对属鼠朋友的建议是：未来半年可以重点关注AI应用、银发经济和县域经济三大领域，这些都是政策 红利与市场需求双轮驱动的赛道。 二、生肖蛇：稳中求胜的财富哲学 去年有位属蛇的读者找我咨询，她在教培行业寒冬时毅然转型做家庭教育咨询，现在月收入反而比之前 高出3倍。这就是典型的蛇式智慧——不盲目跟风，而是深度分析后选择最适合自己的赛道。 属蛇人的财富密码其实很有借鉴价值： 1. 信息敏感度超高：能第一时间捕捉市场变化的蛛丝马迹 2. 资源整合大师：擅长把碎片化机会串联成盈利模式 3. 风险控制专家：即使尝试新领域也会设置安全边际 前两天和一位创业多年的老友喝茶，他半开玩笑地说："有时候挣钱这事儿吧，真得看命。"我下意识地 反驳："哪有什么命不命的，关键还是看眼光和执行力。"但回家后仔细想了想身边那些"财运亨通"的朋 友，确实发现一个有趣的现象——他们当中属鼠、蛇、猴、猪的比例出奇地高。这难道仅仅是巧合吗？ 一、生肖鼠：商机猎手的财富逻辑 我认识一位85年出生的属鼠朋友，他在2013年就发现了微信公众号的红利，2017年转型做短视频，2020 年又all in了直播带货。每次都能踩准节点，现在公司估值早已过亿。 属鼠人 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of various restaurant companies, driven by positive consumer price index (CPI) data and recovery in same-store sales following a challenging September [1] - As of the report, Jiamao Jiu (09922) rose by 6.67% to HKD 1.92, Dashih (01405) increased by 4.95% to HKD 80.5, Haidilao (06862) gained 4.82% to HKD 13.69, and Yum China (09987) was up 3.02% to HKD 348 [1] - The National Bureau of Statistics reported that in October, the CPI rose by 0.2% month-on-month and year-on-year, with the core CPI (excluding food and energy) increasing by 1.2%, marking the sixth consecutive month of growth [1] Group 2 - Guojin Securities noted that the restaurant industry faced pressure in September due to public sentiment but has shown signs of recovery since the National Day holiday, indicating a potential rebound in consumer spending [1] - The current restaurant sector is focused on expanding store numbers and improving efficiency, with expectations of strong upward elasticity in consumer recovery [1] - CITIC Securities emphasized that as takeaway subsidies decline, the importance of core competitive advantages, overseas model validation, franchisee empowerment, and industry chain expansion will become more pronounced [1]

Group 1 - Restaurant stocks saw significant gains, with Jiumaojiu (09922) up 6.67% to HKD 1.92, Dashih (01405) up 4.95% to HKD 80.5, Haidilao (06862) up 4.82% to HKD 13.69, and Yum China (09987) up 3.02% to HKD 348 [1] - The National Bureau of Statistics reported that in October, policies aimed at expanding domestic demand continued to show effects, with the Consumer Price Index (CPI) rising 0.2% month-on-month and year-on-year, while the core CPI, excluding food and energy, increased by 1.2%, marking the sixth consecutive month of growth [1] - Guotai Junan Securities noted that the restaurant industry faced pressure in September due to public sentiment, but there has been a recovery in same-store sales since the beginning of October, indicating that the value-for-money dining sector is still in a phase of expansion and efficiency improvement [1] Group 2 - CITIC Securities highlighted that with the tapering of delivery subsidies, the importance of core competitive barriers, overseas model validation, franchisee empowerment, and industry chain expansion will become more pronounced [1]

每经AI快讯，11月10日，港股餐饮股尾盘涨幅进一步扩大，截至发稿，九毛九(09922.HK)涨6.67%，报 1.92港元；达势股份(01405.HK)涨4.95%，报80.5港元；海底捞(06862.HK)涨4.82%，报13.69港元；百胜 中国(09987.HK)涨3.02%，报348港元。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the report is that based on the performance in Q1-3, the revenue forecasts for Yum China (09987) for 2025-2027 have been adjusted to $11.7 billion, $12.4 billion, and $13.1 billion respectively, with net profit forecasts of $918 million, $989 million, and $1.059 billion for the same period, maintaining a "Buy" rating [1] - In Q3 2025, the system sales increased by 4%, driven by a 4% contribution from net new stores and a 1% same-store sales growth, marking the eleventh consecutive quarter of growth [1] - KFC's system sales, same-store sales, and same-store transaction volume grew by 5%, 2%, and 3% respectively in Q3, with a 33% increase in delivery sales, accounting for 51% of KFC's restaurant revenue [1] Group 2 - As of September 2025, Yum China had a total of 17,514 stores, with KFC and Pizza Hut having 12,640 and 4,022 stores respectively, and a net addition of 1,119 stores in Q1-3, with KFC and Pizza Hut adding 992 and 298 stores respectively [2] - In Q3 2025, there was a net addition of 536 stores, with KFC adding 402 stores and Pizza Hut adding 158 stores, marking a historical high for net new stores in Q3 [2] - The proportion of new franchise stores in the net additions was 29% for Q1-3 and 32% for Q3, indicating a significant acceleration in store openings [2]

三十年来，持续不断升级客户服务始终是海底捞的鲜明特色。然而，在市场竞争加剧与人力成本上升的 背景下，这种高强度依赖人力的服务模式亟待革新。如何在顾客的个性化体验与企业运营效率之间找到 平衡，正在考验餐饮企业的智慧。 海底捞选择用AI破局。 "对餐饮企业来说，我们不能将所谓的AI变成噱头，而是要真正能服务用户。"海底捞信息科技部统筹负 责人杨炫之说到。海底捞与火山引擎合作时，用技术升级餐饮服务的每一个环节，为用户提供更便利、 更具情绪价值的就餐体验。对外，该举措有助于提高用户满意度与留存率；对内，由数据驱动的精细化 管理，已为企业显著提效。 AI+火锅：让贴心服务更进一步 海底捞向来对新技术持开明态度，从启用iPad点餐，再到后来针对后厨研发KPAD数字化订货系统，这 家公司始终愿意率先将科技浪潮应用至传统的餐饮行业。但与追逐技术时髦不同，海底捞的数字化演进 之路，始终由事件驱动，而非时间驱动。 "我们并不是为了做而做"杨炫之解释道，"规划更多是偏向于业务。"这意味着海底捞的技术迭代，几乎 都源于一线顾客或员工提出的实际问题。 订餐备注就是一个典型案例。经常光顾的顾客曾提出需求：现在要订餐，每次服务员都会重复问 ...

来源：市场资讯 （来源：信报手笔） 餐饮业持续低迷，连锁快餐店集团大家乐（00341）发盈警，预告截至9月底半年度纯利大跌65%至 70%。值得留意的是，大家乐在今年4月份、去年11月份亦曾发出盈警，这意味该集团业绩"三连爆"， 处境日益严峻。面对北上消费、两餸饭等趋势，大家乐扬言推进大改革，包括缩减门店、精简餐单、加 强灵活性等。作为拥有57年历史的招牌，大家乐原本标榜"平靓快"，其优势现正备受动摇，该集团或 须"化整为零"才可望找到出路。 根据大家乐预告，该集团半年度EBITDA将会按年下跌约30%（去年同期录得3.44亿元EBITDA），同时 纯利更将会大跌65%至70%（去年同期录得1.44亿元纯利）。业绩惨淡的主要原因，除了关乎投资物业 公平值亏损之外，亦由于期内总收入出现"中单位数跌幅"，从而导致毛利下跌。 01 再度盈警 分店仅月赚1.38万 值得关注的是，大家乐在今年4月份、去年11月份亦曾发出盈警，这意味今趟已是该集团连续第三次"响 警报"。犹记得在今年6月份，笔者写过〈大家乐"店均月赚3.4万元"迷思〉一文，事关当时大家乐刚公 布2025年度全年业绩，营业额及纯利分别为85.7亿及2.3亿 ...

合肥市瑶海区市场监督管理局 2025年10月31日 附件3 监督抽检产品合格信息 | 序 标称生产企业名 | 标称生产企业地址 | 被抽样单位名称 | 被抽样单 位所在省 | 食品名称 | 规格型号 | 生产日 | 分类 | 备 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 称 | | | 份 | | | 期/批号 | | 注 | | | | 合肥瑶海区顺心百货 | | | | 2025- | 食用 | | | 1 / / | | | 安徽 | 胡萝卜 | 散装 | 09-15 | 农产 | / | | | | 超市 | | | | | 品 | | | | | 合肥市瑶海区鑫合汇 | | | | 2025- | 食用 | | | 2 / / | | | 安徽 | 胡萝卜 | 散装 | 09-17 | 农产 | / | | | | 超市（个体工商户） | | | | | 品 | | | 3 湖北米酿生物科 技有限公司 | 湖北省孝感市云梦县沙河乡齐云庵村（名扬 家具公司院内1号） | 合肥瑶海区名灶餐饮 店（个体工商户） | 安徽 | ...

商品消费方面，以旧换新让智能、绿色商品进入千家万户，今年1—9月，新能源汽车零售额增长 9.6%，智能手机、智能家电等零售额分别增长81.6%、20.1%。以旧换新累计带动销售近1400亿元、惠 及1600余万人次。 长沙晚报掌上长沙11月10日讯（全媒体记者 刘捷萍）11月10日，省政府新闻办举行湖南"十四五"答卷 系列主题新闻发布会（省商务厅专场）。省商务厅厅长沈裕谋介绍，全省社会消费品零售总额从2020年 的1.6万亿元提升到2024年的2.05万亿元，年均增长5.9%，高于全国0.4个百分点。 消费场景焕新提质。直播电商、社区团购等新业态规模突破800亿元，全省网络零售额年均增长 13.5%。新消费"五小虎"强势崛起，茶颜悦色、文和友、安克创新、水羊股份、鸣鸣很忙分别在茶饮、 餐饮、消费电子、美妆、零食领域占据领先地位。五一商圈获评全国示范智慧商圈，长沙入选"中国城 市夜经济影响力十强"，跻身全国首店密集城市前十。 ...

Summary of Food Safety Supervision Sampling Core Viewpoint The recent food safety supervision sampling conducted by the local authority revealed that out of 95 food samples tested across 15 categories, 5 batches were found to be non-compliant, primarily due to issues related to the illegal use of food additives, pesticide residue exceeding limits, and microbial contamination. The local market supervision departments have been instructed to investigate and address the non-compliant products [2]. Group 1: Non-compliance Details - A total of 95 food samples were collected from various categories including meat products, frozen foods, and beverages [2]. - 5 batches were identified as non-compliant, with major issues including illegal food additives, pesticide residues above permissible levels, and microbial contamination [2]. - The local market supervision departments are tasked with verifying and handling the non-compliant products [2]. Group 2: Consumer Guidance - Consumers are encouraged to report any non-compliant products they encounter in the market by calling the government service hotline at 12345 [2]. - Detailed information regarding the food safety supervision sampling results is available in the attached documents [2].