政策对营运商存在不利影响,相 信相关政策会有改善,预期广东省可能考虑在2026年度电力交易方案中修订核电电价规则。该行预计公 司或成为潜在主要受益者,因预期截至明年,公司有约70%的权益装机容量位于广东省。 虽然2026年度电力交易方案细节尚未最终确定,但该行初步分析显示,若完全取消现行扣减规则,可能 为中广核电力2026财年盈利预测带来2.89亿元或的3%上行空间。另外,该行又认为上游核电设备供应 商如哈尔滨电气、应流股份及东方电气亦可能间接受惠,因项目执行能见度提升及潜在利润率恢复。 ...
营销玩梗别过界,途虎养车反不正当竞争案胜诉
Qi Lu Wan Bao· 2025-09-15 04:51
Core Viewpoint - The Supreme People's Court has highlighted a significant case of unfair competition involving JD Yancheng, which serves as a judicial guideline for market competition behavior, emphasizing the importance of ethical marketing practices [1][3][5] Group 1: Case Details - The unfair competition dispute between Tuhu Yancheng and JD Yancheng began in September 2023, with JD Yancheng using the slogan "Zhenhu Price" to engage in disparaging marketing activities [3] - On July 21, 2025, the Shanghai Intellectual Property Court ruled that JD Yancheng's actions constituted commercial defamation and false advertising, misleading consumers [3] - The court ordered JD Yancheng to cease its unfair competition practices and to compensate Tuhu Yancheng for economic losses amounting to 5 million yuan [3] Group 2: Implications for Market Competition - The inclusion of this case as a typical example by the Supreme People's Court aims to regulate market competition rules and combat "involution" in competition, which includes unethical marketing practices [5] - The ruling serves as a warning against using misleading marketing tactics that undermine fair competition, reinforcing the need for ethical standards in the industry [5]
瑞银:上调中国财险目标价至21.8港元
瑞银预测,中国内地新能源车保费将从2024年至2030年以27%的年复合增长率增长,主要受车队规模扩 大驱动。尽管2024年行业综合成本率预计为107%,但瑞银预计将在2027年实现扭转。考虑到汽车制造 商附属保险公司的竞争威胁有限,瑞银看好中国财险,认为其强大的定价和理赔能力将使其成为受益 者,并预计中国财险将比同行更快于2025年实现盈利转机。因此,瑞银上调了中国财险2025年至2029年 的净利润预测3%至8%,并将目标价从20.7港元上调至21.8港元,重申"买入"评级。 ...
快手“国补合伙人”徐小米:信任的根本始终来自于产品和服务
Zhong Guo Xin Wen Wang· 2025-09-15 04:45
在徐小米的快手直播间,没有夸张的销售话术,只有如朋友般轻松的"拉呱"和她严选的优质好物。 "拉呱"是山东方言,意思是闲聊。作为山东临沂人,徐小米偶尔会在直播间说几句方言,这让她的表达 更亲切,也更贴合自己的情绪。 17岁辍学离家、外出闯荡,2019年闯入直播行业从零开始,迅速成长为快手电商的头部主播……徐小米 抓住了直播电商的发展机遇,凭借真实自然、敢拼敢闯的风格快速成长,获得了超过2835万"老铁"的支 持,单场最高GMV突破一亿,在快手电商平台开创了属于自己的阶段。 她常说:"老铁们的信任,是我最大的荣耀。"2025年,徐小米受邀成为快手"国补合伙人"项目成员之 一。她希望借此机会,向更多人传递"信任即责任"的经营理念,让国家补贴政策的实惠能够覆盖更广泛 的人群。 修理厂女孩勇闯直播圈 在换了多份工作后,徐小米转行成为一名快手主播。 "不上厕所、不吃饭,下了播累得直接躺在地上"……刚入行时,她是不折不扣的"拼命三娘"……实在撑 不住了,就用凉水冲一下头继续干。凭着一股孤注一掷的拼劲,她一路闯进了快手电商头部主播的行 列。亮眼成绩的背后,不只是机遇与天赋,更多是过往经历所锤炼出的坚韧斗志。 徐小米曾先后在食 ...