瑞财经 刘治颖 9月22日，罗永浩转发"绿茶餐厅拆掉现做招牌"博文，并表示:"哈哈，这种行为确实很'绿茶'，很Bitch。我为什么认为应该立法强制餐饮店标 注是否使用了预制菜呢？如果不标注，偷偷使用了预制菜的餐厅，在竞争中就会获得成本和效率方面的优势，迫使那些不想使用预制菜的餐厅为了生存也要 跟进使用，最终剩下的大部分都是劣币，会毁了整个行业。" 消息面上，据媒体报道，近日，绿茶餐厅已经悄悄撤下了门店外"本店无预制菜，现点现做"的广告语。同时，绿茶餐厅外卖的一次性餐具上，原本印有 的"无预制菜"字样被涂黑。餐厅工作人员称不清楚是什么时候撤下的。但问及餐厅餐品是否是预制菜时，对方强调烤鸡等招牌菜式是现做的。 8月25日，绿茶集团发布了上市以来首份半年报。半年报显示，绿茶集团上半年营收22.9亿元，同比增长23.1%；股东应占利润2.34亿，同比增长34%。 从收入结构来看，绿茶集团上半年餐厅经营收入17.58亿元，同比增长13.2%；外卖业务收入5.24亿元，同比增长74.2%，占总营收比重从2024年6月末的 16.2%提升至22.9%。 | | | 截至6月30日止六個月 | | | | --- | --- ...

IPO Dynamics - Green Tea Group Limited has initiated its IPO process, set to end on May 13, 2025, with plans to list on the Hong Kong Stock Exchange under the stock code "6831" on May 16, 2025 [3] - The company plans to issue a total of 168,364,000 shares, with 16,836,400 shares available for public offering in Hong Kong and 151,527,600 shares for international offering [3] - Green Tea Group ranks third in the number of restaurants and fourth in revenue among casual Chinese restaurant brands in mainland China, indicating its market scale and strength for an IPO [3] Acquisition Dynamics - The Australian Competition and Consumer Commission (ACCC) has begun an informal assessment of Lactalis' proposal to acquire assets from Fonterra, with Rothschild acting as an advisor for Lactalis [5] - The ACCC is seeking public feedback on the acquisition, highlighting potential overlaps in raw milk procurement, dairy processing, and supply to food service businesses [5] - The acquisition could impact consumers and the market, as Lactalis may leverage its global network to enhance the visibility of Mainland Group's brands [5] Brand Dynamics - A Bathing Ape (Bape) has collaborated with singer JJ Lin to launch a limited edition series, coinciding with his concert tour [7] - The collection features three items designed in JJ Lin's favorite purple color, including a notable Bape Sta Color Camo Purple sneaker [7] - This collaboration is expected to create a new wave of demand due to the combination of Bape's streetwear appeal and JJ Lin's celebrity influence [7] Financial Data - Puma reported a 63.7% decline in EBIT for Q1 2025, dropping from €159 million to €57.7 million, with sales slightly increasing by 0.1% to €2.07 billion [22] - Sales in the Europe, Middle East, and Africa region grew by 5.1% to €891.7 million, while the Americas saw a 2.7% decline to €753.7 million, primarily due to poor performance in North America [22] - The Asia-Pacific region experienced a 4.7% sales decline to €430.5 million, with ongoing weakness in the Greater China market being a significant factor [22] - Pandora achieved a 7% organic sales growth in Q1 2025, with total sales reaching 7.35 billion Danish Krone, driven by an 18% increase in online sales [25] - The company maintains its forecast for 2025, expecting organic growth between 7% and 8%, with notable growth in the U.S. market at 11% [25] - European sales grew by 4%, with strong performances in mature markets like Spain and Portugal [25] Personnel Dynamics - Tory Burch has announced three management appointments, with Thibault Vilet becoming the new President for Asia-Pacific, Japan, Europe, and the Middle East [29] - Paolo Zullo has been appointed as the President for Europe and the Middle East, effective July 2025, overseeing retail, e-commerce, and distribution in the region [29] - Joshua Chen will join the brand, with Vilet continuing to report to CEO Pierre-Yves Roussel [29]

Core Viewpoint - Green Tea Group Limited is attempting to go public on the Hong Kong Stock Exchange after multiple failed attempts, facing challenges such as declining key performance indicators and intense industry competition [1][4]. Group 1: Company Overview - Green Tea Group is a well-known operator of casual Chinese restaurants in mainland China, founded in 2004, with its first restaurant opened in 2008 [2]. - As of April 14, 2025, the total number of Green Tea restaurants is expected to reach 489, with plans to open 150 new restaurants in 2025 [2]. - The company holds a 0.7% market share in the casual Chinese restaurant sector, ranking third by the number of restaurants and fourth by revenue in 2024 [2]. Group 2: Financial Performance - Green Tea Group's revenue from 2021 to 2024 was reported as follows: 2.293 billion, 2.375 billion, 3.589 billion, and 3.838 billion yuan, with corresponding profits of 114 million, 16.579 million, 296 million, and 350 million yuan [2]. - The average customer spending decreased from 61.8 yuan in 2023 to 56.2 yuan in 2024, while the overall table turnover rate dropped from 3.30 times to 3.00 times [4][5]. Group 3: Market Challenges - The company has faced a decline in customer traffic and brand popularity due to the emergence of new competitors and changing consumer preferences [6][7]. - Green Tea Group has been involved in a controversy regarding the use of pre-prepared dishes, which has affected its brand image and led to regulatory scrutiny [7][8]. Group 4: Future Plans and Use of Proceeds - The funds raised from the IPO are intended for expanding the restaurant network, establishing central food processing facilities, upgrading IT systems, and general corporate purposes [3].

Summary of Key Points Core Viewpoint - The article provides an overview of the recent IPO activities in the Hong Kong stock market, highlighting the companies that have submitted applications, passed hearings, and are in the process of going public. Group 1: Companies Submitting Applications - Demy Pharmaceutical Co., Ltd. submitted an application to the Hong Kong Stock Exchange, focusing on skin health with projected revenues of approximately RMB 3.84 billion, RMB 4.73 billion, and RMB 6.18 billion for 2022, 2023, and 2024 respectively, while incurring losses of RMB 55.17 million, RMB 4.70 million, and RMB 106 million [4] - Zhongwei New Materials Co., Ltd. submitted its prospectus, specializing in new energy battery materials with revenues projected at RMB 30.34 billion, RMB 34.27 billion, and RMB 40.22 billion for 2022, 2023, and 2024 respectively, and net profits of RMB 1.54 billion, RMB 2.10 billion, and RMB 1.79 billion [4] - Hehui Optoelectronics submitted an application, ranking second globally in AMOLED semiconductor display panel manufacturing, with revenues of approximately RMB 4.19 billion, RMB 3.04 billion, and RMB 4.96 billion for 2022, 2023, and 2024, and losses of RMB 1.60 billion, RMB 3.24 billion, and RMB 2.52 billion [5] - Suzhou Rebo Biotechnology Co., Ltd. submitted its listing application, currently having six self-developed siRNA drugs in clinical trials, with projected net losses of RMB 437 million and RMB 282 million for 2023 and 2024 [6] - Naxin Microelectronics submitted an application, ranking fifth in China's analog chip market, with revenues of RMB 1.67 billion, RMB 1.31 billion, and RMB 1.96 billion for 2022, 2023, and 2024, and profits of RMB 250 million, losses of RMB 305 million, and losses of RMB 403 million [7] - Guanghetong Wireless Co., Ltd. submitted its prospectus, being the second-largest wireless communication module provider globally, with revenues of RMB 5.20 billion, RMB 5.65 billion, and RMB 6.97 billion for 2022, 2023, and 2024, and net profits of RMB 365 million, RMB 565 million, and RMB 677 million [8] - Hongxing Cold Chain (Hunan) Co., Ltd. submitted its application, ranking second in frozen food trading services in Central China, with revenues of RMB 237 million, RMB 202 million, and RMB 234 million for 2022, 2023, and 2024, and net profits of RMB 79 million, RMB 75 million, and RMB 83 million [9] - Three Squirrels submitted a listing application, being the largest online nut snack enterprise in China, with revenues of RMB 7.29 billion, RMB 7.12 billion, and RMB 10.62 billion for 2022, 2023, and 2024, and net profits of RMB 129 million, RMB 220 million, and RMB 408 million [10] Group 2: Companies Passing Hearings - Junda Co., Ltd. passed the hearing, being a leading photovoltaic cell manufacturer with projected revenues of RMB 11.09 billion, RMB 18.61 billion, and RMB 9.92 billion for 2022, 2023, and 2024, and net profits of RMB 821 million, RMB 816 million, and losses of RMB 591 million [11] - Green Tea Group Limited passed the hearing, ranking third in the number of restaurants and fourth in revenue among casual Chinese restaurant brands in mainland China, with revenues of RMB 2.38 billion, RMB 3.59 billion, and RMB 3.84 billion for 2022, 2023, and 2024, and profits of RMB 17 million, RMB 296 million, and RMB 350 million [12] - Shanghai Auntie passed the hearing, being the fourth largest fresh tea drink network in China, with revenues of RMB 2.20 billion, RMB 3.35 billion, and RMB 3.29 billion for 2022, 2023, and 2024, and net profits of RMB 149 million, RMB 388 million, and RMB 329 million [13]

在绿茶集团更新招股书当日，小菜园正式登陆港交所。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，绿茶集团有限公司（以下简称"绿茶集团"）于2024年12月20日更新招股书，继 续推进港交所主板上市进程，花旗和招银国际担任联席保荐人。 值得注意的是， 在 绿茶集团 更新招股书当日，小菜园正式登陆港交所——首日收涨13.65%，市值 113.65亿港元。 事实上，早在2021年3月，绿茶集团就已首次向港交所递交招股说明书，并于2022年3月通过聆 讯，而后于同年4月更新招股书，之后再无进一步推进。今年6月19日，绿茶集团重新向港交所递交 招股书，时隔两年后重启IPO。 根据灼识咨询的报告，2023年在中国休闲中式餐厅品牌中，绿茶集团按餐厅数目计算排名第三，按 收入计算排名第四；而在重点提供融合菜的休闲中式餐厅品牌中，按收入而言，绿茶集团是最大的餐 厅品牌。 根据绿茶集团的规划，其将于2024年、2025年、2026年及2027年分别开设120家、150家、200 家及213家新餐厅。2023年，绿茶集团开设了89家新餐厅，并从由截至2021年12 月3 ...