2025年12月5日，马来西亚巴生港的街头格外热闹，中国知名卤味品牌周黑鸭的海外首家门店在此正式开门迎客。醒目的品牌标识下，排队的人群从店门 口一直延伸至街角，空气中弥漫着独特的卤香气息。这不仅是一家门店的开业，更是周黑鸭全球化战略的关键落子，标志着这个深耕中国市场多年的卤味 品牌，正式迈出了走向世界的坚实一步，为"中国品牌出海"写下了浓墨重彩的一笔。 卤香跨洋：经典风味邂逅本土偏好，收获满屏好评 "等了8年，终于能在马来西亚吃上新鲜的周黑鸭了！"开业当天，来自吉隆坡的消费者林女士手持刚买到的卤鸭腿，兴奋地在小红书上分享。这种跨越国 界的期待，在门店开业后转化为源源不断的客流与好评。不少消费者直言"昨天买了带回家，今天又特地过来回购"，更有甚者"上午刚买完一单，下午又 来消费"，这份热情背后，是周黑鸭对产品品质的坚守与对本土需求的精准把握。 走进巴生港门店，"前店后厨、明档现卤"的运营模式让消费者眼前一亮。透明的操作间内，卤制师傅的每一个步骤都清晰可见，"现场制作看得见，吃起 来特别放心"成为Instagram上高频出现的评价。产品陈列架上，既有卤鸭脖、卤鸭锁骨等承载着品牌基因的经典款，也有贴合马来西亚消费者 ...

主打卤鸭脖零食的连锁品牌周黑鸭，近日在东南亚开出首家门店，同时试图重振国内业务 ▶ 周黑鸭已在马来西亚开设境外首家门店，希望借此缓解本土过 度竞争带来的压力 ▶ 这家卤鸭脖零食连锁品牌正削减国内门店数量，并在创办人重 新出任行政总裁后，试图让品牌回归初心 Image Key takeaways: 周黑鸭最新开出的门店，可能是一间价值"3,500万美元的门店"。 这正是仍然知名但已显老态的品牌，在 宣布 于马来西亚巴生港开店后所新增的市值。消息发布后，其股价在三个交易日内累计上涨 7.7%。之所以引发市场兴奋，是因为这家以卤鸭脖闻名的连锁品牌，这一次终于踏出中国，迎来首家海外门店，并于12月5日正式开 业。 这似乎显示，投资者正等待、或者说期望这个"小小的海外起步"，能为公司带来一些转机。周黑鸭十年前还是"江湖大哥"，但近年面 对一批新兴零食品牌的激烈竞争，整体表现已显疲态。 市场更深层的期待是：这一步或许预示公司正走向更全面的转型。创办人周富裕从半退休状态回归，希望重新带领 周黑鸭国际控股有 限公司 （1458.HK）回到成长轨道。 周黑鸭在公告中表示："新店开业，标志着集团海外扩张策略迈出重要一步，有助开拓 ...

12月5日，周黑鸭宣布，集团首家海外品牌门店，已于当日在马来西亚巴生港正式开业。 "海外首店成功开业，标志着本集团出海战略迈出实质性一步，为后续在东南亚及其他海外市场的稳健 拓展奠定了可复制的运营基础。"周黑鸭表示。 海外首店落地，开启"卤味出海"新篇章 当前，休闲卤味行业竞争激烈。一方面，传统卤味品牌普遍面临市场趋于饱和、产品同质化等挑战；另 一方面，王小卤、盛香亭、研卤堂等新兴品牌，正凭借精准营销、消费场景拓展，持续抢夺市场份额。 于是，"出海"就成了周黑鸭布局长期发展的重要突破口。选择马来西亚作为海外首站，则是基于其审慎 而清晰的区域策略。 作为东南亚核心消费市场之一，马来西亚具备辐射新加坡、印尼、泰国的区域枢纽能力，且华人占比约 23%，对中式卤味接受度较高。 值得一提的是，马来西亚还拥有着庞大的清真消费群体，以及成熟、系统的清真产业体系。其清真认证 (HALAL)由伊斯兰教发展署(JAKIM)颁发，代表着对餐饮产品卓越品质与安全标准的权威认可，是全球 多个伊斯兰国家公认的"黄金通行证"。 据悉，该门店将延续透明化运营理念，采用"前店后厨、明档现卤"模式，主推卤鸭腿、章鱼仔等明星单 品，保留卤鸭脖、鸭 ...

Core Insights - Zhou Hei Ya International Holdings Limited has officially opened its first overseas store in Port Klang, Malaysia, marking a significant step in the company's "going global" strategy and an important move towards sustainable long-term development [1][2] - The overseas store adopts a "front shop, back kitchen" operational model, enhancing consumer trust through transparent operations, allowing customers to witness the cooking process [1] - The product offerings include signature items such as juicy duck legs and octopus, while also introducing local preferences like seaweed and various seafood options, aligning with Malaysian consumer tastes [1] International Expansion Strategy - Since establishing its "going global" strategy in early 2025, the company has systematically advanced its internationalization process, transitioning from product supply to brand store operations based on positive market feedback from previous product tests [2] - The company aims to expand its global footprint, starting with Southeast Asia and gradually moving towards Europe and the broader global market, employing a dual strategy of "stores + channels" for comprehensive market coverage [2] - Zhou Hei Ya plans to open more stores in key markets next year while also entering local supermarkets and convenience stores, and is looking to collaborate with local partners to build an efficient international operational network [2]

此举标志着周黑鸭在国际化布局中迈出关键性一步，东南亚市场拓展进入新阶段。未来，周黑鸭在海外 将采取"门店+渠道"双线策略，实现全渠道覆盖，稳步拓展海外市场，推动中国卤味文化走向世界。 2025年12月5日，周黑鸭(01458)海外首家门店在马来西亚巴生港正式开业。门店采用"前店后厨、明档 现卤"模式，产品方面，主推卤鸭腿、章鱼仔等明星单品，保留卤鸭脖、鸭锁骨等经典款，并新增素菜 系列和小海鲜品类，在保留周黑鸭经典风味的同时贴合当地喜好。 ...

此举标志着周黑鸭在国际化布局中迈出关键性一步，东南亚市场拓展进入新阶段。未来，周黑鸭在海外 将采取"门店+渠道"双线策略，实现全渠道覆盖，稳步拓展海外市场，推动中国卤味文化走向世界。 智通财经APP获悉，2025年12月5日，周黑鸭(01458)海外首家门店在马来西亚巴生港正式开业。门店采 用"前店后厨、明档现卤"模式，产品方面，主推卤鸭腿、章鱼仔等明星单品，保留卤鸭脖、鸭锁骨等经 典款，并新增素菜系列和小海鲜品类，在保留周黑鸭经典风味的同时贴合当地喜好。 ...

Core Insights - The "Free Duck for College Students" campaign initiated by Zhou Hei Ya International Holdings Limited successfully concluded, distributing 300,000 products and registering over 120,000 student members, with total online exposure exceeding 140 million [1][3]. Group 1 - The campaign allowed college students to receive a free product by adding Zhou Hei Ya's welfare officer and completing student verification, with an investment of over 4 million yuan during the back-to-school season [3]. - Zhou Hei Ya's marketing strategy included both online and offline approaches, reaching over 3.2 million students across more than 250 universities in nine major cities [3][4]. - The campaign not only provided products but also resonated emotionally with young consumers, establishing a long-term brand association of "Zhou Hei Ya = Youth Memory" [3][4]. Group 2 - By focusing on college students, Zhou Hei Ya achieved widespread product experience and planted the emotional seed of "Sweet and Spicy Youth" in the minds of Generation Z, successfully transforming a short-term campaign into a long-term brand asset [4]. - The founder of Zhou Hei Ya expressed a commitment to infusing youthful energy into "Chinese flavors" through a blend of unwavering craftsmanship and passionate innovation [4].

Core Insights - The "Free Duck for College Students" campaign initiated by Zhou Hei Ya has become a phenomenon among Generation Z, generating significant engagement and brand awareness [1][3][4] Group 1: Campaign Overview - The campaign ran from July 20 to October 15, distributing a total of 300,000 products and registering over 120,000 college student members [1][3] - The campaign achieved over 140 million online exposures, successfully resonating with the youth demographic [1][3] Group 2: Engagement Strategy - College students could receive free products by adding Zhou Hei Ya's welfare officer and completing student verification, with over 400,000 yuan invested during the back-to-school season [3][4] - The campaign utilized both online and offline strategies, reaching over 3.2 million students across more than 250 universities in nine major cities [3][4] Group 3: Brand Positioning - Zhou Hei Ya effectively linked its spicy and sweet product flavors with youthful vitality, establishing a long-term mental association of "Zhou Hei Ya = Youth Memory" [4][5] - The campaign not only expanded product experience but also planted the emotional seed of "Sweet and Spicy Youth" in the minds of Generation Z [4][5] Group 4: Industry Impact - The campaign serves as a breakthrough model for addressing the marketing challenges faced by the snack industry in engaging Generation Z, emphasizing emotional connection over mere traffic [5] - It redefined the communication logic between consumer brands and young audiences, integrating product, emotion, and scenario to deepen brand-user connections [5]

Core Insights - The trend of star-rated hotels offering affordable street food options is gaining popularity, effectively attracting a broader consumer base while maintaining high quality [1][2][3] - This strategy allows hotels to utilize idle resources during off-peak hours, reducing operational costs and generating additional cash flow [1][2] - The focus is on building brand reputation and customer loyalty rather than merely seeking short-term profits [2] Group 1: Market Strategy - Star-rated hotels are adopting a new model that includes dining in-house, street food, takeout, and online services, enhancing competitiveness and vitality in the industry [3] - By setting up stalls near their premises, hotels avoid additional rental costs, facilitating low-cost business expansion [1][2] - The combination of supply chain advantages, brand premium, and quality service positions street food offerings as a breakthrough for market expansion [1][2] Group 2: Consumer Engagement - The initiative aims to attract consumers through unique, high-quality, and reasonably priced food, meeting the growing demand for value [1][2] - Hotels are leveraging social media and word-of-mouth to enhance brand visibility and influence, which can lead to increased bookings for events and accommodations [2] - By collecting consumer preference data through various methods, hotels can refine their offerings and adapt to market demands effectively [2] Group 3: Social Impact - The shift of star-rated hotels towards more accessible dining options contributes to the overall improvement of the local food scene, benefiting small vendors and enhancing community engagement [3] - The diverse product strategy not only meets new consumer demands but also fulfills social responsibilities by promoting local culinary culture [2][3]

Core Viewpoint - The company, Huangshanghuang, has reported impressive profit growth in its 2025 semi-annual report, driven by its strategy of "full-chain digitalization" to upgrade traditional industries [1] Financial Performance - For the reporting period, the company achieved operating revenue of 984 million yuan, a slight decrease of 7.19% year-on-year [1] - Net profit attributable to shareholders reached 76.92 million yuan, a significant increase of 26.90% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 68.10 million yuan, with a year-on-year growth rate of 40.27%, highlighting the resilience and continuous optimization of the company's core business [1] Production and Digital Transformation - The company is fully promoting the digital transformation of traditional sauce and braised product processing, relying on its patented "automated production line intelligent control system" [2] - Key technologies for unmanned braising and supporting core equipment are being developed to enhance production automation [2] - The introduction of ERP, MES, and WMS systems has established a traceability system for products, significantly improving production efficiency and ensuring product safety and quality [2] Sales Channels and Marketing Strategy - The company has adapted to changing domestic consumption patterns by enhancing its online sales through various platforms, including takeaway, group buying, live streaming, and community e-commerce [2] - Major online platforms include Douyin and third-party takeaway platforms, with efforts to convert online traffic into offline store sales and private community memberships [3] - The strategy involves attracting public traffic from online platforms to offline stores, enhancing user interaction through community activities and exclusive offers, thereby boosting store sales [3] Future Outlook - Analysts indicate that the company's digital transformation is accelerating, solidifying quality and efficiency through intelligent upgrades in production [2][3] - The diversification of sales channels is expanding market boundaries, while multi-dimensional marketing enhances brand influence [3] - With ongoing digital investments and deep data applications, the company is expected to further optimize its supply chain, gain insights into consumer trends, innovate product development, and improve user experience, thereby consolidating and enhancing its leading position in a competitive market [3]