文 / Flora 责任编辑 / Leah 之前我们在《下一个十年：国际化学校，将重新聚焦资产家庭？》里聊过，未来国际学校的主要客户，正在从 "咬牙挤资源" 的新中产家庭，慢慢转向经 济基础更稳、需求更明确的资产家庭。 今天想和大家聊聊：既然客户变了，宣传的思路自然也要变。毕竟做宣传，最核心的永远是 "找对人，说对话"。 那么，面向需求更明确、决策更理性的资产家庭，未来十年，国际学校的宣传重点该放在哪里呢？ 流量玩法：未来只能是 "基础操作"，利弊都很明显 比如刚建校的新学校，急需让周边家庭知道 "这里有一所新的国际学校"；或者学校想扩大知名度，吸引那些刚开始了解国际教育的家庭关注。 当下，我们熟悉的学校宣传方式，大多离不开在各大新媒体平台的布局 —— 微信生态、小红书、抖音，再加上各类线上广告的投放，这些我们统称为 "流量玩法" 的模式，确实在当下的传播环境中占据了重要位置。 这时候，流量就能帮学校 "打基础"：发一条校园运动会的视频，让家长看到学校的活力；写一篇IB课程的介绍，让家长明白教学特色。 不过，基于我们最新的观察：目前大家普遍采用的 "流量玩法"，确实能让学校在家长群体中增加曝光度，实现 "混个 ...

Core Viewpoint - Bank of America Securities reports that Uni-President Enterprises' revenue and net profit after tax for the first half of the year increased by 10.6% and 33.2% year-on-year, respectively, indicating a strong performance that exceeded expectations [1] Financial Performance - Revenue growth for the second quarter reached high single digits, while net profit growth was 35% [1] - Core business remains solid, with food and beverage sales increasing by 8.8% and 7.6% year-on-year, respectively [1] - Other business segments saw a significant increase of 91.6%, with 73% of this growth attributed to customer OEM (Original Equipment Manufacturer) partnerships, such as with brands like Pinduoduo and Sam's Club [1] Management Guidance - Management maintains a cautious full-year sales growth guidance of 6% to 8%, citing competitive challenges from delivery platform subsidies affecting the growth of sugar-free tea and milk tea products in the second half of the year [1] - Despite these challenges, the firm believes that the target can be easily achieved, as Uni-President has not followed competitors in raising prices, leading to a continuous increase in market share [1] Strategic Initiatives - The company is actively launching upgraded beverage products and plans to increase channel marketing investments in the second half of the year [1] Earnings Forecast and Target Price - Based on revised growth expectations, the firm has raised its earnings per share estimates for Uni-President for 2025 and 2026 by 7% and 4%, respectively [1] - The target price has been adjusted from HKD 9.3 to HKD 10.6, supported by the company's solid growth outlook and a dividend yield of over 6% [1] - The firm reaffirms a "Buy" rating for the stock [1]