2025年9月，西贝遭遇"预制菜风波"，随后出现客流明显下滑。随后西贝积极进行调整菜品、门店产品 价格调整、感恩顾客优惠活动等系列措施。不久前，贾国龙首次回应西贝预制菜风波，表达了对这次风 波的深刻反思，"我认错，向顾客认错，向员工认错，也向我自己认错"，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。 同时，贾国龙表示"所有不得不离职的员工，工资一分钱不会差。所有顾客储值卡随时可用在其他门 店，想退卡的立刻就退。有些接了年夜饭的门店，虽然立刻关闭损失会更小，但我们会履行对顾客的承 诺，再坚持一个月，接完最后一餐再关。" 北京商报讯（记者 郭缤璐）近日，关于西贝在内部会议中称将一次性关闭全国102家门店，占门店总数 的30%。1月15日，北京商报记者就此事向西贝餐饮创始人贾国龙求证，其称消息属实，此次关闭的102 家门店在一季度陆续完成。 ...

贾国龙在这条朋友圈中表示，无论按照国家定义还是现实生活常识，"西贝门店从来不是预制菜。" 他同时表示，这次关闭102家门店在一季度陆续完成，所有不得不离职的员工，工资一分钱不会差。所 有顾客储值卡随时可用在其他门店，想退卡的立刻就退。"有些接了年夜饭的门店，虽然立刻关闭损失 会更小，但我们会履行对顾客的承诺，再坚持一个月，接完最后一餐再关。服务一如既往，菜品一如既 往，大门关闭的前一秒，西贝人的努力一如既往。" 新京报讯（记者王萍）近日，网传西贝在会议中称将一次性关闭全国102家门店，占门店总数的30%。1 月15日，西贝餐饮创始人贾国龙发布微信朋友圈，确认"关闭102家门店"传闻，并表示不得不离职的员 工工资一分钱不会差。顾客储值卡可用于其他门店或者退卡。接了年夜饭的门店"再坚持一个月，接完 最后一餐再关"。 贾国龙称接下来"我们会继续拼，争取活下来。我本人没有西贝之外的任何资产，没有国外资产，这些 年只有北京一套房，呼和浩特的房子是租的"，"只要我还在这儿，就和西贝在一起，和每一位顾客在一 起！" 编辑 王琳 校对 卢茜 ...

凤凰网科技讯（作者/云飞） 1月15日，贾国龙朋友圈回应"西贝闭店102家"：基本准确，并表示，"这次 关闭的102家门店在一季度陆续完成，所有不得不离职的员工，工资一分钱不会差。所有顾客储值卡随 时可用在其他门店，想退卡的立刻就退。有些接了年夜饭的门店，虽然立刻关闭损失会更小，但我们会 履行对顾客的承诺，再坚持一个月，接完最后一餐再关。服务一如既往，菜品一如既往，大门关闭的前 一秒，西贝人的努力一如既往。" 贾国龙再强调，西贝门店从来不是预制菜，无论按照国家定义还是现实生活常识，被网红恶意混淆"中 央厨房备菜"和"料理包预制菜"的差异，恶意污蔑"急冻保鲜有机西兰花"，恶意污蔑品质好和进价高的 草原羊食材。西贝人直到今天还在遭到网上各种侮辱谩骂。 贾国龙称，接下来的时间，我们会继续拼，争取活下来。他还透露，"我本人没有西贝之外的任何资 产，没有国外资产，这些年只有北京一套房，呼和浩特的房子是租的。" 这次关闭的102家门店在一季度陆续完成, 所有不得不离职的员工,工资一分钱不会 差。所有顾客储值卡随时可用在其他门店, 想退卡的立刻就退。有些接了年夜饭的门 店. 虽然立刻关闭损失会更小,但我们会履 行对顾客的承 ...

凤凰网科技讯1月15日，贾国龙朋友圈回应"西贝闭店102家"：基本准确，并表示，"这次关闭的102家门 店在一季度陆续完成，所有不得不离职的员工，工资一分钱不会差。所有顾客储值卡随时可用在其他门 店，想退卡的立刻就退。有些接了年夜饭的门店，虽然立刻关闭损失会更小，但我们会履行对顾客的承 诺，再坚持一个月，接完最后一餐再关。服务一如既往，菜品一如既往，大门关闭的前一秒，西贝人的 努力一如既往。" 贾国龙再强调，西贝门店从来不是预制菜，无论按照国家定义还是现实生活常识，被网红恶意混淆"中 央厨房备菜"和"料理包预制菜"的差异，恶意污蔑"急冻保鲜有机西兰花"，恶意污蔑品质好和进价高的 草原羊食材。西贝人直到今天还在遭到网上各种侮辱谩骂。 贾国龙称，接下来的时间，我们会继续拼，争取活下来。他还透露，"我本人没有西贝之外的任何资 产，没有国外资产，这些年只有北京一套房，呼和浩特的房子是租的。" ...

2025年9月，西贝遭遇"预制菜风波"，贾国龙称之为西贝成立以来最大的一次外部危机。同年12月，贾国龙在接受媒体采访时表示："我认 错，我向顾客认错，我向员工认错，也向我自己认错。" 据悉，西贝去年持续发放大额消费券，累计金额超3亿元。在最近的一次专访中，贾国龙表示，2026年1月，门店生意同比下滑50%。 据中国新闻周刊， 近日， 网传西贝会议中称将一次性关闭全国102家门店，占门店总数的30%。1月15日，西贝餐饮创始人贾国龙确认了该消息属 实。 ...

Core Viewpoint - The investment by Boss Electric in Yout Intelligent Kitchen signifies a strategic move into the commercial kitchen sector, particularly focusing on the development of smart cooking technology and the growing market for cooking robots [1][2][3]. Company Summary - Boss Electric announced a strategic investment of 100 million RMB in Yout Intelligent Kitchen to enhance collaboration in smart cooking technology [1]. - The investment reflects Boss Electric's intention to expand from consumer kitchen appliances to the B2B commercial kitchen equipment market [2]. - Yout Intelligent Kitchen, based in Zhuhai, specializes in providing automated solutions for the restaurant industry, targeting chains, school cafeterias, and central kitchens [2][8]. Financial Performance - Boss Electric's financial reports indicate a challenging growth environment, with a slight revenue increase of 0.10% to 11.213 billion RMB in 2024, while net profit decreased by 8.97% to 1.577 billion RMB [4]. - In the first half of 2025, revenue fell by 2.58% to 4.608 billion RMB, and net profit dropped by 6.28% to 712 million RMB [4][6]. - The company has faced declining sales across major product lines, with significant drops in revenue for several categories, including a 44.18% decline in ovens and a 45.24% decline in integrated stoves [6][7]. Market Trends - The cooking robot market is gaining traction as restaurants seek to standardize food production with fewer, more stable staff, making cooking robots a viable solution [2][14]. - The increasing chain restaurant rate in China is projected to reach 25% by 2025, driven by rising labor costs and a shortage of skilled workers [14]. - The value of cooking robots is being reassessed as they offer stable, controllable, and predictable production capabilities, addressing the challenges of high labor costs [14][18]. Competitive Landscape - The cooking robot market is becoming increasingly competitive, evolving from simple device comparisons to an ecosystem that integrates supply chains, scenarios, and data [19][22]. - Recent investments in cooking robot companies indicate a growing interest in the sector, with multiple firms securing funding to enhance their technological capabilities [11][13]. - The establishment of national standards for commercial smart cooking machines is expected to drive product standardization and quality improvement in the industry [21].

Group 1 - Haidilao has announced a board restructuring, with Zhang Yong returning as CEO to lead the company into a new phase [3] - Sensor Tower reports that global in-app purchase revenue for short video applications is expected to exceed $2.8 billion by 2025, marking a year-on-year increase of 116% [4] - Samsung Biologics plans to build its sixth factory in South Korea and expand its production facilities in the U.S. as part of its growth strategy [5] Group 2 - China's foreign trade is projected to reach 45.47 trillion yuan in 2025, representing a growth of 3.8%, with exports increasing by 6.1% and imports by 0.5% [6] - Zong Fuli has taken over as a board member of Hangzhou Wahaha Cultural Media Company, following changes in the company's leadership [8] - Tesla's Senior Vice President Zhu Xiaotong has been granted 520,021 stock options, with an exercise price of $435.8 per share [9] Group 3 - TSMC and Samsung are reducing 8-inch wafer production capacity, with a projected 2.4% year-on-year decline in global capacity by 2026 [10] - Vanke will hold a bondholders' meeting before January 16 to discuss adjustments related to the repayment of its "21 Vanke 02" bonds [11] - Ctrip Group is under investigation by the market regulatory authority for alleged monopolistic practices [12] Group 4 - Elon Musk is seeking full custody of his 13th child following the mother's comments supporting transgender issues [13] - Xiaomi Auto plans to conduct over 600 owner classes across more than 50 cities in 2026, with free participation [14] - Meta is considering doubling its annual production capacity of AI smart glasses to 20 million units by the end of the year [15]

Core Insights - The "24 Solar Terms AI Robot Restaurant" has commenced trial operations in the Xihu District of Hangzhou, Zhejiang Province, showcasing the integration of AI technology in the food service industry [2] Group 1: Restaurant Operations - The restaurant utilizes robots for various tasks including noodle cooking, stir-frying, ice cream preparation, and coffee making, highlighting advancements in automation within the culinary sector [2] - This establishment serves as a practical platform for the local AI robotics industry, providing real-world applications for technology [2] Group 2: Community Impact - The restaurant aims to offer convenient and affordable dining options for the local population, enhancing the dining experience through innovative technology [2]

Core Viewpoint - The company, 小菜园 (0999.HK), has announced a partnership agreement to establish a joint venture aimed at enhancing its operational efficiency and market competitiveness through resource integration and risk sharing [1] Group 1: Joint Venture Details - The joint venture will be formed with investments of 14 million, 5 million, and 1 million from its wholly-owned subsidiary and two executives [1] - The joint venture will operate in four main sectors: 1) comprehensive e-commerce and local living; 2) supply chain business; 3) quality lifestyle stations (small stores); 4) fourth-party distribution business [1] Group 2: Strategic Benefits - The transaction is expected to facilitate efficient resource allocation and create synergies by leveraging technological, channel, and talent advantages from the group and partners [1] - The joint venture aims to enhance the group's risk control capabilities by sharing market and operational risks through equity cooperation [1] - The initiative is designed to tap into the growth potential of quality supply chain resources, creating a new food consumption platform that integrates online shopping, community retail, and instant dining [1]

【导读】港股三大指数齐上涨，海底捞飙涨超9%！香港财库局局长最新发声 中国基金报记者 伊万 1月14日，港股震荡走强，三大指数集体收涨。截至收盘，恒生指数上涨0.56%，报26999.81点；恒生中国企业指数上涨0.32%，报9315.56点；恒生科技指 数上涨0.66%，报5908.26点。 盘面上，科技股再度走强，阿里健康大涨近19%，阿里巴巴、哔哩哔哩涨超5%，快手涨超4%；金价带动黄金板块集体上涨，万国黄金集团涨超14%，灵 宝黄金、招金矿业、紫金矿业等股价创历史新高；油价上涨，石油股活跃，中国石油化工股份、中海油田服务涨超3%。 旅游股下跌，携程集团跌超6%，同程旅行跌逾3%。此外，风电股、军工股、航空股、保险股、内银股等出现下跌。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 阿里巴巴-W | 169.000 | 5.69% | | 9988.HK | | | | 携程集团-S | 569.500 | -6.49% | | 9961.HK | | | | 腾讯控股 | 633.000 | 0.88% | | 0700.HK | | | | 阿里健康 | 7.780 ...