; U 版 llmm lmannumlill 17:30 rland lilludenial 18:30 rmin 16:15 18:00 17:00 分时 日K 5分 1分 • 行情来源: 利弗莫尔证券 • 智通财经APP获悉，林清轩(02657)将于12月30日(周二)在香港挂牌。截至收盘，利弗莫尔证券暗盘交易显示报价91.65港元，较招股价77.77港元上涨 17.85%，每手50股，不计手续费，每手赚694港元。 ...

3、贵金属，回调还是反转？ 如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。 本篇评级为★★★，主要围绕以下内容展开： 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、看懂这个官方暗示，看懂汇率方向； 1、看懂这个官方暗示，看懂汇率方向 2、2026年人民币国际化推进，投资市场有何机会？ 今天国内的市场有点原地踏步，我们一起来看一下有哪些支撑因素或压力出现了新变化。 首先，我们关注政策层面最近的一些新表态。第一个值得关注的是财政部召开的全国财政工作会议。虽 然会议并未透露总量层面的具体数字指标——比如特别国债的发行额度或明年的赤字率——但目前市场 上普遍预期，等到明年3月正式公布相关指标时，总量相比今年只会增加、不会减少。因此，整体基调 仍属支持性。 其中有一个细节值得特别留意：在全国财政工作会议结束后发布的新闻稿中，有一句话明确承诺"将继 续安排资金支持消费品以旧换新"，但会"调整和优化补贴的范围和标准"。被扩大覆盖的范围很可能包 括一些服务性消费，这正是2026年的重头戏，也可能成为消费市场中的增量亮点。这项政策具有延续 性，因此在有了这 ...

人民财讯12月29日电，上海市商务委员会等16部门印发《关于进一步扩大上海服务消费的若干措施》， 其中提到，促进餐饮服务多样化品质化发展。加大引进环球美食品牌力度，开展环球美食宣传推介，培 育若干国际美食集聚区，打响上海国际美食之都品牌。落实促进餐饮业智能化布局行动计划，分类推动 智能化技术深度应用。支持行业组织和企业制定精品食材分类标准并加强宣贯。支持打造集采购、加 工、仓储、物流等环节于一体的餐饮产业互联网平台，促进供需高效匹配。 ...

对温暖的追求正驱动家居生活向智能化、舒适化深度演进。在苏宁易购等线下卖场，针对冬季痛点 的"神器"层出不穷：实现"零冷水"即开即热的热水器、可预约早餐的智能蒸烤箱、具备"空气洗"祛味护 理功能的洗烘产品，以及支持手机APP远程操控的取暖设备，共同构建起智慧暖居场景。 京东相关负责人表示，如今消费者不再满足于被动"猫冬"，而是希望通过"暖科技"主动营造恒温、恒 湿、智能便捷的理想居家环境，催生了活跃的"居家暖冬经济"。 新华财经北京12月29日电 随着全国多地气温持续走低，一股以御寒、养生、舒适为核心诉求的"暖经 济"全面兴起，成为驱动季节性消费的重要力量。 业内人士指出，"暖经济"的持续升温，不仅是气温下降带来的自然反应，更折射出消费理念向健康化、 舒适化、智能化升级的清晰趋势。 寒冷天气直接拉动了以"温暖"为主题的餐饮消费。美团数据显示，入冬以来，火锅、烧烤等餐饮"暖消 费"需求升温，其中，火锅店餐饮堂食线上交易额位居全品类第一，持续占据餐饮消费热点。自美团"火 锅季"开启以来，平台上的相关主题团购订单量较去年同期增长超330%。消费偏好也呈现出新特点，与 往年相比，具有滋补养生属性的黑山羊火锅、菌菇火锅、 ...

Core Insights - The acquisition of KFC Korea by Carlyle Group marks a significant trend in the global restaurant industry, where major brands are frequently changing hands amid ongoing inflation and evolving consumer demands [2][11][12] - KFC Korea's valuation has surged by 186% over the past three years, reflecting a recovery from previous operational challenges [3][4] - Carlyle Group's strategy focuses on acquiring and optimizing core restaurant brands in Asia, having previously invested in McDonald's China and now expanding its portfolio with KFC in both Japan and Korea [5][6][10] Group 1: Acquisition Details - Carlyle Group has finalized the acquisition of KFC Korea for approximately 200 billion KRW (about 135 million USD) [2] - This follows Carlyle's earlier acquisition of KFC Japan for 835 million USD, indicating a strategic consolidation of KFC operations in East Asia [7] - The deal is expected to be completed in the first half of 2026, further solidifying Carlyle's presence in the Asian fast-food market [7] Group 2: Performance and Recovery - KFC Korea's operational recovery is notable, with a reported 469% increase in operating profit for 2024, reaching 16.4 billion KRW (over 8 million RMB) [3] - The brand had previously faced significant challenges, including a reduction in store count from over 300 to around 200 and a period of financial distress [3][4] - The turnaround was facilitated by capital injection and operational adjustments, including menu localization and enhanced delivery services [3] Group 3: Market Context - The competitive landscape in South Korea is challenging, with KFC operating approximately 200 stores compared to McDonald's 400, highlighting the need for strategic positioning against both international and local brands [4][20] - The trend of foreign brands relinquishing control in favor of local partnerships is becoming more common, as seen with Starbucks and Burger King in China [12][15] - The shift towards local capital involvement is a response to the increasing competition from domestic brands, which have been rapidly expanding their market presence [20]

长沙晚报掌上长沙12月29日讯（全媒体记者 刘嘉）12月29日，澳资企业"寻味顺德水晶文化美食茶艺 馆"正式营业，这是自11月28日"宜居宜业·湘聚星城"湘商合作推进会在长举办后，粤港澳大湾区湘籍企 业家回湘投资创业的又一成果。同时也是长沙晚报携手市政府驻深办精准搭桥，高效对接大湾区优质资 源与长沙发展需求，持续汇聚湘商回归暖流，全方位助力更多大湾区企业深耕长沙的创新之举。 从澳门的璀璨明珠到湘江之滨的文化美食新地标，邓海强的创业历程，是广大湘商心系故土、回报桑梓 的缩影，更是粤港澳大湾区与湖南长沙联动合作、文化交流与产业融合的精彩篇章。随着两地合作走向 纵深，更多企业家将在这片热土上找到事业新机与情感归宿，一幅两地共促经济发展的新画卷正徐徐展 开。 该餐厅将其深厚的文化底蕴与创新理念相结合，不仅将曾亮相央视《寻味顺德》的巴西原矿石水晶锅等 独特器具引入长沙，首创水晶鱼生、水晶养生汤等五款特色美食，更将20多吨价值数千万元的天然水晶 矿标运抵星城，营造出别具一格的主题用餐场景。 "我们希望这不仅是美食的呈现，更是一场融合顺德美食技艺、湖湘饮食文化与水晶艺术的美学体 验。"邓海强告诉记者，该项目精准把握湘菜健康 ...

以下文章来源于融中财经 ，作者李冰之 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资 顾问等业务，为政府、企业、投资机构提供一站式专业服务。 下一个站上资本谈判桌的餐饮巨头， 又会是谁呢？ 文 ｜ 李冰之 编辑 ｜ 吾人 来源｜ 融中财经（ID：thecapital） 封面来源 ｜ IC photo 肯德基，又双叒叕被曾经的"老对手"买走了。 2025年12月22日，曾持股麦当劳中国28%股权的全球私募巨头凯雷集团(Carlyle Group)，正式敲定凯雷亚洲合伙人对韩国肯德基的收购。这笔交易的具 体金额虽未对外披露，但据韩媒报道，有知情人士表示，本次收购对价约为2000亿韩元（约1.35亿美元、9.72亿元人民币）。 这并非凯雷首次拿下肯德基——2024年7月，凯雷以8.35亿美元（约58.5亿元人民币）的总价完成对日本肯德基超1200家门店的全资收购。 在全球通胀持续挤压餐饮行业利润空间、消费需求加速迭代升级的行业大背景下，2025年以来，肯德基、星巴克、哈根达斯、汉堡王等头部跨国餐饮品牌 的区域业务频 ...

Company Overview - Fucheng Co., Ltd. (SH 600965) announced a board meeting held on December 29, 2025, via telecommunication to discuss the proposal for changing the accounting firm [1] - As of the report, Fucheng's market capitalization stands at 4.9 billion yuan [1] Revenue Composition - For the first half of 2025, Fucheng's revenue breakdown is as follows: - Food processing industry: 67.76% - Funeral industry: 13.31% - Catering industry: 11.79% - Other businesses: 3.66% - Animal husbandry: 3.31% [1]

Core Insights - Haidilao is expanding its brand through innovative new concepts while maintaining its core strengths in restaurant management and supply chain efficiency [1][4][5] Group 1: New Brand Initiatives - Haidilao is implementing the "Pomegranate Plan" to systematically support the creation and operation of new brands, including sushi and barbecue [1][3] - The new sushi brand "Ruyushi" features over 200 dishes, with Norwegian salmon delivered via Haidilao's cold chain system, achieving a table turnover rate of over 9 times during peak hours [2][3] - The "Dapaidang Hotpot" concept in Guangzhou allows customers to select fresh ingredients themselves, enhancing the dining experience by making it interactive and engaging [3] Group 2: Operational Efficiency and Safety - Haidilao has launched 14 new brands with a total of 126 stores, generating nearly 600 million yuan in revenue, more than double the previous year's figures [3] - An AI system is used in the kitchens to monitor operations and food safety, replacing traditional manual checks with real-time digital tracking [3][4] - Employees undergo food safety training and participate in a "one-day food safety officer" program to foster a culture of responsibility [4] Group 3: Supply Chain Management - Haidilao emphasizes standardized management of key ingredients from sourcing to transportation, collaborating with industry associations to improve safety standards [4] - The company maintains transparency by allowing public access to its kitchens, with approximately 2,000 visitors each month, reinforcing its commitment to food safety [4] Group 4: Strategic Vision - Haidilao's approach combines exploration of new opportunities with a strong focus on quality and safety, ensuring long-term stability and growth in a changing market [5][6] - The dual strategy of innovation and quality control is seen as essential for the sustainable development of the brand [6]

Core Viewpoint - The article discusses the rise of "奶皮子" (milk skin) as a popular trend in the food and beverage industry, particularly in community dining, highlighting the success of 紫光园 (Ziguangyuan) as a case study for traditional brands adapting to new consumer demands [3][5][22]. Group 1: Market Trends - In recent winters, "奶皮子" has become a phenomenon, with various products like milk skin coffee and cakes emerging in the market [3][4]. - 紫光园 has capitalized on this trend, achieving a 145% year-on-year increase in sales for its signature milk skin yogurt, with daily sales peaking at over 300,000 cups and annual revenue exceeding 100 million [5]. Group 2: Business Model and Strategy - 紫光园 has successfully opened 210 stores, focusing on a 3-kilometer community radius, with a high efficiency of 100,000 yuan per square meter for its small takeout outlets [5][14]. - The company has diversified its revenue streams, with non-dining income accounting for 52.4% of total revenue, demonstrating the effectiveness of small food stalls in enhancing profitability [14]. Group 3: Adaptation and Innovation - The article emphasizes the importance of adapting to consumer behavior, noting that community dining is becoming a mainstream model, as it caters to the convenience and accessibility needs of consumers [21][22]. - 紫光园's strategy includes integrating various dining formats, such as breakfast, takeout, and retail, to create a comprehensive consumer experience [15]. Group 4: Competitive Landscape - The article suggests that in a competitive market, being closer to consumers and understanding their needs is crucial for sustained growth [23]. - The success of 紫光园 serves as a reference for traditional dining brands looking to transform and thrive in the current market environment [22].