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聚焦三大方向
Sou Hu Cai Jing· 2025-10-16 01:36
投资时建议优先选择小面积、高周转的商铺,结合区域客群特征布局,例如社区周边侧重刚需业态,核心商圈发 力体验型消费,以此实现收益最大化。 记者 陈春刚 整理 当前商铺投资需要聚焦体验型消费、社区刚需、新消费服务三大方向,这类业态依托线下不可替代的场景优势, 现金流稳定且抗风险能力强。 体验型消费是核心增长点,如主题餐厅、沉浸式餐吧、潮玩集合店等,凭借社交属性和高坪效(部分潮玩店达8万 元/平方米)吸引年轻客群,虽面临同质化竞争,但持续创新可维持高翻台率与客单价。亲子服务与健康美容类业 态同样亮眼,亲子体验馆复购率超70%,中医理疗、医美诊所受老龄化驱动,线上替代率极低,不过前者前期投 入高,后者资质审批严格,需提前规划。 社区刚需业态是"稳健选项",生鲜精品超市、便利店、社区医药康养店等,依托"15分钟生活圈",高频消费带来 低于5%的空置率,租金回报稳定,需注意控制毛利与精准选址。新兴的宠物服务类商铺,如宠物美容店、寄养店 等,借宠物经济东风实现65%以上的毛利,成为新增长点,但需做好服务标准化。 (图片由AI生成) ...
“三亚中医”品牌加速出海
Hai Nan Ri Bao· 2025-09-29 02:04
今年前8月,6711人次外籍人员前来三亚市中医院就诊 "三亚中医"品牌加速出海 海南日报全媒体记者 张期望 张琬茜 "我每年都来三亚疗养一段时间。"9月27日,在三亚国际友好中医疗养院,俄罗斯游客雅娜正在接 受中药泡浴治疗。几年前,她因腰椎间盘突出困扰,经朋友推荐来到该院,未经过手术,仅通过中医理 疗便得以康复。从此,她成了中医的"忠实粉丝"。 "中医药文化出海是一项久久为功的事业。"袁爱林表示,未来,三亚中医院将持续深化与国内知名 中医药院校和机构的合作,努力将医院及疗养院打造为国际中医药服务贸易中心、康养旅游重要目的地 和文化传播窗口,助力"三亚中医"品牌走向世界,使海南自贸港成为中医药国际化的重要门户。(本报 三亚9月28日电) 作为一家集医疗、教学、科研、保健、康复与国际交流于一体的三级甲等中医医院,三亚市中医院 早在2016年就联合三亚市政府共建"三亚国际友好中医疗养院"。近年来,借助海南自贸港的政策红利与 区位优势,该院以疗养院为平台,积极打造海南"中医出海"基地。数据显示,今年1月至8月,已有6711 人次外籍人员前来就诊,医院还在境外设立了3个中医中心及4个中医AI远程会诊平台。 "随着海南自 ...
固生堂:EBITDA大增37.3% 成长潜力持续释放
Zhi Tong Cai Jing· 2025-08-29 11:18
Core Insights - The company reported a significant increase in net profit, reaching 150 million yuan, a year-on-year growth of 41.6% [1] - EBITDA reached 270 million yuan, reflecting a year-on-year increase of 37.3%, indicating strong operational efficiency and cost control [1] - The impressive performance is attributed to the dual strategies of cost reduction and business focus, enhancing profitability and operational resilience [1] Financial Performance - Revenue for the first half of 2025 was 1.49 billion yuan, representing a growth of 9.5% [2] - Growth drivers included the "same city expansion + new city development" strategy, with new branches entering profitability and contributing stable revenue [2] - The number of repeat patients increased by 14.8% due to refined operational tools and AI health assistants, further boosting overall performance [2] Profitability and Efficiency - The company's gross profit margin improved to 30.6%, benefiting from a decrease in expense and cost ratios due to scale growth [2] - High-margin self-priced product revenue surged by 209.1%, alongside significant growth in self-funded projects like traditional Chinese medicine therapies [2] - Administrative and sales expense ratios decreased, contributing to the 37.3% growth in EBITDA, showcasing enhanced profitability [2] Future Outlook - The company is positioned to continue delivering high profit growth and quality optimization, supported by national policies promoting the traditional Chinese medicine industry [2]
固生堂(02273):EBITDA大增37.3% 成长潜力持续释放
智通财经网· 2025-08-29 08:27
Core Insights - The company reported a significant increase in net profit, reaching 150 million yuan, a year-on-year growth of 41.6% [1] - EBITDA also saw a substantial rise to 270 million yuan, up 37.3% year-on-year, indicating strong operational efficiency and cost control [1] Financial Performance - Revenue for the first half of 2025 was 1.49 billion yuan, reflecting a growth of 9.5% [2] - The growth was driven by the "same city expansion + new city development" strategy, with new branches entering profitability and contributing stable revenue [2] - The number of repeat patients increased by 14.8% due to refined operational tools and AI health assistants, further boosting overall performance [2] Cost Management and Efficiency - The company achieved improved profitability through deep optimization of operational processes and effective cost reduction strategies [1] - The gross profit margin increased to 30.6%, supported by a 209.1% rise in revenue from high-margin self-priced products [2] - Administrative and sales expense ratios decreased, contributing to the high growth in EBITDA [2] Strategic Focus - The company is concentrating resources on core business areas and high-potential regions, reducing investment in smaller, less efficient stores [1] - This strategic focus allows for better allocation of resources, enhancing overall profitability and supporting sustainable growth [2] Future Outlook - With the national push for the development of traditional Chinese medicine, the company is expected to continue its dual-driven approach of high profit growth and quality optimization, creating sustainable value for investors [2]
党建联建惠民生 “津”彩服务零距离
Zhen Jiang Ri Bao· 2025-06-26 00:18
Group 1 - The event on June 24 involved over 70 party members participating in a thematic party day activity focused on "Strict Work Style and Strong Party Character," integrating various educational and community service elements [1] - The activity included visits to historical sites and educational bases, emphasizing the importance of discipline and learning from historical figures, such as the first Communist Party member in Zhenjiang [1] - The transformation of the historical cultural street into a popular landmark with over 100,000 visitors annually was highlighted as a successful example of government and business collaboration [1] Group 2 - A micro party class featuring a photography exhibition titled "Memories of the Republic in Cheng Mo's Lens" was held, showcasing valuable historical images from wartime and post-war periods [2] - The event included over 20 public service projects, such as health consultations and cultural experiences, aimed at addressing community needs and promoting integrity [2] - The community's leadership emphasized the importance of integrating party education with practical community service to enhance grassroots governance and mobilize red resources [2]
优化“一老一小”服务供给
Jing Ji Ri Bao· 2025-05-24 22:20
Core Viewpoint - The Chinese government is implementing a series of measures to enhance services for the elderly and children, focusing on improving quality and supply in the "one old, one young" service sector, which is crucial for the well-being of families and society as a whole [1][3]. Group 1: Service Development for the Elderly - The "embedded services" model is being promoted to address the challenges faced by the elderly, such as mobility issues and lack of family support, by providing convenient meal options and comprehensive services [2][3]. - The Meiyi Yannian Comprehensive Service Center in Beijing offers affordable meals and a variety of services tailored to the elderly, with a daily menu that includes 15 main dishes and over 20 side dishes, all for under 20 yuan per meal [2]. - The center also provides additional services like traditional Chinese medicine therapy, equipment rental, and educational programs for seniors, creating a community environment that benefits both the elderly and children [2]. Group 2: Integrated Care Models - The "old-young co-care" model is being tested in communities, where elderly individuals and children engage in joint activities, fostering intergenerational connections and mutual support [4]. - This model is seen as a beneficial exploration for creating age-friendly communities, addressing the dual challenges of an aging population and low birth rates [4]. Group 3: Market Opportunities and Trends - By the end of 2024, the elderly population in China is projected to reach 310 million, accounting for 22% of the total population, which presents significant opportunities for the silver economy [7]. - The silver economy is expected to grow substantially, with a projected scale of 45.35 trillion yuan by 2035, driven by increasing consumption among elderly residents [7]. - The demand for quality elder care services is rising, with a shift in consumption patterns towards healthier food options, home modifications for accessibility, and increased interest in health care and wellness services [8]. Group 4: Childcare and Family Dynamics - There is a growing demand for childcare services, with over 30% of families with children under three years old seeking daycare options, highlighting the need for improved supply and quality in this sector [5]. - The integration of childcare and elder care services is seen as a way to address the needs of families, creating a supportive environment for both age groups [6][9]. - The market for baby and toddler products is vibrant, reflecting changing family consumption patterns and the potential for cross-generational consumption models [9].