来源：环球网 【环球网消费综合报道】2025年，国家出台多项促进消费的政策，消费者信心呈温和复苏态势。全聚德 集团顺应行业趋势以"餐饮+食品"双轮驱动为核心发展战略，主动优化门店布局、持续推进消费场景升 级、加大食品业务拓展与品牌年轻化投入，主动适应市场消费新趋势，在多个领域实现了阶段性突破。 1月30日晚间，全聚德发布2025年度业绩预告，公司预计2025年实现归属于上市公司股东的净利润为600 万元—780万元。 公司持续优化线上产品结构，上新百余款菜品及套餐，与美团、饿了么深度合作，开展12次、35项营销 活动，品牌曝光度有效提升，线上多平台外卖订单量实现增长，同时也赢得了消费者认可，全聚德品牌 25家门店荣登"美团外卖必点榜"，实现与线下门店的有效联动，突破门店的时空限制。 重要消费节点的亮眼表现对全聚德的品牌韧性形成有力验证。2026年元旦期间，全聚德和平门店承办 600人大型团队宴，并与散客高峰有序衔接，"观演品肴"联动正乙祠戏楼实现跨业态客流转化；前门店 爆款超级烤鸭串热销3000余串，并为生日及属马顾客提供专属礼遇；王府井店通过包间加装呼叫器、开 展拓印福字互动等举措提升运营效率与消费体验；奥 ...

2025年，国家出台多项促进消费的政策，消费者信心呈温和复苏态势。餐饮消费呈现更加多元化的发展 趋势，消费者更加注重质价比与就餐体验，同时对品牌文化内涵、产品更新速度及消费场景的社交价值 提出了更高要求。 在此背景下，全聚德集团顺应行业趋势，坚持"守正创新"，以"餐饮+食品"双轮驱动为核心发展战略， 主动优化门店布局、持续推进消费场景升级、加大食品业务拓展与品牌年轻化投入，主动适应市场消费 新趋势，在多个领域实现了阶段性突破。1月30日晚间，全聚德（002186.SZ）发布2025年度业绩预告， 公司预计2025年实现归属于上市公司股东的净利润为600万元—780万元。 门店焕新与结构优化并行 加快适应消费新趋势 2025年3月以来，国家陆续出台《提振消费专项行动方案》等一系列促进消费的利好政策，明确提出鼓 励支持服务消费场景创新、业态融合、产业集聚，提升餐饮服务品质。消费者也更加注重性价比与消费 体验。 在此背景下，全聚德主动推进餐饮业务结构优化和门店运营提效。在保留和强化核心门店优势的同时， 全聚德加快推进场景升级与菜单更新。王府井店全新打造"京梦王府·四季烟火"主题餐厅，和平门店推 出"中华一绝·空中四 ...

餐饮业务稳中有亮点 消费旺季与新店开业验证品牌韧性 2025年，公司从"硬化人均、活化客源"入手，稳步提高客单价，全面激活客群价值。全聚德核心门店经 营保持相对稳健，品牌优势与产品号召力在重要时点和重点区域得到验证。主力门店实现全面焕新，包 括全聚德王府井店四层"京梦王府·四季烟火"主题餐厅、全聚德和平门店五层全新的"中华一绝·空中四合 院"文化餐饮新空间都已亮相。此外，全聚德前门店"望天儿"户外餐厅和北海公园内的仿膳茶社开业。 这些主力门店的升级焕新，契合了消费者日益增长的对非遗国潮文化的兴趣需求，增强了老字号品牌的 吸引力与影响力，为品牌注入了现代化的年轻元素。 本报讯 （记者贺王娟）1月30日晚间，中国全聚德（集团）股份有限公司（以下简称"全聚德"）发布 2025年度业绩预告，公司预计2025年度实现归属于上市公司股东净利润为600万元至780万元。 全聚德表示，2025年国家出台多项促进消费的政策，消费者信心呈温和复苏态势。现阶段餐饮行业仍处 于结构性调整过程中，呈现消费者需求分层、企业成本结构变化等阶段性特征。公司顺应行业趋势，坚 持"守正创新"，以"餐饮+食品"双轮驱动为核心发展战略，主动优化门店 ...

Core Viewpoint - The opening of Quanjude's new Bayli store represents a significant step in the company's strategy of "innovation while maintaining tradition," enhancing its dining experience by integrating modern dining with Beijing cultural elements [1][2]. Group 1: Store Opening and Design - Quanjude's Bayli store, set to open on December 26, 2025, features a total area of 665 square meters with 132 dining seats and three private scenic rooms, offering a panoramic view of the resort area [1]. - The design concept of the Bayli store aims to transform dining spaces into immersive cultural experiences, moving beyond traditional dining to include local culture and aesthetic experiences [2]. Group 2: Thematic Renovations - Quanjude has undertaken thematic renovations in three major stores in Beijing, including a three-story "Sky Courtyard" at the Peace Gate store and a 3D immersive restaurant at the Qianmen Origin store, enhancing the cultural dining experience [2]. - The new store in Haikou, opened in May, combines classic Beijing flavors with local Hainan characteristics, reflecting the company's strategy to expand its market presence [2]. Group 3: Product Innovation - The Bayli store continues to offer classic dishes like Peking Duck while introducing innovative and fusion dishes, catering to both traditional and modern tastes [3]. - New menu items include popular dishes such as "Beijing Onion Braised Sea Kelp" and "Truffle Cream Baked Shrimp Balls," appealing to younger consumers seeking fresh experiences [3]. Group 4: Marketing Strategies - To celebrate the opening, the Bayli store offers various promotional activities, including free snacks for social media posts and cash rebates for store credits, aligning with the company's all-encompassing marketing strategy [4]. - The store's marketing efforts leverage platforms like Dazhong Dianping, Douyin, and Xiaohongshu, reflecting a shift towards a more contemporary brand image [4]. Group 5: Consumer Trends and Market Position - The service retail sector has seen a 5.4% year-on-year growth from January to November, indicating a shift in consumer spending towards service experiences [5]. - Quanjude's dual strategy of "dining + food products" showcases its adaptability and innovation in response to changing consumer preferences, positioning the brand as a modern lifestyle service provider [5].

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, indicating challenges in its traditional business model while attempting to innovate and diversify its offerings [1][2]. Financial Performance - Revenue for the first half of 2025 was 630 million yuan, a year-on-year decrease of 8.34% [1]. - Net profit attributable to shareholders was 12.38 million yuan, down 57.79% year-on-year [1]. Business Transformation - The company has been focusing on transforming its traditional dining experience by introducing innovative dining concepts and diversifying its offerings to attract local consumers and tourists [1]. - New initiatives include the "Wang Tian Er" rooftop theme restaurant and the "Quanjude·You Mian Er" store-in-store concept, which focuses on noodle dishes [1]. - The company is also exploring cultural experiences through its museum and various activities, enhancing its brand presence [1]. Product Development - The company has launched several new products in its food business, including unique duck snacks and ready-to-eat items, which have gained popularity among younger consumers [1]. - The introduction of seasonal innovative pastries and specialty drinks reflects the company's adaptation to new consumer trends [1]. Online Growth - The company has seen significant growth in its online channels, with a notable increase in order volume and the opening of satellite stores focused on delivery [2]. - Twelve of its stores were included in Meituan's 2025 must-order list, highlighting the effectiveness of its marketing strategies [2]. Challenges and Outlook - The transformation efforts have led to short-term profit declines due to substantial investments in theme restaurant renovations, new product development, and marketing [2]. - The company acknowledges that the market cultivation and return on investment will require time, and the effectiveness of its transformation will need further evaluation [2].