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連鎖+升級+數字化,三維度看首灃控股(1703.hk)收購度小月後的發展

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2022年9月27日 11時29分

連鎖+升級+數字化,三維度看首灃控股(1703.hk)收購度小月後的發展

香港, 2022年9月27日 – (亞太商訊) – 1、首灃控股營收大增31.26%,虧損減少,後疫情時代增長可期

首灃控股(股份代號:1703)是中國香港一間提供粵式餐飲服務及宴會服務,包括婚宴服務的酒樓集團,旗下有“煌府”和“煌苑”兩大餐飲品牌,其經營的酒樓均地處黃金地段及交通便利的商業中心。酒樓以舉辦宴會及活動為主題,設計特別,擁有豐富多彩的室內特色,如從婚禮舞台到宴會廳中間的100尺天橋旋轉舞台、飛天馬車、模擬教堂及燈光效果,深受宴會客戶喜愛。根據弗若斯特沙利文報告,按2017年收益計的市場份額而言,首灃是香港宴會市場的排名前列的全面服務式中式酒樓。

據首灃截至2022年3月31日止年度報告,其營業額由截至2021年3月31日止年度約224.1百萬港元,增加約70.0百萬港元或31.2%至約294.1百萬港元。此次營業收入大增系香港疫情於首三個季度得到控制,防控措施有所放寬,令餐飲賓客人數及宴會服務人數相應增加所致。首灃集團表示,若社交距離措施保持有秩序地放寬,宴會業務將有望快速得以復蘇。

2、首灃控股牽手傑晟思,開啟餐飲數字化的核心引擎

2022年6月24日,首灃控股與傑晟思控股簽署合作框架。根據合作協議,首灃控股與傑晟思控股商定,根據不同項目的性質及特定市況,共同探索其等的業務合作模式,並利用該公司(作為上市公司)作為合作平台。傑晟思控股將於國內優質食品、餐飲品牌、消費生活及健康品等品牌和大數據收集中進行甄選、推薦和投資合作。據有關人士透露,此次首灃控股與傑晟思資本合作,基金看好,將攜手進軍大陸餐飲市場。

合作公司傑晟思控股是一間涉及大數據分析業務的上市公司,其自主研發的金融科技平台,除了利用大數據及智能算法幫助企業快速完成金融交易以外,在消費者生活方式的大數據分析領域亦有廣泛的成功案例。此次合作,首灃控股將結合傑晟思控股的科技優勢,探索餐飲大數據分析業務,有助於首灃控股將優質的服務更精準地推送給目標消費者,提升其餐飲業務的核心競爭力。

對於今天的餐飲企業,公域流量和私域流量都不可獲缺,因為它們正面臨著“經營模式從傳統的堂食變成試水電商業務的複合經營模式“的轉變,傳統單一能力或單一流量體系的管理,變得無法適應企業長期需求。

3、完成收購度小月餐飲,進軍休閑餐飲市場:增長迅速的細分賽道

近年來我國休閑餐飲市場增長迅速,收入由2014年的3,063億元增長至2019年的5,309億元,複合增長率11.6%,預計2020至2024年的複合增長率為13.3%,成為餐飲市場中增長速度最快的細分賽道,2024年將達到7,761億的市場規模。

據首灃控股8月16日公告,首灃控股全資附屬公司長宏發展於2022年7月29日完成收購度小月餐飲。度小月在台灣屬於老字號,發源自台南地區的小吃,從創辦之日到今天已經超過了一百歲了。度小月擔仔麵不僅是台南的特色美食之一,也是台灣省標誌性的美食打卡項。度小月作為台灣美食,是最具典型的休閑餐飲,快時尚兼具正、快餐特色。增長方面在線可以依託大數據合作夥伴一同進行精準營銷和導流,輕快食品的特色讓它容易成為大家外賣單上的必選項。此外,度小月以螞蟻店、蜘蛛網的商業模式運作,系時代進步和疫情洗牌而導出的一個未來重點模式,其依託靈活的地域優勢,抓住Mall紅利迅速擴張,真正做到快!准!狠!

首灃控股看中度小月發展的潛力,完成收購度小月,邁開了以知名品牌出發,向大陸餐飲市場大舉進攻的步伐。

4、結語

疫情之下,許多酒樓集團大幅收縮業務,猶如壯士斷腕,雖然能活下來,卻失去了多年建立的根基。首灃控股選擇另闢蹊徑,向內地擴張版圖,這看似反常,其實並非魯莽。因為內地的防控政策已經從不成熟到成熟精準,酒樓因疫情停業的周期短、次數少,此時進軍內地餐飲市場,不僅成本較低,而且遇到大規模封控的風險也較疫情初期小,實乃明智之舉。相信隨着內地業務的發展,和餐飲大數據智能分析技術的成熟,首灃控股將會擺脫疫情帶來的困擾,取得更好的經營成績。


News URL: https://www.acnnewswire.com/press-release/simplifiedchinese/78189/

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