作为奈雪2026年核心战略落地的关键，奈雪"纤·Studio店"独家上线6款"低GI&多纤"核心产品，涵盖多纤 蔬果昔与低GI多纤果蔬茶两大品类，"更多纤维，更慢升糖"精准击中消费者对于健康慢升糖的需求。此 外，门店同步上线鲜果希腊酸奶昔、康普茶特调、径山千目抹茶、鲜果咖啡系列等多元饮品，以及10 款"半糖生甜甜圈"烘焙产品——糖量减少50%以上，采用天然食材，实现"健康与美味兼得"。 奈雪的茶全新门店"纤·Studio店"今日在深圳海岸城开启试营业。作为奈雪深耕健康赛道与场景创新的双 重标杆，该门店不仅独家首发"低GI&多纤"全新产品系列，更以"Nature+Art+Imagination"为核心理念， 打造集自然健康、艺术美学与松弛社交于一体的沉浸式茶饮空间。值得一提的是，该门店以低GI&多纤 控糖为健康产品创新特色，"更多纤维，更慢升糖"有望引领茶饮行业新的健康风向标。 ...

全新店型"奈雪纤.Studio店"重构茶饮消费场景 此次亮相的奈雪纤.Studio店，是奈雪对茶饮消费场景的深度革新。项目负责人表示"我们根据市场洞察 和数据梳理，发现42%消费者渴望独特健康记忆点，38%期待社交与疗愈兼具的第三空间"，基于此， 门店以"自然植愈力+艺术趣味感+松弛生活感"为三大核心基因，将空间打造成"可逛、可坐、可沉浸"的 生活美学载体。 2026年2月10日，健康茶饮领导者奈雪的茶(02150)全新门店"纤.Studio店"在深圳海岸城开启试营业。作 为奈雪深耕健康赛道与场景创新的双重标杆，该门店不仅独家首发"低GI&多纤"全新产品系列，更 以"Nature+Art+Imagination"为核心理念，打造集自然健康、艺术美学与松弛社交于一体的沉浸式茶饮空 间。值得一提的是，该门店以低GI&多纤控糖为健康产品创新特色，"更多纤维，更慢升糖"有望引领茶 饮行业新的健康风向标。 战略产品首发：低GI&多纤系列引领健康茶饮新风向 作为奈雪2026年核心战略落地的关键，奈雪纤.Studio店独家上线6款"低GI&多纤"核心产品，涵盖多纤 蔬果昔与低GI多纤果蔬茶两大品类，"更多纤维，更慢升糖"精 ...

智通财经APP获悉，2026年2月10日，健康茶饮领导者奈雪的茶(02150)全新门店"纤·Studio店"在深圳海 岸城开启试营业。作为奈雪深耕健康赛道与场景创新的双重标杆，该门店不仅独家首发"低GI&多纤"全 新产品系列，更以"Nature+Art+Imagination"为核心理念，打造集自然健康、艺术美学与松弛社交于一体 的沉浸式茶饮空间。值得一提的是，该门店以低GI&多纤控糖为健康产品创新特色， "更多纤维，更慢 升糖"有望引领茶饮行业新的健康风向标。 战略产品首发：低GI&多纤系列引领健康茶饮新风向 作为奈雪2026年核心战略落地的关键，奈雪 纤·Studio店独家上线6款"低GI&多纤"核心产品，涵盖多纤 蔬果昔与低GI多纤果蔬茶两大品类，"更多纤维，更慢升糖"精准击中消费者对于健康慢升糖的需求。 其中，"低GI&多纤果蔬茶系列"推出多纤·瘦瘦小绿瓶、多纤·超C小橙瓶、多纤·焕新小红瓶，通过科学 食材搭配降低升糖指数，搭配奈雪经典茶底，实现"低GI慢升糖+蔬果纤维"双重buff，适配控糖人群日 常需求。"多纤蔬果昔"系列包含超能·羽衣牛油果昔、醒味·薄荷青苹果昔 、活力·姜黄凤梨果昔，采用鲜 果 ...

史诗级大爆单 作者：内参君 AI大战给奶茶店带来1000万单 2月6日，千问APP上线"春节30亿免单"，发放奶茶免单卡，茶饮店又迎来了一场史诗级爆单。 ▲千问上线奶茶免单卡，图源网络 据官方介绍，千问APP免单卡可在全国30多万家奶茶店使用，蜜雪冰城、瑞幸咖啡、霸王茶姬、奈雪的茶、沪上阿姨、茶百道、库迪咖啡等茶饮咖啡品牌 支持使用。 可以说， 这场奶茶"狂欢"是真正意义上的席卷全国。当日不少用户在社交媒体晒出用千问下单的"第一杯AI奶茶"。 "一下子来了500单！店里人手根本不够，外卖小哥都自己动手打包了。"在天津某霸王茶姬店里，单子已经堆满了桌面，"工作人员的胳膊都快抡冒烟 了……" ▲部分店铺外卖单子都没了，只有号码牌 内参君楼下的一点点，即使在11点左右关闭线上店铺，到下午两点，仍然有多杯未做。内参君询问今天卖了多少单，店员称："太忙了，还没来得及看， 比平时多出好几倍。" 一年内史诗级大爆单2次 餐饮人真的"吃饱了"！ 其实，在2月6日的这一场奶茶大战前，餐饮行业早已被"外卖大战"席卷近半年。 2025年7月5日，餐饮行业打了一场可以说是载入史册的外卖大战，同样是茶饮品类、同样是史诗级大爆单、同样是 ...

Core Viewpoint - The article discusses the recent surge in orders for milk tea shops due to the "AI War" initiated by the Qianwen APP, which offered a massive promotion leading to over 10 million orders in just 9 hours, highlighting the intense competition in the food and beverage industry and the challenges faced by businesses in managing such demand [5][7][21]. Group 1: AI War and Its Impact - The Qianwen APP launched a "Spring Festival 3 billion free orders" campaign, resulting in a nationwide frenzy for milk tea, with major brands like Mixue Ice City and Luckin Coffee participating [6][7]. - Within 9 hours of the campaign, over 10 million milk tea orders were placed, causing stock prices of several tea brands to rise significantly, with Gu Ming increasing over 5% to reach a record high [7]. - The article notes that this is the second major order surge within a year, indicating a pattern of intense promotional activities in the restaurant industry [8]. Group 2: Previous Delivery Wars - The article references a previous "Delivery War" that occurred on July 5, 2025, which also resulted in overwhelming order volumes, with some stores reporting a 230% increase in orders compared to normal [9][10]. - Following the Delivery War, many restaurant operators expressed concerns about the sustainability of such high demand and the negative impact on service quality [10][12]. - Regulatory actions were taken to address the chaotic competition in the delivery sector, aiming to create a healthier market environment for the restaurant industry [11][12]. Group 3: Characteristics of the Milk Tea Market - The milk tea market is characterized by its ability to attract young consumers, with a projected market size of 354.72 billion yuan in 2024, growing at 6.4% annually [17]. - The consumer base primarily consists of young women aged 22-30, with a high frequency of purchases, making milk tea a low-cost, high-repurchase category [17][18]. - The efficiency and high turnover of milk tea shops make them attractive to platforms seeking to acquire users at a lower cost [19]. Group 4: Financial Implications for Businesses - Despite the surge in orders, the profitability of milk tea shops remains challenging, as the sudden influx of orders can overwhelm staff and disrupt service quality [21][22]. - Many businesses struggle to manage the increased demand, leading to longer wait times and potential customer dissatisfaction, which can harm long-term customer loyalty [23][25]. - The article emphasizes the need for businesses to balance leveraging platform promotions for growth while maintaining their operational integrity and customer experience [27].

这次活动中，千问App还在官方微博与多个新茶饮品牌互动，包括古茗、茶百道、沪上阿姨、奈雪的 茶、霸王茶姬等。虽然有的新茶饮品牌没有在微博等层面互动，但消费者依然可以通过千问获得的免单 卡进行下单，用户领取的免单卡可在全国超过30万家奶茶店使用。本次活动中，所有用户更新千问App 后，能无门槛获得一张25元免单卡，不仅能免单喝奶茶，还能通过淘宝闪购买年货、点外卖。用户获取 免单卡后，可直接在对话框说出想喝的奶茶名字，然后选择商品，提交下单支付时，免单卡会自动减免 25元。 一家霸王茶姬门店表示，今天用户通过千问App下单的热情较高，白天已经积累了500多单。由于订单 量突然加大，店里的牛奶原料已经用完，正在等待补充，因此目前已经无法下单相关产品。蜜雪冰城的 一家门店也表示，上午突然来了很多的订单，下午这会儿好多了，目前可以正常下单。 爷爷不泡茶一家门店表示，今天外卖的订单量激增，外卖订单的提示音一直响个不停，前台打印机不断 出单。店员们各自负责一个环节，埋头做事，相互配合得很流畅。虽然忙碌，不过经过数智化、标准化 作业，保障每一杯饮品的品控稳定，符合消费者的个性化口味需求。外卖取餐台边，爷爷不泡茶员工根 据标签 ...

Group 1 - Lee & Man Paper (02314) has seen its stock price rise by over 30% year-to-date, with expected profits of approximately HKD 1.88 billion to HKD 2.00 billion in 2025, representing a year-on-year growth of 38% to 47% due to increased marginal profits [1] - Soundon Technology (02495) shares rose over 8.8% after winning a contract worth nearly RMB 300 million for an AI project in Sichuan province [1] - Zhongxin Innovation (03931) stock increased by over 3.8%, with a reported 630% year-on-year growth in commercial battery deliveries in January 2026, indicating a strong market strategy and capacity layout [1] Group 2 - Tea stocks experienced a rise, with Gu Ming (01364) up 4.12%, Cha Bai Dao (02555) up 3.74%, and others benefiting from a promotional campaign offering free milk tea at over 300,000 stores nationwide [2] - Innovent Biologics (09969) shares surged over 11% after announcing expected revenues of RMB 2.37 billion in 2025, a 134% increase, and a projected net profit of around RMB 630 million [2] - Jun Da Holdings (02865) rebounded over 4.6% following news of the U.S. Federal Communications Commission accepting SpaceX's data center application [2] Group 3 - Li Auto-W (02015) shares rose over 5.3% as the CEO teased the new Li L9 model, emphasizing the importance of AI in enhancing vehicle value [3] - JX International Resources (03858) saw a stock increase of over 4.6% as tungsten prices reached a recent high of CNY 1,545,000 per ton, up CNY 25,000 from the previous trading day [3] - Nine Dragons Paper (02689) shares increased by over 5.7% after announcing a profit forecast for FY26H1 of CNY 2.15 billion to CNY 2.25 billion, a year-on-year growth of 216% to 231% [3] Group 4 - Long Resources (01712) stock surged over 35%, reaching a historical high, with expected after-tax profits of AUD 58 million to AUD 62 million for the year ending December 31, 2025, a significant increase from AUD 12.9 million in the previous year [4] Group 5 - Forgent Power Solutions (FPS.US) debuted on the U.S. stock market with a closing increase of 7.41%, focusing on power solutions for data centers [5] - Bob's Discount Furniture (BOBS.US) also entered the market, with a slight increase of 0.12%, managing 206 showrooms across 26 states and projecting revenues of USD 2.32 billion for FY2025 [5] Group 6 - Eikon Therapeutics (EIKN.US) fell over 16.67% on its Nasdaq debut, focusing on cancer therapies with a candidate drug in mid-stage trials [6] - Cryptocurrency stocks saw significant declines, with Hut 8 (HUT.US) down 17.89% and others following suit amid a Bitcoin sell-off, which dropped nearly 10% [6] Group 7 - Major U.S. indices opened lower, with the Nasdaq down 1.6%, and notable tech stocks like Amazon (AMZN.US) and Tesla (TSLA.US) also declining [7] - Estée Lauder (EL.US) dropped nearly 19.19% despite meeting sales expectations, reflecting market volatility [7] Group 8 - NIO (NIO.US) shares rose 5.86% after announcing an expected adjusted operating profit of between RMB 700 million and RMB 1.2 billion for Q4 2025, marking its first quarterly adjusted operating profit [8] - Hims & Hers Health (HIMS.US) initially surged nearly 14% before closing down 3.77%, launching a new generic medication at a competitive price [9] - Qualcomm (QCOM.US) fell 8.46% amid concerns over weak earnings forecasts related to chip shortages affecting smartphone demand [9]

银河证券此前指，考虑阿里此前官宣2026年将为争夺即时零售市场份额继续投入大量资源，预计外卖补 贴退坡幅度将好于市场预期。国金证券认为，在行业集中度持续提升、同质化竞争加剧的趋势下，具备 供应链规模化、能够精准快速捕捉用户需求的产品优势、品牌优势的头部连锁品牌，在拓店和单店运营 中将占据明显优势。 茶饮股震荡走高，截至发稿，古茗(01364)涨5.48%，报31.2港元；茶百道(02555)涨3.9%，报6.66港元； 沪上阿姨(02589)涨2.42%，报88.7港元；奈雪的茶(02150)涨0.93%，报1.09港元。 消息面上，今日，"千问春节请客计划"正式上线，首轮免单活动送奶茶。根据千问官方介绍，首轮免单 卡可在全国30多万家奶茶店使用，奶茶店品牌包括喜茶、奈雪、瑞幸、一点点、霸王茶姬和古茗等。据 悉，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂AI大战中投 入金额也最高。数据显示，活动上线不到3小时，通过千问App下单的奶茶已超过100万单。 ...

银河证券此前指，考虑阿里此前官宣2026年将为争夺即时零售市场份额继续投入大量资源，预计外卖补 贴退坡幅度将好于市场预期。国金证券认为，在行业集中度持续提升、同质化竞争加剧的趋势下，具备 供应链规模化、能够精准快速捕捉用户需求的产品优势、品牌优势的头部连锁品牌，在拓店和单店运营 中将占据明显优势。 消息面上，今日，"千问春节请客计划"正式上线，首轮免单活动送奶茶。根据千问官方介绍，首轮免单 卡可在全国30多万家奶茶店使用，奶茶店品牌包括喜茶、奈雪、瑞幸、一点点、霸王茶姬和古茗等。据 悉，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂AI大战中投 入金额也最高。数据显示，活动上线不到3小时，通过千问App下单的奶茶已超过100万单。 智通财经APP获悉，茶饮股震荡走高，截至发稿，古茗(01364)涨5.48%，报31.2港元；茶百道(02555)涨 3.9%，报6.66港元；沪上阿姨(02589)涨2.42%，报88.7港元；奈雪的茶(02150)涨0.93%，报1.09港元。 ...

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: 2026年1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: 2026年2月3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 ...