21世纪经济报道记者贺泓源，实习生谭伊亭、李晴 报道 汉堡王将收缩在华门店。 汉堡王中国门店收缩背后，是餐饮业起伏加剧。 久谦中台数据显示，与2023年相比，除西餐（同比增长6%）、面包甜品（同比增长5%）和朝韩菜（同 比增长1%）外，其余品类店效普遍同比个位数下滑。在店效同比走低背景下，2024年闭店数攀升至409 万家，闭店率61.2%，均超2023年。 价格战也在走向激烈。各家年报显示，小菜园、九毛九、太二、怂火锅、海底捞、呷哺呷哺、凑凑等知 名餐饮品牌，客单价均在明显下滑区间。2025年一季度，肯德基、必胜客客单价进一步下滑。 但要看到，汉堡王对中国市场依旧具有信心。 Josh Kobza就特别强调，自RBI收购汉堡王中国以来，已看到了初期业绩呈现积极态势。比如，在本地 管理团队推动下，汉堡王中国销售额有所提升。 RBI此前曾表态，中国是一个必须要赢的市场。 好消息是，越来越多本土人才走入汉堡王高管行列。汉堡王中国披露，陈玟瑞被任命为首席执行官副 手，并兼任首席供应链官。陈玟瑞此前在百胜中国任职。 此外，自今年2月全资控股汉堡王中国后，RBI集团已完成超过1亿美元的战略注资。 2025年6月12日，汉 ...

Group 1: Luckin Coffee Expansion - Luckin Coffee, China's largest coffee chain, is planning to expand into the U.S. market, with its store count in mainland China already more than double that of Starbucks [1] - Despite a previous financial scandal that led to its delisting from NASDAQ, Luckin Coffee has made a strong comeback, leveraging unique flavors and significant discounts [1] - The company is set to open its first store in downtown Manhattan, which is seen as a critical test market for international brand expansion, particularly for Chinese brands [1][2] Group 2: Business Model and Challenges - Luckin Coffee's business model is centered around technology, allowing Chinese consumers to order via WeChat, which enhances efficiency compared to traditional coffee shop experiences [2] - Analysts estimate that while prices in the U.S. will still be lower than Starbucks, the price gap will be smaller than in China [2] - The high cost of labor and the need for diverse payment methods in New York could increase operational costs for Luckin Coffee [2] Group 3: Tea Industry Developments - Tea Baidao launched a new lychee drink series that sold 50,000 cups within an hour of release, showcasing strong consumer demand [3] - The company utilizes fresh lychee fruit from Guangdong, employing modern supply chain techniques to ensure freshness during transportation [3] - Tea Baidao has improved its supply chain efficiency, with 92% of stores achieving next-day delivery and 95% receiving multiple deliveries per week [4] Group 4: Campus Market Potential - Bawang Chaji opened its first campus store at Tsinghua University, achieving over 2,200 cups sold on the opening day, indicating strong potential in the student market [5] - The brand has established a presence in nearly 200 universities across China, with popular products making up a significant portion of sales [5] Group 5: Investment in Tea and Coffee Industry - Zhejiang Fino Group has initiated a tea and coffee industrial park project with an investment of approximately 4 billion yuan, expected to generate an annual output value of 5 billion yuan upon completion [6] - The project includes a smart factory focused on various beverage products, with a planned annual capacity exceeding 180,000 tons [6] Group 6: Lavazza's Strategic Partnerships - Lavazza has renewed its collaboration with Lamborghini, following a successful initial partnership, to create a unique coffee product tailored for the luxury automotive brand [7] - The brand has established a significant presence in China, opening over 100 stores in major cities since its entry into the market [7]

一些低价股，逆市飙涨！ 今日，港股市场大幅调整，恒生指数盘中一度跌超2.5%，恒生科技指数一度跌超3.7%，截至收盘，上述两大 指数跌幅均有所收窄，不过，恒生指数跌幅仍达到2.19%，恒生科技指数跌幅达3.37%。 汽车分销业务方面，截至2024年9月30日的6个月内，集团旗下全部三个品牌劳斯莱斯、宾利及兰博基尼的销 售收入均有所下滑。兰博基尼销售额为1.33亿港元，同比减少约25.2%，所售出之兰博基尼汽车总数为39辆， 同比减少约27.8%；宾利销售总额为4.47亿港元，同比减少约36.2%，其间所售出宾利汽车总数为138辆，同 比减少约37%。另外，劳斯莱斯的销售数量同比减少约53.6%至39辆，该品牌的销售总额约为2.4亿港元，同 比减少约58.9%。 值得关注的是，21日午后，异动的港股低价股还有长城微光、PACIFIC LEGEND、彭顺国际、烯石电车新材 料、四威科技等。其中，PACIFIC LEGEND一度涨超50%，长城微光一度涨近50%，彭顺国际涨超40%。 值得注意的是，今日午后，在港股杀跌的过程中，一些低价股大幅异动，新耀莱盘中一度大涨162.5%， PACIFIC LEGEND一度涨 ...