智通财经APP讯，叙福楼集团(01978)发布公告，集团预期于截至2025年6月30日止六个月将取得股东应 占亏损不多于100万港元，而截至2024年6月30日止六个月股东应占亏损则约为2650万港元。 在本回顾期间内，集团密切关注市场情况，不时调整业务策略，并实施多项积极策略以提升多元品牌发 展和节省开支，以减少负面影响及维持业务稳定。这些策略包括但不限于引进及开发合适市场的新品 牌，与业主协商减租、改善供应商条款以及推出多样化的推广活动。此外，集团有效管理营运资金，以 确保现金流保持健康状态。 董事会认为本回顾期间股东应占预期亏损减少的原因主要归因于以下因素的综合影响：收入及毛利增 加，得益于集团持续致力于优化其餐厅网络，并通过引入新概念及品牌发展多元化品牌组合，支持本回 顾期间内的收入增长;及于本回顾期间，取得与部分表现未达预期的分店相关的物业、厂房和设备及使 用权资产的减值拨备减少。这一正面发展主要得益于本回顾期间集团收入表现的改善。改善乃由于集团 积极优化其门店组合，果断调整表现未达预期的门店，并通过革新菜单以顺应不断变化的市场格局，以 此提升客户体验及竞争力。 ...

根据董事会目前可获取的资料，董事会认为回顾期间股东应占预期亏损减少的原因主要归因于以下因素 的综合影响：1.收入及毛利增加，得益于集团持续致力于优化其餐厅网络，并通过引入新概念及品牌发 展多元化品牌组合，支持本回顾期间内的收入增长； 2.于本回顾期间，录得与部分表现未达预期的分店相关的物业、厂房和设备及使用权资产的减值拨备减 少。这一正面发展主要得益于本回顾期间集团收入表现的改善。改善乃由于集团积极优化其门店组合， 果断调整表现未达预期的门店，并通过革新菜单以顺应不断变化的市场格局，以此提升客户体验及竞争 力。 格隆汇8月18日丨叙福楼集团(01978.HK)公告，集团预期于截至2025年6月30日止6个月回顾期间将录得 股东应占亏损不多于100万港元，而截至2024年6月30日止6个月股东应占亏损则约为2650万港元。 ...

Core Viewpoint - The article discusses the challenges faced by "aged workers" in terms of legal identity, rights protection, and legal remedies, highlighting recent regulatory changes aimed at improving their rights [1][2][4]. Group 1: Current Challenges - Aged workers face unclear legal identities and lack of rights protection, often not recognized as having a labor relationship with employers [2][3]. - The existing labor laws create barriers for aged workers to establish labor relationships, as reaching retirement age or receiving pension benefits terminates their labor contracts [2][3]. - The ambiguity in recognizing labor versus civil relationships leads to significant disparities in rights protection for aged workers [3]. Group 2: Regulatory Changes - The Ministry of Human Resources and Social Security (MoHRSS) has released a draft regulation aimed at enhancing the rights of aged workers, including those who have reached retirement age regardless of pension status [4][5]. - The draft regulation outlines specific rights and obligations, including work agreements, working hours, wages, and participation in social insurance [5]. - The overall trend is towards strengthening the basic rights of aged workers, aligning with societal expectations and addressing the challenges posed by an aging population [5][6]. Group 3: Insurance and Legal Framework - The draft regulation proposes mandatory participation in work injury insurance for aged workers, addressing previous gaps in coverage [6][7]. - The regulation aims to clarify the responsibilities of employers in providing insurance and ensuring that aged workers receive necessary protections [6][7]. - Future legislative changes are anticipated to further refine the legal framework governing aged workers, enhancing their rights and protections [7].

Core Viewpoint - The company reported a solid performance in H1 2025, with revenue and net profit showing positive growth, driven by strong takeout business and effective cost management [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 2.714 billion RMB, a year-on-year increase of 6.5%, and a net profit of 382 million RMB, up 35.66% year-on-year [1]. - The net profit margin reached 14.1%, an increase of 3.03 percentage points compared to the previous year [2]. Business Analysis - The takeout business generated revenue of 1.057 billion RMB, growing by 13.7% year-on-year, accounting for 39% of total revenue, while dine-in revenue was 1.647 billion RMB, up 2.2% year-on-year, making up 60.7% of total revenue [1]. - The number of takeout orders increased significantly from 12.8 million to 16.8 million, attributed to the expansion of stores offering takeout services and enhanced appeal of the online takeout platform [1]. - The company opened 55 new stores, increasing the total from 617 to 672, with notable growth in second-tier cities [2]. Cost Management - The gross margin improved to 70.5%, a year-on-year increase of 2.61 percentage points, primarily due to centralized procurement reducing ingredient costs [2]. - Employee costs decreased by 8.2% to 666 million RMB, optimizing the employee cost ratio to 24.6%, down 3.95 percentage points year-on-year [2]. Shareholder Returns - The company distributed dividends of 250 million RMB in H1 2025, maintaining a high payout ratio of 65.4%, with approximately 0.2119 RMB per share [3]. Future Outlook - Revenue projections for 2025, 2026, and 2027 are estimated at 6.1 billion RMB, 7.7 billion RMB, and 9.5 billion RMB respectively, with net profits expected to be 780 million RMB, 950 million RMB, and 1.17 billion RMB [3].

Group 1: Trade Tensions and Economic Impact - Trade tensions have cast a shadow over the Indian industry, with the U.S. imposing a total of 50% tariffs on Indian goods, marking the highest tariff rate on a trading partner [1][4] - The latest data shows India's trade deficit widened to $27.35 billion in July, the highest in eight months, with imports growing faster than exports [4] - The potential impact of U.S. tariffs could lead to a 60% drop in India's exports to the U.S., dragging down GDP by approximately 1 percentage point [4] Group 2: Modi's Vision for "New India" - Prime Minister Modi, in his 103-minute Independence Day speech, emphasized the vision of a "self-reliant India," aiming to reduce dependence on imports and promote local manufacturing [1][5] - The "Make in India" initiative, launched in 2014, aims to increase the manufacturing sector's contribution to GDP to 25% by 2025, positioning India as a global manufacturing hub [6] - Modi's government is committed to not sacrificing farmers' interests for trade agreements, highlighting agriculture and industry as core national strategies [5][6] Group 3: Negotiation Stalemate - The core issues in U.S.-India negotiations revolve around U.S. demands for India to open its agricultural and dairy markets, which the Indian government has deemed a "red line" [2] - India relies on energy imports for 9% of its GDP, with over 30% of its energy supply coming from Russian oil, complicating U.S. demands to sever ties with Russia [2] - Indian officials argue that it is unfair for the U.S. and EU to continue purchasing Russian goods while penalizing India [2] Group 4: Domestic Response and Resistance - There is a growing wave of resistance against U.S. products in India, with brands like Apple and Starbucks becoming targets of boycotts [1][6] - The "local awakening forum," linked to the ruling party, is promoting the use of domestic brands over American ones, reflecting a significant grassroots movement [6] - Social media campaigns are amplifying the message of self-reliance, with calls to replace foreign products with local alternatives [6]

北京商报讯(记者张天元)8月18日，北京市统计局发布数据显示，7月北京餐饮收入119.38亿元，同比下 降3.5%；1—7月，北京餐饮收入约792.02亿元，同比下降3.6%。 ...

今日好文 风浪中出海，中企全球化上半年盘点 以宏观数据、市场热点为线索，汇总盘点这半年来中国企业出海的风景与波澜。 再度延期，底牌尽出！中美关税僵局还剩几次"加时卡"？ "山不转水转"：美国对华的"围剿策略"在逐渐消解？ 估值超亿元的割草机器人公司众筹交付遇困，中小玩家动荡潮刚开始 访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 8月17日，华为常务董事、终端BG董事长余承东在最新的《对话》栏目中表示，鸿蒙用户上百万是个艰难的过程，但很短的时间就到了1000万，到几千万可 能会更快。将来全中国甚至全世界的终端都能跑鸿蒙，希望携手更多中国应用出海，通过鸿蒙框架走向世界。（央视财经） 庭院赛道从来不是简单的产品竞赛，而是一场涵盖研发、供应链、成本管控和市场营销的全方位较量，任何一环短板都可能引发整个系统的连锁崩塌。 热点快讯 联想集团加速中东地区战略扩张，在沙特设立区域总部 8月18日，联想集团宣布计划在沙特首都利雅得标志性建筑Majdoul大厦设立区域总部，并已任命沙特阿拉伯市场管理团队。（36氪） 安克创新据悉考虑在香港上市 知情人士称，安克创新考虑最早明年在香港上市。知情人士表示 ...

杨超的店铺大约90平方米，如今已有12名员工。他形容今年的生意变化时说道："忙的时候，老板也得亲自下厨。"过去，他到店主要是管理和监 督，但今年生意突然火爆，即便临时多招了两名员工，还是忙不过来。杨超分析，暑假的到来以及南京作为旅游城市的吸引力，都是生意增长的 原因之一。中国旅游研究院发布的《2024中国夜间经济发展报告》显示，2024年国内夜间旅游总花费达到了1.91万亿元，同比增长21.7%，夜间旅 游需求持续攀升。 南京的夏夜，不再只是烧烤与龙虾的天下，一家名为鸡鸣汤包的小店正悄然引领着新的消费潮流。这家店铺的营业时间已经悄然延长，从清晨六 点到次日凌晨三四点，仅有两三个小时的短暂休息。鸡鸣汤包店的掌舵人杨超透露，近年来，夜晚的生意愈发红火，成为了店铺运营的新常态。 夜经济的崛起，已成为近年来不可忽视的消费趋势。商务部发布的《城市居民消费习惯调查报告》显示，我国60%的消费活动发生在夜间，大型 商场在晚间18时至22时的消费额占比更是超过了全天的一半。复旦大学大数据实验室的数据也显示，自今年6月以来，上海的夜间消费市场总额达 到了880.09亿元，同比增长3.3%。 在这个夏夜，掘金夜经济的热情空前高涨 ...

最近，社交平台再次被一波萌系联名刷屏了。 瑞幸推出的《浪浪山小妖怪》主题杯迅速成为职场人士新宠，杯身上"诸邪退散"的字样精准击中打工人的共鸣点；喜茶与Chiikawa的联名产品首日发售， 全国多家门店排起长龙，粉丝们纷纷在社交平台晒出集齐全套周边的照片…… 这些现象不禁让人好奇，为什么萌系联名总能一次次引爆市场？本期跟随「克劳锐」的视角一起看看吧~ 从借势到造共鸣，品牌如何玩转萌系联名？ 近期暑期档电影《浪浪山小妖怪》的热映，刷新了中国影史国产二维动画电影票房纪录，即使后续因部分宣发引发了一些争议，但豆瓣口碑依旧高达8.6 分。 图片源自网络 与其联名的多个品牌相关联名产品也纷纷卖爆。其中，"联名狂魔"瑞幸咖啡也不例外的加入联名阵列中，按照奶茶联名惯例，瑞幸联合电影《浪浪山小妖 怪》推出桂花乌龙系列饮品，包括联名纸袋、杯套、主题杯、冰箱贴等系列周边。 图片源自瑞幸咖啡 但是，瑞幸没有停留在表面的"蹭热度"，而是深入挖掘IP内核，在电影热映期间精准借势。浪浪山这个源自《中国奇谭》的国产IP，讲述了一群无名小妖 的荒诞取经历程，以其打工人视角和幽默自嘲的风格迅速走红。 瑞幸便抓住走红核心，将小妖怪也要喝咖啡的概念 ...

江苏全省将持续开展"苏超"的"第二现场"扩容行动，全新打造"苏品苏货超级购物车"，帮助第一批979 个品牌扩大流量、货销全国。聚焦50个夜间消费集聚商圈（步行街）开展相关活动。 8月16日，"苏新消费·苏超"嘉年华热力发布活动在江苏南京鼓楼区举行，通过打造"苏超联赛+苏新消 费"联动IP，持续放大"苏超"溢出效应。 活动现场，江苏省商务厅发布"苏新消费·苏超"嘉年华总体活动安排，全省累计举办1800余场促消费活 动，联动发放超1.4亿元惠民消费券，吸引超过1.6万家商贸流通企业参与。 同时，在活动现场，江苏银行（600919）推出"苏超权益包"，叠加消费满减、分期优惠等福利；江苏银 联发布"全场景数字消费卡"，覆盖商超、餐饮、文旅等多领域优惠；美团则端出"嗨购"消费季优惠活 动，包括外卖、到店立享消费折扣等。 此外，云集百余家江苏老字号品牌、国货潮品、餐饮美食商家的"苏品苏货"集市在吾悦广场和狮子桥同 步举行，将活动现场打造成串联起"吃喝游娱购"的消费场，该市集将连续多天举行。 "苏超第二现场"电子地图在活动现场发布。该地图囊括了全省商务系统联动打造的432个集观赛、购 物、美食、互动娱乐于一体的消费场景，覆 ...