巴奴毛肚火锅的母公司——巴奴国际控股有限公司（以下简称"巴奴国际"）已向港交所递交招股书，正式向港股IPO发起冲击。 提及巴奴毛肚火锅，不少消费者脑海中首先浮现的便是"贵"这一印象。 | 排名 | 品牌 | 收入,2024年 | 市場份額 | 人均消費, | 22年至24 | | --- | --- | --- | --- | --- | --- | | | | (人民幣十億元) | 2024年(%) | 人民幣元 | 複合年增長 | | 1 | 品牌A | 41.3 | 6.7 | 97.5 | 17.5% | | 2 | 品牌B | 2.6 | 0.4 | 54.8 | 6.9% | | 3 | 本公司 | 2.3 | 0.4 | 142 | 26.9% | | 4 | 品牌C | 2.1 | 0.3 | ~105 | ~5% | | 5 | 品牌D | 1.6 | 0.3 | 123.5 | -10.0% | | | 前五大 | 49.9 | 8.1 | | | | | 其他 | 570 | 91.9 | | | | | 總計 | 619.9 | 100.0 | | | 在招股书中，巴奴国际将自身定位为 ...

Core Viewpoint - The company's same-store sales are under pressure in 2024 due to external factors such as subdued dining trends and consumer spending, as well as internal adjustments [1][2] Group 1: Same-Store Sales Performance - In 2024, same-store revenue for brands such as Jiumaojiu, Taier, and Songhuoguo is expected to decline by -13%, -19%, and -32% respectively [1] - Jiumaojiu is less affected by the economic downturn due to its lower average transaction value of 55 yuan compared to Taier at 71 yuan and Songhuoguo at 103 yuan [1] Group 2: Operational Adjustments - The company is actively making adjustments to improve operations, including optimizing store models and menu structures [1][2] - Store renovations aim to create a warmer and more stylish environment suitable for family gatherings [1] - The menu is being updated to replace non-core dishes and introduce fresh fish, on-site slaughter, and specialty snacks [1] Group 3: Profitability and Financial Outlook - The company has slowed its expansion strategy in 2024, focusing on store upgrades and closures, which may enhance profitability [2] - The net profit attributable to the parent company for 2024 is projected at 56 million yuan, with core operating profit at 252 million yuan [2] - Profit recovery is anticipated in 2025, with net profits expected to reach 135 million yuan, 164 million yuan, and 203 million yuan for 2025-2027, representing year-on-year growth rates of 142.37%, 20.97%, and 24.05% respectively [2] Group 4: Supply Chain Development - The company is implementing supply chain improvements, with a central kitchen in Nansha, Guangzhou expected to be operational in 2025 [2] - Additional supply chain developments are planned for Shanghai and Chongqing in 2026-2027, which will support accelerated expansion outside the province [2] Group 5: Investment Rating - The company is viewed as being at the bottom of its fundamental performance, with positive adjustments and a potential turning point on the horizon [2] - Earnings per share (EPS) forecasts for 2025-2027 are 0.10, 0.12, and 0.15 yuan, with corresponding price-to-earnings ratios of 23.39x, 19.33x, and 15.59x [2]

以下文章来源于餐企老板内参 ，作者内参君 餐企老板内参 . 作者丨内参君 图源丨Midjourney 海底捞副牌"月更"速度狂奔 从火锅到烤鱼、砂锅、麻辣烫，留给海底捞探索的中式快餐品类已经不多。 日前，海底捞旗下麻辣烫品牌"嗨妮牛肉麻辣烫"杭州首店开业，以牛肉为主打，门店约20㎡左右，强 调"滚油现泼、小锅单煮，承诺10分钟快速出餐"，门店人均消费为30元。据悉，嗨妮计划今年开出25 家。 今年1月，海底捞在重庆开了家"从前印象砂锅菜"，人均约50元，主打川湘口味，主推蒜蓉粉丝虾、辣椒 炒黑猪肉等经典特色菜，均为现点现做。"从前印象"的门店面积超600平方米，还采用明厨亮灶，定位聚 餐场景。为了吸引顾客，门店还推出了免费捞鱼活动。 近期，海底捞几乎是每月推出一个新副牌的速度。这些品牌大多分布在二三线城市，主打年轻人群体和 下沉市场。 | 副樓 | 首店开业时间 开业地点 | | 品类 | 客单价 | | --- | --- | --- | --- | --- | | 2024年11月 嗨妮牛肉麻辣烫 杭州 | | | 麻辣烫 | 30元 | | 从前印象砂锅菜 2025年1月 二 | | 重庆 少锅 | | ...

小红书上线一键翻译功能。 智联招聘说 2024 年有 25.6% 的职场人每天工作超 10 小时。 智联招聘今天发布的《2024 年职场人满意度指数调研报告》中说，2024 年调研范围中职场人的整 体工作满意度是 2.72，与 2023 年持平，影响满意度的主要指数中，薪酬满意度最低。报告的调研 范围内，25.6% 的职场人每天工作 10 小时以上，"蓝领" 行业、运营岗位加班多。另有 17.6% 的人 每天工作 10-12 小时。 报告还说，相对其他行业，服务业、汽车 / 生产 / 加工 / 制造、交通 / 运输 / 物流 / 仓储等 "蓝领" 行业的加班情况更严重，超过 3 成的制造业职场人每天工作 10 小时以上。 苹果、华为降价换国补。 2025 年手机国补今日起上线。在京东等电商平台，苹果、华为等多个品牌多款手机均下调价格， 如 iPhone 16 Plus 128G 版本官方价格 6999 元，调价后降至 5999 元；消费者可在此基础上使用国 补。降价后，两家品牌的主力机型 iPhone15 、iPhone 16、华为 Mate60、华为 Mate70 均在补贴范 围。 今年的国补首次将手机等数 ...