川渝风味面馆龙头企业广州遇见小面餐饮股份有限公司（以下简称"遇见小面"）11月27日向港交所正式提交招股说明书，离"中式面馆第一股"仅一步之 遥。这份正式招股书一经披露，站在公司背后的基石资本团也浮出水面。 记者翻阅招股书发现，遇见小面突破传统面馆的成长边界，公司高度标准化的可复制商业模式，以及未来广阔的成长空间，正是这些资本青睐的核心逻 辑。 营收净利双高增，现金流充沛筑牢根基 遇见小面是一家发源于广州的现代中式面馆经营商，公司2014年成立。历经11年时间，公司仍处于发展的快车道，这是高瓴资本、海底捞等基石投资者参 股的第一大原因。 根据弗若斯特沙利文（Frost & Sullivan）的数据，按2024年商品交易总额（GMV）计算，遇见小面已是中国最大的川渝风格面馆运营商、中国第四大中 式面馆运营商。在前十中式面馆运营商中，公司斩获2022-2024年GMV复合年增长率第一的成绩。 有别于餐饮行业在大众心中稳步增长的固有印象，遇见小面财务数据呈现成长型"科技股式" 爆发。 营业收入方面，遇见小面三年三级跳，营收规模爆发性增长。2022年公司营业收入为4.18亿元，到2023年突破8亿元关口，同比增长超过 ...

川渝风味 面馆龙头企业广州遇见小面餐饮股份有限公司（以下简称 "遇见小面"） 11 月 27 日向港交所正式提交招股说明书，离"中式面馆第一股"仅一 步之遥。这份正式招股书一经披露，站在公司背后的基石资本团也浮出水面。 令市场惊喜的是，这份名单 "星光熠熠"。根据公告， 5 家知名投资机构参与了本次基石投资，包括高瓴资本、海底捞、君宜资本、晟盈投资、 Zeta Fund 等，涵盖顶级私募、战略产业资本及知名长线基金。基石投资者合计认购 2,200 万美元，约占募集资金总额 25% 。 国内面店千千万，连锁公司也不在少数，遇见小面何以获得向来 "惜投"餐饮业的高瓴资本的青睐？鲜少参股同行的海底捞又为何会"押注"其中？ 记者翻阅招股书发现，遇见小面突破传统面馆的成长边界，公司高度标准化的可复制商业模式，以及未来广阔的成长空间，正是这些资本青睐的核心逻 辑。 营收净利双高增，现金流充沛筑牢根基 遇见小面 是一家发源于广州的 现代 中式面馆经营 商 ，公司 2014 年成立 。 历经 11 年时间，公司仍处于发展的快车道，这是高瓴资本、海底捞等基石 投资者参股的第一大原因。 根据 弗若斯特沙利文 （ Frost & ...

财经摆渡人 精研出品 破浪前行，共探财富新局 最典型的就是沃格特勒核电站，2013年开工时喊着要当"美国核电复兴标杆"，结果建了十年，成本从 140亿飙到370亿，最后成了行业"反面教材"。 业主气得直骂"建核电站比造火箭还难"，这话虽然夸张，但也没差多少。 项目烂尾不说，西屋自己也扛不住了。 2017年，这家造了75年核电站的老牌企业，申请了破产保护。 当时业内都说，美国核电算是彻底没戏了又贵又慢，谁还敢碰？ 大家好欢迎收看【古今财鉴】 2025年7月，美国能源圈个不大不小的新闻：西屋电气和谷歌云宣布合作，要把AI技术搬进核电站建 设。 这事儿放十年前，谁能想到造核电站的和搞互联网的能凑一块儿？毕竟西屋这几年的日子，过得可不太 体面。 从破产到重生：西屋电气如何用AI重塑美国核能工业？ 要聊西屋和谷歌云这事儿，得先说说美国核电这些年的"坑"。 可偏偏这时候，西屋没躺平。 去年年底，他们悄悄搞了个试点，找谷歌云帮忙优化核电站施工流程。 你猜怎么着？原本要半年才能搞定的管道安装工序，硬是缩短了一个月，成本也降了15%。 尝到甜头后，才有了这次的深度合作。 为啥西屋非要拉上谷歌云？你想啊，西屋自己搞了75年核电， ...

Group 1 - The Changshen Expressway Hehui Section expansion project, approximately 116.6 kilometers long, is set to enhance connectivity between the Guangdong-Hong Kong-Macao Greater Bay Area and northeastern Guangdong, with completion expected by the end of this year [3][4] - The project features a dual eight-lane highway standard and incorporates a leading digital management system for highway expansion, integrating surveying, design, digital management, intelligent construction, and safety emergency applications into a unified framework [3] - A three-tiered rapid safety monitoring system using cameras, drones, and coordinators has been established to address complex traffic organization and high safety risks, with 22 AI drones deployed for daily surveillance and automatic alerts for road anomalies [3] Group 2 - Innovative technologies such as a smart jacking system and SPMT modular transport technology were utilized in the demolition and reconstruction of the Jinlong Avenue overpass, minimizing dust and noise pollution while reducing traffic impact [4]

投资者关系活动记录表 证券代码：301115 证券简称：联检科技 联检（江苏）科技股份有限公司 编号：2025-011 | 投资者关系活动 | 特定对象调研 分析师会议 ☐ | | --- | --- | | ☐ 类别 | 媒体采访 ☐ 业绩说明会 | | ☐ | 新闻发布会 ☐ 路演活动 | | ☐ | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | 参与单位名称及 | 天风证券 王涛、王悦宜；上海禾昇投资 章孝林 | | 人员姓名 | | | 时间 | 2025年11月20日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事、董事会秘书 吴海军；监事会主席、证券事务代表 朱晔 | | 员姓名 | | | | 1、公司在并购方面的规划？ | | | 答：公司通过精准化收并购实现外延式发展，采用"区域渗透+赛道扩张+ | | | 资质补强"三维并购策略，以理性筛选机制实现精准并购，快速获得区域资质、 | | | 客户资源和实验室网络。优先选择区域龙头、政策驱动的高增长赛道及资质稀缺 | | | 标的，通过并购抢占水利、汽车、计量较准、低碳、电子电器、智能硬件、网络 | | | ...

新华社贵阳11月19日电 题：黔山深处"野果"变"金果"的数智之路 新华社记者杨三军、蒋成、周芷若 "无数据不管理、无数据不决策、无数据不运营。"这条看似互联网企业常喊的口号，张贴在贵州贵定县群山深处的一家刺梨加工厂里，初看 显得有些突兀，但当深入了解这家5G智慧工厂后，就会觉得很贴切。 贵州山王果健康实业有限公司5G智慧工厂工人正在卸果。（受访者供图） 走进贵州山王果健康实业有限公司的5G智慧工厂，价值千万元的5G全自动生产线在刺梨清香中有序运转，机械臂精准而高效地进行灌装与 码垛，全国销售数据和客户画像在工厂内的实时数据看板上一"幕"了然。 "我本身就是'IT男'，前几年我感觉人工智能数字化时代到来了，科技创新肯定是一个趋势。"出生于贵定县的公司董事长黄训才介绍，早在 2021年，企业就启动了数字化、智能化5G智慧工厂建设。 黄训才带着他的团队，把5G技术、物联网技术与地方特色刺梨产业相"嫁接"，在贵州深山里开启一场数智化转型。 田间地头，是数智化接入的第一站。在该企业的1万余亩自有刺梨种植基地里，农业物联网操作系统实时监控种植环境相关数据，联动水肥 一体化系统进行自动洒水、异常报警。收果数据的统计分析， ...

首旅酒店在投资者互动平台表示，2025年，公司已经重点开展了以下工作：全面提速开店节奏，全力发 展标准管理酒店，创新发展模式；持续打造酒店产品力，积极培育新品和推进存量产品升级迭代；持续 提升宾客体验，构筑差异化服务竞争力；深化全域用户战略，构建多维增长引擎；经营至上，深化属地 化运营和数字化管理，进一步优化管理效能；组织与技术赋能，全面提升酒店发展与运营效率等。其 中：全年计划新开酒店1,500家，通过"属地深耕"策略聚焦区域市场深度开发，加强精细化市场布局， 推进全域覆盖；同时不断探索和持续丰富酒店场景下的新型业态，确保新品孵化与经典产品迭代均深度 契合品牌基因，打造年轻化、时尚化、智慧化的酒店品牌形象；并且深化属地化运营，因时因势推出多 样化的营销活动，多措并举加大核心客源的开发力度。 ...

Summary of Conference Call Notes Industry Overview - The conference call discusses the dairy products, seasoning, and frozen food industries, focusing on the performance of major companies like Yili and Mengniu, as well as market trends and challenges faced by various brands. Key Points on Dairy Products - The overall dairy market is expected to stabilize in 2025, with Yili outperforming Mengniu. Mengniu's ambient liquid milk has seen a significant decline, but product innovation and channel optimization may lead to growth [1][4]. - Dairy product terminal prices are gradually stabilizing from the second half of 2024, while upstream raw milk prices continue to decline, resulting in a decrease in net profits for distributors, with about one-third currently operating at a loss [1][17]. - The demand for liquid milk is declining, primarily due to reduced gifting and everyday consumption, particularly among low-income consumers [10][18]. - Mengniu's ambient liquid milk sales have declined by approximately 14% to 15% year-on-year, while Yili's decline is around 3% [5][12]. - The dairy industry is experiencing a cyclical downturn, but a rebound is expected in 2026, particularly for high-end products [9][19]. Key Points on Seasoning Market - The seasoning market is overall sluggish in 2025, with many brands failing to meet growth targets. The hot pot base market share is declining, while compound seasoning's share is increasing, but total sales are still in negative growth [1][22]. - Yihai International's hot pot base has declined due to overall industry downturn and competition from private label products, necessitating product innovation and expansion into B-end business [1][23]. - The online and offline price chaos has impacted the market, with a 10% decrease in offline prices compared to 2024 [25][26]. Key Points on Frozen Food Market - The frozen food market has shown signs of recovery in 2025, particularly in October, driven by the sales of hot pot balls. C-end growth is outperforming B-end growth [3][49]. - The overall sales of frozen food have increased by approximately 3% from January to October 2025, with significant growth in products like dumplings and wontons [37][50]. - The sales recovery in the fourth quarter is attributed to inventory clearance and promotional activities [38][39]. Additional Insights - The restaurant industry is witnessing a closure trend, particularly among large stores in shopping malls, but there is potential for recovery in 2026, which may boost hot pot base sales [1][33]. - The performance of brands like Tianwei is hindered by weak channel price control and uneven regional development, resulting in negative growth [30][31]. - The competitive landscape is shifting, with smaller brands struggling to survive due to financial pressures and market competition [56]. Conclusion - The dairy, seasoning, and frozen food industries are navigating a challenging environment with varying performance across different segments. While there are signs of stabilization and potential growth in certain areas, companies must focus on innovation, channel management, and adapting to changing consumer behaviors to capitalize on future opportunities.

Core Points - The company has completed the fundraising project for digital system upgrades and production line intelligent transformation, and all raised funds have been fully utilized [2][7] - The company has decided to terminate the special fundraising account related to this project as it is no longer in use [8] Fundraising Project Overview - The fundraising project involved a non-public issuance of 24,392,247 shares at a price of 60.88 yuan per share, raising a total of 1,485 million yuan, with a net amount of 1,461.32 million yuan after deducting issuance costs [2][3] - The funds were managed under a special account system to ensure proper usage and compliance with relevant regulations [3][4] Fund Usage and Management - The company has adhered to the established management methods for the use of raised funds, ensuring that funds are used specifically for the intended project [3][4] - The project has undergone a delay in its construction period, which was extended to December 2023 due to macroeconomic conditions and operational considerations [5][6] Project Completion and Account Closure - The digital system upgrade and production line intelligent transformation project has been completed, enhancing the company's digital management and manufacturing efficiency [7] - The special fundraising account for this project has a balance of 0 yuan, leading to its closure and the termination of the corresponding three-party supervision agreement [8]

Core Viewpoint - The company has significantly enhanced production efficiency and product quality through the introduction of advanced international production systems and self-developed technologies, establishing an intelligent production base [1] Group 1: Production and Technology - The company has built an integrated "wood-pulp-paper" layout to ensure self-supply of raw materials and reduce external dependency [1] - A digital management platform has been established, utilizing various digital tools and smart devices for efficient process control [1] Group 2: Environmental Management - The company has created an energy recycling system to recover and convert waste materials, wastewater, and exhaust gases into energy, achieving efficient resource reuse [1] - Full-chain low-carbon management is being promoted, with technology enabling traceable carbon emissions, transforming environmental investments into scale advantages, and reducing unit environmental costs [1] Group 3: Capacity and Market Position - Since 2025, the company has launched 700,000 tons of chemical pulp and the Rizhao Huatai specialty paper, continuously releasing production capacity [1] - The company is optimizing its product structure to increase the proportion of high value-added products, providing space for market share growth and profit improvement [1]