日本东京都23区9月核心CPI同比上涨2.5% 中新网东京9月26日电 (记者 朱晨曦)日本总务省26日公布的统计数据显示，9月份日本东京都23区去除 生鲜食品后的核心消费价格指数(CPI)为110.0，同比上涨2.5%。 数据显示，食品价格上涨是9月份东京都23区核心CPI上涨的主要推动力。当月，普通粳米价格同比上 涨46.9%。日本民众日常食谱中常见的饭团价格同比上涨17.7%。此外，寿司价格同比上涨10.0%；巧克 力价格同比上涨53.8%；咖啡豆价格同比上涨47.8%；鸡肉价格同比上涨14.1%；鸡蛋价格同比上涨 13.7%。 经济学家预计，今年下半年起日本物价涨势将趋于放缓。在此形势下，日本央行如何择机加息值得关 注。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 东京都23区CPI数据是日本全国CPI的先行指标，9月份的日本全国CPI将于10月24日公布。(完) ...

Core Insights - Japanese restaurants have rapidly expanded in the Chinese dining market, achieving a market value exceeding 1 trillion yen, while local Chinese restaurants struggle to attract consumers [1][19]. Expansion of Japanese Restaurants - Japanese restaurants have significantly increased their presence in China, with a notable rise in the number of establishments from 70,000 in the past to a projected increase of 100 more by 2033 [13][15]. - Major chains like Sushi郎 and 藏寿司 have strategically opened locations in high-consumption cities such as Beijing and Shanghai [15][19]. Economic Context - Japan's economic challenges, including a significant depreciation of the yen and a decline in the restaurant sector, have prompted Japanese restaurants to adopt aggressive strategies to recover [3][5]. - The restaurant industry in Japan has seen a 20% decline over five to six years, necessitating adjustments to survive [5]. Strategies for Success - Japanese restaurants have lowered prices to attract more consumers, with examples of menu items being reduced from 400 yen to 200 yen [7]. - The introduction of versatile part-time staff has helped reduce costs and increase revenue streams [9]. Performance Metrics - Sushi郎's revenue surged by 18.3% year-on-year, with operating profit reaching 68.4%, contributing to its market value surpassing 1 trillion yen in 2024 [19]. - In contrast, Chinese restaurant chains like 海底捞 are experiencing revenue declines, with a 3.7% drop projected for the first half of 2025 [19]. Consumer Preferences - Japanese restaurants enjoy high customer traffic, often resulting in long wait times of 6 to 10 hours, indicating strong consumer demand despite higher prices [23]. - The perceived value of Japanese dining experiences, including generous portion sizes and quality service, enhances their appeal compared to local options [25][27]. Challenges for Chinese Restaurants - Despite the abundance of Chinese restaurants, many face declining revenues and issues related to food safety, which hinder their competitiveness [29]. - The need for Chinese restaurants to innovate and improve quality is critical for regaining consumer trust and market share [29].

Core Viewpoint - The opening of the upgraded Yonghui Supermarket in Xiamen's Jimei District represents a significant enhancement in the retail landscape, aligning with local consumption promotion policies and aiming to provide a high-quality shopping experience for residents [1][25]. Store Upgrade Details - The new store, located in the basement of the Anxin Vanke Mall, covers an area of 1,758 square meters and targets nearby communities and young families, focusing on "quality living + convenient service" [3]. - The store features approximately 7,100 selected products, with nearly 3,600 from first and second-tier brands, and 14.8% of imported goods, closely mirroring the product structure of the "Fat Donglai" model [5][25]. - The product upgrade emphasizes higher quality, differentiation, and local relevance, catering to the dietary habits and quality demands of residents in Fujian [5]. Product Categories - The fruit and vegetable section introduces a three-dimensional matrix focusing on "livelihood attraction + quality differentiation + trendy new products," including both traditional and trendy items [6]. - The meat and poultry section highlights local freshness and quality upgrades, featuring a mix of international and domestic brands [8]. - The seafood area enhances the coastal theme by introducing a variety of imported seafood and offering live fish cutting services, enhancing customer experience [10]. - The bakery and deli sections have added popular items and diverse instant food options to attract younger customers [12]. Environmental and Service Enhancements - The store environment has been revamped for better visibility and comfort, with upgraded lighting and wider aisles to create a pleasant shopping atmosphere [13]. - New customer service facilities include health measurement tools and convenience items, enhancing the overall shopping experience [15]. - The store implements strict food safety measures, including a freshness management system to ensure product quality [17]. Employee Welfare Improvements - The number of employees has increased from 66 to 100, with salary and welfare enhancements to improve job satisfaction and service quality [19]. - The management emphasizes the importance of employee care, aiming to foster a respectful and warm service environment [21]. Market Impact and Future Plans - The store's opening coincides with the Mid-Autumn Festival and National Day, featuring seasonal products to meet diverse consumer needs [23]. - The successful performance of the first upgraded store in Xiamen, with over 800% sales growth in the first week, validates the effectiveness of the upgrade model [23]. - Yonghui plans to continue adopting the "Fat Donglai" model to enhance quality retail, aiming to better meet the needs of mainstream Chinese families and support high-quality market development in Xiamen [25].

在政府公用事业补贴政策的作用下，日本消费者通胀增速突然放缓，但在央行即将公布政策决议之际， 通胀水平仍远高于其设定的目标。 日本总务省周五数据显示，8月剔除生鲜食品的核心消费价格指数(CPI)同比上涨2.7%，较7月的3.1%有 所回落，为去年11月以来的最低水平，这一结果与经济学家的预期中值相符。此前经济学家普遍认为， 旨在帮助家庭应对创纪录高温的补贴措施重启将抑制整体通胀表现。同期，涵盖所有品类的整体CPI同 比涨幅也从3.1%降至2.7%。 NLI研究所经济研究部主任Taro Saito表示："这些CPI数据可能在央行预期范围内，不会影响今天的政策 决定，因为他们更关注关税带来的经济风险，而核心通胀仍在改善。他们正在寻找合适的加息时机，预 计最快将在明年1月——前提是届时经济风险已有所缓解。" 彭博经济学家Taro Kimura表示："尽管受临时性能源补贴影响，日本整体CPI同比涨幅有所回落，但8月 通胀动能依然强劲，这使得日本央行有望按计划在10月启动加息。其中，剔除生鲜食品、能源价格及补 贴影响后的通胀指标，同比涨幅仍维持在3%以上，远高于央行2%的目标。" 具体来看，8月日本能源价格同比下跌3.3 ...

Core Insights - The article discusses how Japanese restaurant chains like Sushi郎 and 滨寿司 have successfully attracted customers in a challenging domestic dining environment, characterized by declining consumer spending and increased competition [1][3][11] - These chains have created a unique dining experience that combines quality food with entertainment, leading to long wait times and high customer demand [4][10][11] Industry Overview - The overall dining industry in China is facing difficulties, with profits in the accommodation and dining sector in Beijing dropping by 67% year-on-year in the first half of the year [1] - Major chains like 海底捞 and 九毛九 are struggling to maintain performance despite efforts to control average spending per customer [1][3] Company Performance - FOOD&LIFE, the parent company of Sushi郎, reported an 18.3% year-on-year revenue increase to 313.15 billion yen and a 68.4% rise in operating profit to 29.2 billion yen for the nine months from October 2024 to June 2025 [3] - The international business of Sushi郎 saw a 41.2% revenue increase to 93.1 billion yen, with profits soaring by 118.9% to 11.117 billion yen [3] - The stock price of FOOD&LIFE has increased 2.6 times since the end of 2024, with its market capitalization surpassing 1 trillion yen [3] Consumer Behavior - Despite the average spending per customer being relatively high (120 yuan for Sushi郎, 82 yuan for 滨寿司, and 77 yuan for 肉肉大米), consumers are willing to wait for hours to dine at these establishments [4][11] - The dining experience at these restaurants emphasizes entertainment and engagement, such as interactive ordering systems and in-store activities like prize draws [10][11] Operational Efficiency - Japanese restaurant chains have adapted to market conditions by implementing cost-saving measures and operational efficiencies, such as self-service options and simplified menus [18][19] - Sushi郎 utilizes a smart conveyor system and self-service for condiments, significantly reducing labor costs while enhancing customer experience [18] - The design of 肉肉大米's restaurants maximizes space efficiency and customer turnover, allowing for high table turnover rates and reduced rental costs [20][22] Market Positioning - Sushi郎 and 滨寿司 fill a market gap for mid-range sushi options in China, appealing to consumers seeking quality without the high prices of premium sushi restaurants [11][12] - The chains have successfully attracted family customers by offering balanced meals and addressing food safety concerns, which enhances repeat business [10][11]

Core Viewpoint - The resurgence of conveyor belt sushi in China is significantly driven by the popularity of Sushi郎, which has become a social media sensation and achieved impressive financial results, particularly in the Chinese market [1][28]. Group 1: Company Performance - Sushi郎's parent company recently surpassed a market capitalization of 1 trillion yen, making it the second Japanese company to reach this milestone after泉膳控股 [1]. - The latest financial report indicates that Sushi郎's overseas revenue reached 931 billion yen (approximately 45 billion RMB) for the period from October 2024 to June 2025, marking a year-on-year growth of over 40%, with profits soaring 2.2 times to 111 billion yen (approximately 5.4 billion RMB) [1][28]. - The brand has opened over 60 stores in China within five years, maintaining a strong presence in major cities like Guangzhou and Beijing, where it has become known for long wait times and high customer demand [3][10]. Group 2: Market Dynamics - The Japanese cuisine sector, particularly after the nuclear wastewater incident, has faced challenges, with consumer trust in various Japanese foods declining and mid-to-high-end Japanese dining experiencing a downturn [2]. - Despite the competitive landscape, Sushi郎 has managed to stand out, attracting a large customer base and maintaining high foot traffic, often requiring customers to wait for hours to dine [3][5][8]. Group 3: Consumer Engagement - Sushi郎 has effectively engaged younger consumers through social media, with its hashtag on platforms like Xiaohongshu garnering over 230 million views, and its official account boasting 1.06 million followers [9]. - The brand's strategy includes frequent product launches, with over 100 items available and new offerings introduced almost monthly, creating a sense of urgency for consumers to visit [17][18][19]. Group 4: Competitive Landscape - The conveyor belt sushi market is becoming increasingly crowded, with competitors like 泉膳控股's滨寿司 and new entrants like 海底捞's如鮨寿司 emerging, which could challenge Sushi郎's market position [31][34]. - Sushi郎's unique selling proposition lies in its quality-to-price ratio, offering sushi at competitive prices while maintaining high food quality standards, which is crucial in attracting price-sensitive consumers [24][26].

几乎仅凭一己之力，寿司郎重新带火回转寿司。 诞生于日本经济泡沫时期的回转寿司，正在重返中国消费者的视野。 这背后离不开寿司郎的爆火。 社交平台上，寿司郎被粉丝亲切称为"郎的诱惑"，单在小红书，#寿司郎 话题的浏览量就已经突破2.3亿次。寿司郎的一举一动，无论是开新店还是上新 品，都牵动着一众"自来水"的心。 这种火爆也直接反映在业绩上。前不久，寿司郎的母公司市值突破了万亿日元，是泉膳控股之后第二家达到如此规模的日本公司。这离不开寿司郎近年来 在海外，尤其是中国市场的强劲增长。 最新财报显示，寿司郎海外分部的营收为931亿日元（2024年10月至2025年6月），同比增长超4成，利润更是大涨2.2倍至111亿日元。 股价创新高、业绩大爆发的同时，寿司郎所处的日料赛道近年来的境况可不乐观。 一方面，日本核污水事件后，消费者对于各种日料的信任感也明显下降。另一方面，叠加消费降级，中高端日料受冲击，"以前客单价两三百，现在都降 到了一百"。平价寿司赛道又陷入内卷，不少小老板纷纷转型，不再做日料。 为何寿司郎——这家进入中国市场不到5年的品牌，动辄排号几百桌，成为各大商场"排队王"？年轻人争相打卡的社交货币？ 而在重新 ...

Core Insights - Sushi郎 has become a dominant player in the restaurant industry, with long queues and high demand across various cities in China, indicating its popularity and strong market presence [1][3][5] Financial Performance - FOOD & LIFE Companies reported a total revenue of 361.13 billion yen (approximately 17.88 billion RMB) for the fiscal year 2024, representing a year-on-year growth of 19.7% [3] - The EBITDA for the same period was 37.49 billion yen (approximately 1.86 billion RMB), showing a significant increase of 45.3% year-on-year [3] Customer Experience - Sushi郎 offers a unique dining experience with features such as large screen ordering systems, conveyor belt service, and self-service water stations, catering to customer preferences [7][11] - The restaurant employs gamification strategies, allowing customers to participate in games and win prizes, enhancing the overall dining experience and encouraging repeat visits [11][13] Marketing Strategies - Sushi郎's marketing tactics include localized campaigns, such as the "Salmon Frenzy" event in Taiwan, which generated significant online buzz and attracted customers [15][17] - Collaborations with popular IPs like "Crayon Shin-chan" and "Hatsune Miku" have helped Sushi郎 appeal to younger consumers and build a loyal fan base [17] Operational Efficiency - The company has invested in digital transformation, utilizing big data for inventory management and reducing food waste, which contributes to its competitive edge in the restaurant industry [22] - Automation in food preparation, including sushi-making robots, has significantly lowered labor costs, with labor expenses accounting for only 26% of total costs [22] Emotional Value and Consumer Engagement - Sushi郎 focuses on providing emotional value through its dining experience, positioning itself as an affordable yet premium experience, akin to a "Disneyland" for sushi [25] - The brand's ability to create a sense of achievement and community among customers has led to high repeat purchase rates [13][25] Adaptation and Innovation - Sushi郎 has shown flexibility in adapting its menu to local tastes, such as introducing dishes that cater to Chinese consumers' preferences for warm food [19] - The company frequently launches new limited-time offerings to maintain customer interest and excitement [19] Future Challenges - Sushi郎 faces challenges in expanding its brand awareness in less saturated markets, as well as the need to innovate healthier menu options to meet changing consumer preferences [29]

Core Viewpoint - The article highlights the remarkable success of Sushi郎, a sushi chain in China, emphasizing its unique marketing strategies, customer experience innovations, and significant financial performance, which have contributed to its popularity and growth in the competitive restaurant industry [4][28]. Group 1: Business Performance - Sushi郎's parent company, FOOD & LIFE Companies, reported a total revenue of 361.13 billion yen (approximately 17.88 billion RMB) for the fiscal year 2024, marking a year-on-year growth of 19.7% [6]. - The company's EBITDA reached 37.49 billion yen (approximately 1.86 billion RMB), reflecting a substantial increase of 45.3% year-on-year [6]. - The financial report specifically noted significant performance improvements in the Chinese market [6]. Group 2: Customer Experience and Engagement - Sushi郎 has created a unique dining experience with features such as large screen ordering systems, conveyor belt service, and self-service water stations, catering to customer preferences [11][17]. - The restaurant employs gamification strategies, allowing customers to participate in lottery draws with each purchase, enhancing customer engagement and encouraging repeat visits [15][17]. - The introduction of Sushi coins for rewards and collectible merchandise has transformed the dining experience into a gamified event, appealing particularly to younger consumers [15][17]. Group 3: Marketing Strategies - Sushi郎's marketing strategies are highlighted as a key differentiator, with successful campaigns such as the "Salmon Frenzy" in Taiwan, which generated significant online buzz and engagement [20][22]. - Collaborations with popular IPs like "Crayon Shin-chan" and "Hatsune Miku" have helped Sushi郎 build a strong brand presence among younger demographics [22]. - The restaurant adapts its menu to local tastes, such as offering dishes that cater to Chinese preferences, which has contributed to its success in the market [24]. Group 4: Industry Insights - The article suggests that Sushi郎's success offers valuable lessons for the broader restaurant industry, particularly in terms of efficiency and customer experience [28]. - The shift from traditional taste competition to a focus on overall efficiency and customer engagement is emphasized as a critical trend in the restaurant sector [28]. - Sushi郎's ability to localize its offerings and respond quickly to market changes, such as sourcing ingredients from diverse origins, showcases the importance of adaptability in a globalized market [32].

Core Points - The article highlights the unique and popular food offerings at various universities in Hangzhou during the back-to-school season, emphasizing the culinary experiences that attract students and visitors alike [1][2][3][4][5][6][7][8] Group 1: Popular Dishes - Zhejiang University’s "Zhejiang Roast Duck" is a must-try, known for its crispy skin and juicy meat, symbolizing good luck for students [1] - The "Guangdong Char Siu Soup Noodles" at Yuhua Restaurant is highly sought after, with students often rushing to get a bowl due to its rich flavors [1] - "Liangyuan Mixed Noodles" at Yuquan Campus is a favorite among students, featuring freshly made noodles with fragrant scallion oil [2] - "Honey Glazed Yam" at Hangzhou Dianzi University is so popular that students suggest it should be served daily [4] - "Braised Pork" at Renyuan is a perfect match for rice, with a glossy sauce that enhances its appeal [3] Group 2: Culinary Experiences - The article encourages citizens to visit campuses to taste these dishes, noting that visitors can enjoy the same prices as students, albeit with a slight additional fee [5][8] - The "Jian De Tofu Bun" at Westlake University is praised for its texture and flavor, showcasing the effort to find skilled chefs for authentic dishes [6] - The sushi offerings at Zhejiang University City College are highlighted for their craftsmanship and variety, appealing to a modern palate [7] Group 3: Additional Offerings - Other notable dishes include "Pork Knuckle Rice" at Zhejiang University of Technology and "Beef Stir-Fried Knife Noodles" at Zhejiang Finance University, indicating a diverse culinary landscape across Hangzhou's universities [8]