肯德基、麦当劳接连涨价的同时，萨莉亚以及多家咖啡茶饮品牌都在或明或暗地调整价格。 而此次肯德基中国的调价，就是直接针对外卖。1月26日，肯德基中国宣布对旗下外送产品价格进行小 幅调整，平均上涨0.8元，堂食价格保持不变。 针对此次调价，肯德基方面回应称，此举是应对运营成本变化的正常市场行为，旨在维持稳定健康经 营，同时明确"疯狂星期四""周末疯狂拼""OK餐三件套"等热门优惠套餐价格保持不变。 无独有偶，2025年下半年，卡旺卡、瑞幸、奈雪的茶、蜜雪冰城等品牌也陆续调整外卖价格，涨幅多为 1—2元，或通过取消满减、绑定权益卡等方式间接提价，以平衡成本与利润。 不可否认，这其中有整体原材料上涨带来的成本压力，但外卖大战所引发的利润挤压也是不可忽略的原 因。"如今，互联网平台催生的外卖价格战，彻底改变了竞争生态。"一位餐饮行业的资深从业者在接受 21世纪经济报道记者采访时指出，这场竞争并非旨在消灭对手后回归理性定价的"歼灭战"，而是陷 入"混战"。不断有新入局者加入，价格没有最低只有更低，最终可能会导致餐饮行业整体利润被摧毁。 图片来源：本报记者 梁远浩 摄 多家调价 具体来看，肯德基汉堡品类中，汁汁和牛堡外送价 ...

近日，据报道，部分消费者发现，在肯德基点外卖时，购物车里的总价比往常高出了一些。这是因为从1月26日起，肯德基对部分外送产品的价格进行了调 整，平均每单的调整金额为0.8元。 面对消费者的关注，肯德基方面回应称，此次调整是为了更好地应对运营成本的变化，保持稳定健康的经营，是经过充分评估后作出的决定。 据悉，肯德基的此次价格涨价仅限于外送业务，所有堂食产品的价格均保持不变。深受消费者喜爱的"疯狂星期四"、"周末疯狂拼"、"OK餐三件套"等核心 优惠套餐的价格也维持原价。 就在上个月，另一快餐巨头麦当劳也宣布自12月15日起部分餐品价格上涨0.5到1元。肯德基方面将此类调整视为正常的市场规律和行业保持良性运转的必要 举措。 业内分析人为，对于拥有超过12,600家中国门店的肯德基而言，如何在成本上涨、竞争激烈的市场环境中保持领先，或是一项持续的挑战。 根据其母公司百胜中国发布的数据，截至2025年第三季度，外卖销售额在肯德基餐厅收入中的占比已高达51%。这意味着，每卖出两份肯德基，就有一份是 通过外卖送达的。外卖业务的迅猛增长带来了显著的增量收入，但同时也推高了运营成本，尤其是骑手配送费用。此次将成本压力精准地释 ...

【#肯德基回应外送产品涨价#，堂食价格保持不变】 据智通财经报道，1月26日起，肯德基对旗下外送产品价格进行小幅调整，平均调整金额为0.8元，堂食 价格维持不变，"疯狂星期四""周末疯狂拼""OK 餐三件套"等热门优惠套餐也保持原价稳定，此举引发 市场对快餐行业外送定价策略的关注。 肯德基方面回应称，调价是为应对运营成本变化、保障经营稳定健康，经过充分评估后做出的决定，符 合正常市场规律，也是行业良性运转的必要举措，后续将持续优化成本结构，为消费者提供高性价比的 产品与服务。从具体单品来看，多款核心产品外送价较堂食高出3-4元，叠加6元外送费及0.8至1.1元不 等的打包费，一份外送单品实际支出较堂食多约10元，不少消费者反馈，叠加多重费用后，外送订单实 际涨幅远超官方公布的平均金额。 这并非肯德基近期首次调整定价，上一轮产品调价发生在2024年12月24日，平均涨幅2%，调整范围在 0.5元至2元，当时核心优惠套餐同样未涨价；再上一次调价可追溯至2022年12月，多款早餐、薯条、汉 堡均有0.5元至2元的涨幅。值得注意的是，2024年初肯德基曾将宅急送外送费从9元下调至6元，同时开 始酌情收取打包服务费，并 ...

第一财经记者了解到，1月26日起，肯德基对外送产品价格做出小幅调整，平均调整金额为0.8元，堂食 价格保持不变。 近几年来，由于米面、肉禽、食用油、蔬菜等农副产品价格存在一定的波动性，也对快餐企业的成本控 制和抗风险能力提出了挑战。 肯德基方面表示，为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分 外送产品的价格进行了调整。深受消费者喜爱的"疯狂星期四"、"周末疯狂拼"、"OK餐三件套"等优惠 套餐价格，保持不变。 肯德基上一次涨价是大约一年前。2024年12月24日，肯德基启动了调价，是该品牌近两年来首次产品价 格调整。此次调价平均涨幅为2%，具体调整范围在0.5元至2元不等。肯德基称，旨在更好地适应市场 成本变化，确保企业能够持续稳定健康发展。 肯德基1987年进入中国市场。截至2025年9月底，肯德基在中国的门店总数已超过12,600家。肯德基方 面表示，将持续优化成本结构，最大程度为消费者提供高品质与高性价比的产品和服务。 不久前，麦当劳也经历了一次涨价。2025年12月15日，有不少消费者注意到，麦当劳部分餐品的价格有 所上调，涨幅普遍在0.5元到1元不等，包括多款汉堡、小 ...

Core Viewpoint - A new wave of price increases is anticipated across various industries, driven by factors such as supply reduction, wage increases, and government policies aimed at stimulating domestic demand [1][5][30]. Group 1: Price Increases in Various Industries - McDonald's will raise prices on several menu items by 0.5-1 yuan starting December 15, 2025 [2]. - Moutai's wholesale prices for all products have increased, with the 25-year Flying Moutai rising by 40 yuan to 1600 yuan per bottle, and the Zodiac Snake variant surging by 230 yuan to 2000 yuan per bottle [3]. - SMIC has implemented a price increase of approximately 10% on certain production capacities, particularly focusing on the 8-inch BCD process platform [4]. - Major global shipping companies, including MSC, CMA CGM, Maersk, and Hapag-Lloyd, have announced plans to adjust freight rates starting January 1, 2026, including seasonal surcharges [4]. - Smartphone manufacturers like Xiaomi, OPPO, vivo, and Honor have raised prices on new models by 100 to 600 yuan compared to previous generations since October [5]. Group 2: Reasons Behind Price Increases - Price increases are partly a response to policies aimed at reducing overcapacity and promoting quality over quantity in production, as seen in industries like Moutai and SMIC [5][6]. - The price of lithium carbonate has risen from 92,800 yuan per ton to 104,900 yuan per ton, reflecting a monthly increase of over 13%, driven by production cuts from leading companies [6]. - The government has emphasized the need to stimulate domestic demand by increasing residents' income, which may lead to higher wages and consequently higher prices [6][7]. Group 3: Economic Outlook and Market Trends - The expectation is that inflation will become the main theme moving forward, with CPI gradually rising as the economy recovers from deflation [28][45]. - Monetary policies, including potential interest rate cuts, are anticipated to continue, providing a basis for inflation as liquidity increases in the market [34][40]. - The A-share market is expected to experience a slow bull market due to improved regulations, increased long-term capital inflows, and enhanced liquidity [41][43]. - As capital markets stabilize and residents' financial conditions improve, consumer spending is likely to increase, further driving price rises across various sectors [42][44].

Group 1 - iRobot, the pioneer of robotic vacuum cleaners, has filed for bankruptcy protection with debts of 3.5 billion yuan and only 175 million yuan in cash, leading to its acquisition by Shenzhen Shanjun Robotics [5][6] - The acquisition is expected to help Shenzhen Shanjun transition from an OEM to a self-branded company and reshape the U.S. market landscape [5] - iRobot's market value has plummeted from a peak of 3.56 billion USD in 2021 to approximately 140 million USD, primarily due to its failure to keep pace with industry developments during the pandemic [6] Group 2 - McDonald's has raised prices on many menu items by 0.5 to 1 yuan, with the company stating its commitment to providing high-quality meals [9][10] - The number of McDonald's stores globally is projected to increase from 41,822 in 2023 to 43,477 in 2024, with significant growth in China, contributing to about 70% of new international franchise openings [10] Group 3 - Wall Street's Wall Street technology company, Biran Technology, is preparing for an IPO in Hong Kong, having raised over 5 billion yuan in funding [12][13] - Biran Technology aims to provide integrated solutions for intelligent computing and has seen rapid fundraising success due to its strong founding team [12] Group 4 - China's first L3-level autonomous driving vehicles have received approval from the Ministry of Industry and Information Technology, marking a significant step towards regulatory compliance in the autonomous vehicle sector [14][15] - The approved models include Changan's SC7000AAARBEV and BAIC Blue Valley's BJ7001A61NBEV, which can operate under specific conditions on designated roads [14] Group 5 - Maserati's recent price cuts have led to a rapid sell-out of its Grecale model, with discounts reaching up to 54% [25][26] - The aggressive pricing strategy is aimed at clearing inventory affected by delays in vehicle arrivals due to the pandemic [26] Group 6 - Ant Group has upgraded its AI health application AQ to "Ant Afu," focusing on health management and achieving over 15 million monthly active users [28][29] - The app aims to provide personalized health services and has become the leading AI health management app in China [28] Group 7 - Huawei has announced the launch of its nova 15 series, featuring the Kirin 8 and 9 series chips, with a focus on high-capacity batteries and advanced camera technology [35][36] - The nova 15 series is set to be officially released on December 22, 2025, with pre-orders already available [36]

Group 1 - McDonald's has increased the prices of several menu items by 0.5 to 1 yuan, including various burgers, snacks, and meals, with the Big Mac and Double Filet-O-Fish both rising by 1 yuan [3][4] - The "1+1 Flexible Combo" meal, humorously referred to as the "poor man's meal," remains unchanged at a starting price of 13.9 yuan, although some combinations within it have seen a 1 yuan increase [4] Group 2 - In Shenzhen, a restroom has been equipped with glass that turns transparent when smoke is detected, aimed at discouraging smoking [5] Group 3 - The breakfast combo at Mixue Ice City priced at 7.9 yuan has faced criticism for being expensive, as consumers compare it to cheaper local options [7][8] - The breakfast items sold at Mixue are pre-packaged rather than freshly made, leading to perceptions of lower value compared to local street food [7][8] Group 4 - The U.S. has seen a rise in tuition fees at several universities, with total costs for a bachelor's degree nearing 2.8 million yuan, particularly at prestigious institutions [9] Group 5 - Nasdaq has filed to extend trading hours to nearly 23 hours on weekdays, aiming to enhance trading flexibility [7] Group 6 - The first L3 level autonomous driving vehicles in China have received approval for commercial testing, marking a significant step towards the commercialization of autonomous driving technology [10]

Group 1: Automotive Industry - A traffic accident occurred at Xiaomi's delivery center in Hangzhou, involving a new car owner and a sales staff member, with the vehicle in human driving mode at the time of the incident [2] - China's Ministry of Industry and Information Technology announced the first batch of L3 conditional autonomous driving vehicle approvals, with Changan Automobile and BAIC Jihe being the first companies to receive permits for trial operations [8] - Tesla confirmed ongoing tests of fully autonomous Robotaxi vehicles in Austin, Texas, with the stock price rising by 3.5% to $475.11 following the announcement [9][10] Group 2: Technology and AI - NVIDIA launched the Nemotron 3 open model series, featuring three models with varying parameter sizes, aimed at enhancing AI workflows [7] - OpenAI hired Albert Lee from Google to lead corporate development, indicating a focus on strategic investments and acquisitions to compete with rivals [11] - Google CEO Sundar Pichai warned of irrational factors in the AI market, suggesting that a bubble burst could affect all companies, while emphasizing the long-term value of AI technology [24][25][26] Group 3: Consumer Goods - McDonald's China announced a price increase for various menu items, with most items seeing a rise of 0.5 to 1 yuan, effective December 15 [15] - Mijia Ice City faced criticism for a 7.9 yuan breakfast combo, which some consumers deemed expensive compared to competitors [16] Group 4: Corporate Developments - iRobot filed for bankruptcy protection, planning to be acquired by its Chinese supplier, with a significant drop in stock price following the announcement [12]

Group 1: Regulatory Developments - Shanghai Arbitration Commission is set to release the "Shanghai Arbitration Committee Securities and Futures Arbitration Rules" on December 26, 2024, marking a significant step in the establishment of a local arbitration framework for securities and futures [1] - The Ministry of Industry and Information Technology has granted conditional access for the first L3-level autonomous driving vehicles in China, allowing two models to conduct road trials in designated areas of Beijing and Chongqing [1] Group 2: Market Trends - Counterpoint Research reports a 10% year-on-year increase in global cellular IoT module shipments in Q3 2025, driven by strong demand in smart meters, asset tracking, routers/CPE, and automotive applications, with India showing a remarkable 40% growth [2] - McDonald's has raised prices on various menu items by 0.5 to 1 yuan, including popular items like the Big Mac and McNuggets, indicating a trend of price adjustments in the fast-food sector [3] Group 3: Corporate Actions - HashKey Holdings Ltd. has set its IPO price close to the upper limit of the range, aiming to raise 1.6 billion HKD (approximately 206 million USD) [7] - Gold Ham announced the resignation of its president, Guo Bo, who will continue to serve as vice chairman and a member of the board's strategic committee [8] - KWH Holdings plans to repurchase shares worth 20 to 40 million yuan, with a maximum price of 95 yuan per share, aimed at employee stock ownership plans or equity incentives [14] Group 4: Financial Performance - Air China reported a 10.1% year-on-year increase in passenger turnover for November 2025, with a 4.9% rise in passenger capacity and an average seat occupancy rate of 83.3%, up by 4 percentage points [15]