转自：贵州日报 自媒体博主"老黄带你去旅游"分享观点。 本报讯 12月19日，"爽爽贵阳·烟火人间"贵阳市文旅创新发展主题活动在观山湖区阿云朵仓举办。活动 聚集10余位来自全国的自媒体博主，以及贵阳本土精品咖啡、茶饮、精酿啤酒、文创等新业态品牌代 表，围绕冬季文旅发展核心议题展开深入探讨，为提升"爽爽贵阳"品牌影响力、挖掘城市烟火气凝聚智 慧。 （贵阳日报融媒体记者 董容语 文/图） 此次活动聚焦"冬季如何进一步提升'爽爽贵阳'品牌热度""如何借力新业态、新模式、新场景讲好贵阳烟 火故事"等议题展开。分享环节，各领域代表结合实践经验建言献策。阿云朵仓主理人曹国梁以"场景、 内容、运营"三大模型为核心，阐述了深耕本土文化、在都市中打造"当代村落"的独特理念； seekseeking主理人陈枭龙结合自身创业经历提出，咖啡馆作为日常公共空间，应秉持亲民定价策略，融 入本地风味，兼顾公共服务属性与社会责任感；贵州辰时记餐饮管理有限公司（包整贵州小吃研究中 心）总经理彭潇禾则基于全国餐饮行业调研经验指出，贵州菜在北上广深等一线城市已形成热销态势， 其长远发展需立足本土根基、贴合文旅需求，以现代手法提炼地域风味特色。 （ ...

Group 1 - Starbucks has appointed Anand Varadarajan as the new Chief Technology Officer, effective January 19 next year [1] - CEO Brian Niccol is driving technological reforms in stores to enhance labor efficiency [1] - Varadarajan succeeds Deb Hall Lefevre, who stepped down in September [1] Group 2 - Varadarajan has 19 years of experience at Amazon, where he was responsible for technology and supply chain operations in the global grocery business [1] - He has also worked at Oracle [1]

面对愈演愈烈的同质化竞争，餐饮行业亟需通过结构性创新引领行业发展，而袁小饺的发展路径正与这一趋势高度契合。从健康化产品布局到全场景消费覆 盖，从数字化供应链搭建到产业上下游协同，袁小饺以系统性创新成为中小餐饮企业转型的范本。 荣获"年度先锋品牌"荣誉的背后，是袁小饺对产品创新的探索以及在品牌数字化营销模式上不断推陈创新的成果。在产品端，袁小饺突破传统饺子、云吞的 品类边界，将产品品类拓展至面食领域，形成"一日三餐"全场景产品矩阵，为消费者打造"家门口食堂"的消费体验。同时，聚焦健康饮食需求，袁小饺推出 牛肉系列、鸡肉系列，契合消费者从"满足饱腹"到"健康定制"的消费升级。 近日，在美团第八届餐饮产业大会上，袁小饺凭借在产品创新、数字化运营及产业赋能等领域的突出表现，斩获"年度先锋品牌"奖项。 作为国内餐饮行业的风向标，美团餐饮产业大会的奖项评选以创新力、成长性与产业贡献为核心标准，此次荣誉不仅是行业对袁小饺发展成果的认可，更加 印证了其对后疫情时代餐饮高品质与健康消费趋势的精准把握。 数字化运营的深度布局更是袁小饺成为"年度先锋品牌"、构建核心竞争力的重要支撑。袁小饺建立了从采购到配送的全程食材可追溯系统，以 ...

Core Insights - The opening of Fuzhou's first city duty-free store marks a significant step in enhancing inbound consumption experiences, attracting tourists with a new shopping model that allows for "slow shopping in the city and airport pickup" [1][4] - The implementation of various inbound consumption facilitation policies has led to a notable increase in the number of duty-free shops and sales, with a reported sales volume of nearly 200 million yuan in tax refunds from January to November this year [1][10] Group 1: Duty-Free Store Details - The Fuzhou city duty-free store spans 857 square meters and is a collaboration between China Duty Free Group, Fujian Tourism Development Group, and Xiamen Xiangye Group, featuring an innovative model that combines duty-free and taxable goods, as well as imported and domestic products [4][5] - The store offers around 1,300 selected products from approximately 140 international and domestic brands, including 15 intangible cultural heritage brands and 4 time-honored Chinese brands [4][10] Group 2: Tourist Experience - Tourists from various countries, such as Singapore and the UK, expressed satisfaction with the shopping experience, highlighting the convenience of mobile payments and the ability to leisurely select products without the rush typically associated with airport duty-free shopping [6][7] - The store's offerings include unique local products, such as souvenirs and cultural items, which enhance the appeal for international visitors [6][8] Group 3: Policy and Market Expansion - Fujian province has been proactive in expanding its duty-free consumption landscape, with multiple duty-free stores opening in key locations, including Fuzhou Changle International Airport and Xiamen [7][10] - Recent policies aim to enhance the inbound tourism experience, with a target of attracting 5.5 million inbound tourists and generating over 6 billion USD in tourism spending by the end of 2026 [12][14] Group 4: Consumer Events and Promotions - The "Shopping in China: All Fujian Shopping Carnival" event was launched to promote local products and enhance consumer engagement, showcasing various regional brands and products [9][11] - The initiative aims to facilitate the international market entry of high-quality local goods through duty-free and tax refund channels, thereby accelerating the "going global" process for domestic products [9][12]

双向赋能强转化 商户增收消费共赢 政策红利与活动创意的双向赋能，正转化为商户实打实的经营效益。据沙头街道有关负责人介绍，自"心动奇庙夜"系列活动10月开展以来，在线上掀起现象 级传播风暴，通过抖音平台"烟火深圳"话题内容矩阵持续加热。截至目前，"心动奇庙夜"相关话题已实现全域曝光量超800万次，深度覆盖车公庙片区超300 家商户，其中多家深度合作商户实现客流与营收双增长，重点商户较非活动时期最高激增700%，部分商户增速达670%，翻台率与复购率同步飙升。 这组亮眼数据不仅印证了夜间消费场景创新的强大吸引力，更体现了福田区落实中央促消费政策的精准效能——通过线上线下深度联动，让流量高效转化为 实体消费动能，既帮助商户提升经营效益，也让市民在高性价比的消费体验中提升幸福感，形成"商户增收、市民受益、经济提质"的良性循环。 为坚持内需主导，着力全方位扩大内需，深入实施提振消费专项行动，大力推广高品质消费新场景，进一步促进消费提质扩容，福田区商务局、沙头街道联 合抖音生活服务，计划在车公庙街区重磅推出"心动奇庙夜"奇庙全宴活动。作为福田暖冬消费季的标杆项目，以推动投资于物与投资于人紧密结合为核心目 标，通过沉浸式夜 ...

Core Viewpoint - The market response to the IPO of "Yujian Xiaomian," the first listed Chinese noodle restaurant, has been lukewarm, with the stock experiencing a significant drop on its debut, indicating investor skepticism about its future prospects [3][31]. Group 1: IPO and Market Response - "Yujian Xiaomian" issued a total of 97.36 million shares, with a staggering oversubscription rate of 425.97 times for the public offering, while the international offering had a much lower rate of 4.99 times [4][31]. - On its first trading day, the stock price fell to HKD 4.98 per share, closing at HKD 5.08, marking a decline of 27.84%. By December 19, the stock further dropped to HKD 4.74, a cumulative decrease of nearly 33% from the issue price of HKD 7.04 [4][32]. Group 2: Shareholder Structure and Market Sentiment - The ownership of "Yujian Xiaomian" is highly concentrated, with the top 25 shareholders, including founders and major investors, holding 95.3% of the shares, leaving only 4.7% in public circulation [5][33]. - The significant drop in stock price has raised concerns among cornerstone investors, who collectively invested approximately HKD 171 million, facing potential losses of around HKD 9 million based on the first-day closing price [5][33]. Group 3: Financial Performance and Operational Efficiency - The company has expanded rapidly, with the number of stores increasing from 200 in July 2023 to 465 by November 2025, including 331 directly operated stores [6][7]. - Revenue surged from CNY 418 million in 2022 to CNY 1.154 billion in 2024, achieving profitability with a net income of CNY 60.7 million in 2024, while the first half of 2025 saw revenue of CNY 703 million, a 33% year-on-year increase [7][36]. - However, operational efficiency is declining, with average daily sales per store decreasing, and the average customer spending has also dropped from CNY 36.2 to CNY 31.8 over the same period [8][36][37]. Group 4: Debt and Expansion Challenges - The company's debt ratio has been high, reaching 95.8% in 2022 and decreasing to 89.9% in 2024, which is still above the typical range for the restaurant industry [9][38]. - The majority of stores are concentrated in first-tier and new first-tier cities, particularly in Guangdong, which poses risks related to regional dependency and limits national expansion [9][38]. Group 5: Market Strategy and Consumer Perception - "Yujian Xiaomian" relies heavily on a standardized pre-prepared food model, which may limit customer experience and brand perception in a market that values freshness and transparency [10][39]. - Customer complaints, primarily about food quality, have been noted, indicating potential issues with product consistency and service [10][44]. Group 6: Future Growth Potential - The company plans to use approximately 60% of the net proceeds from its IPO to expand its restaurant network and enhance market penetration, with plans to open 520 to 610 new stores from 2026 to 2028 [7][35][54]. - The digitalization of operations is a key focus, with a membership system and supply chain management aimed at improving efficiency and customer loyalty, which could support long-term growth [7][54][55].

美股和A股的消费一样惨，在今年已经成为共识，尽管股市火热，但涨的大部分是AI链条上的公司，大部分普通人从Ai并没有获得太多红利，因此，消费 整体表现平平，反倒因裁员，不断减少中产基数，压制消费意愿。 从跌幅看，大部分消费股都是今年严重跑输市场，也是很多消费长牛股历史以来，连续2年跟不上市场的罕见状态。 这一波大跌始于2024年6月，让大部分消费股的长期稳定性估值溢价消失，10来倍的PE已是常态，也让不少公司跌出深度价值。 但在上周，这一波下跌中带头的lululemon，Q3财报还是一如既往的低增速，与其他季度不同，这一季度的增速略超指引预期，下滑的势头有望止住，裁 员和关税的双重打击，像是扛过去了，同时公司还更换了CEO，这引发了更高的改革预期，让股价单日大涨10%，也是这一年来，非必选消费股板块首次 大幅跑赢美股大盘的情况。 中产阶级减少，裁员潮，也该有个尽头，股市积累的财富效应，还是会最终蔓延到各个阶层。10来倍的PE只要止跌，新一轮的回归又在酝酿当中。 所以，美股消费最难的时刻过去了吗？ 一、K型分化 从目前大量公司的股价表现看，非必选消费品，如餐饮及运动服饰，表现较差。不少个股年跌幅惊人。这也是美股历 ...

Core Insights - The company is advancing its globalization strategy by forming strategic partnerships and showcasing its cultural heritage through innovative branding initiatives [1][2][10] Group 1: Strategic Partnerships and Market Expansion - The recent collaboration with Thailand's Saha Group marks a significant step in the company's efforts to penetrate the Southeast Asian market, leveraging local expertise and distribution networks [1][13] - The partnership aims to address challenges related to channels, logistics, and localized operations, facilitating a faster market entry for the company's brands [1][13] - The company is also independently expanding its restaurant brands, with locations in London and Bangkok, indicating a dual approach of strategic partnerships and self-driven market entry [1][15] Group 2: Cultural Branding and Market Positioning - The company utilizes a "cultural-led" strategy, exemplified by the successful "Mountain and Sea" themed lantern festival, which has attracted millions and created a strong cultural presence in international markets [11][12] - The participation in the China International Import Expo serves as a platform for showcasing brand innovation and cultural integration, reinforcing the company's commitment to modernizing traditional brands [3][10] - The integration of traditional Chinese elements with contemporary trends, such as collaborations with luxury brands, highlights the company's innovative approach to brand rejuvenation [5][6] Group 3: Performance Metrics and Future Outlook - The company's strategy is expected to create a replicable framework for international expansion, benefiting not only its own growth but also serving as a model for other Chinese brands [2][16] - Key performance indicators, such as sales data from new international locations and the impact of partnerships, will be critical in assessing the success of the globalization strategy [15][16] - The potential for growth in the Southeast Asian market is significant, but the company faces challenges related to cultural differences and competitive pressures [15][16]

（原标题：沙井金蚝节启幕 "千年蚝乡"焕发新机） "文化搭台，经济唱戏"也是本届金蚝节的一大特色。活动邀请沙井各行业企业代表、商会代表、蚝产业 协会成员及侨商，举办两场惠企政策宣讲活动。其中，中信保聚焦2025年出口信用保险中小微外贸企业 统保政策，从承保范围、理赔流程、补贴标准等方面进行详细解读，助力中小微外贸企业降低出海风 险、拓展国际市场；宝安区企业服务中心围绕技改补贴、金融扶持等核心内容，系统宣讲惠企政策体 系，为企业转型升级注入强劲动力。 现场企业负责人表示，政策宣讲精准对接企业发展痛点，既解答了实际经营中的困惑，也为后续发展明 晰了方向，让大家对沙井产业发展更有信心。 沙井古墟义德堂分会场同样"吸睛"。蚝民开蚝大赛及蚝菜烹饪比赛同步开启，开蚝选手手法娴熟，一敲 一撬间尽显非遗技艺；烹饪选手匠心巧思，将鲜蚝化作一道道美味佳肴，进一步擦亮沙井美食文化名 片。 如今的沙井金蚝节，早已突破单纯民俗活动的边界，成为沙井链接内外、展示形象的重要纽带，更是深 化文化、商业、旅游、产业深度融合，推动区域发展的有力抓手。尤其依托前海合作区建设、环珠江口 100公里"黄金内湾"发展等重大战略机遇，叠加前海冰雪世界等标 ...

1957&CO.(08495)发布公告，于2025年12月19日，公司一间间接全资附属公司安南小馆(元朗)餐饮有限 公司与业主(香港铁路有限公司)就重续于围方的该等物业租赁订立新租赁协议，据此，租赁期限将由 2026年4月13日重续3年至2029年4月12日。公司现时于该等物业以御家上海品牌经营餐厅。该等物业为 新界沙田沙田市内地段520号大围站商业发展项目围方3楼334号铺。 ...