■朱宝琛 在2026年春节期间，北京市将推出超过460项促消费活动，并首次推出覆盖五大行业的"有奖发票"活 动；自2026年2月10日至7月31日，大连市将开展"有奖发票"试点活动，活动覆盖大连市内零售、餐饮、 住宿、文化艺术、娱乐、旅游、体育、居民服务业所有商户。 消费是经济增长的重要引擎，是国内大循环的关键环节。在提振消费各项政策措施的共同作用下，我国 消费市场稳定增长，供给体系日益完善，消费结构优化升级。根据国家统计局数据，2025年，社会消费 品零售总额501202亿元，同比增长3.7%。 但也要看到，在一些民生消费领域仍存在一些短板，制约着消费潜力的持续释放。"有奖发票"活动通过 构建起"低门槛、广覆盖、强联动"的消费激励体系，打破了传统促消费政策的局限，成为释放消费潜力 的精准抓手。活动覆盖与老百姓"衣食住行"密切相关的全民生消费场景，可实现"全民可参与、消费即 有机会"的普惠效应，在让消费者通过消费赢彩头、添喜气、得实惠的同时，刺激潜在消费需求转化为 实际购买力。 因此，"有奖发票"活动撬动的不仅是短期消费数据的提升，更是消费生态的优化、消费信心的增强以及 消费潜力的释放。从长远看，"有奖发票" ...

报告期内，百胜中国持续拓店，其中加盟店占比持续提升。肯德基与必胜客的净新增门店中，加盟比例 从2024年的25%提升至2025年的36%。 在财报电话会上，百胜中国首席财务官丁晓（Adrian Ding）表示有信心在2026年门店总数突破2万家。 将继续深化在中国各地的布局，尤其是低线城市和战略点址，并采用多种店型形式。 来源：智通财经 面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经2月4日讯（记者 沈娇娇 实习记者 林嘉豪）今日晚间，百胜中国（09987.HK）发布截至2025年 12月31日的第四季度及全年财报。在快餐这一餐饮赛道竞争日益白热化的情况下，百胜中国在报告期内 保持较好增长。 具体来看，2025年，百胜中国总收入117.97亿美元，同比增长4%，经营利润12.9亿美元，同比增长 11%。其中，第四季度经营利润1.87亿美元，同比增长25%。 对于餐饮公司来说，同店数据是最为重要的经营指标之一，公司在快速扩店和单 ...

Core Viewpoint - The company, Quanjude, is implementing a marketing activity at its franchise store in Xiangyang, focusing on prepaid card services, which require company approval for operation [2] Group 1: Company Operations - Quanjude's Xiangyang store is a franchise location that is conducting a promotional activity from February 1 to February 28 to enhance operational vitality [2] - The marketing activity will not involve the issuance of physical prepaid cards; all transactions will be processed through the company's designated cash register system [2] Group 2: Risk Management - The company has established legal responsibilities through franchise agreements and will enhance risk management for prepaid services by conducting regular inspections, credit risk monitoring, and verification during exit processes [2]

Group 1 - The company Tongqinglou announced that its wholly-owned subsidiary, Hefei Zero Distance Network Technology Co., Ltd., has recently received the "High-tech Enterprise Certificate" issued by the Anhui Provincial Department of Industry and Information Technology, Anhui Provincial Department of Finance, and the State Taxation Administration of Anhui Province [2]

绿茶集团(06831)发布公告，于2026年2月4日该公司斥资65.94万港元回购9.68万股，回购价格为每股 6.70-6.89港元。 ...

智通财经APP讯，绿茶集团(06831)发布公告，于2026年2月4日该公司斥资65.94万港元回购9.68万股，回 购价格为每股6.70-6.89港元。 ...

Core Insights - Yum China Holdings, Inc. reported a significant increase in operating profit by 25% year-on-year for Q4 2025, with same-store sales growing for the third consecutive quarter [1] - The company achieved an annual operating profit of $1.3 billion, reflecting a robust 11% year-on-year growth, and expanded its store network to 18,101 locations across over 2,500 cities in China [1] - CEO Joey Wat emphasized the company's commitment to a combination of self-operated and franchised stores, aiming to exceed 20,000 stores by 2026 and over 30,000 by 2030, while focusing on innovation and efficiency through the RGM3.0 strategy [1] Financial Performance - In Q4 2025, KFC continued its strong growth, driven by popular core products and innovative offerings, contributing to overall sales and repeat purchases [2] - Pizza Hut's system sales increased by 6% year-on-year in Q4 2025, with same-store transaction volume rising by 13%, marking twelve consecutive quarters of growth and over 50% increase in operating profit [4] Expansion Strategies - KFC's coffee brand, KFC Coffee, expanded from approximately 700 to 2,200 locations in 2025, becoming one of the fastest-growing segments [4] - Pizza Hut's "WOW" model facilitated rapid expansion into lower-tier cities, focusing on a simplified menu and lower operational costs [6] - The company plans to accelerate franchise expansion, with the proportion of franchise stores increasing from 25% in 2024 to 36% in 2025, while self-operated stores remain the core of the business [8] Innovation and Technology - The integration of generative AI, such as the Q-Rui system, is enhancing operational efficiency by analyzing data and providing actionable insights [9] - The KFC Super App's smart ordering assistant, "Xiao K," has been adopted by 2 million members, improving customer experience with personalized recommendations [9] Product Development - In 2025, the company launched approximately 600 new or upgraded products, showcasing its commitment to long-term innovation [1] - New product offerings for the Spring Festival include KFC's "Spring Festival Bucket" and Pizza Hut's "Fortune Lava Mountain Pizza," designed to enhance festive dining experiences [11] Future Outlook - The CFO expressed confidence in surpassing 20,000 stores by 2026, with a focus on low-tier cities and strategic locations, while maintaining a cautious optimism for Q1 2026 performance [13]

Core Insights - The article highlights the vibrant atmosphere in Yangzhou as it prepares for the upcoming Spring Festival, emphasizing the city's efforts to boost consumer spending through various cultural and commercial activities [1][3]. Group 1: Consumer Activities and Events - Yangzhou is hosting over 150 cultural tourism activities and more than 130 commercial promotions from January 24 to March 29, aiming to attract visitors and enhance local consumption [1]. - The "Come to Yangzhou for the New Year" campaign features over 200 specialty stalls and 160 merchants, offering local products and a total of 237 million yuan in subsidies to citizens and tourists [1]. - The city is promoting a diverse range of activities, including four major cultural exhibitions and 21 performances during the Spring Festival, integrating culture, performance, and commerce [3]. Group 2: Transportation and Accessibility - Yangzhou's transportation network is well-connected, making it accessible for tourists, with high-speed trains from Shanghai taking only two hours [3]. - The city has extended its transportation services to rural areas, enhancing consumption opportunities in these regions [3]. Group 3: Government Policies and Incentives - The "Yue Purchase Yangzhou New Year Products" campaign features nearly 160 merchants offering a variety of goods, supported by government subsidies such as "spend 100 get 40 off" [5][7]. - Various policies are in place to enhance the consumer experience, including free access to national A-level scenic spots for students and special offers for tourists during the Spring Festival [7]. - The government has implemented measures to support the restaurant industry, creating a platform for seamless dining experiences and integrating multiple payment options [7]. Group 4: Service Quality and Visitor Experience - Yangzhou is enhancing its service quality with initiatives like free public transportation for tourists and open access to government canteens, creating a welcoming environment [8][10]. - The city has established 70 volunteer service points to assist tourists, providing guidance and support throughout their visit [10]. - The combination of refreshed experiences, targeted policies, and warm services is driving the consumption market in Yangzhou, making it an attractive destination for visitors [10].

金吾财讯 | 百胜中国(YUMC)盘前股价拉升，暂报53.53美元，升幅5.5%。 公司第四季度营收28.2亿美元，同比增长8.8%，预估27.2亿美元；调整后每股收益0.40美元，上年同期 0.30美元，预估0.35美元。肯德基餐厅数目12997，同比增长12%，预估13072。必胜客餐厅数目4168， 同比增长12%，预估4165。 金吾财讯 | 百胜中国(YUMC)盘前股价拉升，暂报53.53美元，升幅5.5%。 公司第四季度营收28.2亿美元，同比增长8.8%，预估27.2亿美元；调整后每股收益0.40美元，上年同期 0.30美元，预估0.35美元。肯德基餐厅数目12997，同比增长12%，预估13072。必胜客餐厅数目4168， 同比增长12%，预估4165。 ...

2月3日，必胜客重庆首家国际友好主题餐厅在解放碑环球金融中心正式亮相。作为川渝黔滇市场第300家门店，该餐厅在市政府外办、渝 中区政府等部门指导下转型升级，将通过"桥梁计划"为在渝外籍人士提供便利服务，打造城市国际交往新窗口。 活动现场（必胜客供图） 活动现场，"桥梁"服务点格外醒目，陈列着《境外人士在渝工作生活指引》《渝中区文旅手绘地图》等实用手册。据了解，这些多语种 资料涵盖出行、住宿、医疗等方面内容，将为外籍人士解决"最后一米"生活指引问题。 "这不仅是餐饮场所的升级，更是城市服务的延伸。"渝中区委相关负责人表示。作为重庆国际交往核心区的重要尝试，该项目联动支付 便利化、离境退税等服务，全方位优化外籍人士在渝体验。 活动现场还发布了"桥梁计划"，将通过国际志愿者力量提供多语言服务。据悉，目前已组建千余名中外志愿者队伍，累计为20万人次游 客提供过服务。未来将以餐厅为阵地，开展常态化文化交流活动。 活动现场（必胜客供图） 活动现场（必胜客供图） 近年来，渝中区不断创新国际交往载体，先后打造国际友城美食街等特色场景。此次国际友好主题餐厅的设立，进一步拓展了服务半 径，以小场景服务大发展，将持续为重庆建设国际 ...