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初中辍学卖包子,安徽老板年入16亿
创业邦· 2025-10-06 10:20
来源 | 邱处机 作者 | 邱鑫浩 当你还在纠结早餐吃包子馒头还是米线时,这家卖包子的企业已用 20 多年时间,把自己打造成年营收 16 亿、市值数十亿的上 市公司。 它就是被网友戏称为"杭州特产美食"的中国包子第一股——巴比食品。 而它的创始人,是一位来自安徽怀宁的初中辍学生刘会平。 以下文章来源于邱处机 ,作者邱鑫浩 邱处机 . 专门研究商业牛人 穷小子初闯上海滩 刘会平出生于 1977 年,安徽省安庆市 怀宁县江镇 镇人。这座皖南县城虽不起眼,但却是著名的"中国面点师之乡"。 据统计,江镇总共 3.7 万的人口,有近 2 万人从事馒头面点行业。 由于家境贫寒,刘会平不忍看到父母为自己的学费起早贪黑,在初三时便主动放弃学业,出来谋生。 他远赴山东当过油漆工。因为看不到希望,后来又回老家学做面点,开了家馒头店。但因为亏损,最后还是关了门。 后来,刘会平还把早餐店开到广西、贵阳等地,但都失败了。 1998 年,刘会平听亲戚说,上海的面点生意好做。不甘心的他带着借来的 4000 元,杀到了上海。 但谁知道上海一开始又给了他一个下马威。刘会平看好一个摊位,便押上几千元租下。但每天营业额还是不足 200 元,最后他 ...
人均40+抢着买!“猪油渣”小吃店,下一个网红还是昙花一现?
Sou Hu Cai Jing· 2025-09-28 04:28
文 | 职业餐饮网 三水 昔日边角料——猪油渣,竟然摇身一变,成了排长队的小吃专卖店? 最近,职餐记者观察发现,在北京合生汇、长楹天街等大型商圈,陆续开出了一批以吉屋出猪、岛姜家为主的"脂渣专营店"。上海、苏州、南京等城市,一 批"脂渣专营店"也陆续冒头。 它们以"脂渣"这一单品为主打,搭配猪油或鱼片等产品一起售卖,现做现炸,人均价格40元以上。 这批"脂渣店"在模式上有何特点?这场从 "餐桌配角" 到 "主角门店" 的逆袭,又能否火遍全国? 从餐桌"边角料"到小吃的逆袭, "脂渣"专营店火了! "口感紧实有嚼劲,越嚼越香""挺热闹的,排队的人很多""回家当零食解馋"…… 以往想到"脂渣",大多是家庭熬完猪油剩下的边角料,但眼下它们正成为小吃赛道的"主角"。 1、选址在高流量商圈,抢占"休闲小吃"赛道 "正餐小吃化,饮食零食化。" 在这样的消费趋势下,像阿甘锅盔、小蹄大作、亲爱的锅包YOU等越来越多品牌因把传统菜品"小吃化"而走红。 如今的脂渣店同样如此。它们打破了猪油渣家庭自制的传统场景,把它从过去的餐桌"边角料"变成小吃,甚至开出专门的档口店。 在具体形式上,这批脂渣专营店也自成特色。 首先在选址上,与很 ...
同庆楼: 同庆楼2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-29 17:15
Core Viewpoint - The report highlights the financial performance and operational strategies of Tongqinglou Catering Co., Ltd. for the first half of 2025, emphasizing the company's resilience in the competitive catering industry and its focus on expanding its market presence through diversified services and innovative product offerings [2][3][4]. Financial Performance - The company achieved a revenue of approximately 1.33 billion yuan, representing a year-on-year increase of 4.67% compared to 1.27 billion yuan in the same period last year [2][3]. - The total profit for the period was approximately 100.26 million yuan, a decrease of 3.79% from 104.20 million yuan in the previous year [2][3]. - The net profit attributable to shareholders was approximately 72.00 million yuan, down 11.06% from 80.95 million yuan in the same period last year [2][3]. - The net cash flow from operating activities increased by 59.39%, reaching approximately 327.34 million yuan compared to 205.37 million yuan in the previous year [2][3]. Industry Overview - The catering industry in China is experiencing steady growth, with national catering revenue reaching 27.48 billion yuan in the first half of 2025, a year-on-year increase of 4.3% [4][5]. - The demand for quality dining experiences is rising, driven by increasing disposable income and consumer preferences for high-quality food and service [4][5]. - The industry is witnessing a trend towards chain operations and technological advancements, which are enhancing operational efficiency and market competitiveness [4][5]. Business Strategy - The company operates 133 direct stores across various regions, focusing on catering services, hotel accommodations, and food production [6][7]. - The business model emphasizes a synergy between catering and hotel services, enhancing customer experience and operational efficiency [8][9]. - The company has developed sub-brands such as "Tongqing Cake" and "Qing Xiaoyue," which complement its main offerings and enhance brand recognition [7][8]. Market Position - As a century-old brand, Tongqinglou has established a strong market presence and customer loyalty, positioning itself as a leader in the catering sector [17][18]. - The company is leveraging its historical brand value and operational expertise to expand its market share in the competitive catering landscape [17][18]. - The focus on family gatherings and banquet services aligns with consumer trends, providing a stable revenue stream and growth potential [14][15].
茶百道境外业务加速落地 已布局8个国家和地区 近期官宣多地新店即将开业
Zhi Tong Cai Jing· 2025-08-29 11:50
Core Viewpoint - The company achieved revenue and profit growth in the first half of the year, with revenue reaching 2.5 billion yuan, a year-on-year increase of 4%, and profit rising to 333 million yuan [1] Group 1: Financial Performance - The company's revenue for the first half of the year was 2.5 billion yuan, reflecting a 4% year-on-year growth [1] - The profit for the same period increased to 333 million yuan [1] Group 2: International Expansion - The company has established stores in 8 countries and regions, with over 40 signed store agreements [1] - In South Korea, the company has obtained franchise qualifications and currently operates 18 stores, expanding beyond the capital area [1] - The company plans to open its first stores in France and the United States, accelerating its international business development [1]
蜜雪集团上半年净利超27亿元增超四成,全球门店数增至5.3万家
Di Yi Cai Jing· 2025-08-27 07:05
Core Insights - The core viewpoint of the news is that Mixue Group has reported strong financial performance in its first half post-IPO, with significant growth in both revenue and net profit. Financial Performance - For the first half of 2025, Mixue Group reported revenue of 14.87 billion RMB, a year-on-year increase of 39.3% [2] - The net profit for the same period was 2.72 billion RMB, reflecting a year-on-year growth of 44.1% [2] - The gross profit for the first half was 4.71 billion RMB, which is a 38.3% increase compared to the previous year [2] Revenue Breakdown - Revenue from product and equipment sales increased by 39.6% to 14.49 billion RMB [4] - Revenue from franchise and related services rose by 29.8% to 380 million RMB, attributed to the expansion of the store network [4] Profitability Metrics - Basic earnings per share for the first half were 7.23 RMB, up 38.2% year-on-year [2] - The gross margin for product and equipment sales decreased to 30.3%, primarily due to rising raw material costs and changes in revenue structure [4] - The gross margin for franchise and related services increased to 82.7%, benefiting from economies of scale due to the ongoing expansion of franchise stores [4] Store Network Expansion - As of June 30, 2025, Mixue Group has established a network of over 53,000 stores globally, including in China and 12 other countries [4]
国光连锁: 江西国光商业连锁股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-25 16:42
Core Viewpoint - Jiangxi Guoguang Commercial Chain Co., Ltd. reported a revenue increase of 6.50% in the first half of 2025, driven by improved product competitiveness and consumer demand [2][5]. Company Overview and Financial Indicators - The company operates 41 stores primarily in Jiangxi Province, focusing on fresh produce and food products [5]. - Key financial metrics for the first half of 2025 include: - Revenue: CNY 1,448.39 million, up 6.50% from CNY 1,359.98 million [2]. - Total profit: CNY 27.93 million, a 5.59% increase from CNY 26.46 million [2]. - Net profit attributable to shareholders: CNY 19.90 million, up 4.15% from CNY 19.10 million [2]. - Net cash flow from operating activities: CNY 143.94 million, an increase of 12.44% [2]. Industry Analysis - The retail industry in China is experiencing growth, with a 5.0% year-on-year increase in total retail sales of consumer goods in the first half of 2025 [5]. - Online retail sales grew by 8.5%, indicating a shift towards e-commerce [5]. - The county and rural markets are expanding, with rural retail sales increasing by 4.9% [5]. Business Operations - The company has focused on enhancing its local market presence and upgrading store formats to improve customer experience [5]. - The retail segment generated CNY 135.01 million in revenue, reflecting a 7.58% increase [5]. - The company maintains a high proportion of self-owned properties, which helps mitigate rental cost risks [5]. Competitive Advantages - The company has established strong local supply chains and partnerships, enhancing its bargaining power with suppliers [5]. - Efficient logistics and distribution systems support the operational effectiveness of the stores [5].
21书评|专访投资人羊东:为孩子埋下商业思维的种子
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 14:55
Core Viewpoint - The article discusses the success of the children's financial literacy book "The Economics That Tells Stories," authored by investor Yang Dong, which has sold 250,000 sets and 5 million copies, becoming a bestseller in the financial literacy category for children in China [1]. Group 1: Book Overview - The book has received endorsements from notable figures such as Lin Yifu, Fan Deng, Yu Minhong, and Zhou Hongyi, contributing to its popularity on various e-commerce platforms [1]. - Yang Dong aims to cultivate business thinking in children, addressing a gap in financial literacy that he observed among entrepreneurs and business leaders [2][5]. Group 2: Educational Philosophy - Yang Dong emphasizes the importance of instilling business thinking from a young age, aligning with current educational reforms that focus on practical applications and real-world connections [5][6]. - The book integrates complex concepts like "sunk cost" and "game theory" into engaging stories, making them accessible for children [2][9]. Group 3: Unique Aspects of the Book - The book differs from traditional children's literature by incorporating compelling narratives with real conflicts and resolutions, encouraging repeated reading among children [8]. - It provides a comprehensive knowledge framework, allowing children to understand the evolution of business concepts through interconnected stories [8][9]. - The book includes a "knowledge bank" that explains interdisciplinary principles, seamlessly integrating subjects like psychology and mathematics into the context of business [9]. Group 4: Practical Applications - Yang Dong suggests that parents can nurture their children's business thinking through everyday conversations about commercial phenomena encountered in daily life, such as discussing the reasons behind the success of chain stores or the logistics of product distribution [7]. - The book also serves as an introduction to investment concepts, illustrating how business thinking is essential for understanding investments and decision-making processes [12][13].
国光连锁营收增11%,董事长胡金根年过六旬、妻子儿子和妹妹均任董事
Sou Hu Cai Jing· 2025-07-11 01:42
Financial Performance - In 2024, the company's operating revenue reached 2.688 billion, representing a year-on-year increase of 11.43% compared to 2023 [1] - The net profit attributable to shareholders was 26.70 million, showing a significant decline of 81.62% year-on-year [1] - The net profit after deducting non-recurring items was -10.53 million, a drastic decrease of 1,768.14% compared to the previous year [1] - The basic earnings per share stood at 0.01 yuan [1] Profitability Metrics - The gross profit margin for 2024 was 22.28%, down by 2.58 percentage points from the previous year [2] - The net profit margin was 0.10%, a decrease of 0.50 percentage points year-on-year [2] - Operating expenses for 2024 totaled 5.91 billion, an increase of 8.56 million compared to the previous year [2] Employee Statistics - The total number of employees in 2024 was 4,281, a reduction of 125 employees or 2.84% from the previous year [3] Executive Compensation - Total compensation for directors, supervisors, and senior management in 2024 amounted to 3.9761 million [4] - The chairman, Hu Jingen, received a salary of 516,000, unchanged from 2023 [4] Company Background - Jiangxi Guoguang Commercial Chain Co., Ltd. was established on November 9, 2005, and went public on July 28, 2020 [5] - The company primarily operates chain supermarkets and department stores [5]
达势股份(01405.HK):因市而谋 逆势扩张
Ge Long Hui· 2025-07-01 03:06
Core Viewpoint - The company, Dashijia, is the exclusive franchisee of Domino's Pizza in mainland China, Hong Kong, and Macau, and has undergone significant internal reforms since 2017, leading to rapid expansion and revenue growth. Group 1: Company Overview - Dashijia has expanded its store presence to 1,008 locations across 39 cities by the end of 2024, demonstrating a strong growth trajectory [1] - The company has achieved a compound annual growth rate (CAGR) of 41% in revenue from 2020 to 2024, with same-store sales maintaining positive growth for 30 consecutive quarters [1] Group 2: Market Position and Competitive Advantage - The global pizza market was valued at $53.886 billion in 2022, with the Chinese market at ¥37.5 billion, showing a CAGR of 6% and 9% respectively from 2016 to 2022, indicating a higher growth rate in China [2] - Domino's Pizza holds the largest market share globally at 33% in 2024, and has surpassed its competitor, Pizza Hut, in the Chinese market [2] - The company's competitive advantages include a unique pre-mixed flour recipe, a diverse product range, and a robust delivery network that ensures timely service [2] Group 3: Expansion Strategy and Sales Performance - The company is in a store expansion phase, planning to add 240 new stores in 2024, with a target of reaching 2,000 stores by 2027 and 3,000 by 2029-2030 [3] - The average sales per store are projected to decline by 7% in 2023 and 5% in 2024 due to new store openings and business restructuring, but a recovery is expected in the medium to long term [3] - The membership system is being refined, with an expected membership count of 24.5 million by the end of 2024, contributing significantly to revenue [3] Group 4: Profit Forecast and Investment Rating - The company is projected to achieve net profits of ¥1.29 billion, ¥1.96 billion, and ¥2.56 billion from 2025 to 2027, with growth rates of 133%, 53%, and 31% respectively [4] - The company is considered to have a favorable valuation, with a PEG ratio of 0.73x for 2025 and 1.21x for 2026, indicating potential for investment [4]
重庆推进县域流通企业转型成势见效
Sou Hu Cai Jing· 2025-06-23 04:12
Core Viewpoint - The article highlights the transformation and growth of rural commercial enterprises in Chongqing, driven by digitalization and innovative business models, leading to enhanced rural consumption and economic development [1][2][8]. Group 1: Digital Transformation and Business Model Innovation - Chongqing's county-level commercial enterprises are crucial for rural trade and urban-rural circulation, with a focus on digitalization, chain operations, and standardization to upgrade their business models [1]. - The Chongqing Municipal Commerce Commission is guiding traditional businesses to integrate digital technologies, significantly improving the efficiency and service levels of county-level commerce [2][8]. - Companies like Huamei Commerce have successfully transitioned from traditional trade to intelligent supply chain services, implementing comprehensive management systems that enhance operational efficiency [2][4]. Group 2: Growth in Rural Consumption - Recent statistics indicate that rural consumption in Chongqing is outpacing urban consumption, with a projected growth rate of 6.8% for rural retail sales in 2024, exceeding urban growth by 3.7 percentage points [1][8]. - In the first quarter of 2023, rural retail sales reached 643.76 billion yuan, reflecting a year-on-year increase of 4.4% [8]. Group 3: Development of Local Brands and Supply Chains - The emergence of local brands such as Fengwu Supermarket and Blue Cat Supermarket demonstrates the successful implementation of modern information technology and innovative business models in rural areas [9][10]. - Fengwu Supermarket has established a cross-regional chain operation model, with over 110 stores across 24 districts and counties, enhancing the supply chain and logistics for rural residents [9][10]. Group 4: Agricultural Integration and Export Growth - The integration of agricultural production and commercial operations has led to significant improvements in the export of agricultural products, with Chongqing's agricultural exports reaching 1.63 billion yuan in 2024, a 39.8% increase [15]. - Initiatives like the establishment of large-scale agricultural processing facilities and order-based agricultural cooperation have strengthened the agricultural supply chain and increased farmers' incomes [11][15]. Group 5: Future Development Plans - The Chongqing Municipal Commerce Commission plans to support leading enterprises in addressing infrastructure gaps, enhancing logistics systems, and promoting new rural business models to foster a virtuous cycle of rural consumption and income growth [15].