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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6656394/o/239f204353c1b0b1384483e31c2f0b5c.jpg\" alt=\"Reuters/TPG\" /><p>2026年11月10日(优分析/产业数据中心报导)⸺ 统一(1216-TW)传出与怡和集团深入洽谈收购旗下餐饮事业,标的涵盖台湾、香港等市场约1,000家肯德基与必胜客等门市,估值约4亿美元(约新台币131亿元)。若交易成立,统一将在既有食品制造、超商与咖啡通路之外,扩大跨市场速食餐饮布局。</p>\n<p>外媒路透指出,双方可能在年底前达成协议,但交易条件尚未敲定,仍存在变数。统一尚未回应置评要求,怡和则不予评论。今年5月,统一已被列为潜在买家,当时凯雷与百胜中国也曾表达兴趣。</p>\n<p>怡和餐饮集团总部位于香港,在台湾、香港、澳门、越南及缅甸经营餐饮业务,除肯德基与必胜客,也拥有香港外带披萨品牌PHD。其台湾肯德基与必胜客早在2023年底已合计达500家门市,台湾肯德基今年2月再开出第200店。对统一而言,潜在收购标的是已有门市、营运团队与客群的餐饮事业。</p>\n<p>统一既有业务横跨食品生产、便利商店、流通与物流,集团旗下包括经营台湾7-ELEVEN的统一超,以及星巴克事业。此次若取得怡和餐饮,扩张的不只是台湾速食据点,也包含香港与东南亚市场的餐饮营运;实际整合方式与效益,目前尚未公布。</p>\n<p>卖方则持续调整资产配置,将资金转向核心业务。怡和在2025年报指出,香港消费支出疲弱与通缩压力影响旗下餐饮及消费事业。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/5407958854\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-9089.html\" title=\"晶硕上半年EPS 13.13元创高 预期Q4矽水胶营收比重提升至15%\">晶硕上半年EPS 13.13元创高 预期Q4矽水胶营收比重提升至15%</a></li>\n <li><a href=\"/new/tw/article-12070.html\" title=\"巨亨速报 - Factset 最新调查:上银(2049-TW)EPS预估下修至9.38元,预估目标价为440元\">巨亨速报 - Factset 最新调查:上银(2049-TW)EPS预估下修至9.38元,预估目标价为440元</a></li>\n <li><a href=\"/new/tw/article-1773.html\" title=\"北士科买盘外溢 赖正镒:台北房市转向「区域性题材轮动」\">北士科买盘外溢 赖正镒:台北房市转向「区域性题材轮动」</a></li>\n <li><a href=\"/new/tw/article-950.html\" title=\"同步欧日韩!汽车零组件关税大降至15% 龚明鑫乐看供应链移转台厂享利多\">同步欧日韩!汽车零组件关税大降至15% 龚明鑫乐看供应链移转台厂享利多</a></li>\n <li><a href=\"/new/tw/article-14995.html\" title=\"营收速报 - 三发地产(9946)8月营收6,759万元年增率高达185.26%\">营收速报 - 三发地产(9946)8月营收6,759万元年增率高达185.26%</a></li>\n <li><a href=\"/new/tw/article-13069.html\" title=\"〈房产〉就业与轨道经济发威促住宅需求增 桃园空屋大减1.2万宅\">〈房产〉就业与轨道经济发威促住宅需求增 桃园空屋大减1.2万宅</a></li>\n </ul>\n</div>",
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