长隆度假区烟花秀。 2026年全国首笔以旧换新"国补"订单花落广州。 广州海心沙打造"INNO嘉年华"。 2026年元旦假期，广州集中推出一系列惠民政策和特色活动，消费市场持续活跃。南都记者从广州市商 务局了解到，1月1-3日，全市消费比去年同期增长15.7%。其中，饮料、通讯器材、化妆品、服装等同 比增势显著，分别达110%、85.6%、55.4%和18.9%，餐饮业增长18.9%。 天河商圈 太古汇举办"森林幻乐奇妙派对"，K11打造"古德舞都主题派对"，维多利广场推出"越秀悦食节"。 北京路商圈 1月1日零时整，广州启动2026年消费品以旧换新补贴政策，覆盖家电、数码智能产品、汽车3大类203小 类产品。广州京东Mall诞生全国首单线下数码产品国补消费，广汽埃安完成全国首单汽车国补核销。广 百电器、苏宁易购等企业推出"国补+企补+满减"三重优惠，形成"政策引导、万企联动"的消费热潮。 同时，广州启动"食在广州"餐饮消费券活动，设置满200减50、满500减100、满1000减200三档优惠，分 多轮滚动发放，市民游客通过银联云闪付、美团、抖音等多个平台领取使用优惠，推动商旅文体健相互 赋能。 重点商圈人 ...

2025年第十五届全运会的举办，为粤港澳大湾区注入了澎湃活力。这场首次跨越双城联动的全民体育盛 会，以"科技赋能、绿色低碳、人文融合"为核心理念，不仅成为辐射超10亿受众的顶流IP，更催生 了"体育+文旅""体育+消费"的多元场景机遇。在此背景下，抖音生活服务联合字节跳动公益推出的「广 东DOU是好风光」活动，紧扣文化传承与本地经济升级主线，以粤菜为纽带，扶持当地老字号、美食 商家及非遗项目，带动线下商业活力，实现城市品牌声量与消费潜力的双重提升。 在达人生态层面，7位非遗美食推荐官通过短视频与直播双线发力助力推广，其中@犀利广州 等达人的 专场直播精准触达目标消费人群，@美食达人TATA、@C妹等发布的系列内容短视频持续放大粤菜魅 力。 话题热度加持，打造粤菜文化消费名片 热点话题的持续引爆成为流量增长的关键引擎。从#我的立冬续命粤菜 登顶同城榜TOP1、创下1187万 播放量，到#粤菜广州队申请出战 以3492万播放量位居TOP3，再到#广东人的冬日美食魂已苏醒 等多个 话题轮番霸榜，一系列精准策划的内容话题持续激活用户参与热情，让粤菜热度贯穿整个活动周期。官 方直播更是成绩亮眼，11月累计达成支付100 ...

据了解，点都德是广州老字号，以传统广式茶点为主，目前已在全国开出近100家直营门店。 北京商报讯（记者 郭缤璐）12月14日，北京商报记者注意到，广州老字号粤菜品牌点都德在上海开出 了一家名为点都德·早茶夜酒bistro门店，一改以往传统粤式茶楼的模式，开启白天卖早茶，晚上卖酒的 模式。 根据大众点评，该门店人均在114元，营业时间从上午10点到晚上11点。点都德官方公众号显示，餐厅 白天以售卖各式粤菜和点心为主，而晚间餐厅增加特调鸡尾酒，目前推出6款特调鸡尾酒，售价在28 元-38元之间。 ...

Core Points - The Guangzhou International Food Festival, featuring a blend of culture, technology, and international flair, commenced on November 19 at the Panyu Wanbo Center, lasting for five days [2] - The festival aims to enhance Guangzhou's international reputation and cultural soft power, coinciding with the 15th National Games of China [2] - Approximately 220 exhibition booths are set up, with nearly 100 at the main venue and over 120 in the surrounding commercial area, showcasing a diverse array of culinary offerings [2] Summary by Sections Event Overview - The festival is themed "Food in Guangzhou, Flavoring the Whole Sports," integrating food, sports, culture, and technology [2] - The main venue is divided into 10 areas, featuring various culinary styles, including traditional Chinese cuisine, local specialties, and innovative dishes [2] Online Engagement - A "Cloud Food Carnival" series of activities allows citizens to participate in online food exploration and redeem dining vouchers at over 3,000 partnered restaurants [3] - The event serves as a platform for cultural exchange and consumption activation, with the China Culinary Association emphasizing its role in promoting culinary culture [3] Technological Integration - The festival includes a "Robot Chef Competition," showcasing human-robot collaboration in cooking, along with interactive technology demonstrations [4] - AI-driven food experiences, such as personalized nutrition reports and taste preference analysis, are featured to enhance visitor engagement [4] Industry Collaboration - The festival promotes a "Food + Tourism" synergy, creating culinary tourism routes that connect local attractions with dining experiences [5] - A supply chain matchmaking event is held to facilitate connections between food suppliers and restaurant businesses, fostering industry growth [5]

Core Viewpoint - Long Emperor Group (08493) has announced a non-binding memorandum of understanding regarding the potential acquisition of 70% of the issued share capital of MANGO TREE (KOWLOON) LIMITED, a Thai restaurant operating in Hong Kong [1] Group 1: Acquisition Details - The target company is a limited company registered in Hong Kong, currently operating a Thai restaurant under the Mango Tree brand [1] - The potential seller is also a limited company registered in Hong Kong, which is a wholly-owned subsidiary of 1957&Co. (Hospitality) Limited, listed on the GEM of the Hong Kong Stock Exchange (08495) [1] - The board believes that the target restaurant presents a potential opportunity due to its strategic location, established customer base, and reputable brand, which could enhance the group's culinary offerings by introducing new Thai cuisine alongside its existing Cantonese offerings [1] Group 2: Strategic Implications - If the acquisition proceeds, it is expected to allow the group to cater to a broader customer preference and strengthen its resilience through diversified revenue sources [1] - The board has noted that the earnest money payment as per the memorandum will ensure exclusivity and facilitate due diligence and negotiations with the potential seller [1] - This arrangement reflects the group's intention to explore the potential acquisition in a structured manner, with the earnest money to be applied towards the potential acquisition cost if a formal agreement is subsequently reached [1]

Core Viewpoint - Guangzhou is actively promoting its restaurant industry to stimulate consumption and economic growth, showcasing resilience amid challenges faced by the national dining sector [1][2][6]. Group 1: Restaurant Industry Development - A recent meeting in Guangzhou focused on the development of the restaurant industry, attended by key city leaders and representatives from 16 restaurant enterprises, highlighting the city's commitment to this sector [1]. - Guangzhou's restaurant revenue exceeded 100 billion yuan last year, leading growth among first-tier cities, and has continued to show positive growth in the first seven months of this year [1][2]. - The city has a high density of restaurants, with approximately 134 restaurants per 10,000 people, indicating a vibrant market [9]. Group 2: Economic Impact and Consumer Behavior - The restaurant sector is seen as a significant driver of consumption, with historical data showing that national restaurant revenue growth has outpaced overall retail sales from 2015 to 2019 [2]. - In contrast to other first-tier cities like Shanghai and Beijing, which have seen declines in restaurant revenue, Guangzhou's restaurant sector has demonstrated a 3.1% growth in the first half of this year [6][9]. - Guangzhou's dining culture, characterized by affordable and diverse cuisine, plays a crucial role in attracting both local and tourist spending, with over 20% of tourist expenditure allocated to dining [18]. Group 3: Challenges and Opportunities - The restaurant industry in Guangzhou faces pressures such as rising service fees and regulatory changes affecting labor contracts, prompting calls for government support [19]. - Despite challenges, there is a trend of new restaurant establishments, with 24,155 new dining businesses registered in the past six months, surpassing those in Beijing and Shanghai [12]. - The city is witnessing a wave of restaurant companies seeking to go public, with notable examples like the chain "Yujian Xiaomian" aiming to become the first listed Chinese noodle brand [20][23]. Group 4: Future Prospects - The restaurant industry in Guangzhou is positioned for further growth, with a focus on enhancing its culinary reputation and expanding its market presence beyond Guangdong [24]. - The rise of social media has increased the visibility of Cantonese cuisine, contributing to a growing number of restaurants and a shift in consumer perception [24][25].

Core Viewpoint - Guangzhou is actively promoting its restaurant industry to stimulate consumption and economic growth, showcasing resilience amid challenges faced by the national dining sector [1][2][4]. Group 1: Restaurant Industry Development - A recent meeting in Guangzhou focused on the development of the restaurant industry, attended by key city leaders and representatives from 16 restaurant enterprises, highlighting the city's commitment to this sector [1]. - Guangzhou's restaurant revenue exceeded 100 billion yuan last year, leading growth among first-tier cities, and has continued to show positive growth in the first seven months of this year [1][3]. - The city has a high density of restaurants, with approximately 134 restaurants per 10,000 people, indicating a vibrant market [6]. Group 2: Economic Impact of Dining - Dining consumption has historically been a significant driver of overall consumption growth in Guangzhou, acting as a barometer for economic changes [2]. - Nationally, from 2015 to 2019, restaurant revenue growth outpaced retail sales growth, underscoring the sector's role in stimulating domestic demand [2]. - Despite a downturn in the restaurant industry in major cities like Shanghai and Beijing, Guangzhou's restaurant sector has shown a 3.1% growth in retail revenue in the first half of this year, outperforming its peers [4][6]. Group 3: Challenges and Opportunities - The restaurant industry in Guangzhou faces pressures such as rising service fees and commissions from delivery services, complicating profitability for businesses [14]. - New regulations affecting labor contracts may also impact the restaurant sector, necessitating adjustments from businesses [15]. - There is a growing trend of restaurant enterprises seeking to go public, with several Guangzhou-based brands, such as "Yujian Xiaomian," taking steps towards listing [15][16]. Group 4: Cultural and Culinary Significance - Guangzhou is recognized as a culinary hub, with a rich food culture that attracts both local and tourist spending, accounting for over 20% of tourism-related expenditures [14]. - The city aims to enhance its status as a "World Food Capital," with ongoing initiatives to promote local cuisine and dining experiences [14][18]. - The evolution of Cantonese cuisine, influenced by various regional styles, is contributing to its growing popularity and market presence [18][19].

Industry Overview - In 2022, China's catering industry revenue was 43,941 billion yuan, a year-on-year decline of 6.3% due to macroeconomic factors and recurring pandemic challenges [2] - The catering industry began to recover in the first half of 2023, with national revenue reaching 24,329 billion yuan, a year-on-year increase of 21.4% [2] - Revenue from catering units above a certain scale was 6,230 billion yuan, growing by 23.5% year-on-year [2] Restaurant Type Distribution - Formal dining remains the mainstream choice, accounting for 57% of the catering industry's total market share in 2022 [3] - The fast-food sector has seen rapid growth, with market size increasing from 8,917 billion yuan in 2017 to 10,359 billion yuan, representing 24% of the market share in 2022 [3] Cuisine Breakdown - Chinese cuisine dominated the market with a share of 78% in 2022, with Sichuan cuisine holding 23% of the Chinese dining market [5] Chain Restaurant Growth - The number of chain restaurant outlets in China has steadily increased, with 43,000 outlets in 2021, a 1.4 times growth since 2012, and revenue up by 96.8% compared to 2012 [7] Company Spotlight - Tongqinglou, a recognized Chinese time-honored brand, reported total revenue of 1.67 billion yuan in 2022, marking a 3.9% increase despite industry challenges [10]

Core Viewpoint - Xi'an Catering Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, with a focus on improving operational efficiency and expanding sales channels to counteract market challenges [1][3]. Company Overview and Financial Indicators - The company did not distribute cash dividends or bonus shares for the reporting period [1]. - The total revenue for the first half of 2025 was approximately 306.57 million yuan, a decrease of 12.08% compared to the same period last year [3][5]. - The net profit attributable to shareholders was approximately -54.17 million yuan, showing an improvement of 9.19% from the previous year's loss [3]. Main Business Activities - The primary business includes catering services and industrial food processing, with nearly 100 outlets, many of which are historical and well-known brands in Shaanxi Province [3][4]. - The company offers a variety of local dishes, including Shaanxi cuisine, Cantonese cuisine, and other regional specialties [3]. Operational Performance - The company implemented various strategies to enhance operational efficiency, including product innovation and marketing campaigns targeting holiday seasons [4]. - The company focused on expanding online sales and collaborating with e-commerce platforms to increase revenue [4][5]. Financial Data Analysis - The revenue from catering services decreased by 17.68%, while revenue from manufacturing increased by 6.95% [5]. - The company’s total assets at the end of the reporting period were approximately 1.37 billion yuan, a decrease of 1.95% from the previous year [3]. Risk Management - The company outlined potential risks and corresponding measures in its management discussion section, emphasizing the importance of monitoring market conditions [1]. Competitive Advantages - The company has established a strong brand presence with multiple "Chinese Time-honored Brands" recognized by the Ministry of Commerce [4]. - The company has a skilled technical team and management personnel with extensive experience in the catering industry [4].

Core Insights - The article highlights the significance of the "first store economy" in Beijing, particularly in the Sanlitun Taikoo Li shopping district, which has attracted over 300 high-quality flagship and first stores since 2016 [4] Group 1: First Store Economy - Sanlitun Taikoo Li serves as a key platform for the "first store economy," featuring numerous flagship stores and innovative business models [4] - The district has introduced a significant number of tax refund stores, with over 300 expected by May 2025, making it the most concentrated area for tax refund stores in Beijing [4] Group 2: Brand Highlights - The first brand featured, Tao Tao Ju, is a century-old Cantonese tea house that opened its first store in Beijing at Sanlitun Taikoo Li, designed with traditional Lingnan architectural elements [4] - GB DAVID, a high-end French leather goods brand, opened its first store in Beijing at Sanlitun Taikoo Li, offering over 1,000 products and attracting over 50% of customers from outside the local area [5] Group 3: Taxation and Support Services - The Chaoyang District Taxation Bureau has implemented a "tax service manager" model to assist first stores and innovative business models, providing tailored guidance on tax incentives [7] - The tax bureau has also streamlined tax registration and invoice application processes, significantly reducing operational costs for businesses [4][7] Group 4: Innovations in Tax Refund Services - New initiatives in tax refund services include expanding the network of refund stores, enhancing "buy and refund" services, and providing multilingual support for international tourists [8] - The establishment of bilingual service points and collaboration with customs and merchants for refund process simulations aims to facilitate a seamless experience for foreign visitors [8]