这是新消费智库第 2 7 5 3 期文章 新消费导读 不知道你们发现没有， 现在我们买 什么 都方便，但就是感觉不对劲。 外卖快？但吃不到一口锅气。客服回得快？但像在和机器人吵架。直播间 价格低？但买完连牌子都记不住。 效率已经卷到极致了，但我们的品牌，却 越来越没劲 了。 作者 ：会写字的机器猫 来源：新消费智库 当一切商业行为都被简化成点击率、转化率、坪效、人效，品牌就只剩下一个冰冷的商标。而今天的消费者，除了要便宜和快，开始渴望别的 东西 —— 尊重、意义、认同，还有快被忘光的 " 人味儿 " ， 这也是我为什么又重新开始写手戳稿的意义和原因。 我们 社会 需要一场彻底的 品牌 的， 反效率革命 。不是要倒退，而是在数据和算法的洪流里，把品牌的 " 人 味 " 捞回来 ， 把品牌的烟 火气捞回来。 胖东来证明， 对员工不好的品牌，不配叫品牌 说句大实话： 在朋友圈、小红书、脉脉满天飞的时代，你怎么对员工，就是你最硬的广告。 以前品牌靠砸钱投广告、霸占渠道、请明星。现在呢？ 每个员工都是你的代言人，每段职场经历都可能把你送上热搜。 一个压榨员工、缺乏 尊重的品牌，外面包装得再漂亮， " 人设崩塌 " 也是 ...

每经AI快讯，西安饮食1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损1.2亿 元~1.53亿元。基本每股收益亏损0.2091元~0.2666元。上年同期归属于上市公司股东的净利润亏损约 1.28亿元。基本每股收益亏损0.223元。预计本报告期归属于上市公司股东的净利润为负值报告期内，一 是公司受消费市场波动、餐饮行业竞争加剧等行业环境变化影响，营业收入同比下降。公司采取优化门 店布局、推进降本增效等举措持续改善经营成效，但营业收入总规模尚未能覆盖运营成本和期间费用。 二是基于谨慎性原则，公司对存在减值迹象的资产计提相应的减值准备。最终减值金额将由公司聘请会 计师事务所进行审计后确定，并以正式出具的审计报告为准。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 曾健辉） ...

在购物中心邂逅一场落日音乐会，在古镇街巷体验非遗手作，在数字光影中穿越千年诗行……消费，早 已不止于交易；场景，亦不再是孤岛。当文化底蕴与消费空间深度融合，一场关于体验、情感与记忆的 消费变革正在南粤大地悄然发生。 省政府工作报告提出，推动供需高水平动态适配，在建设强大国内市场中努力扩大有潜能的消费、有需 求的生产、有效益的投资。此前，南方日报、南方+客户端联合省发展改革委开展"粤蕴新场景·消费新 势能"广东消费新场景征集活动，现正式发布"首批广东消费新场景"30个。 这些场景深入挖掘岭南文化基因，通过创造性转化与创新性发展，将厚重的历史、鲜活的民俗、隽永的 诗词、悠远的商路与澎湃的潮流，转化为可感、可触、可消费的沉浸式体验，标志着广东在扩内需、促 消费的征途上，正从供给商品与服务，转向供给一种融合文化认同与情绪价值的新生活方式。 场景名单公布如下： 诗词广东：墨韵流淌，让古典照进现实 当千年诗词走出典籍，融入城市肌理与山水实景，消费便升华为一场美学的奔赴与文化的共鸣。本主题 场景我们以现代科技为笔，让诗词"活"起来，打破时空限制，使诗意成为可游、可赏、可分享的消费新 载体。 红岩上的千年诗行——诗韵丹霞，山 ...

Group 1: Core Initiatives - Nanjing City has implemented the "Ten Measures for Warm-hearted Benefits and Stable Employment during the 2026 Spring Festival," focusing on "consumer benefits, enterprise stability, and service upgrades" [28] - The measures include 10 specific actions aimed at enhancing consumer spending, supporting enterprises, and improving service efficiency [28][29] Group 2: Consumer Benefits - Over 400 promotional events will be organized, including an online New Year goods festival, with over 50 million yuan in various discount coupons [5][28] - A "Spring Festival Consumption Season" will feature diverse food promotions and a lottery for invoices over 100 yuan, with a maximum prize of 800 yuan [5][28] - Subsidies for consumers include up to 20,000 yuan for car scrapping and replacement, and up to 1,500 yuan for energy-efficient home appliances [9][28] Group 3: Support for Enterprises - Manufacturing enterprises with a quarterly output of over 200 million yuan will receive a reward of 0.1 yuan per kilowatt-hour for electricity used during the Spring Festival [18][29] - Support for foreign trade enterprises includes subsidies for participating in overseas trade exhibitions during the Spring Festival [21][29] - Continuous production incentives and targeted employment services will be provided to enterprises facing labor shortages [18][29] Group 4: Employment and Service Efficiency - Nanjing plans to hold over 60 "Talent Night Market" events and 400 recruitment activities, offering over 150,000 job positions [24][30] - The city will enhance transportation services during the Spring Festival, ensuring adequate supply for public transport and emergency services [27][30] - The implementation details of the measures will be accessible through platforms like "Ningqi Tong" and "My Nanjing" APP for streamlined service delivery [30]

Group 1 - Qingdao's market supervision department has reported on the third phase of consumer market enforcement cases, exposing five typical illegal cases related to parking fees, food safety, and trademark infringement [1][2] - The enforcement actions aim to protect consumer rights during the holiday season and ensure market order [1] - The five cases include: - Parking fee violations by Qingdao Fokang Parking Lot Co., which charged above the publicized rates [1] - Unsanitary conditions at San Zhu Restaurant in Shinan District, violating food safety regulations [1] - Sale of unlabelled products by Qingdao Scenic Craft Beer Co., preventing consumers from accessing product information [1] - Misleading consumers with adulterated food at Zhonghe Zhiwei Jike BBQ, where pork was mixed with lamb [1] Group 2 - Trademark infringement was reported at Huangdao District's Ronghua Shun Food Wholesale Department, which sold liquor infringing on the registered trademark rights of "Wuliangye" [2] - The market supervision department has initiated legal proceedings against the involved parties, with specific penalties to be announced [2] - Businesses are reminded to adhere to legal standards and practice integrity in operations to avoid violations [2]

Core Viewpoint - *ST Yunwan is expected to report a net loss of 60 million to 70 million yuan for the year 2025, indicating a significant increase in losses compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of a loss between 60 million and 70 million yuan for 2025, with the same range for net profit after excluding non-recurring gains and losses [1] - The net loss for 2025 is projected to increase by 80.04% to 110.05% compared to the previous year, primarily due to asset impairment related to the new energy photovoltaic battery project [1] Group 2: Business Operations - The main business operations for 2025 will include catering group meals and new energy photovoltaic, with the company beginning to expand into the aluminum frame business in the first half of the year [1] - This expansion is expected to contribute to a revenue increase of 4.92% year-on-year, reaching approximately 116.9 million yuan [1]

Core Viewpoint - The restaurant industry is experiencing significant performance differentiation, with some companies achieving growth through strong brand power, supply chain management, and digital capabilities, while others face pressure due to homogenized competition, rising costs, and weak consumer demand [1]. Group 1: Performance Highlights - Guoquan, a Hong Kong-listed company, forecasts a revenue increase to RMB 77.5 billion to RMB 78.5 billion for 2025, representing a year-on-year growth of approximately 19.8% to 21.3%. Net profit is expected to reach RMB 4.43 billion to RMB 4.63 billion, a substantial increase of 83.7% to 92% [3]. - Yujian Xiaomian also announced a profit forecast of approximately RMB 1 billion to RMB 1.15 billion for the year ending December 31, 2025, reflecting a year-on-year increase of about 64.7% to 89.5%. Adjusted net profit is projected to be around RMB 1.25 billion to RMB 1.4 billion, up by 95.6% to 119.1% [4]. - Hu Shang Ayi expects a profit of approximately RMB 4.95 billion to RMB 5.25 billion for the year ending December 31, 2025, an increase of about 50% to 60% compared to the previous year [4]. Group 2: Strategic Adjustments - In response to market pressures, several restaurant companies are adjusting their strategic layouts. Jiumaojiu reported a significant reduction in the number of its main brands, with the number of Taier restaurants decreasing from 634 at the end of 2024 to 499 by the end of 2025, a net decrease of 135 [7]. - The company is accelerating the upgrade of its store model, with 243 "fresh" model stores established across 60 core cities by the end of 2025, indicating positive market feedback and replicability of the model [8]. - Haidilao is actively launching new concepts, such as the "Haidilao Dapaidang Hotpot" and "Sugar Water Shop," to enhance customer experience and improve turnover rates post-upgrade [8][9].

格隆汇1月30日丨唐宫中国(01181.HK)公告，根据集团截至2025年12月31日止年度之未经审核综合管理 账目初步评估，预期集团于报告年度的公司拥有人应占亏损将录得介乎约人民币5500万元至人民币6000 万元之间，而2024年12月31日止年度的公司拥有人应占亏损为约人民币1900万元。 ...

(ii)对于持续亏损的餐厅，管理层根据谨慎和适当的会计原则进行减值评估，物业、厂房及设备及使用 权资产拨备约人民币500万元至人民币1000万元之间的减值损失。 (iii)根据独立外部估值师依据适用会计准则编制的估值报告，由于信用风险增加，导致按公平值计入损 益的金融资产的公允价值损失预计在约人民币1800万元至人民币2000万元之间。 为适应不断变化的市场格局，本集团已针对各营运地区推出一系列的措施，包括转型聚焦家庭聚会及节 庆主题餐饮体验﹔推出线上优惠及折扣券以提高客户参与度﹔透过投资轻装修餐厅来扩张﹔同时亦透过 各项措施稳定成本，包括强化集中采购的优势以及人力成本的优化。董事会有信心透过其优秀的管理团 队、一系列营运模式的调整及有效的成本控制措施能为本集团的持续发展带来理想效益。 智通财经APP讯，唐宫中国(01181)发布公告，预期本集团于截至2025年12月31日止年度的本公司拥有人 应占亏损将取得约人民币5500万元至人民币6000万元之间，而2024年12月31日止年度的本公司拥有人应 占亏损为约人民币1900万元。 报告年度预期亏损增加主要是由于以下因素造成： (i)如本公司于2025年8月8 ...

Core Viewpoint - The company expects a significant decline in net profit for the fiscal year 2025, projecting a profit of 6 million to 7.8 million yuan, which represents a year-on-year decrease of 82.42% to 77.15% compared to the previous year's profit of 34.13 million yuan [1] Group 1: Financial Performance - The projected net profit for 2025 is between 6 million and 7.8 million yuan, indicating a substantial decline from the previous year's profit of 34.13 million yuan [1] - The decline in profit is attributed to a weak recovery in the restaurant industry, with some stores experiencing fluctuations in customer traffic, impacting revenue [1] - Increased pressure from fixed costs has led to a rise in unit cost expenses, negatively affecting operating profit during the reporting period [1] Group 2: Investment and Profitability - The decline in overall profit is also influenced by a decrease in investment income from the company's joint ventures during the reporting period [1]