核心观点1H2025 社服行业总览：上半年服务消费板块收入略增，利润承压，表现分化，龙头企业凭借卓越运营率先释放成效。1H2025 社服行业收入同比增1.4%，达2019 年134%，利润下滑11.5%，恢复至2019 年79%，行业分化明显。K12 培训、人力资源、景区收入利润双增；酒店、餐饮、旅游零售及高职教育承压。大众平价餐饮表现亮眼，小菜园、绿茶集团逆势增长；蜜雪、古茗等茶饮龙头业绩突出；...
Source Link核心观点1H2025 社服行业总览：上半年服务消费板块收入略增，利润承压，表现分化，龙头企业凭借卓越运营率先释放成效。1H2025 社服行业收入同比增1.4%，达2019 年134%，利润下滑11.5%，恢复至2019 年79%，行业分化明显。K12 培训、人力资源、景区收入利润双增；酒店、餐饮、旅游零售及高职教育承压。大众平价餐饮表现亮眼，小菜园、绿茶集团逆势增长；蜜雪、古茗等茶饮龙头业绩突出；...
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