炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月25日午间消息，西贝风波已经过去100天。近日，西贝创始人贾国龙接受媒体采访。采访中，他表 达对这次风波的深刻反思。贾国龙表示当时不应该选择硬刚，未来会耐心听每位顾客的意见。 "我认错，向顾客认错，向员工认错，也向我自己认错"。贾国龙坦言，自己不应该和顾客硬刚，人都是 吃一堑长一智，未来不能再独断专行，并表示自己"长期忽视了顾客的声音"、"未来要耐心听每位顾客 的意见。" 为响应顾客对现制的要求，西贝在9月、10月先后对10余道产品进行现制调改。贾国龙表示："我们顺应 消费者的期待和要求，认真调改中央厨房，让门店多承担处理环节，回归烟火气。"但贾国龙也坦言， 作为一家连锁餐饮品牌，"西贝不可能完全脱离中央厨房，全部环节都由门店现做，因为管理难度会急 剧扩大，食品安全的风险会大幅增加，食品安全是底线。" 针对网友吐槽西贝价格贵，西贝也做出了积极响应，10月起对全国30余道产品降价，幅度近20%，客单 价从92元下调至75元。面对降价是临时政策的质疑，贾国龙首次回应："已降价的菜品不会再涨价，是 长期的。同时，未来也会提供更好的附加服 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月25日午间消息，西贝风波已经过去100天。近日，西贝创始人贾国龙接受媒体采访。采访中，他表 达对这次风波的深刻反思。贾国龙表示当时不应该选择硬刚，未来会耐心听每位顾客的意见。 "我认错，向顾客认错，向员工认错，也向我自己认错"。贾国龙坦言，自己不应该和顾客硬刚，人都是 吃一堑长一智，未来不能再独断专行，并表示自己"长期忽视了顾客的声音"、"未来要耐心听每位顾客 的意见。" 为响应顾客对现制的要求，西贝在9月、10月先后对10余道产品进行现制调改。贾国龙表示："我们顺应 消费者的期待和要求，认真调改中央厨房，让门店多承担处理环节，回归烟火气。"但贾国龙也坦言， 作为一家连锁餐饮品牌，"西贝不可能完全脱离中央厨房，全部环节都由门店现做，因为管理难度会急 剧扩大，食品安全的风险会大幅增加，食品安全是底线。" 针对网友吐槽西贝价格贵，西贝也做出了积极响应，10月起对全国30余道产品降价，幅度近20%，客单 价从92元下调至75元。面对降价是临时政策的质疑，贾国龙首次回应："已降价的菜品不会再涨价，是 长期的。同时，未来也会提供更好的附加服 ...

12月19日，麦当劳中国宣布餐食包装绿色再升级——全国超7500家餐厅将陆续启用生物基新包装。升级 后，麦当劳主要包装材料为聚乳酸（PLA）及纸材，预计每年减少石油基塑料使用量超5800吨。麦当劳 中国坚持绿色创新，在确保顾客用餐体验的前提下，更负责任地选择和使用包装材料。 麦当劳中国启用全新生物基包装，预计每年减少石油基塑料使用量超5800吨 "麦当劳中国实现生物基包装的规模化应用，进一步推动客用包装材料向可再生资源转型，这一创新填 补了麦当劳全球相关领域空白。我们希望通过自身实践，携手行业伙伴共同进步，让每一份美味都承载 美好。"麦当劳中国首席影响官顾磊表示。 即日起，全国麦当劳餐厅开始陆续启用全新生物基包装 北京工商大学轻工科学与工程学院执行院长、中国塑协降解塑料专委会秘书长翁云宣表示："生物基包 装材料，采用生物质为原料，通过生物技术制造，具有生物相容性好、可生物降解的特性。PLA生物基 材料受到全球的关注，是我国战略性新材料，符合国家双碳战略和建设美丽中国的目标。麦当劳中国规 模化应用PLA生物基材料，是颇具前瞻性的绿色包装探索，对于生物基材料产业的发展，以及餐饮行业 可持续发展均具有重要意义。" ...

12月12日，在2025中国食品药品质量安全大会上，2025年度"质量金盾.服务样本"名单正式揭晓。塔斯汀凭借在质量管理体系建设、核心技术创新、服务品 质提升、全链条安全管控等方面的表现，斩获2025年度"质量金盾.服务样本"奖。 本次大会由中国食品药品企业质量安全促进会主办，聚焦质量提升与创新驱动，邀请食品药品安全领域领导、专家及行业代表，围绕政策解读、技术交流、 成果展示与品牌建设等多维度开展系列活动。 在门店运营中，塔斯汀通过自主研发的"塔塔运营通"智能系统，实现从门店开门到打烊的全程数字化管理。该系统围绕品质、服务与清洁三大核心，设置了 百余项标准化的日常任务与检查项，让食安管理实现在线化与可视化。同时，塔斯汀采取"线上+线下"双轨智慧监管体系，不仅安排专业团队实地巡查，还 借助智能系统进行线上动态监管。 与此同时，塔斯汀充分整合全国稽核数据、法规政策、行业动态与消费者反馈，持续迭代食品安全管控策略及门店SOP与设备操作规范，助力加盟商提升服 务质量，保障产品品质稳定。 UNK and and and the many of the see and the see and the see and th ...

当"老登"从一个方言俚语演变为一场席卷商业舆情的集体标签，其背后远非简单的代际冲突或网络玩梗。它标志着一场深刻的权力转移：品牌长期赖以生存 的单向宣告体系正在崩塌，而建立在平等、透明与价值共鸣基础上的对话时代已强势来临。 俗话说，长江后浪推前浪，前浪死在沙滩上。当一家企业的老板或品牌被贴上"老登"标签时，说明他正遭遇主流的舆论场反噬，已不再被曾经的用户群或粉 丝们所追捧。 据悉，"老登"一词原是东北方言，经由网络发酵后，特指那些观念滞后、好为人师、居高临下的中老年成功人士。 当西贝老板贾国龙在全员大会上激昂回应罗永浩时，他可能没有想到会因开放后厨直播"自我实锤"而陷入被动，连带后续的华与华"爹味公关"翻车，这些都 对西贝的品牌形象产生自杀式影响； 当曾经被誉为"最接地气企业家"的雷军用"同时供两个孩子上大学"来类比小米造车与造芯的压力时，网友不但不买账，指责他"富豪卖惨脱离群众" "富豪卖 惨"； 当始祖鸟和蔡国强在喜马拉雅玩炸山升龙营销时，因违背"无痕户外"理念，不但官媒痛批其破坏生态，而且也让其高端户外品牌形象跌落神坛； 当新东方俞敏洪乘豪华游轮在南极看冰山发全员感谢信时，加班中的牛马员工们不干了，吐槽无 ...

观点指数 各省市出台十五五规划建议，市内、离岛免税双向提速期内，多省市十五五规划建议聚焦提升消费能级、扩大内 需，支持头部城市争创或做强国际消费中心。同时免税经济双向提速，天津、西安新增市内免税店补短板并辐射周边，海 南全岛封关，扩大零关税商品范围、拓展消费客群。 恒隆连签两大拓展项目，轻资产从增量扩张转向存量盘活领展房托内地物业组合收益下滑，但剔除部分不佳项目后多数优 质资产租金收益稳定，部分项目品牌焕新与经营表现良好。恒隆签约无锡、上海两大项目，通过连片运营提升核心商圈竞 争力。 聚合型业态空间打造成趋势，社区商业探索民生化样本购物中心打造美食类市集等聚合型业态成为趋势，越秀、华润、领 展等企业纷纷布局。社区商业方面，深圳安居集团依托保障房发展邻里商业，契合政策导向但面临盈利增长瓶颈。 餐饮品牌加速上市、拓店，盒马进入硬折扣规模化阶段餐饮领域，遇见小面登陆港交所成为"中式面馆第一股"，但上市首 日跌幅较大，反映资本市场对连锁餐饮盈利质量的关注。商超领域，盒马超盒算NB开放加盟开启硬折扣规模化扩张，线上 即时零售平台朴朴超市、美团小象超市纷纷布局线下门店，实现线上线下资源协同。 美团三季度亏损扩大，京东收购 ...

Core Insights - The core focus of the articles is on the strategies employed by restaurant companies, particularly Xibei and Xiaobai Xiaobai, to enhance employee motivation and operational efficiency through partnership programs and profit-sharing initiatives. Group 1: Employee Engagement Strategies - Xiaobai Xiaobai has launched its "Feng Huan Chao" partner program, aiming to transform employees from "workers" to "partners" by offering profit-sharing opportunities [1][2] - The first batch of partner stores has seen revenue growth exceeding 30% year-on-year, with profit margins above 30% since the program's initiation [2] - Xibei is also implementing similar strategies, increasing labor costs to enhance employee income and improve customer experience through higher employee satisfaction [3] Group 2: Industry Challenges - The restaurant industry is facing significant growth pressures, with many national brands reporting revenue declines and operational difficulties [4] - Xiaobai Xiaobai's revenue fell by 18.88% year-on-year to 1.942 billion yuan, with a net loss of 84 million yuan [4] - Xibei's revenue is projected to remain in a declining range until May 2025, exacerbated by previous public relations issues [4] Group 3: Operational Improvements - The transition of employees to partners has led to increased work motivation, resulting in extended operating hours and better resource management to reduce waste [2] - The overall trend in the Chinese restaurant market is moving towards refined corporate governance, which is seen as beneficial for long-term industry development [6]

Core Viewpoint - McDonald's China is upgrading its food packaging to bio-based materials across over 7,500 restaurants, aiming to reduce petroleum-based plastic usage by over 5,800 tons annually [1][3]. Group 1: Packaging Upgrade Details - The new packaging will primarily use polylactic acid (PLA) and paper materials, with specific items like McCafé cups and lids transitioning to PLA [3]. - The upgrade emphasizes four main characteristics: innovation, environmental sustainability, customer experience, and safety [3][4]. - The development process involved screening approximately 100 packaging solutions and conducting over 2 million practical tests to achieve scalable bio-based packaging innovation [3]. Group 2: Environmental Impact - The new packaging is expected to significantly reduce the reliance on petroleum-based plastics, promoting a shift towards renewable resources [3][5]. - The use of bio-based materials aligns with national goals for carbon neutrality and sustainable development [4][5]. Group 3: Customer Experience and Safety - The new cold drink cup lid features a patented "double-arch anti-spill" design, enhancing leak prevention while maintaining user experience [3][4]. - All upgraded packaging materials have passed third-party safety tests and comply with national food safety standards, ensuring hygiene and reliability [4]. Group 4: Industry Significance - McDonald's China's initiative in large-scale application of PLA bio-based materials is seen as a forward-looking exploration in green packaging, contributing to the development of the bio-based materials industry and sustainable practices in the food service sector [5]. - The move positions McDonald's as a pioneer in the fast-food industry for implementing green packaging solutions, showcasing corporate responsibility and commitment to sustainability [5].

Core Viewpoint - McDonald's China is upgrading its food packaging to green alternatives, implementing bio-based packaging across over 7,500 restaurants, which is expected to reduce petroleum-based plastic usage by over 5,800 tons annually [1][2]. Group 1: Packaging Upgrade - The new packaging materials will primarily consist of polylactic acid (PLA) and paper, marking a significant shift towards renewable resources [1]. - The upgrade includes the use of PLA for McCafé packaging and drink lids, while some packaging will transition from petroleum-based plastics to paper materials [1]. Group 2: Innovation and Development - The development process involved screening approximately 100 packaging solutions and conducting over 2 million practical tests to achieve large-scale application of bio-based packaging [2]. - The new cold drink lid features a patented "double-arch anti-spill" design, enhancing leak-proof performance while maintaining user experience [2]. Group 3: Environmental Impact - The use of bio-based materials like PLA is aligned with national goals for carbon neutrality and sustainable development, showcasing McDonald's commitment to environmental responsibility [3]. - The initiative is seen as a forward-looking exploration of green packaging, contributing to the development of the bio-based materials industry and sustainable practices in the food service sector [3]. Group 4: Safety and Quality Assurance - McDonald's China has established a stringent quality inspection system in the supply chain to ensure that all upgraded packaging materials meet national food safety standards [2]. - The company emphasizes hygiene, safety, and reliability in its packaging, reinforcing its commitment to consumer protection [2].

Group 1 - OpenAI has launched the "App Store" feature for ChatGPT, allowing users to access applications categorized into "Featured," "Lifestyle," and "Productivity" [3][4][5] - The applications available include Adobe Photoshop, Apple Music, Canva, and Figma, enabling users to perform various tasks directly within the chat interface [4][5] - Developers can submit applications for review and publication, with OpenAI providing resources such as best practice guidelines and a dedicated UI library [4][5] Group 2 - The iPhone 17 Pro Max is now available at a tax-free price of 9,299 yuan in Hainan, which is 700 yuan cheaper than e-commerce platforms, with significant discounts due to tax exemptions and consumer coupons [8][10] - The Hainan Free Trade Port has implemented a policy of "one line open, two lines controlled, and free flow within the island," enhancing the convenience of goods and people movement [9][10] - The tax-free shopping list has expanded to include 6,600 items, nearly tripling the previous number, with new categories such as robotic vacuum cleaners and mini drones [10] Group 3 - Micron Technology predicts that the global memory shortage will continue until after 2026, driven by increased demand from AI applications [21][22] - The company reported a record revenue of $13.64 billion for the last fiscal quarter, significantly up from $8.71 billion year-over-year, largely due to AI-driven demand [21][22] - Micron plans to increase DRAM and NAND shipments by approximately 20% next year, but this will still not meet the widespread market demand [21][22] Group 4 - MiniMax and Zhiyu AI have completed the Hong Kong Stock Exchange hearing, with MiniMax planning to go public in January 2026, potentially becoming one of the fastest AI companies to IPO [22][23] - MiniMax's revenue structure heavily relies on consumer products, with projected revenue of approximately $70 million in 2024, largely from its interactive product Talkie [23][24] - Zhiyu AI has completed 16 rounds of financing since its establishment in 2019, with a latest valuation of around 40 billion yuan [24] Group 5 - OpenAI is in preliminary talks for a new funding round that could reach up to $100 billion, aiming for a valuation of approximately $750 billion [25][27] - This potential funding would significantly increase OpenAI's valuation from about $500 billion in October 2023, marking a nearly 50% rise [27] Group 6 - Honda plans to halt or reduce production in its Japanese and Chinese factories due to semiconductor shortages, affecting its output in the coming months [30][28] - The company expects a reduction in operating profit by 150 billion yen (approximately 6.78 billion yuan) due to lower production levels caused by the semiconductor shortage [30] Group 7 - Xiaohongshu has undergone a significant organizational restructuring to focus on "high-quality mid-to-long videos," aiming to enhance user engagement and growth [32] - The platform's daily active users (DAU) target is set to increase from 100 million to 300 million [32][33]