国庆中秋双节期间，马来西亚再度掀起中餐热潮！以"鱼你在一起"为代表的中餐连锁品 牌，在当地各大商圈持续引爆消费热情。"6个月，从0到1，YONNY鱼你在一起已经成为马 来西亚中餐连锁头部品牌。"鱼你在一起创始人魏彤蓉介绍道。 (鱼你在一起创始人魏彤蓉探访鱼你在一起Starling商场店) 位于Starling商场的鱼你在一起餐厅是其在大马开设的首批加盟店。从开业以来，店铺 排队现象就屡见不鲜。商场招商负责人表示，其他餐饮品牌都是依靠商场的客源，而鱼你在 一起餐厅已经成为商场的引流单元，很多消费者慕名而来吃完中国美食再逛商场。马来西亚 消费者们在社交平台自发分享，也使这一中国餐饮品牌成为国庆期间东南亚市场备受瞩目的 新焦点。已经在中国华东地区开设6家鱼你在一起加盟店的何先生，这次也决定跟随鱼你在 一起进军东南亚餐饮市场。目前正在马来西亚考察选址，并且即将迎来自己的大马首店。 这股热潮背后，是东南亚餐饮市场的巨大潜力。放眼整个东南亚，2024年主要六国餐 饮市场规模已突破千亿美元，但每万人餐厅保有量仅15间，远低于美、日、中、韩等成熟 市场的23、47、77、141间/万人，且除新加坡外，多数国家客单价集中在2- ...

去年的9月17日，吴老师写了 《吴晓波：锦绣姐的"纯真年代"》 ，讲述了纯真 年 代 这 个 承 载 着 朱 锦 绣 与 盛 子 潮 爱 情 与 生 命 承 诺 的 独 立 书 店 ， 十 天 后 ， 9 月 27 日，吴晓波频道在书吧举办了一场长达6小时的直播"纯真年代结缘夜"，义卖了 40万文化收藏品，给这家西湖边濒临生存危机的独立书店筹得40万元，注入续命 的血液。 文 / 魏丹荑（微信公众号：吴晓波频道） 收到锦绣姐的邀请，她的新书《生命的礼物——纯真年代书吧的1/4世纪》付印了，在店庆25周年的前一天，去参加新书的首发式，而这一天，距 离去年那场我吸着氧保持了六小时活力的直播，正好过去了一周年。 爬了236级台阶之后，在书吧门口，我闻到了这个秋天的第一缕桂花香。 纯真年代书吧和门前的桂花 在这365天里，我去过三次纯真年代，一次带着客户，两次带着外地朋友，每一次他们都把风景最美的那张靠窗桌子留给我。 见到盛厦或者店长阿力的第一时间，我一定会马上问："生意怎么样？"他们都匆匆和我说不错，比直播之前好多了，又转头招呼客人去了。 直到这一天，我才和锦绣姐、盛厦坐下来，详细地问一问他们"生意怎么样"，我想， ...

以下文章来源于Tech星球 ，作者林京 财报显示，太二酸菜鱼2025年上半年收入19.49亿元，同比下滑13.3%， 跌幅超过了集团整体水平。也让"太二酸菜鱼为何没人吃了 " 登上热 搜。 Tech星球 . 另一方面，正在进行门店爆改、主打"鲜活鱼"的太二酸菜鱼，正好撞上西贝和罗永浩的预制菜之争风波，有顾客在其杭州某门店对" 7分钟就 端上三道菜 "产生质疑，让太二酸菜鱼又陷入是否活鱼现杀的争 议 之中。 Tech星球，聚焦互联网前沿科技和新商业。 作为昔日开在核心商圈的 餐饮 "排队王"，不同于曾经为消费者立下"不拼桌、不能免辣、 超过四人不接待 "等诸多规矩，依旧俘获无数用户创下 4.9次/天的高翻桌率，如今转型中的太二酸菜鱼，正陷入多事之秋。 来源｜Tech星球 文 | 林京 继 西贝之后，太二酸菜鱼成为 近期 热搜上的"常客"。 一方面， 太二酸菜鱼母公司 九毛九集团发布的财报显示，2025年上半年营收为27.53亿元，同比下降10.1%；实现净利润0.61亿元，同比减少 16.05%。其中， 三大核心品牌太二酸菜鱼、怂火锅、九毛九（西北菜）收入全线下滑。 占九毛九七成以上营收的太二酸菜鱼，首次出现大 ...

Core Viewpoint - The financial performance of Taier Suancaiyu, a brand under Jiumaojiu Group, has significantly declined, with a notable drop in revenue and net profit, leading to a reduction in store count and raising questions about its market appeal [1][5][9]. Financial Performance - In the first half of 2025, Taier Suancaiyu reported revenue of 1.949 billion yuan, a year-on-year decline of 13.3%, which is worse than the overall group performance [1][5]. - The total revenue for Jiumaojiu Group in the same period was 2.753 billion yuan, down 10.1% year-on-year, with net profit falling to 61 million yuan, a decrease of 16.05% [1][5]. - The number of Taier Suancaiyu stores decreased from 612 to 547, marking a net closure of 65 stores within six months [1]. Market Position and Strategy - Taier Suancaiyu was once a leading brand for Jiumaojiu, contributing 79% of the group's revenue by 2021, but its market position has weakened significantly [2][11]. - The brand's table turnover rate has dropped to 2.2 times per day, down from 4.9 times, indicating reduced customer traffic [5]. - The company is undergoing a transformation to focus on fresh ingredients, with plans to convert 150 stores to a new "fresh" model by the end of the year [6][12]. Competitive Landscape - The brand faces intense competition from the rising popularity of pre-packaged dishes and lower-priced alternatives, which have captured significant market share [10][12]. - The shift in consumer preferences towards more affordable options has pressured Taier Suancaiyu to lower prices and expand delivery services, but these efforts have not yielded the desired results [9][10]. Future Outlook - Despite the challenges, Taier Suancaiyu remains a crucial part of Jiumaojiu's strategy, as the group seeks to revitalize its brand and explore new growth avenues [11][12]. - The overall dining industry is experiencing shifts, with the grilled fish market expected to grow, indicating potential opportunities for Taier Suancaiyu if it can successfully pivot its offerings [12].

Core Insights - The brand "Fish You Together" has been recognized in the "Top 100 Restaurant Brands of 2025" for the fourth consecutive year, showcasing its strong brand strength and resilience in the competitive market [1][2] - The brand is undergoing a global aesthetic upgrade strategy, transitioning from "Chinese fast food" to "leader in Eastern cultural dining" [2] - The brand has expanded its global presence, surpassing 2,500 stores worldwide, with significant growth in Southeast Asia [2] Product Development - The brand focuses on classic pickled fish while expanding its product range to include various dishes like clay pot, stir-fried chicken, and beef, creating a "multi-hit product matrix" [1] - A new store model combining pickled fish with hot pot has been launched, enhancing the dining experience and offering diverse choices to consumers [1] Brand Strategy - The brand has partnered with Gree Electric Appliances to customize rice cookers for new stores, reinforcing its commitment to product quality [2] - A dedicated overseas and Southeast Asia division has been established to enhance international operations, with localized teams driving innovation [2] - The brand aims to achieve a target of 10,000 stores while promoting innovation in products, models, and services [2]

近年来，中餐出海势头迅猛。《中国餐饮出海发展报告2024》显示，截至2024年9月，海外中国餐饮门 店已近70万家，市场规模近3万亿元。东南亚得益于优越的地缘位置以及食味习性的高度契合，成为中 餐品牌出海的首选战场，众多头部品牌在此布局。 其中，酸菜鱼品类因酸辣口味广受东南亚消费者喜爱，且具备高度标准化属性，在地化扩张表现尤为突 出。2025年9月26日，国内知名酸菜鱼品牌鱼你在一起，在马来西亚吉隆坡蕉赖店隆重举行"六店同开， 全马同庆"启动仪式，新店分布在雪兰莪州、吉隆坡、柔佛新山等马来西亚主要城市的核心商圈，包括 Kota Kemuning 、Klang、Cheras、Subang、Sri Petaling和Sutera Johor Bahru。 "Think global,act local."真正的全球化，必然是深刻的本地化。拥有全球2500家门店的鱼你在一起深谙此 道，其成功并非简单复制国内模式，而是基于对东南亚市场深刻的洞察与尊重后开展的系统性在地化实 践。 鱼你在一起此次大规模集中扩张，不仅显露了其在东南亚市场"一马当先"的强劲增长势头，也标志着品 牌迈入"区域加密"的新阶段。马来西亚中国餐饮协 ...

Core Viewpoint - The article discusses the rapid growth and acceptance of the prepared food industry in China, highlighting the success of Anjii Foods as a leading player in this market despite negative perceptions surrounding pre-prepared meals [11][30]. Group 1: Industry Background - The prepared food industry is thriving, with Anjii Foods emerging as a dominant player, achieving revenue growth from 3.4 billion in 2017 to 15.1 billion in 2022 [28]. - The industry has its roots in Zhengzhou, where significant companies like Sanquan and Si mian originated, establishing a strong foundation for the prepared food market [19][17]. - Anjii Foods strategically avoided direct competition with established brands by focusing on less prioritized food categories and leveraging regional distribution channels [21][24]. Group 2: Consumer Behavior - Despite a growing trend towards freshly cooked meals, consumer demand for prepared foods remains strong, with Anjii's prepared food revenue share increasing from 28% to 31% in 2023 [40]. - The company capitalizes on consumer preferences by offering low-priced, high-quality prepared meals, which resonate well with the market [42][44]. - Anjii Foods has successfully identified and produced popular dishes, adapting to regional tastes and preferences, thus enhancing its market appeal [48][50]. Group 3: Market Dynamics - Controversies surrounding prepared foods have paradoxically benefited companies like Anjii, as public discussions lead to increased awareness and acceptance of the category [60][62]. - The upcoming national standards for prepared foods are expected to further legitimize the industry, potentially boosting market growth [61][64]. - Anjii Foods is also exploring international markets, aiming to address challenges like chef shortages and standardization in overseas Chinese cuisine [64][65].

Core Insights - The company has launched a new store in Beijing with a fresh design and a new product line called "烫捞" (hot pot), which has attracted significant customer interest and long queues on opening day [1] - The new product line features seven unique soup bases, including classic herbal bone soup and international flavors like Singapore Laksa and Thai Tom Yum, aiming to enhance product competitiveness and customer satisfaction [2] - The strategic focus on the hot pot segment is seen as a key growth opportunity, leveraging the company's existing strengths in product development and ingredient quality to meet rising consumer demand [3] Product Development - The new "烫捞" series addresses industry pain points such as limited flavors and ingredient homogeneity by offering diverse soup bases and high-quality ingredients [2] - The introduction of premium seafood and a six-meter open display for ingredients enhances customer choice and experience [2] Market Strategy - The hot pot category is positioned as a response to the growing demand for branded and standardized fast food, with the company aiming to create a new growth curve following its success with "酸菜鱼" (sour cabbage fish) [3] - The combination of "酸菜鱼" and "烫捞" products is expected to optimize store efficiency and attract customers during non-peak hours, thereby increasing overall profitability [3] Cultural Integration - The new store design incorporates traditional Chinese aesthetics and modern elements, creating a unique dining environment that reflects both cultural heritage and contemporary trends [4] - The brand's international expansion has been positively received, with high customer ratings in markets like Malaysia, indicating a successful blend of Eastern culinary traditions with global tastes [5] Global Expansion - The company has over 2,500 stores worldwide, including locations in the US, Canada, Singapore, Malaysia, and Thailand, showcasing its commitment to globalizing Chinese cuisine [5] - The new product line and cultural aesthetic are part of a broader strategy to convey the diversity and confidence of Chinese cuisine on the international stage [5]

Core Insights - The controversy surrounding pre-made dishes has highlighted the operational challenges faced by the company, particularly in relation to its brand image of using fresh ingredients and live fish [1][5][7] - The company has experienced a significant decline in store numbers and revenue, indicating a broader trend of underperformance within the industry [3][4][8] Group 1: Company Performance - Six out of 23 stores in Hangzhou have closed, marking the first contraction in store numbers since the company went public [3] - The parent company reported a revenue of 27.53 billion yuan for the first half of 2025, a 10.1% decline year-on-year, with the flagship brand generating 19.46 billion yuan, down 13.25% [7][8] - The average table turnover rate has decreased from 2.7 to 2.2, indicating reduced customer throughput and potential revenue loss [9][10] Group 2: Operational Challenges - The reliance on a central kitchen and pre-made ingredients has led to a trust crisis among consumers, as evidenced by complaints regarding food safety and quality [6][7] - The company's previous model of high turnover and high customer spending is becoming unsustainable due to rising operational costs and changing consumer preferences [16][22] Group 3: Market Dynamics - The competitive landscape for the company's core product, sauerkraut fish, has intensified, with over 2,000 new stores opening in the past year, leading to a decline in consumer interest [22] - The shift in consumer behavior towards value and quality has rendered the previous business model less effective, necessitating a reevaluation of store formats and pricing strategies [23][24] Group 4: Strategic Responses - The company has initiated a transformation plan, including the introduction of new store formats and menu diversification, but the effectiveness of these changes remains uncertain [20][21] - Comparisons with other successful brands indicate that a shift away from reliance on high-priced, large-format stores towards more community-oriented and cost-effective models may be necessary for survival [23][24]

Group 1 - Huawei predicts that by 2035, the total computing power in society will increase by 100,000 times, leading to disruptive innovations in computing architecture, materials, engineering processes, and paradigms [2] - The demand for AI storage capacity is expected to grow by 500 times compared to 2025, with AI storage accounting for over 70% of total storage needs [2] - The number of connected devices is projected to expand from 9 billion people to 900 billion intelligent entities, marking a transition from mobile internet to intelligent internet [2] Group 2 - JD Group founder Liu Qiangdong re-engaged with users through a live cooking session, emphasizing transparency and openness to media criticism [3] - The Chongqing government is actively seeking funding to support the construction of affordable housing and the renovation of urban villages and dilapidated rural houses [3] Group 3 - The China Cybersecurity Association released an initiative focused on protecting minors' personal information in the smart toy industry, outlining eight core principles for compliance and user respect [4][5] - State-owned enterprises' market capitalization has exceeded 22 trillion yuan, with cash dividends totaling 2.5 trillion yuan since the start of the 14th Five-Year Plan [6] Group 4 - Geely's subsidiary, Fengsheng Automotive, has been executed for over 200 million yuan due to a private lending dispute, highlighting potential financial risks within the company [7] - Changchun has adjusted its public rental housing income standards, allowing families with a per capita monthly income below 3,000 yuan to qualify [8] Group 5 - Jack Ma was seen at Alibaba's campus, indicating a significant return to the company and increased involvement in business operations, particularly in AI [9] - The Chinese government has invested 850.5 billion yuan in poverty alleviation efforts during the 14th Five-Year Plan, demonstrating a commitment to rural development [10] Group 6 - Shanghai Zhangjiang announced a 2 billion yuan AI seed fund to support the development of AI startups, collaborating with over 20 investment institutions [11] - Chinese scientists have made breakthroughs in understanding plant cell totipotency, revealing the developmental process of a complete plant from a single cell [12]