出品｜虎嗅商业消费组 作者｜李佳琪 编辑｜苗正卿 题图｜AI生成 "属于我们青年厨师的时代来了，我要掀翻你"。 当综艺《一饭封神》中饱受关注与争议的00后厨师"燃少"对着中国首批米其林获得者、入行40年的香港名厨邵德龙喊出这句话时，一场充满戏剧张力 的"对抗"也跃然于屏幕之上，展现出一幅餐饮行业世代更迭与理念碰撞的生动图景。 这个颇为颠覆传统印象的案例并非孤例。餐饮后厨，这个曾被 "三年砧板、五年灶台" 铁律统治的生态，曾浓缩了传统行业的管理密码：师徒尊卑、经 验至上、口传心授。但随着 00 后主厨们的加入，传统生产关系正在被数字时代重构：他们用数据替代手感、用项目组打破尊卑金字塔、用可晒性重新 定义菜品价值… 中国饭店协会 2024 年报告显示，全国 18—24 岁的厨师长占比 6.8%，比 2020 年翻了三倍。曾经被视为"孩子"的一代接过前辈的锅铲开始掌勺，他们 不再是传统印象中"脑袋大脖子粗"的伙夫形象，而是带着鲜明的时代烙印，逐渐成为餐饮企业后厨的中坚力量。 但在公众印象中仍然带着稚嫩烙印的他（她）们，真能如燃少喊出的口号般"掀翻"前辈们打下的江山吗？ 当00后走入后厨 三年前，23岁的陈墨放弃海外 ...

Core Insights - The rise of the post-00s chefs represents a significant shift in the culinary industry, challenging traditional hierarchies and management styles [1][2][12] - The integration of technology and data-driven approaches is redefining kitchen operations, moving away from traditional methods based on experience and intuition [4][5][10] - The new generation of chefs emphasizes creativity, social media engagement, and customer experience, reshaping the definition of what constitutes a good dish [6][8][12] Group 1: Industry Transformation - The proportion of chefs aged 18-24 has increased to 6.8% in 2024, tripling since 2020, indicating a generational shift in the culinary workforce [1] - Traditional kitchen hierarchies are being dismantled, with younger chefs implementing project-based team structures instead of rigid hierarchies [2][10] - The culinary innovation approach has evolved from classic replication to cross-disciplinary reimagining, incorporating elements from various cuisines and modern techniques [6][10] Group 2: Technological Integration - Chefs are utilizing smart kitchen management systems to track ingredient usage and optimize procurement, moving away from reliance on traditional sensory methods [4][5] - Data analytics is being employed to enhance menu development and operational efficiency, with real-time data monitoring becoming standard practice [4][11] - The use of social media and digital platforms is crucial for marketing and customer engagement, with dishes designed to be visually appealing and shareable [8][12] Group 3: Cultural Shift - The new generation of chefs values emotional well-being and team dynamics, incorporating practices like "emotion check-ins" to foster a supportive work environment [5][11] - There is a notable shift in the perception of authority, with younger chefs gaining respect through creativity and efficiency rather than seniority [10][12] - The culinary landscape is increasingly influenced by consumer preferences for experiences and storytelling, leading to innovative dish concepts that resonate with modern diners [6][8]

Core Viewpoint - The article discusses the recent requirements for supplementary materials for overseas listing applications by the China Securities Regulatory Commission (CSRC), highlighting the ongoing trend of companies seeking to list on the Hong Kong Stock Exchange, with a focus on compliance and regulatory scrutiny [2][3][4]. Group 1: Supplementary Material Requirements - A total of 36 companies have been requested to provide supplementary materials for their overseas listing applications, primarily targeting the Hong Kong IPO market [2]. - Specific companies such as Lin Qingxuan and Yangzhou Xiyue have been highlighted for particular compliance issues regarding shareholder equity transfers and the legality of their corporate structures [3][4]. - Companies like Huafu Yang and Jiewate are required to clarify the pricing and compliance of their capital increase and reduction processes, ensuring adherence to foreign investment regulations [4][15]. Group 2: Compliance and Regulatory Issues - Companies must provide detailed explanations regarding their shareholder structures, including any discrepancies in the identification of controlling shareholders and the implications for their listing applications [4][18]. - The article emphasizes the importance of legal opinions from lawyers to confirm the compliance of corporate actions with relevant regulations, particularly concerning foreign investment and tax obligations [6][7][8]. - Companies are also required to disclose their operational compliance with foreign investment restrictions, especially in sectors listed in the negative list for foreign investment [35][36][37]. Group 3: Specific Company Cases - Lin Qingxuan is under scrutiny for the pricing and rationale behind recent shareholder equity transfers, as well as the tax implications for the involved parties [43]. - Yangzhou Xiyue faces questions regarding the fairness and legality of zero-cost equity transfers made by its shareholders [12][13]. - Basic Semiconductor must clarify the reasons for inconsistencies in the identification of its controlling shareholders and provide a conclusive opinion on its compliance status [18]. Group 4: Industry Trends - The article indicates a robust interest in Hong Kong IPOs among Chinese companies, reflecting a broader trend of seeking international capital markets for growth [2]. - The regulatory environment is tightening, with increased scrutiny on corporate governance and compliance practices, which may impact the speed and success of overseas listings [4][5]. - The focus on compliance with foreign investment regulations suggests a shift towards greater transparency and accountability in the corporate sector [35][36].

Core Viewpoint - The takeaway from the articles is that the rise of food delivery services has become a crucial driver for the growth of restaurant brands, with companies increasingly adopting innovative models like satellite stores and AI tools to enhance their operational efficiency and market responsiveness [1][2]. Group 1: Industry Trends - The food delivery market has seen significant competition among major platforms, leading to increased consumer enthusiasm and a shift in dining habits towards takeout [1]. - Many traditional dining establishments are pivoting towards delivery services, necessitating flexible tools to meet this demand [1]. - The introduction of the satellite store model by Meituan in 2023 exemplifies a trend towards lightweight, efficient operations that can quickly adapt to delivery needs [1]. Group 2: Case Study - Walaida - Walaida, a brand specializing in bullfrog cuisine, has expanded its operations significantly by utilizing Meituan's AI location selection capabilities, doubling its store opening efficiency [2]. - Prior to using Meituan's AI tools, Walaida opened an average of 6 stores per month; this number increased to 13 after implementing the AI solution [2]. - The AI tool integrates various data points to provide precise recommendations for store locations, enhancing the brand's competitive edge [2][5]. Group 3: Financial Performance - Walaida's satellite stores have shown impressive financial results, with an average monthly transaction volume of 170,000 yuan and a net profit of 30,000 yuan per store [5]. - The investment cost for each satellite store is approximately 180,000 yuan, with a payback period of just 6 months, significantly shorter than traditional store models [5]. - Since launching the satellite store project in 2024, Walaida has successfully opened 50 satellite stores, demonstrating a robust growth strategy [5][7]. Group 4: AI Capabilities - Meituan's AI system not only assists in location selection but also provides customized recommendations based on real-time trading data, allowing for dynamic adjustments to strategies [5][7]. - The AI's ability to analyze successful store characteristics and adapt to brand-specific needs has transformed the decision-making process from experience-based to data-driven [7]. - This approach has created a replicable model for growth in the food delivery sector, addressing key challenges in implementing satellite store strategies [7].

天眼查App显示，近日，巴彦淖尔市临河区真真手工面坊（个体工商户）成立，法定代表人为肖珍珍， 注册资本1万人民币，经营范围为许可项目：小餐饮；食品销售；食品互联网销售；酒类经营。（依法 须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件 为准）一般项目：外卖递送服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

香 港 交易 及 結 算 所 有限 公 司 及 香港 聯 合 交 易 所有 限 公 司 對 本公 佈 的 內 容概 不 負 責， 對 其 準 確 性或 完 整 性 亦不 發 表 任 何 聲明 ， 並 明 確 表示 概 不 就 因本 公 佈 全部 或 任 何 部 分內 容 而 產 生或 因 依 賴 該 等內 容 而 引 致 的任 何 損 失 承擔 任何責任。 JIN MI FANG GROUP HOLDINGS LIMITED 今 米 房 集 團 控 股 有 限 公 司 （ 於開曼群島註冊成立的有限公司） （股份代號：8300） 自願性公佈 在上海數據交易所開展 數據資源綜合入表與數據產品掛牌 本 公 佈 由 今 米 房 集 團 控 股 有 限 公 司（「 本 公 司 」， 連 同 其 附 屬 公 司 ， 統 稱 為 「本集團」）自願作出，旨在讓本公司股東（「股東」）及潛在投資者知悉本集團 的最新業務發展。 – 2 – 因此，董事會認為，上述業務(i)提升本集團在電子商務行業的參與度，(ii) 可直接獲取用戶互動數據及市場洞見以優化供應鏈，及(iii)創造增量數據資 產 收 入來 源 ， 以 補 充本 集 團 ...

太兴集团(06811)发布公告，该公司将于2025年10月16日派发中期股息每股0.035港元。 ...

Core Viewpoint - The company reported a strong performance in the first half of 2025, with revenue growth driven by cost reduction and efficiency improvements, alongside a focus on enhancing dining experiences and expanding its store network [1][2]. Financial Performance - Total revenue for H1 2025 reached 2.714 billion yuan, representing a 7% year-on-year increase, while net profit was 382 million yuan, up 36% year-on-year [1]. - The gross margin improved to 70.46%, attributed to economies of scale in procurement, optimized store types, and enhanced recruitment capabilities [1]. - The net profit margin increased by approximately 3 percentage points to 14.09%, driven by cost reduction initiatives such as store upgrades and automation [1]. Business Segments - The dine-in segment generated revenue of 1.647 billion yuan, a 2% increase year-on-year, supported by a net increase of 55 stores to a total of 672 [1]. - The takeaway business saw a 14% revenue increase to 1.057 billion yuan, with a 31% rise in order volume due to an increase in participating stores and enhanced appeal on online platforms [1]. Expansion Plans - As of June 30, 2025, the company operated 672 stores, with plans to expand to 800 stores by the end of the year through both market penetration and new market development [2]. - A new factory in Ma'anshan is expected to be completed by the end of 2025, aimed at supporting a supply chain for 3,000 stores and achieving standardized production for main meals [2]. Profitability Forecast - The company is expected to continue improving profitability through cost reduction and efficiency measures, with a focus on expanding its store network and enhancing dine-in services [2]. - EPS estimates for 2025-2027 have been adjusted to 0.64, 0.80, and 1.00 yuan respectively, with corresponding PE ratios of 16, 13, and 10 times [2].

截至发稿，顺发恒业市值为75亿元。 每经AI快讯，顺发恒业（SZ 000631，收盘价：3.14元）8月21日晚间发布公告称，公司第十届第十一次 董事会会议于2025年8月20日以通讯表决方式召开。会议审议了《关于聘任公司证券事务代表的议案》 等文件。 2024年1至12月份，顺发恒业的营业收入构成为：物业管理服务占比26.42%，房地产开发占比25.32%， 其他业务占比23.61%，风电业务占比17.67%，食堂餐饮服务占比6.66%。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 张明双） ...

8月21日，南都N视频记者从国家企业信用信息公示系统获悉，"鼠头鸭脖"事件涉事企业江西中快后勤 服务有限公司的企业状态由存续变更为注销，注销原因为"决议解散"。南都N视频记者注意到，今年6 月，该公司已发布注销备案公告。 国家企业信用信息公示系统显示，江西中快后勤服务有限公司注销日期为8月18日，注销原因为"决议解 散"。 南都记者查询获悉，今年6月，该公司发布注销备案公告，公告期为6月30日至8月14日。公告内容显 示，"6月30日，江西中快后勤服务有限公司因决议解散，拟向登记机关申请注销登记，请债权人自公告 之日起45日内向清算组申报债权。" 南都此前报道，2023年6月1日，江西工业职业技术学院学生占某在该食堂"美卡香卤"档口所点饭菜中吃 出疑似鼠头的异物，此事引发舆情，专家通过比对研商一致认为，该"异物"是啮齿类动物的头部。同年 12月15日，"鼠头鸭脖"事件涉事企业江西中快后勤服务有限公司及责任人曾被罚没706万元。 据了解，江西中快后勤服务有限公司成立于2009年4月，法定代表人为王登海，经营范围包括餐饮服 务、食品互联网销售、食品经营等，由南昌永善餐饮管理中心（有限合伙）、盛国庆、王宝林共同持 ...