Group 1 - McDonald's sold most of its stake in its mainland China and Hong Kong operations in 2017, leading to a name change to "Golden Arches (China) Co., Ltd," which sparked widespread discussion online [1] - The initial perception was that this represented a retreat of an international giant, but over the years, other global brands like Starbucks, Burger King, and COSTA have followed similar paths, indicating a broader trend [1] - This trend suggests a fundamental change in the rules of the game within the Chinese market [1] Group 2 - International brands have historically leveraged strong brand power, standardized operations, and advanced concepts like the "third space" to successfully educate and develop the Chinese market and consumers [2]

智通财经APP讯，快餐帝国(01843)发布截至2025年9月30日止六个月业绩，该集团期内取得收入1617.9 万坡元，同比增加11.47%;公司权益持有人应占亏损103.4万坡元，同比盈转亏;每股基本亏损0.12坡仙。 （原标题：快餐帝国(01843)发布中期业绩 股东应占亏损103.4万坡元 同比盈转亏） ...

Group 1 - The company reported revenue of 16.179 million Singapore dollars for the six months ending September 30, 2025, representing a year-on-year increase of 11.47% [1] - The company recorded a loss attributable to equity holders of 1.034 million Singapore dollars, marking a shift from profit to loss compared to the previous year [1] - The basic loss per share was 0.12 Singapore cents [1]

近年来，伴随着我国经济的不断发展以及实力的提升，国内消费市场正在逐渐发生趋势变化。对洋品牌 不断"祛魅"的同时，众多国货品牌以优质产品为核心，以深厚的文化底蕴为依托，成功走进大众视野。 在国风趋势的影响下，新中式餐饮也成为了高增长高占比的新蓝海。据红餐产业研究院发布的《新中式 餐饮洞察报告2024》显示，近年新中式餐饮市场规模快速扩容，从2021年的629亿元增长至2023年的907 亿元，可见新中式餐饮发展势头的强劲。 但新中式餐饮若想持续繁荣并受到更多人喜爱，找到传统文化与现代饮食消费习惯的契合度尤为重要。 近日我们从新华网和中国农业科学院农产品加工研究所、塔斯汀联合编写的《2024中式汉堡品类发展报 告》中观察到了塔斯汀一路走来以中国文化为媒，构建高质量发展生态的一系列创意举措，极具参考意 义。 塔斯汀作为手擀现烤中国汉堡开创者，自诞生起就与中华文化深度绑定，不仅产品着重强调"中国味"， 在品牌文化建设重点上也一直坚持「西式汉堡，东方诠释」，强调对延续历史文脉的使命。 品牌该如何讲好中国故事，从塔斯汀的三大文化传播案例中或许可以获得灵感。 以节日为核心，构建全方位传统文化传播体系 《国家宝藏》作为大热I ...

-投资动态- 丹麦生物技术公司Chromologics完成融资 近日，丹麦生物技术公司Chromologics完成700万欧元（折合人民币约5722万元）融资，本轮由诺和诺德基金会、丹麦出口投资基金、Döhler风险投资公 司、Collateral Good Ventures及Synergetic共同领投。此次融资将用于推动其天然红色素产品Natu.Red获得欧盟食品安全局（EFSA）与美国食药监局 （FDA）的监管批准，同时通过大型合同生产合作伙伴实现规模化生产。 Chromologics是丹麦技术大学的衍生公司，致力于开发基于发酵的天然色素，这些色素具有耐热性和 pH 值稳定性，适合素食主义者使用，并且不受季节 性农业限制。（FoodBev Media） 小编评： 天然食品色素十分具有竞争优势，新的资金将为Chromologics提供完整的支持，并全面支持推动Chromologics利用其精确发酵平台，开发一系列天然食品 色素推向市场。 工商资料显示，近日，华润怡宝饮料（中国）投资有限公司发生工商变更，注册资本由约8329万美元增至约2.53亿美元，增幅约204%。该成立于2011年8 月，法定代表人为张 ...

中新社福州11月27日电 (记者闫旭)"我们期待能够在包括福建在内的中国市场持续深耕，和当地合作伙 伴携手，为中国市场量身定制解决方案。"格兰富集团中国区公共事务总监何柳近日在福州接受记者采 访时如是说道。 由中国国际贸易促进委员会组织的外资企业"福建行"25日至27日在此间举行。60余名外资企业、在华商 协会及机构负责人赴福建调研走访宁德时代新能源科技股份有限公司等企业，并与福建省有关部门在福 州展开政企对话暨投资恳谈。 多家外资企业在华负责人接受中新社记者采访时表示，对中国庞大的消费市场和创新活力充满信心，将 持续扩大投资，深耕中国市场。 特斯拉公司相关负责人表示，中国市场一直是特斯拉的"必选项"，特斯拉长期看好在中国的发展。 2021年10月，特斯拉首个设立在海外、以整车开发为目标的研发中心——上海研发创新中心在临港正式 落成，使特斯拉在中国的科研能力得到了重大提升。 "上海研发创新中心的设立，也表明了特斯拉对中国市场的重视。"该负责人表示，特斯拉已经将中国市 场视为其全球化战略中至关重要的一部分。 在福建，特斯拉在2018年底设立子公司，实现在地的跨越式发展，并不断投入基础设施建设，先行落地 最新技术 ...

Core Insights - The Taiwanese braised pork rice has rapidly gained popularity in the dining market, particularly in Shanghai, with brands like "A Yuan Is Here" opening nearly 40 locations since January, over 70% of which were opened in the last three months [1][3] - The average table turnover rate for these restaurants has reached 12 times a day, making Taiwanese braised pork rice a new favorite among diners [1][3] Expansion and Popularity - "A Yuan Is Here" has opened nearly 40 stores across cities like Shanghai, Shenzhen, Beijing, Nanjing, and Ningbo, leading the popularity charts in various categories [3][4] - Other brands such as "Jian Jiao Taiwanese Eatery" and "Home Cooking" have also expanded rapidly, with Jian Jiao opening nearly 20 locations since its inception in 2022 [3][4] Pricing Strategy - The pricing for Taiwanese braised pork rice is kept low, often below 20 yuan, with some offerings as low as 9.9 yuan, appealing to young consumers seeking value [6][7] - Brands like "A Yuan Is Here" and "Long Lai Xia" emphasize high value through unlimited rice and soup refills, enhancing the overall dining experience [6][7] Menu and Dining Experience - These brands typically operate as "Taiwanese snack collective stores," offering a combination of braised pork rice, Taiwanese snacks, and beverages, catering to both individual diners and small gatherings [8][10] - The average customer spending ranges from 35 to 45 yuan, despite the low pricing of individual items, due to the combination of main dishes and snacks [10] Design and Atmosphere - The new brands focus on creating aesthetically pleasing dining environments, contrasting traditional fast-food outlets, which enhances perceived value [11] - Open kitchen designs and modern decor attract consumers, making the dining experience more enjoyable and justifying slightly higher prices compared to typical fast food [11] Market Trends and Challenges - The trend of Taiwanese braised pork rice is spreading nationwide, with new brands emerging in cities like Wuhan, Shenzhen, and Hangzhou [12] - The operational model of these new establishments is simplified, allowing for quick service and lower labor costs, which facilitates rapid expansion [13][17] - However, the low entry barriers and high demand may lead to market saturation and increased competition, resulting in challenges related to brand differentiation and product uniqueness [14][15][17]

进行货物盘点工作时，过往在仓库环境，尤其是冷冻区域，员工需要边清点边操作设备或记录。如今仅 需行走在货架间通过口述数据，系统即同步完成记录，盘点流程变得更为高效与可靠。 "这套系统让我能在行走间就完成很多日常工作。"必胜客（三亚湾店）餐厅经理的一句话，道出了智慧 化转型最真切的体会。智能值班系统和AI智能体"Q睿"的引入，像一个全天候在线的超级助手，能够帮 助餐厅伙伴通过语音交互，进行货物盘点、上下架产品、通知紧急事项，提升餐厅伙伴的工作效率。 在被誉为"椰梦长廊"的三亚湾畔，必胜客迎来了其在中国市场的第4000家门店。这家坐落于三亚湾壹号 文商旅综合体的新店，步行至海滩仅需片刻，它不仅占据了观赏夕阳的绝佳地理位置，更象征着必胜客 在中国发展的一个全新里程碑。 新店以"白沙漫浪·海滨栖所"为设计理念，并首次引入AI智能体"Q睿"，以科技重塑餐厅运营模式，将滨 海度假的松弛感与现代智慧餐饮体验融为一体。今年以来，必胜客中国明显加快了开店步伐，第4000家 店的落成，不仅是品牌实力的展现，也揭示了餐饮行业正从"规模扩张"向"质效升级"转变的新趋势。 必胜客引入首个AI智能体"Q睿" 解放管理，赋能服务 在全国40 ...

值得注意的是，"Q睿"所解决的餐厅"痛点"，已经从后厨前移至服务："Q睿"通过实时监测出餐进度， 在可能发生延迟前主动预警。这给了值班经理宝贵的时间窗口，可以提前与顾客沟通，将潜在的客诉化 解于无形，实现从"被动处理"到"主动服务"的转变。 后厨的自动化设备同样令人瞩目。"Q睿"系统可以智能感知营业高峰来临，语音提醒开启备用二层烤 炉。尤其是披萨投料机，会根据订单自动匹配披萨所需配料，如同经验丰富的"老师傅"，精准地将每一 种馅料投放到披萨上。这不仅保证了披萨的口感和品质高度一致，还极大地提升了制作效率，满足高峰 期的出餐需求。面对必胜客的多种经典披萨和层出不穷的新口味，自动投料机还展现出惊人的"记忆 力"：可以轻松切换不同配方，制作多种口味。 科技赋能餐饮新体验，开启"智能进化" 在11月22日新开业的必胜客三亚湾新店内，后厨看起来更像是一个"食品科技实验室"，全链路智能值班 系统"Q睿"引人注目。从营业前重点提醒到人力池智能推荐，从客诉风险预警到语音盘点，这款AI智能 体覆盖了九大关键场景。三亚湾门店店长介绍，在传统餐厅系统中，员工往往需要依赖触摸屏或PC端 完成指令，操作繁琐且占用双手。"而'Q睿'通过 ...

Shareholders' return could still be decent in FY27E- 28E, under CMBI est.. In terms of shareholders' return, which is one of the investors' key focuses, it will still be rather healthy. The Company will continue to fulfill its commitment (deduced from the US$ 4.5bn for FY24-26E) of delivering not less than US$ 1.5bn cash return (a combination of dividend, share buybacks etc.) in FY26E. And for FY27E and beyond, the Company will increase the dividend per share over time (CMBI est. about US$ 322mn in FY25E), ...