点击蓝字，关注我们 7月4日为美国独立日（Independence Day），美国股票市场休市一天。 今日上午港股 1.百胜中国 (09987) 涨超 3% ， 近日发布餐厅营运智能体 Q 睿 将设立创新基金转化营运需求为实际应 用。 6.腾讯音乐 - SW (01698) 涨近 3% ， 机构称近期收购计划将进一步增强公司整体内容供给。 7.吉宏股份 (02603) 涨超 7% ， 公司 A 股涨停 上半年归母净利同比预增逾 55%。 8.光伏股集体回落， 信义光能 (00968) 跌 4.86%，福莱特玻璃 (06865) 跌 3.88%，新特能源 (01799) 跌 3.19%，信义玻璃 (00868) 跌 2.64%。 9.快手 - W (01024) 涨超 3% ， 将启动直播大舞台百城计划 打造多方协同直播生态体系。 10.黄金股再度承压走低， 山东黄金 (01787) 跌 5.09%，中国黄金国际 (02099) 跌 3.44%，灵宝黄金 (03330) 跌 2.68%，赤峰黄金 (06693) 跌 2.33%。 11.中船防务 (00317) 逆市涨超 3% ， 中国船舶整合并购重组方案获通过 ...

积极地创新，但从不冒进地落地。 2025年的夏天，AI对各行各业的颠覆作用还在持续——餐饮业也不例外。 就在刚刚过去的六月，旗下拥有肯德基、必胜客等头部品牌的餐饮巨头"百胜中国"，发布了首个餐厅营运智能体"Q睿"（Q-Smart Agent）。 这是百胜中国在生成式AI时代最重要的发布之一。这家已经拥有十余年数字化经验的餐饮行业巨头表示，此次发布的智能体Q睿，标志着自己在"AI+餐 饮"领域正式迈入人机协同的智能化时代。 智能体无疑是当前生成式AI领域最前沿的议题——无论主打通用还是垂域，各种各样的智能体吸走了绝大多数关注AI的目光。 但在众多智能体中，百胜中国新发布的Q睿看似有着不一样的色彩。 这款脱胎于餐饮业务场景的智能体，被设计成和穿戴式装备深度协同的形态，能够通过查询、对话的方式革新餐饮业一线的营运体验、提升餐厅效能。它的 每一处细节，都有着和自身业务深度融合的深思。 目前，Q睿已覆盖包含排班、盘点等管理任务和自动订补货、智能安防、生产管理、巡检等营运任务在内的20余个场景，能为餐厅经理提供全方位辅助支 持。 Q睿不是百胜中国的第一次智能化尝试 。 早在决策式AI时代 ，百胜 中国就将AI技术应用于日 ...

清早7点半上海一家必胜客门店后厨，餐厅经理李女士正在发愁。昨晚一场暴雨导致部分食材运输延 误，系统预警今日备货不足。她刚想拿起对讲机通知备餐组，耳边的智能耳机突然响起："Q睿检测 到供应链异常，已自动生成备选供应商清单，是否立即发起紧急调货？" 几秒钟后，补货订单通过AI 系统完成审批，而李女士已经能够腾出时间去巡检早高峰前的设备。这不是科幻电影，而是正在百胜 中国部分门店上演的日常。 这场"AI+营运"深水区的转型浪潮，并非只是百胜中国一家企业的独角戏。百胜中国发布的首个面向 餐厅营运的智能体Q睿，不过是这场浪潮中率先露出的礁石。餐饮行业的效率天花板正在被AI重新定 义，无论是连锁巨头还是区域品牌，都在想尽一切办法在各种消费场景渗透AI应用。 当Q睿在实验室里进行语音交互测试时，星巴克今年6月将与微软Azure的OpenAI平台合作开发的生 成式人工智能助手推广至35家门店；瑞幸咖啡今年开始加强智能AI排班系统的执行力度；蜜雪冰城 今年试点"动态人力调配系统"，用AI预测客流量调整排班。腾讯元宝AI今年已用于菜品研发、智能 菜谱生成、食材识别、语音指导烹饪，甚至帮助厨师快速解决像佛跳墙这样的非菜单菜品制作； ...

Core Insights - The article discusses the integration of AI technology in the restaurant industry, particularly focusing on Yum China and its AI assistant Q-Rui, which aims to enhance operational efficiency and support restaurant managers in various tasks [1][2][3]. Group 1: AI Integration in Restaurant Operations - Yum China is leveraging AI to redefine operational efficiency in the restaurant sector, with Q-Rui being a key development that automates tasks such as inventory management and staff scheduling [1][2]. - Other major players in the industry, including Starbucks and McDonald's, are also adopting AI technologies for various applications, such as dynamic staffing and voice-activated ordering systems [2][3]. - Q-Rui is designed to assist restaurant managers by automating over 20 operational tasks, thereby improving the overall efficiency and experience in restaurant operations [2][3]. Group 2: Historical Context and Development - Yum China began its digital transformation in 2010, moving its data warehouse domestically, and has progressively advanced its digital capabilities, including mobile payments and end-to-end digitalization by 2019 [3][4]. - The company is currently exploring the potential of generative AI, which is seen as the next opportunity for enhancing operational capabilities and supply chain resilience [5][6]. Group 3: Challenges and Opportunities - The application of AI in the restaurant industry presents both challenges and opportunities, particularly in terms of the required investment in infrastructure and data management [4][5]. - The company has established a 100 million yuan innovation fund to encourage frontline employees to contribute ideas for AI applications, highlighting a commitment to employee engagement in the digital transformation process [6]. Group 4: Future Directions and Employee Impact - The deployment of Q-Rui is expected to evolve through continuous testing and feedback, with a focus on ensuring that AI solutions effectively address real operational challenges [12][13]. - The integration of AI is transforming employee roles, requiring them to adapt to new collaborative work models where they work alongside AI tools to enhance productivity and decision-making [15][16]. Group 5: Competitive Landscape - Yum China views other leading companies in the tech space as benchmarks for AI implementation, learning from their agility in adopting technological innovations [17]. - The company emphasizes that all technological advancements are centered around the real needs of restaurant managers, ensuring that innovations are practical and beneficial [10][11].

Core Insights - Yum China is advancing in the field of artificial intelligence with the launch of its first AI-driven operational assistant, "Q-Rui," aimed at enhancing restaurant operations [1][2] - The AI system will assist in over 20 operational tasks, including scheduling, inventory management, and automated reordering, providing comprehensive support to restaurant managers [1][2] - The company has been investing in AI since 2019, focusing on end-to-end digital infrastructure, with a significant emphasis on generative AI to enhance operational capabilities [2][3] Group 1 - The Q-Rui AI assistant has passed initial laboratory validation and is set to be implemented in select stores, with plans for rapid iteration based on frontline feedback [2] - The AI application extends beyond routine tasks to include front-end operations and back-end supply chain management, enhancing inventory management precision [4] - Yum China emphasizes that AI is not intended to replace employees but to free them from tedious tasks, with a focus on empowering frontline staff [5] Group 2 - The company is in a phase of quality improvement and efficiency enhancement, with profit margins for KFC and Pizza Hut increasing by 0.5 and 1.9 percentage points year-on-year, reaching 19.8% and 14.4% respectively in Q1 2025 [7] - Yum China's Chief Technology Officer highlights the importance of digitalization and AI in the restaurant industry, noting that many of the company's digital initiatives have become industry standards [6] - The company plans to establish a 100 million yuan "frontline employee innovation fund" to promote innovation from the ground up, leveraging the experiences of frontline operational staff [5]

百胜中国首届人工智能日活动在上海举行，现场发布了首个面向餐厅营运的智能体Q睿（Q-Smart Agent），标志着百胜中国在"AI+餐饮"领域正式迈入人机协同的智能化时代。 ...

今天，百胜中国首届人工智能日活动在上海举行。活动开幕式上，公司发布了首个面向餐厅营运的智能 体——Q睿（Q-Smart Agent）。百胜中国首席执行官屈翠容发表了开幕致辞，并宣布将设立一亿元 的"一线员工创新基金"，通过资金、技术及资源的多维赋能，将一线员工基于营运实际需求提出的创新 构想转化为实际应用。 百胜中国首席执行官屈翠容，首席技术官张雷，肯德基中国总经理汪涛，必胜客中国总经理蒯俊，首席 人力官丁时彦共同出席Q睿启动仪式 三：实时感知响应，助力决策更"精准化" "Q睿"可以迅速分析并提示管理过程中的机会点。例如，当系统监测到厨房生产原料可能断货时，会立 即向值班经理推送预警信息，经确认后自动追加生产计划； 同时，依托百胜中国庞大的知识库资源， 它将为一线员工提供实时数据查询与专业知识支撑——无论是日常营运疑问，还是突发难题应对，智能 体都将快速给出精准指导。 目前，Q睿智能体已经初步通过了实验室验证，并且即将开始在部分门店上线。未来百胜中国将持续收 集一线反馈，快速迭代升级，推广至更多门店。 此次发布的智能体Q睿，深度融合了生成式AI，物联网，大数据等前沿技术，首次实现了"人-货-场"的 餐厅营运全 ...