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北京餐饮企业正在抛弃包间
经济观察报· 2025-06-05 18:45
多家餐饮企业在接受经济观察报采访时,均提及今年以来餐厅 商务消费人群数量下滑明显,导致餐厅内包间的人均消费出现 了15%—30%不等的下滑。 作者:田进 郑淯心 封图:图虫创意 花家怡园是北京的一家地域性连锁品牌,目前在北京运营着13家店铺。过去一年,其位于北京金 融街的两家餐厅(人均消费分别为300元和400元)中,一家因市场预期不乐观以及房租到期而关 停,另一家餐厅的人均消费也出现了较大幅度的下滑。北京金融街是中国金融业的核心,坐落着众 多金融机构。 花家怡园运营总监南金刚说,这两家餐厅"因包间消费兴起,也因包间消费回落",餐厅均处于金融 街黄金地段,面积不大且以包间为主。近一年来,包间内消费总额以及人均消费金额逐步下滑,导 致餐厅利润逐步下滑。 包间商务高消费在下滑 今年上半年,小吊梨汤旗下多个门店的店长对众多商务宴请老顾客进行了回访。结果显示:一方 面,公司业务成交规模波动,导致客户商务宴请需求频次下滑;另一方面,部分客户所在公司裁 员,使得包间消费转向小型商务聚会。 包间消费高度依赖商务消费,因此也受到商务活动的影响。 以小吊梨汤位于西南三环的丽泽商务区的门店为例,该门店以小包间为主,拥有单独配置的 ...
PayPal(PYPL) - 2025 FY - Earnings Call Transcript
2025-06-05 16:30
PayPal (PYPL) FY 2025 Annual General Meeting June 05, 2025 11:30 AM ET Speaker0 I would like to introduce you to mister Enrique Lopez, independent board chair of PayPal Holdings. Mister Lopez, you may begin. Speaker1 Good morning, and welcome to the twenty twenty five Annual Stockholders Meeting. I am Enrique Lores, Chair of PayPal Holdings Board of Directors. I would like to introduce the other board members who are also participating in today's meeting. Alex Cris, who also serves as our president and chie ...
北京餐饮企业正在抛弃包间
Jing Ji Guan Cha Wang· 2025-06-05 10:22
花家怡园是北京的一家地域性连锁品牌,目前在北京运营着13家店铺。过去一年,其位于北京金融街的两家餐厅(人均消费分别为300元和400元)中,一家 因市场预期不乐观以及房租到期而关停,另一家餐厅的人均消费也出现了较大幅度的下滑。北京金融街是中国金融业的核心,坐落着众多金融机构。 花家怡园运营总监南金刚说,这两家餐厅"因包间消费兴起,也因包间消费回落",餐厅均处于金融街黄金地段,面积不大且以包间为主。近一年来,包间内 消费总额以及人均消费金额逐步下滑,导致餐厅利润逐步下滑。 以商务接待为主的包间消费曾是北京中高端餐厅的重要利润来源。餐饮业有句俗话:"散台拉人气,包间赚利润",商务宴请在单位时间内给餐厅带来的利润 率和利润总额会显著高于其他消费模式,包间消费也成为一家餐厅利润的重要支撑。 但自2021年以来,包间消费开始走弱,这一趋势在2025年上半年进一步显现。 包括胡大饭馆、肆月河豚、小吊梨汤、旺顺阁·北京菜、御掌柜等多家餐饮企业在接受经济观察报采访时,均提及今年以来餐厅商务消费人群数量下滑明 显,导致餐厅内包间的人均消费出现了15%—30%不等的下滑。 包间消费高度依赖商务消费,因此也受到商务活动的影响。 以 ...
欧盟委员会副主席谢夫乔维奇:我们所有的自由贸易协定都需要升级,因为在之前电子商务还不那么突出。
news flash· 2025-06-05 09:06
欧盟委员会副主席谢夫乔维奇:我们所有的自由贸易协定都需要升级,因为在之前电子商务还不那么突 出。 ...
梧州市电商以“数商兴农”为引领 推动传统业与电商融合发展
Sou Hu Cai Jing· 2025-06-05 02:30
目前,梧州市有13家企业获粤港澳大湾区"菜篮子"生产基地认定,建成农产品产地冷链集配中心2个, 构建"种植—加工—流通"全链条服务体系,六堡茶、蜂蜜等农产品通过冷链物流直达大湾区,被誉为中 国六堡茶之乡。据统计,2024年梧州市农产品加工总值超209亿元,农产品加工转化率73.28%,先后创 建农产品加工集聚区7个,农业产业链式发展成效显著。 近年来,梧州市电子商务开放创新。以"数商兴农"为引领,推动传统业与电商深度融合,梧州六堡茶、 龟苓膏、豆浆、牙膏、麦芽糖、蜂蜜、人工宝石等企业依托抖音、淘宝、视频号等电商平台形成线上多 元渠道,展现本地优质产品,实现"线上突围",梧州人工宝石产业带被阿里巴巴国际站列为"十大数字 化外贸产业带"。 今年以来,全市农产品网络销售额突破亿元,4月份,梧州更获批设立中国(梧州)跨境电子商务综合 试验区,正以梧州综保区作为梧州跨境电子商务发展的重要载体,相继落地拼多多保税仓、淘宝保税梧 州一号仓,并上线跨境电商直播基地,构建起"直播+平台+供应链"跨境电商生态圈。 6月5日上午,2025"数商兴农"进广西暨桂品网上行活动在梧州市举行,梧州是广西近代工业策源地,拥 有田七牙膏、新华 ...
瑞达期货沪锡产业日报-20250603
Rui Da Qi Huo· 2025-06-03 10:43
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View - The actual resumption progress of Myanmar's tin mines is expected to be slower than market expectations, and the Bisie mine in Congo plans to resume production in stages with supply expected to be released in late June. - In the smelting sector, Yunnan is facing raw material shortages and cost pressures, while Jiangxi's scrap recycling system is under stress with a risk of capacity exit and low operating rates. - On the demand side, downstream and end - users' purchasing sentiment has improved with price declines, but overall trading remains dull. - Technically, short - term wide - range adjustments are expected, and it is recommended to wait and see, with a reference range of 243,000 - 257,000 yuan/ton [3]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of Shanghai Tin was 249,800 yuan/ton, down 500 yuan; the closing price of the July - August contract was down 220 yuan with a 20 - yuan increase. - LME 3 - month tin was at 30,545 US dollars/ton, up 315 US dollars. - The main contract's open interest of Shanghai Tin was 35,021 lots, up 1,517 lots. - The net position of the top 20 futures was 3,229 lots, up 831 lots. - LME tin's total inventory was 2,605 tons, down 75 tons; Shanghai Futures Exchange's tin inventory was 8,107 tons, down 338 tons; and the warehouse receipt was 7,520 tons, down 352 tons [3]. 3.2 Spot Market - The SMM 1 tin spot price was 250,400 yuan/ton, down 1,100 yuan; the Yangtze River Non - ferrous Market 1 tin spot price was 249,860 yuan/ton, down 1,180 yuan. - The basis of the Shanghai Tin main contract was 600 yuan/ton, down 600 yuan; the LME tin premium (0 - 3) was - 107 US dollars/ton, down 29 US dollars [3]. 3.3 Upstream Situation - The import volume of tin ore and concentrates was 12,100 tons, down 2,900 tons. - The average price of 40% tin concentrate was 246,300 yuan/ton, down 31,200 yuan; the average price of 60% tin concentrate was 250,300 yuan/ton, down 31,200 yuan. - The processing fees for 40% and 60% tin concentrates remained unchanged at 11,500 yuan/ton and 7,500 yuan/ton respectively [3]. 3.4 Industry Situation - The monthly output of refined tin was 14,000 tons, down 1,600 tons; the import volume of refined tin was 3,762.32 tons, up 143.24 tons [3]. 3.5 Downstream Situation - The price of 60A solder bars in Gejiu was 163,170 yuan/ton, down 460 yuan. - The cumulative output of tin - plated sheets (strips) was 1.6014 million tons, up 144,500 tons; the export volume of tin - plated sheets was 140,700 tons, down 33,900 tons [3]. 3.6 Industry News - In May, China's manufacturing PMI was 49.5%, up 0.5 percentage points; non - manufacturing PMI was 50.3%, down 0.1 percentage points; and the comprehensive PMI output index was 50.4%, up 0.2 percentage points. - The sales volume of consumer goods trade - in this year exceeded 1 trillion yuan, with 1.1 trillion yuan in sales and about 175 million subsidies issued. - The US May ISM manufacturing PMI was 48.5, the lowest since November 2024, and the S&P Global manufacturing PMI final value was 52. - Fed's Daly said she was still comfortable with the Fed's March forecast of two rate cuts by the end of the year and hoped to maintain a moderately restrictive policy rate [3].
Shopify Stock Made Massive Gains Over the Last Year. Does That Mean It Is Done Rising?
The Motley Fool· 2025-06-01 08:52
Company Overview - Shopify's stock has risen approximately 85% over the last year, with most gains occurring in 2024, but it has been trading within a range in 2025, raising investor concerns about its performance [1][2] - The company operates in a favorable position within the e-commerce industry, which reached a market size of $26 trillion in 2023, with a forecasted compound annual growth rate (CAGR) of 19% through 2030 [4] Financial Performance - In Q1 2025, Shopify's gross merchandise volume (GMV) reached $75 billion, reflecting a 23% year-over-year increase, indicating significant growth potential as it represents only a small fraction of the global e-commerce market [5] - Revenue for Q1 2025 was $2.4 billion, a 27% increase compared to the same quarter last year, suggesting that Shopify's market share is likely increasing [8] - Despite a $1 billion net loss on investments, the company reported comprehensive losses of $678 million in Q1 2025, compared to a $281 million loss in the same quarter last year [9] - Quarterly free cash flow was $363 million, up 56% year-over-year, resulting in a free cash flow margin increase to 15% from 12%, indicating improved financial performance [9] Market Position and Valuation - Shopify's current price-to-earnings (P/E) ratio is 87, and its price-to-sales (P/S) ratio is 15, suggesting that the stock is not cheap, raising questions about whether it is worth the premium [10] - The company forecasts revenue growth at a "mid-twenties percentage rate," indicating it can maintain its current growth trajectory [10][12] Customer Base and Risks - Shopify has successfully attracted large businesses while maintaining a strong base of smaller enterprises, which are crucial for its revenue but may be vulnerable to tariff impacts [7] - The ongoing concerns about tariffs could affect smaller clients who rely on low-cost goods from overseas, potentially impacting Shopify's financials [7][11]
5月份制造业采购经理指数回升 我国经济总体产出保持扩张
Yang Guang Wang· 2025-06-01 02:08
刘宇航:5月份,新出口订单指数为47.5%,较上月上升2.8个百分点。加上国内需求继续稳定释 放,新订单指数为49.8%,较上月上升0.6个百分点。 生产指数为50.7%,比上月上升0.9个百分点,升至临界点以上,制造业企业生产活动有所加快。 央广网北京6月1日消息(记者张棉棉)据中央广播电视总台中国之声《新闻和报纸摘要》报道,中 国物流与采购联合会、国家统计局5月31日公布,5月份,制造业采购经理指数较明显回升,企业生产经 营活动加快,我国经济总体产出保持扩张。 5月份,制造业PMI为49.5%,景气水平比上月改善。中国物流信息中心主任刘宇航说,需求整体趋 稳运行,新动能较好增长。调查中部分涉美企业反映外贸订单加速重启,进出口情况有所改善。 国家统计局服务业调查中心企业景气处处长霍丽慧:农副食品加工、专用设备、铁路船舶、航空航 天设备等行业的生产指数和新订单指数都是高于54%,供需两端较快增长。 大型企业PMI为50.7%,较上月上升1.5个百分点。高技术制造业PMI为50.9%,连续4个月保持在扩 张区间,延续较好发展态势;装备制造业和消费品行业PMI分别为51.2%和50.2%,比上月上升1.6和0.8 ...
2025年5月PMI点评:“抢出口”带动制造业PMI回暖
EBSCN· 2025-05-31 14:31
Manufacturing Sector - The manufacturing PMI for May 2025 is reported at 49.5%, a significant increase of 0.5 percentage points from the previous month, aligning with market expectations[2][4] - The production index rose to 50.7%, up 0.9 percentage points from last month, indicating a recovery in production activities[5][14] - New orders index increased to 49.8%, up 0.6 percentage points, reflecting improved demand conditions[5][14] - High-energy industries continue to decline, with the PMI dropping to 47.0%, down 0.7 percentage points, indicating ongoing challenges in these sectors[6] External Trade - The new export orders index rose to 47.5%, a significant increase of 2.8 percentage points, indicating a recovery in export activities following tariff reductions[21] - The import index increased to 47.1%, up 3.7 percentage points, suggesting improved import conditions[21] Service Sector - The service sector PMI increased slightly to 50.2%, up 0.1 percentage points, remaining in the expansion zone, driven by increased tourism and hospitality activities during the May Day holiday[31] Construction Sector - The construction PMI is at 51.0%, down 0.9 percentage points, indicating a slowdown in expansion primarily due to weakened housing demand, although infrastructure projects are accelerating[35] - Special bond issuance has increased significantly, with 443.2 billion yuan issued in May, up from 230.1 billion yuan in April, supporting investment in infrastructure[35]
经济运行具备继续回升向好基础!5月经济数据释放多重积极信号
Yang Shi Wang· 2025-05-31 08:36
中国物流与采购联合会会长 蔡进:从企业的角度来看,大型企业的PMI指数已经回升到了50%以上的景气区间,回升的还是比较迅速,小 型企业回升的幅度也比较大,反映出中国经济运行的韧性还是比较强的。 央视网消息:国家统计局、中国物流与采购联合会5月31日发布的数据显示,5月份中国制造业采购经理指数为49.5%,比上月上升0.5个百 分点,制造业景气水平改善。经济运行有所回稳。 5月份,制造业供需两端均有所回升。其中生产指数升至50%以上的扩张区间,制造业生产活动有所加快。反映需求的新订单指数较上月 也有所回升,市场需求保持总体稳定。从重点行业看,高技术制造业PMI连续4个月保持在扩张区间,延续较好发展态势。装备制造业和消费 品行业PMI也重新升至50%以上的扩张区间,景气水平有所改善。 国家统计局服务业调查中心企业景气处处长 霍丽慧:农副食品加工、专用设备、铁路船舶航空航天设备等行业的生产指数和新订单指数 都是高于54%,相关行业供需两端较快增长。本月新出口订单指数和进口指数较上月明显回升。调查中也有部分涉美企业反映本月企业外贸订 单加速重启,进出口情况有所改善。 5月份非制造业商务活动指数保持扩张 此外,5月份中 ...