在达美乐中国狂飙的模式之下，仍需找到规模与盈利之间的平衡点。 狂攻下沉市场的达美乐中国，接近完成全年开店目标。 近日，达势股份（01405.HK）官方宣布，截至今年第三季度，净新增门店275家，今年300家门店的开业目标已完成约100%（涵盖新开、在建及已签约门 店）。 规模快速扩张背后，达美乐、必胜客、尊宝等比萨巨头们正在下沉市场血拼。 01 下沉市场开爆店，达美乐加速扩张 近两年，达美乐中国以亮眼的拓店速度渗透中国市场。 据财报数据，2025年上半年，达美乐中国新进驻9座城市，净开190家新店。而据2025年第三季度业绩概况，截至今年第三季度，达美乐中国净新增门店已 经达到275家。 对比2023年达美乐中国净新增180家门店，以及2024年净新增240家门店，扩张速度进一步加快。 加速拓店过程中，达美乐中国不再坚守一线城市，反而将重心转向相对下沉的市场。 截至今年上半年，达美乐在一线城市拥有515家门店，在非一线城市拥有683家门店。 △图片来源：红餐网摄 不过，达美乐中国最让人津津乐道的并不只是快速向下沉市场扩张，而是在餐饮大环境承压的情况下，其多家城市首店不断刷新销售纪录。 10月1日，达美乐中国徐 ...

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) was held in Beijing from July 16 to July 20, showcasing the collaboration between YUM China and its supply chain partners for the second consecutive year [1] - During the event, YUM China's Pizza Hut brand hosted a "Thai Day" themed activity, emphasizing the integration of supply chain collaboration, culinary innovation, and cultural exchange through interactive exhibits and a durian tasting experience [1][3] - The event highlighted the importance of supply chain synergy between Thailand and China, showcasing how Thai durians have become popular among Chinese consumers through effective supply chain management [1][2] Group 2 - Thai durian supplier Gao Feng's successful integration into YUM China's supply chain exemplifies the potential of the "Belt and Road" initiative, demonstrating the benefits of standardized practices and international food safety certifications [2] - YUM China has been operating in China for 35 years, focusing on product innovation by incorporating Thai durians into various menu items, making them accessible to a broader audience [2] - The collaboration with popular youth brands has transformed durian into a trendy item among Generation Z, enhancing the cultural exchange between China and Thailand [2]