奈雪的茶控股有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Nayuki Holdings Limited 奈雪的茶控股有限公司（「本公司」，連同其附屬公司，合稱「本集團」）董事會（「董事 會」）兹通告，謹定於二零二五年八月二十七日（星期三）舉行董事會會議，以考慮及通過 （其中包括）本集團截至二零二五年六月三十日止六個月之未經審核中期業績及其發佈、 派發中期股息（如有），以及處理其他任何事項。 承董事會命 奈雪的茶控股有限公司 董事長 趙林 深圳，二零二五年八月十五日 於本公告日期，董事會包括執行董事趙林先生及彭心女士；及獨立非執行董事劉異偉先 生、謝永明先生及張立鈞先生。 （於開曼群島註冊成立的有限公司） （股份代號：2150） 董事會會議召開日期 ...

本文源自：智通财经网 奈雪的茶(02150)涨超4%，截至发稿，涨4.05%，报1.54港元，成交额800.8万港元。 消息面上，据报道，奈雪的茶于8月7日立秋当天，推出"好运紫"。奈雪的茶相关负责人透露，"好运 紫"套餐上线后，火速登顶外卖平台榜单TOP1。立秋当日，奈雪外卖销量增幅达500%。光大证券此前 指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加 糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展"green"店型，深圳试点改造效果好，业绩增长且复 购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用 餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较 大发展空间。 ...

Market Overview - The A-share market has shown strong upward momentum, with the index successfully surpassing the 3600-point mark, and the margin financing balance returning to the 2 trillion yuan level for the first time since May 2015[3] - The current tea beverage industry is experiencing intensified competition, with a significant shift towards overseas markets, particularly the United States, indicating substantial growth potential[3] Industry Trends - In the energy and technology integration sector, AI data centers are paving new paths for centralized photovoltaic consumption, supported by continuous policy efforts to promote the synergy between computing power and electricity[3] - The semiconductor industry is entering a new cycle driven by strong AI demand, with high-end segments like silicon wafers and MLCCs seeing notable demand differentiation[3] Structural Changes - The analysis of the Fortune China 500 list from 2015 to 2025 reveals a shift in China's industrial structure, with high-tech industries like electronics and modern services like finance becoming new growth drivers, while traditional sectors like real estate face deep adjustments[6] - The number of companies in the real estate sector has decreased from 45 to 29 over the past decade, reflecting significant industry contraction due to regulatory changes and market dynamics[7] Consumer Insights - The domestic tea beverage market has seen a slowdown in expansion, with the total number of stores increasing by only 0.74% in the first half of 2025, indicating a shift towards quality competition[23] - Major tea brands are increasingly looking to expand internationally, particularly in the U.S. market, which is projected to grow at a CAGR of 9.1% from 2019 to 2024, with significant potential for new store openings[26] High-End Manufacturing - The "East Data West Calculation" project is expected to enhance the coupling effect between photovoltaic power consumption and computing power industry development, with an estimated average annual energy consumption increase of approximately 9.8 GW for data centers over the next three years[34] - Global semiconductor sales reached $59.9 billion in June 2025, marking a year-on-year increase of 19.6%, driven primarily by business-to-business AI demand rather than consumer electronics[3]

Core Insights - The event "Wanda Special Night" is a key activity of the 2025 (6th) Hebei Sports Consumption Season, promoting both sports participation and consumer engagement [1][10] - The event aims to activate the night economy in the city while promoting the concept of "New Sports, New Life" through interactive experiences [1][10] Event Highlights - The event commenced with a dynamic fitness class, attracting over 150 fitness enthusiasts and media representatives [3][10] - More than 20 brands participated, offering exclusive discounts, with some promotions reaching nearly 50% off, valid until August 31 [3][5] Discounts and Offers - Sports equipment discounts included 59% off on new products from Hongxing Erke, and significant savings on children's apparel from Jordan [5] - Food and beverage discounts featured items like a signature watermelon ice for 12.9 yuan, and various tea brands offering up to 8.8% off [6] Leisure and Lifestyle Promotions - The event also included lifestyle discounts, such as 150 yuan off on jewelry repairs and various promotions on home goods and entertainment [7] - Fitness services were offered at low prices, including a 9.9 yuan trial class and 30% off summer training courses [8] Overall Impact - The "Wanda Special Night" created a consumption chain linking sports activities with shopping, enhancing the synergy between exercise and consumer spending [10] - The Hebei Sports Consumption Season has introduced over 782 promotional measures across more than 300 sports enterprises, focusing on benefiting the public [10]

超级IP联名依然"炸裂" 超级IP联名密集"上阵"，茶饮品牌频频登上热搜。8月6日，喜茶与大热IP《CHIIKAWA》联名活动正式 上线，首日反响热烈。喜茶chiikawa联名、喜茶爆单等多个相关话题登上热搜，多家门店爆单，一度有 门店显示前方超800杯茶饮待制作。 "秋天第一杯奶茶"你喝了吗？8月7日立秋，"秋一杯"话题霸屏社交平台，茶饮界"双11"正式拉开序幕。 截至7日19时，"秋天的第一杯奶茶"微博话题阅读量已破47.9亿。 茶饮品牌掀起"淘金热" 沪上阿姨"送金子"、书亦烧仙草"送锦旗"，就连深圳市总工会都赶来"凑热闹"，派出1000份瑞幸、奈 雪、霸王茶姬的饮品券。 被网友戏称为"淘金大战"的主要代表有沪上阿姨、益禾堂、百分茶等。沪上阿姨推出幸运号码送8克黄 金活动，益禾堂发起"进店抽万份黄金"福利，百分茶则上线万份吸金猫咪金片……这场由茶饮品牌掀起 的"淘金热"，成为网友追逐的流量密码，持续在社交平台上刷屏。 书亦烧仙草则玩起"荣誉认证"，立秋当天，各门店的"001号"订单顾客，会收到一面"锦旗"。印有"二旬 老人续命水""荣誉股东""著名奶茶品鉴师"等玩梗文案，令人忍俊不禁。 外卖营销大战"激 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 奈雪的茶控股有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02150 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00005 USD | | 250,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00005 USD | | 250,000 | 本月底法定/註冊股本總額： USD 250,00 ...

Core Viewpoint - The restaurant industry in Jinan is experiencing a trend of cross-industry expansion, with beverage shops and hot pot restaurants diversifying their offerings to include light meals and snacks, responding to consumer demand for convenience and health-conscious options [2][3][4]. Group 1: Beverage Shops - Beverage shops like Tims and Luckin Coffee are expanding their food offerings, introducing items such as bagels, farmer rolls, and light meal boxes to cater to busy consumers seeking healthy lunch options [3]. - Tims has launched a "light meal" series that includes healthy lunch boxes, appealing to consumers looking for quick and nutritious meals [3]. - Luckin Coffee has created a "dessert and light meal" section in its ordering app, featuring affordable items priced under 10 yuan, enhancing its appeal to cost-conscious customers [3]. Group 2: Hot Pot Restaurants - Hot pot restaurants, particularly Haidilao, are also venturing into new product lines, such as "one-person meal" takeout options, which have become very popular, accounting for 60% of total orders in some locations [4]. - Haidilao is set to open a fried chicken store in Jinan, marking its first foray into this category, which has generated significant interest among consumers [4]. - The introduction of diverse products, including various flavors of fried chicken and snacks, reflects Haidilao's strategy to innovate and attract younger customers [4]. Group 3: Market Strategy - The cross-industry trend is driven by brands seeking to reconstruct consumer experiences and innovate products to tap into existing market potential [6]. - Haidilao's "Pomegranate Plan," set to launch in August 2024, aims to incubate new restaurant brands and promote service innovation within the industry [6]. - Experts suggest that the trend of cross-industry expansion will continue to evolve, focusing on health-conscious dining and segmented consumer experiences, posing challenges for brands to maintain quality and brand identity while meeting consumer needs [6].

奈雪的茶(02150)发布公告，奈雪的茶控股有限公司(公司，连同其附属公司统称集团)董事会会议已于 2025年7月31日召开。于会议上，董事会决议罢免独立非执行董事兼公司审核委员会主席张蕊的现有职 务(罢免)。且罢免已于2025年8月1日生效。 会议进一步决议委任张立钧为独立非执行董事兼审核委员会主席，自2025年8月1日起生效。 ...

Nayuki Holdings Limited 奈雪的茶控股有限公司 （於開曼群島註冊成立的有限公司） 獨立非執行董事 劉異偉先生 謝永明先生 張立鈞先生 董事會設有三個董事會委員會。下表提供本公司各董事所在該等委員會的成員資 料。 （股份代號：2150） | | 審核委員會 | 薪酬委員會 | 提名委員會 | | --- | --- | --- | --- | | 趙林先生 | | M | | | 彭心女士 | | | M | | 劉異偉先生 | M | C | M | | 謝永明先生 | M | M | C | | 張立鈞先生 | C | | | 董事名單及其角色和職能 附註： 奈 雪 的 茶 控 股 有 限 公 司（「本公司」）董 事 會（「董事會」）成 員 載 列 如 下。 C 相關董事會委員會主席 執行董事 趙林先生 （本公司董事長及首席執行官） 彭心女士 M 相關董事會委員會成員 二零二五年八月一日 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 會議進一步決議委任張立鈞先生（「張先生」）為獨立非執行董事兼審核委員會主席，自二 零二五年八月一日起生效。 Nayuki Holdings Limited 奈雪的茶控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2150） 獨立非執行董事及 審核委員會主席變動 罷免獨立非執行董事 奈雪的茶控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」，各 為一名「董事」）會（「董事會」）會議（「會議」）已於二零二五年七月三十一日召開。於會 議上，董事會決議罷免獨立非執行董事兼本公司審核委員會（「審核委員會」）主席張蕊女 士（「張女士」）的現有職務（「罷免」）。根據本公司第七版經修訂及經重列組織章程大綱 及組織章程細則（「細則」）第105(h)條，罷免將向其送達當時在任不少於四分之三名（或 倘非整數，則以最接近之較低整數為準）的董事（包括張女士）簽署的書面通知（「通知」） 而生效。根據細 ...