点评：亚朵酒店"枕套门"事件反映出酒店行业在供应链管理和品控方面存在漏洞，引发消费者对酒店卫 生的担忧，短期内或对酒店板块造成负面影响。长期来看，事件将推动酒店行业加强供应链管理，提升 服务质量，优质酒店企业有望获得更多市场份额。 NO.3 太古地产回应最新人事任命 就公司近期的人事任命，太古地产向《每日经济新闻》记者作出回应，强调了中国内地作为公司核心业 务市场的重要地位。此次任命中，余国安（Max Yu）获任命为中国内地零售业务（新项目）总经理。 成都太古里总经理伍玉珊（Molly Wu）获任命为中国内地零售业务总经理，她将继续全面负责成都太 古里的运营管理。上海前滩太古里总经理顾育真（Joanna Ku）获任命为零售业务（上海浦东）总经 理。 ｜2025年6月5日 星期四｜ NO.1 奢侈品牌卡地亚的用户数据被泄露 近日，突然传出知名奢侈品牌卡地亚用户数据被泄露的消息。卡地亚邮件显示，泄露的信息包括客户姓 名、出生日期等，但不涉及银行信息等。卡地亚官方客服向《每日经济新闻》记者表示，泄露消息属 实，但并非只出现在中国市场，而是涉及全球的部分卡地亚顾客。工作人员称，目前事件正在持续调查 中，已向相关监督部 ...

6月3日晚间，词条"亚朵酒店被曝出现医院枕套"登上微博热搜，引起网友广泛关注。 根据相关消息，近日有网友在社交平台发帖，称自己入住杭州城西银泰附近的亚朵时，发现枕套标上印有当地一家医院的Logo标识。 当日晚间，涉事酒店杭州西溪紫金港亚朵酒店发布致歉声明，称经严格核查，确认问题根源在于该店自采的洗涤供应商出现严重工作失误，酒店已经中止 了与该供应商的合作，并对所有房间布草进行了100%全面排查，确认没再发现类似情况。 "我们向客人郑重致歉，并第一时间提供了洗涤厂资质文件及布草检测凭证，有幸取得了客人的谅解。我们知道，这不能掩盖我们在查房环节的疏漏。我 们给客人带来了不好的体验，也违背了总部的运营管理规定。我们深刻反省，会持续强化布草验收标准，坚决把'员工自查、店长复查、质检抽检'的检查 要求执行到位"。 图片来源：网络 记者注意到，杭州西溪紫金港亚朵酒店位于城西银泰城核心商圈，2016年开业，四年后装修，共有96间客房。当前，该酒店最便宜的为雅致大床房，价格 334元/晚，高级大床房则为420元/晚。 混入酒店的枕套来自杭州御湘湖未来医院，距离西溪紫金港亚朵酒店28公里。 消息曝出后，网友炸锅，"看来都是混在 ...

Summary of Sprouts Farmers Market Conference Call Company Overview - **Company**: Sprouts Farmers Market - **Industry**: Natural and Organic Grocery Retail - **Store Count**: Approaching 500 stores with a growth rate of nearly 10% [2][3] Key Points and Arguments Business Strategy and Target Market - Sprouts focuses on a specific target market of health enthusiasts and innovation seekers, representing a $200 billion segment within a $1.4 trillion marketplace [4][5] - The company emphasizes understanding its target customers and tailoring products to meet their dietary needs, such as keto, paleo, vegan, and organic options [5][9] - Fresh produce accounts for 20% of sales, highlighting the importance of freshness in their product offerings [6] Product Sourcing and Brand Strategy - Sprouts has established a "foraging team" to balance private brand products with small, entrepreneurial brands, launching 7,500 new items last year [10][11] - The company aims to be a destination for innovative products, receiving 65,000 applications for new products, but only managing 7,500 [11][12] - The private brand strategy has shifted from commodity equivalents to differentiated products, enhancing brand identity [10] Consumer Behavior and Market Resilience - Despite economic uncertainties, Sprouts has not observed significant changes in consumer behavior, indicating resilience among health-focused customers [18][19] - The company expects continued growth in health-conscious consumers, with a focus on longevity and wellness across demographics [20][21] Product Trends and Sales Performance - Over 50% of produce sales are now organic, with significant growth in gluten-free and keto products [24] - The company is also seeing success in non-alcoholic beverages and attribute-based products across various categories [25] Pricing and Competitive Position - Sprouts maintains a strong focus on produce pricing, ensuring competitive positioning against conventional grocers [27][28] - The company differentiates itself by offering unique products that are not widely available elsewhere, allowing for a unique pricing strategy [29][30] Growth and Expansion Plans - Sprouts plans to open 1,200 to 1,400 new stores, with a focus on the Midwest and Northeast regions, starting in 2027 [60][61] - The company is adapting its store size to 23,000 square feet to facilitate easier execution in new markets [67] Digital Growth and Customer Engagement - Strong growth in digital sales is attributed to a differentiated product assortment and brand trust in fresh produce [73][74] - The average basket size for online orders is approximately double that of in-store purchases, indicating a strong demand for convenience [76] Loyalty Program - A new loyalty program is set to launch, aimed at personalizing customer experiences and enhancing engagement [48][49] - The program is expected to provide insights into customer preferences, allowing for tailored marketing and product offerings [53][54] Capital Allocation and Financial Strategy - The company prioritizes investments in store growth, supply chain, and technology, while also considering share repurchases and potential M&A opportunities [80][84] - Sprouts aims to maintain a stable EBIT margin while reinvesting in long-term growth initiatives [41][42] Additional Important Insights - Sprouts is committed to local sourcing and building relationships with growers in new markets to maintain its farmers market appeal [68][70] - The company is focused on enhancing its supply chain capabilities to improve product freshness and availability [44][45] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Sprouts Farmers Market's commitment to health-focused retailing and its proactive approach to market challenges and opportunities.

Group 1 - The chairman of Huangtai Liquor Industry, Zhao Haifeng, is temporarily acting as the board secretary following the resignation of the previous secretary, ensuring the board's operations remain compliant and orderly [1] - The company is accelerating the recruitment of a new board secretary to enhance its governance level after the recent changes [1] Group 2 - Guizhou Huazhi Supply Chain Co., Ltd. has been established with a registered capital of 100 million yuan, indicating Huazhi Wine's commitment to improving its supply chain management and operational efficiency [2] - The establishment of the supply chain company is expected to lower operational costs and enhance profitability, solidifying Huazhi Wine's leading position in the liquor distribution sector [2] Group 3 - Guizhou Jinxing Brewery aims for a production target of 50 million yuan by 2025, having already achieved over 20 million yuan and an export value of over 1 million yuan, indicating strong market performance [3] - The successful launch of the first batch of 20 tons of golden pear beer has provided a new growth point for the company, enhancing its market competitiveness and brand influence [3]

逆境之下，多达89%的全球企业对未来两年实现国际业务增长仍抱有信心，中国企业的比例达到90%。 具体来看，84%的中国受访企业将当下的压力视为"创新的催化剂"，促使他们积极寻求新机遇来应对挑 战。85%的中国企业选择开拓新的海外市场，81%选择增加国内市场销售。在海外拓展方面，中国企业 正加速推进多元化布局，28%计划增加与欧洲和中东的贸易往来，27%看好南亚。 汇丰集团近期一项面向全球企业的贸易前景调查显示，在关税和贸易政策不确定性的压力下，中国依然 是全球企业计划增加贸易往来、加码生产制造的主要市场。 调查由汇丰于4月底至5月初进行，面向全球13个市场的5700多家有国际业务的企业，其中包括1000家中 国内地企业。 调查显示，全球企业普遍通过调整贸易策略应对新的形势，包括重新评估各大市场对其贸易增长的重要 性。在计划增加贸易往来的目标市场中，中国获受访企业选择的比例最高，达到44%，其次是欧洲的 43%和美国的39%。在生产制造方面，中国也受到全球企业青睐，40%受访企业正在或计划未来两年增 加在中国的产品制造，仅次于选择欧洲的45%。从区域分布看，亚洲企业选择增加与中国的贸易往来和 增加在中国制造的比 ...

| | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 活动类别 | □现场参观☑电话会议 | | | □其他 | | | 1. 汤中建 火眼主理人、成都正福研究院 | | | 2. 陈育 成都龙凤飞私募 | | | 3. 吕华 富恩德基金 | | | 4. 胡竣凯 约牛证券投资顾问 | | | 5. 向惠 中金万象投资总经理 | | | 6. 魏锋 璟诚基金 | | | 7. 谢刚 成都希尔私募 | | | 8. 李佩柯 韬观投资 | | | 9. 郑淼 中睿合银 | | 参与单位名称 | 10. 孙春龙 誉合天成投资 | | 及人员姓名 | 11. 方敏 | | | 12. 王继川 火眼投资经理 | | | 13. 吴昊 元绪律师事务所 | | | 14. 蒋红练 火眼投资经理 | | | 15. 文晓东 | | | 16. 王健桢 | | | 17. 雪梅 | | | 18. 余峰 成都希尔私募基金 | | | 19. 孟亚琼 | | | 20. 焕茹 | | 时间 | 2025 年 5 月 30 日 | ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][12][14]. Core Insights - The company, Xiaocaiyuan, is a representative brand of popular and affordable home-style cuisine, focusing on providing high-quality service and dishes at reasonable prices. It has shown strong performance in core operating metrics and rapid store expansion, aligning well with current consumer trends in the restaurant industry [3][9][20]. - The company is expected to achieve net profits attributable to shareholders of 703 million, 842 million, and 1,003 million yuan for the years 2025 to 2027, respectively [3][12]. Company Overview - Xiaocaiyuan is a leader in the popular and affordable Chinese dining sector, dedicated to developing traditional and innovative Huizhou cuisine. The core team has extensive experience in the restaurant industry, contributing to the company's strong market positioning [9][20]. - As of 2024, the company operates 667 stores in a pure franchise model, with a steady expansion trend. Its affordable delivery service has gained consumer recognition, becoming a significant driver of revenue growth [9][10][20]. Industry Analysis - The restaurant industry is experiencing a recovery, with the popular and affordable Chinese dining market showing significant growth potential. The market structure is characterized by a fragmented competitive landscape, with a dominant share of products priced below 100 yuan [10][54]. - The industry has undergone significant changes, with a rise in capital and entrepreneurs entering the market, leading to increased competition and a higher chain rate. The market is expected to rebound in 2025 due to policy incentives and the deepening of delivery habits [10][54]. Operational Efficiency - The company has enhanced its operational capabilities through standardized processes and digital empowerment, which have improved management efficiency and cost optimization. The single-store model is highly competitive, and the company has significant room for expansion [11][12][21]. - The company has achieved a compound annual growth rate (CAGR) of 25.34% in revenue from 2021 to 2024, with a CAGR of 36.79% in net profit attributable to shareholders during the same period [44][49].

企业名称江苏逮鲜记国际供应链管理有限公司法定代表人孙淑婷注册资本1000万人民币国标行业交通运 输、仓储和邮政业>多式联运和运输代理业>运输代理业地址江苏省连云港市赣榆区海头镇海滨大道60 号企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-5-30至无固定期限登记机关 连云港市赣榆区数据局 来源：金融界 天眼查App显示，近日，江苏逮鲜记国际供应链管理有限公司成立，法定代表人为孙淑婷，注册资本 1000万人民币，由山东鱼来渔旺供应链科技有限公司全资持股。 序号股东名称持股比例1山东鱼来渔旺供应链科技有限公司100% 经营范围含许可项目：食品销售（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经 营项目以审批结果为准）供应链管理服务；食品互联网销售（仅销售预包装食品）；食用农产品零售； 农副产品销售；互联网销售（除销售需要许可的商品）；水产品零售；水产品批发；新鲜水果批发；新 鲜水果零售；离岸贸易经营；食品添加剂销售；食用农产品批发；五金产品批发；五金产品零售；日用 杂品销售；五金产品制造；装卸搬运；商务秘书服务；企业总部管理；企业管理；信息系统集成服务； 市场营销策划；劳务服务 ...

The Boeing Company (BA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Okay. Good morning. Let's get started. I'm Doug Harned, Bernstein's senior global aerospace and defense analyst. And I'm really happy today to have with us Kelly Ortberg, CEO of Boeing. Kelly, don't know. Speaker1 You may have a couple words you wanna say, and then we'll get into the fireside chat. Well, I'll just welcome everybody. Thanks for joining us here. Doug, I look forward to it. I I don't have any opening comments. I'll we ...

在跨境电商行业蓬勃发展的当下，物流效率与供应链的稳定性已成为决定企业竞争力的核心要素。2025 年 5 月 19 日，优哩哩Yulily"中国行" 团队前往顺丰速运有限公司武汉分公司（以下简称 "顺丰"/"顺丰武 汉分公司"）开展参观交流活动。双方就物流通道、跨境运输、海外云仓及海外收发等关键议题展开深 入探讨，力求通过整合双方资源、创新合作模式，为跨境电商行业的发展注入全新活力。 注：武汉顺丰工作人员接访优哩哩Yulily首席运营官（COO）Graham Richards ◎顺丰速运：不断完善配送网络，实现全球性物流覆盖 优哩哩Yulily此次参访的是位于鄂州花湖机场的顺丰武汉分公司，这里是顺丰在华中地区的物流枢纽， 也是顺丰在华中地区的关键物流平台。 作为全球知名的快递物流综合服务商，顺丰速运采用直营经营模式，在保障整体物流网络运营质量的同 时，经过多年的潜心经营和前瞻性的战略布局，形成了"天网+地网+信息网"三网合一、可覆盖国内外 的综合物流网络，又通过自建海外仓、整合第三方物流资源以及不断完善配送网络，成功实现了快递物 流服务的全球性覆盖，为跨境电商企业提供了坚实可靠的物流保障。 其中格外引人瞩目的是 ...