百福控股(01488)发布截至2025年6月30日止6个月中期业绩，该集团取得收入人民币1.9亿元(单位下 同)，同比减少22%;期内经调整亏损1541.9万元，同比减少42.25%;公司权益持有人应占亏损3285.9万 元，同比减少27.18%每股亏损2.08分。 本集团2025年上半年系统销售总额(包括本集团及联营公司旗下所有品牌的直营和特许经营餐厅的销售 额)为17.16亿元，对比2024年保持稳定;本集团及联营公司旗下所有品牌截至2025年6月30日门店数达到 1131家，相较于2024年上半年基本稳定。2025年上半年，本集团品牌的直营和特许经营餐厅的系统销售 总额2.74亿元，对比2024年同期减少13.6%;财务报表收入为1.9亿元，同比2024年同期下降22.0%，主要 由于市场竞争激烈。 ...

Core Viewpoint - Baifu Holdings (01488.HK) reported stable system sales for the first half of 2025, with total sales amounting to RMB 1,716 million, unchanged from 2024 [1] Group 1: Sales Performance - The total system sales for the group's brands, including both direct and franchised restaurants, reached RMB 1,716 million for the first half of 2025, maintaining stability compared to 2024 [1] - The number of stores under the group's brands and joint ventures reached 1,131 as of June 30, 2025, showing little change from the first half of 2024 [1] - The system sales for the group's direct and franchised restaurants amounted to RMB 274 million in the first half of 2025, a decrease of 13.6% compared to the same period in 2024 [1] Group 2: Financial Performance - The financial report indicated revenue of RMB 190 million, representing a year-on-year decline of 22.0% compared to the same period in 2024, primarily due to intense market competition [1] - The group recorded a loss of approximately RMB 36.2 million for the six months ending June 30, 2025, an improvement from a loss of RMB 46.6 million for the same period in 2024, attributed to reduced operating losses and increased profits from joint ventures [1]

一是精准界定适用范围。明确适用于本市行政区域内所有餐饮服务提供者及其从业人员，涵盖酒店、餐 馆、烘焙店、饮品店、食品小经营店、食品小摊点以及集中用餐单位、中央厨房、集体用餐配送单位等 各类经营主体，并对餐饮服务从业人员范围作出科学界定。 中国发展网讯赵志斌记者郭建军报道8月18日下午，晋中市人大常委会办公室举行新闻发布会，正式公 布《晋中市餐饮服务从业人员佩戴口罩规定》(以下简称《规定》)。《规定》已由晋中市第五届人大常 委会第二十四次会议于2025年6月25日通过，并经山西省第十四届人大常委会第二十三次会议于2025年7 月30日批准，将于2026年1月1日起正式施行。 《规定》的出台是晋中市积极回应人民群众对"舌尖上的安全"热切期盼，深入贯彻健康中国战略、推动 餐饮服务业高质量发展的重要举措，也是基层治理领域的一项重要立法成果。其必要性主要体现在三个 方面：一是落实习近平总书记关于食品安全"四个最严"要求，夯实食品安全法治根基的关键举措；二是 把牢用餐安全基础关，保障人民群众健康权益的基本要求，通过规范佩戴口罩为消费者和从业人员双向 构筑健康屏障；三是细化上位法规定，满足食品安全监管客观需要，增强法规的可 ...

堂食外卖两副面孔？搞差别对待？近日，堂食外卖"同质同标"倡议承诺发布暨食品安全宣传主题活 动在杭州拱墅区国大城市广场举办，该区四大餐饮消费商圈带动大型连锁餐饮、单体商户共同签署了承 诺书。 "门店开市前，我们会按照分量统一配菜。"外婆家餐饮集团外卖到家部总监严良鹏展示了冷藏冰箱 内的备菜菜品"植物四宝"并现场进行了分量称量，"外卖和堂食的标准是一模一样的，所有菜品都会标 注价格及主辅料分量。" 目前，新白鹿、外婆家等10余家知名品牌总部已同步响应"同质同标"倡议，拱墅区已有3000余家餐 饮单位参与承诺。 "我们曾接到消费者反映，拿到手的外卖分量比堂食少。"拱墅区市场监管局餐饮科科长聂苏红 说，"在日常检查中，我们也发现部分店家存在堂食外卖品质不一的问题。"依托消费者投诉需求及实际 情况，拱墅区市场监管局推出本次倡议承诺活动，以规范网络餐饮市场秩序，提升食品安全水平。 "我们会进一步做好日常的监管维护。"针对堂食外卖差别对待的问题，聂苏红表示，将通过智慧监 管、发布食品"红黑榜"公示、跟进处理外卖平台反映问题等手段确保堂食外卖"同质同标"。 "同质同标"即统一食材采购、统一工艺流程、明标价格分量、确保信息真实 ...

格隆汇8月20日丨稻香控股(00573.HK)发布公告，截至2025年6月30日止六个月期间，集团预期于本期间 将录得母公司拥有人应占亏损约3500万港元至4500万港元，而去年同期则录得母公司拥有人应占溢利 400万港元，主要归因于集团的收益较截至2024年6月30日止六个月期间减少介乎5%至15%。 ...

Investment Rating - The report maintains a "Buy" investment rating for the company [10] Core Insights - The company has demonstrated effective cost reduction and efficiency improvements, leading to a continuous release of profit margins [6] - The company’s revenue for the first half of 2025 reached 2.714 billion yuan, a year-on-year increase of 7%, while net profit was 382 million yuan, up 36% year-on-year [5] - The company is focusing on enhancing dining experiences while rapidly growing its delivery business, with delivery revenue increasing by 14% to 1.057 billion yuan in the first half of 2025 [7] - The company plans to expand its store network significantly, aiming to reach 800 stores by the end of 2025, while also enhancing its supply chain capabilities [8] Summary by Sections Financial Performance - The gross margin for the first half of 2025 was 70.46%, an increase attributed to scale effects from procurement, optimization of store types, and enhanced recruitment capabilities [6] - The net profit margin increased by approximately 3 percentage points to 14.09% due to cost reduction strategies [6] Business Growth - The company’s dine-in revenue grew by 2% to 1.647 billion yuan, driven by an increase in the number of operational stores [7] - The number of stores reached 672 by June 30, 2025, with plans for further expansion in both existing and new markets [8] Profit Forecast - The company’s earnings per share (EPS) estimates for 2025-2027 have been adjusted to 0.64, 0.80, and 1.00 yuan respectively, reflecting a positive outlook for profitability [9] - The projected revenue for 2025 is 6.108 billion yuan, with a year-on-year growth of 17.23% [12]

九毛九(09922)早盘跌超4%，截至发稿，跌3.77%，报2.81港元，成交额3261.34万港元。 消息面上，九毛九将于8月22日(本周五)召开董事会会议以审批中期业绩。九毛九此前公告，截至6月 底，公司按品牌划分的餐厅数量总计729间。2025年第二季度，太二(仅限自营)同店日均销售额下降 13.7%；怂火锅同店日均销售额下降14.3%；九毛九同店日均销售额下降18.5%。 交银国际此前指出，公司二季度整体运营压力持续，同店销售仍呈下降态势。虽然同店表现承压，但公 司核心品牌太二同店同比跌幅自一季度的21.2%收窄至二季度的13.7%，且降幅逐月收窄，经营调整初 见成效。客单价方面，二季度太二(中国内地)、九毛九客单价环比上升1.5%/1.8%，怂火锅则环比降 2.0%。公司正通过优化菜品结构等措施稳定客单价，虽然现时客流恢复仍有压力，但我们相信客单价 的稳定有助于提升整体收入质量。 ...

该行表示，小菜园管理层强调聚焦产品价值及餐厅盈利能力，目标派息率达50%至60%。上半年同店销 售倒退7.2%，但5月起已转正；期内开店步伐缓慢，店舖数量仅净增5间至672间，但管理层维持2025及 26年底店铺数量达800间及1,000间的目标，并表示7月起开店速度加快。基于上半年财报强劲及成本管 控成效，该行将2025至27年每股盈利预测上调9%至13%，目标价由13港元微升至14港元，维持"买 入"评级。 本文源自：智通财经网 智通财经获悉，小菜园(00999)再涨近6%，截至发稿，涨4.03%，报11.36港元，成交额5043.58万港元。 消息面上，小菜园发布中期业绩，收入27.14亿元人民币，同比增加6.5%；权益股东应占溢利3.82亿 元，同比增加35.7%。瑞银指出，净利率按年扩张3个百分点，因毛利率提升2.7个百分点及劳动成本下 降4个百分点，部分被广告促销支出增加、税率上升及利息收入减少所抵消。公司宣派中期息21.19分人 民币，派息比率达65%。 ...

21世纪经济报道记者贺泓源、实习生李晴 影视业迎来一些利好。 2025年8月18日晚，国家广播电视总局发文明确，其已于近期印发实施《进一步丰富电视大屏内容 促进 广电视听内容供给的若干举措》。 《若干举措》强调，要多措并举加强内容建设，增加优质广电视听内容供给。实施"内容焕新计划"，加 强内容创新；改进电视剧集数和季播剧播出间隔时长等管理政策；改进电视剧内容审查工作，优化机 制、提高效率；加强超高清节目制作播出宣传推介；加强纪录片、动画片精品创作；鼓励支持优秀微短 剧进入电视播出；推动优秀境外节目引进播出等。同时，加强相关法律法规制度建设，加强节目版权保 护。 而据21世纪经济报道记者了解，此次《若干举措》落地将对市场带来直接影响。 比如，广电总局在相关通气会中就提到，过去要求卫视黄金时段播出的古装剧总集数不得超过全年总集 数的15%，但在去年已调整为30%。未来将根据实际和观众需求，推出更精准灵活的古装剧播出措施。 这都是对行业的实在推动。 客观上，古装剧是中国影视业的竞争优势。以近期播出的《临江仙》为例，据该项目出品方欢娱影视披 露，《临江仙》开播首周便创下单集6个广告位，总时长952秒，集均时长29.7 ...

Core Insights - FOOD&LIFE COMPANIES (F&LC) reported a revenue increase of 18.3% year-on-year to 313.149 billion yen for the fiscal year 2025 third quarter, with a net profit growth of 74.3% to 18.072 billion yen [1] - The company operates multiple restaurant brands, including Sushiro, Sugidama, Kyotaru, and Misaki, with a total of 1,180 stores, an increase of 25 stores year-on-year [1] - Sushiro remains the primary revenue driver, with a significant performance difference between domestic and international markets [2] Financial Performance - For the first three quarters of fiscal year 2025, Sushiro's net sales in Japan grew by 11.6% to 195.99 billion yen, while international sales surged by 41.2% to 93.105 billion yen [2][3] - Segment profit for Sushiro in Japan was 15.271 billion yen, while international segment profit reached 11.116 billion yen, reflecting a strong international performance [3] Market Expansion - Sushiro has expanded its international presence, with 212 stores outside Japan, a 38-store increase year-on-year, while the domestic market saw a decrease of 12 stores to 960 [1] - F&LC plans to continue expanding its international footprint while carefully evaluating the business environment in various regions [4] Economic Context - The recovery of Japan's economy is attributed to rising personal consumption and increased demand from overseas tourists, although challenges remain due to global political instability and prolonged yen depreciation [3] - The restaurant industry faces ongoing challenges, including rising prices of raw materials and energy, as well as a long-term labor shortage [3]