近日，社交平台流传一张来自深圳海雅缤纷城要求西贝即可恢复营业的告知函。当中显示，深圳市海雅 缤纷城介绍，西贝在海雅缤纷城经营已近十年，积累了大量的忠实会员。 西贝的行为己严重影响购物中心的整体运营规划与品牌环境协调，亦损害了双方基于合同建立的商业互 信。同时影响海雅缤纷城整体的对外形象，降低了顾客的购物体验。鉴于此，海雅缤纷城要求西贝即刻 恢复正常营业，担负起承租者最基本的契约精神。 对此，西贝方面回应，公司已关注到网络上关于西贝闭店的信息，综合考虑公司的运营成本与实际情 况，公司确于1月15日向门店所在商场提出暂停营业申请，目前正与合作方保持积极沟通，已达成了双 方均认可的方案，正在持续落实推进，顾客储值余额可在全国任意西贝门店正常使用。 西贝于2026年1月15日发函申请2026年2月28日停止营业，海雅缤纷城深提供多种方案与西贝一起共度难 关。但西贝在未经海雅缤纷城书面同意的情况下，单方于2026年1月31日晚欲清空所有的物品。 ...

Core Viewpoint - The company, Meet Xiaomian (02408), has shown a significant increase in stock price and positive financial projections for 2025, indicating strong growth potential and confidence in its business outlook [1] Financial Performance - The company expects to achieve a net profit of between 100 million to 115 million HKD in 2025, representing a year-on-year growth of 64.7% to 89.5% [1] - Adjusted net profit is projected to reach between 125 million to 140 million HKD, with a year-on-year increase of 95.6% to 119.1% [1] Expansion Plans - By the end of 2025, the total number of restaurants operated by the company is expected to reach 503, an increase of nearly 40% from 360 at the end of the previous year [1] Share Buyback Announcement - The company plans to exercise its H-share buyback authorization under appropriate market conditions, with a total buyback amount not exceeding 100 million HKD [1] - This buyback initiative reflects the company's confidence in its business outlook and aims to enhance company value and protect shareholder interests [1] - The company believes that its current internal resources will allow it to maintain a robust financial position while implementing the proposed H-share buyback [1]

Group 1 - The upcoming Spring Festival is driving local markets to open, enhancing consumer experience and providing merchants with expanded sales opportunities through various promotional policies [1][2] - In Xinjiang's Turpan, local specialty markets feature over 150 vendors offering products like dried fruits and lamb, alongside cultural activities such as paper-cutting and couplet writing [4] - Anhui's Ma'anshan city hosts a lively market with over 60 booths covering agricultural products, food, and handicrafts, promoting a one-stop shopping experience for citizens and tourists [7] Group 2 - The surge in festive consumption is accelerating logistics operations, with Baoding's logistics center opening over 260 domestic routes, achieving nationwide coverage and establishing 12 cross-border logistics channels [10] - The Ministry of Commerce and other agencies have launched a special Spring Festival activity plan, encouraging various sectors including dining, accommodation, and transportation to enhance consumer engagement [13][19] - Initiatives include promoting traditional dining experiences, offering discounts on travel, and encouraging cultural venues to extend hours and increase capacity to attract more visitors [15][21]

Core Viewpoint - The Urumqi Market Supervision Bureau in Xinjiang is enhancing its regulatory efforts ahead of the Spring Festival by conducting a special price inspection to ensure fair pricing and compliance with regulations in key sectors [1] Group 1: Regulatory Actions - The special inspection focuses on essential goods such as vegetables, meat, dairy, grains, and medicines, as well as services in accommodation, dining, and tourism [1] - The inspection aims to identify illegal practices such as price gouging, hoarding, and price fraud, ensuring compliance with clear pricing regulations [1] Group 2: Communication and Education - The bureau is actively educating market participants about pricing laws through various methods, including distributing reminder notices [1] - Business owners are reminded to adhere to clear pricing standards, ensuring that price tags are complete, accurate, and prominently displayed [1] Group 3: Ongoing Monitoring - The Urumqi Market Supervision Bureau plans to continue monitoring service industries, requiring businesses to publicly display service items and prices [1] - Businesses are urged to honor their pricing commitments and avoid arbitrary price increases or hidden fees to protect consumer rights [1]

转自：清远市人民政府网站 根据清远市2025年食品安全抽检工作方案要求，近期清远市市场监督管理局组织抽检餐饮食品共25批次样品，其中合格15批次，不合格10批次，检验项目见 附件1。 一、不合格餐饮具情况 6、连州市玉华汤粉店（个体工商户）消毒的大碗，阴离子合成洗涤剂(以十二烷基苯磺酸钠计)和大肠菌群项目不符合食品安全国家标准规定，检验机构为 清远市食品检验中心。 7、连州市悦丰餐饮店消毒的不锈钢碗，阴离子合成洗涤剂(以十二烷基苯磺酸钠计)和大肠菌群项目不符合食品安全国家标准规定，检验机构为清远市食品 检验中心。 8、清远市清城区横荷马良餐饮店消毒的面碗，阴离子合成洗涤剂(以十二烷基苯磺酸钠计)和大肠菌群项目不符合食品安全国家标准规定，检验机构为清远 市食品检验中心。 9、清远市清城区横荷马良餐饮店消毒的汤碗，大肠菌群项目不符合食品安全国家标准规定，检验机构为清远市食品检验中心。 1、清远市清城区新城华裕羊餐馆消毒的碗，阴离子合成洗涤剂(以十二烷基苯磺酸钠计)项目不符合食品安全国家标准规定，检验机构为清远市食品检验中 心。 2、清远市清城区新城华裕羊餐馆消毒的杯，阴离子合成洗涤剂(以十二烷基苯磺酸钠计)项目不 ...

转自：北京号 冬季，人体的基础代谢提高，在不知不觉中增加热量的消耗。其实，冬季和减脂更配！ 冬季减肥期间该怎么吃？国家卫健委此前印发的《成人肥胖食养指南（2024版）》已在饮食方面给出了 权威解读。专家们不仅给出成人肥胖的食养原则和建议，还为全国七个地区的肥胖人群定制了个性化的 四季减肥食谱！正值冬季，这份食谱请查收↓ 01 东北地区 东北地区居民饮食以米面、畜禽肉及奶类（牧区）为主，烹饪方式以炖菜为主，肥厚实在，味重色浓。 冬季早餐来份杂粮煎饼，中餐吃东北一锅出，晚餐可以来碗打卤面。 1200千卡版 早餐：蒸山药（鲜山药*50克）、低脂牛奶（250毫升）、茶叶蛋（鸡蛋50克）、芝麻菠菜（菠菜50克 白芝麻10克） 加餐：冬枣（100克） 午餐：二米饭（大米30克 小米20克）、猪肉炖酸菜（猪里脊肉50克 酸菜100克）、清肺小炒（土豆50克 尖椒50克 胡萝卜50克 木耳【水发】50克） 晚餐：红枣发糕（全麦面粉50克 大枣*2颗）、藜麦沙拉（藜麦20克 生菜50克 紫甘蓝50克 苦苣50克 鲜 虾仁50克） 油、盐全天总用量：植物油15克，盐<5克，*为食谱中用到的食药物质，如：山药、大枣。 1400千卡 ...

看到某个事物，形成某种认知，进而形成某种决策。 过去几十年，上百年，上千年，人们都是这么过来的。但如今这个规律正变得越来越不对劲。 或者，人们看到媒体上铺天盖地关于蜜雪冰城的新闻，就做出判断加盟做家冰激淋店或者奶茶店就一定 是门好生意，于是决定下手去干，开始了一段不算成功的创业之路。 在一个信息差似乎正在消失，信息的传递越来越迅速的年代，很多人却好像是被牵着鼻子走。 信息渠道的不断完善，给人们带来真相的同时，也让这些"真相"变得更加复杂了。并不夸张地说，接收 信息这件事，正变得前所未有的危险。 这并不是在劝人们放弃对世界的关注，而是希望向少数人传递一个理念： 人类已经拥有了无穷无尽的信息源，这是互联网时代之前的人们所难以想象的。人们享受到了信息所带 来的便利和机遇，但与此同时，人们又陷入到了新的困境之中。 这种困境有两个层面的内涵： 首先，人们在接收信息的同时，却缺少对信息的审视和分辨能力，这意味着风险。 其实，审视和判断一个信息，本来是人们乃至于动物生存的基本能力之一。但如今情况却并没有这么简 单。在很长时间里，人们习惯于接受来自官方的权威信息，这些信息通常被认为是不太需要鉴别判断的 ——社会主义国家的新闻 ...

Group 1 - Anta has officially announced its partnership with the Greek Olympic Committee, providing professional sportswear for the Greek sports delegation at major international events [1] - The collaboration with the Greek Olympic Committee comes after Li Ning secured the partnership with the Chinese Olympic Committee for the 2025-2028 period [2] - Anta will continue to support 13 Chinese national teams, providing equipment for 10 teams competing in various winter sports [3] Group 2 - Anta's strategy includes a three-step plan aimed at enhancing its global presence, starting with establishing a strong international brand in China, followed by expanding globally, and ultimately promoting the Anta brand worldwide [4][5] - The investment in Olympic marketing reflects the confidence of major players in the sports market despite fluctuations [6]

Summary of Key Points from Conference Call Records Industry Overview - **Consumer Sector**: Increased policy emphasis on consumption, with the "14th Five-Year Plan" and Central Economic Work Conference highlighting its importance. The later Lunar New Year in 2026 is expected to benefit consumer goods sales, particularly in travel-related and spiritual consumption sectors. Companies like Wei Long, Dongpeng, and Baiya are noted for their growth potential [1][3][4]. - **Agriculture Sector**: Expected to perform well in 2026, with most agricultural products in a bottoming phase. Key areas to watch include cattle breeding, pig farming, and edible mushrooms post-Lunar New Year [2][15][16]. Key Companies and Sub-sectors - **Consumer Goods**: - **Wei Long and Dongpeng**: Anticipated growth rates over 20%, currently priced relatively low [4]. - **Baiya**: Strong offline performance, with profits expected to reach 420 million yuan, entering a value phase [6]. - **Traditional Home Furnishing**: - Companies like Gujia Home are recommended as the sector has reached a cyclical bottom, with low valuations and strong recovery potential [7][9]. - **Raw Materials**: - Companies like Xinghao and Bailong Oriental are performing well due to rising raw material prices, with significant growth in order and delivery data [10]. - **Domestic Demand**: - Leading companies such as Bosideng, Luolai Life, and Jiangnan Buyi are expected to outperform the industry average growth in 2026, presenting good investment value [12]. Emerging Markets and New Products - **AI Glasses Market**: Expected growth in 2026-2027, with Ray-Ban Meta glasses projected to exceed 10 million units in shipments by 2026. Companies like Kanglaite Optical and Yutong Technology are recommended for tracking [5]. Investment Opportunities - **Consumer Sector**: - Current best time to invest in the consumer sector as many companies are still in a bear market. The emphasis on consumption by the government is expected to enhance the sector's value [3]. - **Traditional Home Furnishing**: - The sector is at a low valuation and is expected to recover, making it a good opportunity for investment [7][9]. - **Agriculture**: - Post-Lunar New Year, the agriculture sector is expected to enter a recovery phase, with specific focus on cattle, pig farming, and edible mushrooms [16][17]. - **Food and Beverage**: - Companies like Guizhou Moutai and Luzhou Laojiao are highlighted for their potential growth, with the overall sector expected to see a 20-30% increase due to low valuations and potential catalysts [27][28]. Additional Insights - **Consumer Behavior**: The later Lunar New Year is expected to extend the sales season, benefiting various consumer goods [3]. - **Market Dynamics**: The agriculture sector is expected to show a recovery after a period of weakness, with potential for significant returns in the coming quarters [15][16]. - **Investment Strategy**: Focus on companies with strong fundamentals and growth potential, particularly in sectors that are currently undervalued or have strong recovery prospects [12][27].

Core Viewpoints - The A-share market experienced fluctuations with the Shanghai Composite Index falling by 2.48% to 4015.75 points, and the Shenzhen Component Index dropping by 2.69% [2][7] - The total trading volume in the A-share market reached 2.61 trillion RMB, with over 4600 stocks declining [2][7] - In the industry sectors, only food and beverage and banking sectors saw gains, while non-ferrous metals and steel sectors led the declines [2][7] - The Hang Seng Index in Hong Kong decreased by 2.23%, and the Hang Seng Technology Index fell by 3.36% [2][7] - In international markets, all three major U.S. stock indices rose, with the Dow Jones increasing by 1.05%, the S&P 500 by 0.54%, and the Nasdaq by 0.56% [2][7] Important News - The State Administration of Taxation has further adjusted and optimized the criteria for determining the value-added tax (VAT) threshold for individuals, raising the threshold for single-instance taxation from 500 RMB to 1000 RMB [3][8] - Specific scenarios, such as renting out real estate and selling scrapped products, will now follow a monthly sales threshold of 100,000 RMB instead of the per-instance threshold [3][8] Industry Insights - The report highlights the acceleration of service consumption growth, emphasizing its increasing importance in the economy [9][10] - The "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" outlines 12 policy measures aimed at optimizing and expanding service supply, focusing on key and potential areas for development [9][10] - Service consumption accounted for 46.15% of per capita consumer spending in 2025, showing a steady increase from 2024, with service retail sales growing by 5.5%, outpacing the overall retail sales growth by 1.8 percentage points [10] Investment Recommendations - The shift in consumption structure from goods to a balanced focus on goods and services is expected to position service consumption as a primary growth engine [11][12] - The report suggests monitoring companies in the travel chain benefiting from policy catalysts and improving consumer confidence, as well as leading duty-free companies capitalizing on the Hainan Free Trade Port opportunities [12] - Attention is also drawn to chain restaurant leaders in a critical phase of expansion and the early-stage value of emerging experiential sectors like sports events and concerts [12]