<p>全球快餐连锁品牌肯德基正在增加更多电动汽车（EV）充电站，而麦当劳则在升级数字服务，因为快餐行业在激烈竞争中转向数字便利，以吸引更多顾客光顾自取窗口，分析师表示。根据百胜中国的第一季度财报，肯德基目前在全国运营超过 7000 家自取餐厅，包括路边取餐。该连锁表示，将进一步利用技术创新提升中国自取窗口的订单和取餐效率。惠誉评级亚太区企业评级总监 Chloe He 表示：“自取窗口正在融入更广泛的便利战略，因为消费者越来越期待速度和即时满足。” 她指出，外卖的强劲增长在中国主要连锁店的销售中占据了更大份额。她认为，智能点餐是更明确的优先事项，因为它直接提高了速度、准确性和劳动效率，而电动汽车充电服务则是在某些门店的选择性附加服务。在电动汽车普及率较高的中国，电动汽车充电 “可以通过给司机提供另一个停车理由来帮助产生增量流量，” 她说。四月，肯德基与比亚迪合作，逐步在全国的自取窗口门店安装更多充电站。这两家公司正在推出一种九分钟的一站式服务，结合快速充电和餐饮服务。比亚迪车主可以通过语音控制下单和付款，在自取窗口取餐，并现场为汽车充电，整个过程总共需要九分钟。该功能目前在单一车型上可用，明年将推出更多车型。这家中国电动汽车制造商表示，已在全国建立了超过 5000 个超快速充电站，并计划在今年年底前将网络扩展到 20000 个。“领先的快餐品牌必须建立差异化优势，以打破增长瓶颈，” 苏商银行特聘研究员傅义夫表示。“通过提供充电设施，可以帮助延长消费者的停留时间，提高复购意愿。跨行业合作可以产生品牌协同效应，有效提升门店曝光率并推动销售增长。” 分析师指出，车主对便利餐食取餐和充电的需求增长，为这一商业模式的发展奠定了坚实的客户基础。根据公安部的数据，截至去年底，中国道路上的电动汽车总数达到 4400 万辆，占机动车总数的 12%，而持证驾驶员有 5.25 亿。另一方面，在四月底，麦当劳宣布已在北京超过 80 个自取窗口完成数字升级。消费者可以通过微信小程序提前下单，系统会跟踪汽车的位置，以便顾客无需排队即可取餐。麦当劳表示，还在辽宁省沈阳和大连的 53 家自取窗口完成了数字升级。惠誉评级的 He 表示：“西方连锁店正在用更多数字工具升级自取窗口格式。在中国，更显著的是自取窗口、车内点餐、数字支付以及在某些情况下的电动汽车充电的紧密整合。” 她补充道：“中国的自取窗口仍有扩展空间，但市场不太可能简单复制经典的美国模式。我相信，整体上更强的增长驱动力可能仍然是数字便利，特别是点餐、取餐和外卖。” 总部位于上海的国际智能车辆工程协会秘书长 David Zhang 表示，电动汽车制造商与快餐连锁店之间的合作是一种创新的商业模式，带来了双赢的结果。类似的合作也可以在汽车制造商与其他零售商之间探索，包括便利店、咖啡连锁店和奶茶品牌。</p>

百胜中国

麦当劳

<p>KFC 正在扩大其电动汽车（EV）充电站，而麦当劳则在中国提升自助点餐服务，以吸引更多顾客，面对激烈的竞争。KFC 运营着超过 7000 个自助点餐窗口，旨在通过技术提高效率。分析师指出，电动汽车充电与数字点餐的结合是满足消费者对速度和便利性需求的关键。麦当劳在北京升级了超过 80 个自助点餐窗口，允许通过微信进行预订。这一趋势反映了快餐行业向数字便利性的转变，未来在中国有进一步增长的潜力</p>

<p>Global fast-food chain KFC is adding more electric vehicle (EV) charging stations and McDonald’s is upgrading digital services, as the fast-food sector turns to digital convenience to draw more customers to drive-through stores amid fierce competition, according to analysts. KFC now operates over 7,000 drive-through restaurants nationwide, including kerbside pickups, according to the first-quarter earnings report of Yum China, operator of KFC and Pizza Hut in mainland China and Hong Kong. The chain said it would further utilise tech innovation to boost efficiency for orders and pickups at drive-through outlets in China. “Drive-through is being folded into a broader convenience strategy, as consumers increasingly expect speed and instant fulfilment,” said Chloe He, director of Asia-Pacific corporate ratings at Fitch Ratings. “That is visible in the strong growth of delivery, which has become a much larger share of sales for major chains in China.” He believes smart ordering was the clearer priority because it directly improved speed, accuracy and labour efficiency, while EV charging services were more of a selective add-on at certain stores. In China, where EV adoption is high, EV charging “could help generate incremental traffic by giving drivers another reason to stop,” He said. In April, KFC partnered with BYD to gradually install more charging stations at its drive-through stores nationwide. The two firms are launching a nine-minute, one-stop service for drivers, combining fast charging and catering. BYD owners can order and pay via voice control, pick up meals at the drive-through stores, and charge their cars on-site, with the process taking nine minutes in total. The function, currently available on a single model, will be launched on more models next year. The Chinese EV maker said it has built more than 5,000 ultra-fast charging stations across the country, and aims to expand the network to 20,000 by the end of this year. “Leading fast-food brands must build differentiated advantages to break the growth bottleneck,” said Fu Yifu, a special research fellow at Su Merchants Bank. “By providing charging facilities, it can help extend the stay of consumers and raise the intention of repurchase. Cross-industry collaboration can generate brand synergy, effectively boost store exposure and drive sales growth.” Growing demand among car owners for convenient meal pickup and charging has built a large, solid customer base to underpin the development of this business model, according to analysts. By the end of last year, China’s total EVs on the road reached 44 million, accounting for 12 per cent of total motor vehicles, while there were 525 million licensed drivers, according to the Ministry of Public Security. Separately, in late April, McDonald’s announced it had completed digital upgrades at over 80 drive-through locations in Beijing. Consumers can order in advance using a WeChat mini-programme, and the system tracks the location of cars so customers can pick up their food without queuing. McDonald’s said it has also completed digital upgrades at 53 drive-through stores in Shenyang and Dalian in Liaoning province. “Western chains are upgrading drive-through formats with more digital tools. What is more distinctive in China is the tighter integration of drive-through, in-car ordering, digital payment and, in some cases, EV charging,” said He of Fitch Ratings. “Drive-through in China still has room to expand, but the market is unlikely to simply replicate the classic US model. I believe the stronger growth driver is likely to remain digital convenience overall, especially ordering, pickup and delivery,” she added. David Zhang, general secretary of the Shanghai-based International Intelligent Vehicle Engineering Association, said cooperation between an EV maker and a fast-food chain was an innovative business model that delivered a win-win outcome. Similar partnerships could also be explored between carmakers and other retail players, including convenience stores, coffee chains and milk tea brands.</p>
<div class="lb-trans"><p>全球快餐连锁品牌肯德基正在增加更多电动汽车（EV）充电站，而麦当劳则在升级数字服务，因为快餐行业在激烈竞争中转向数字便利，以吸引更多顾客光顾自取窗口，分析师表示。根据百胜中国的第一季度财报，肯德基目前在全国运营超过 7000 家自取餐厅，包括路边取餐。该连锁表示，将进一步利用技术创新提升中国自取窗口的订单和取餐效率。惠誉评级亚太区企业评级总监 Chloe He 表示：“自取窗口正在融入更广泛的便利战略，因为消费者越来越期待速度和即时满足。” 她指出，外卖的强劲增长在中国主要连锁店的销售中占据了更大份额。她认为，智能点餐是更明确的优先事项，因为它直接提高了速度、准确性和劳动效率，而电动汽车充电服务则是在某些门店的选择性附加服务。在电动汽车普及率较高的中国，电动汽车充电 “可以通过给司机提供另一个停车理由来帮助产生增量流量，” 她说。四月，肯德基与比亚迪合作，逐步在全国的自取窗口门店安装更多充电站。这两家公司正在推出一种九分钟的一站式服务，结合快速充电和餐饮服务。比亚迪车主可以通过语音控制下单和付款，在自取窗口取餐，并现场为汽车充电，整个过程总共需要九分钟。该功能目前在单一车型上可用，明年将推出更多车型。这家中国电动汽车制造商表示，已在全国建立了超过 5000 个超快速充电站，并计划在今年年底前将网络扩展到 20000 个。“领先的快餐品牌必须建立差异化优势，以打破增长瓶颈，” 苏商银行特聘研究员傅义夫表示。“通过提供充电设施，可以帮助延长消费者的停留时间，提高复购意愿。跨行业合作可以产生品牌协同效应，有效提升门店曝光率并推动销售增长。” 分析师指出，车主对便利餐食取餐和充电的需求增长，为这一商业模式的发展奠定了坚实的客户基础。根据公安部的数据，截至去年底，中国道路上的电动汽车总数达到 4400 万辆，占机动车总数的 12%，而持证驾驶员有 5.25 亿。另一方面，在四月底，麦当劳宣布已在北京超过 80 个自取窗口完成数字升级。消费者可以通过微信小程序提前下单，系统会跟踪汽车的位置，以便顾客无需排队即可取餐。麦当劳表示，还在辽宁省沈阳和大连的 53 家自取窗口完成了数字升级。惠誉评级的 He 表示：“西方连锁店正在用更多数字工具升级自取窗口格式。在中国，更显著的是自取窗口、车内点餐、数字支付以及在某些情况下的电动汽车充电的紧密整合。” 她补充道：“中国的自取窗口仍有扩展空间，但市场不太可能简单复制经典的美国模式。我相信，整体上更强的增长驱动力可能仍然是数字便利，特别是点餐、取餐和外卖。” 总部位于上海的国际智能车辆工程协会秘书长 David Zhang 表示，电动汽车制造商与快餐连锁店之间的合作是一种创新的商业模式，带来了双赢的结果。类似的合作也可以在汽车制造商与其他零售商之间探索，包括便利店、咖啡连锁店和奶茶品牌。</p>
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KFC, McDonald’s drive-throughs in China get EV charging, upgraded smart systems

- KFC 与 BYD 合作在全国快餐店增设电动车充电站，推动数字化服务升级。  
- 消费者日益期待快速便利的取餐体验，驱动外卖市场增长。  
- 麦当劳在北京等地完成数字化升级，减少顾客排队等候时间。

肯德基和麦当劳在中国的得来速餐厅增加了电动车充电设施，并升级了智能系统