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]

Core Viewpoint - The tea beverage industry is experiencing a significant marketing push with the "first cup of autumn" campaign, leading to high engagement on social media and increased sales across various brands [1][5]. Group 1: Marketing Strategies - Tea brands are launching promotional activities such as "gold giveaways" and "honorary certifications" to attract customers, with notable campaigns from brands like Hu Shang A Yi and Yi He Tang [2]. - The collaboration with popular IPs is driving sales, as seen with Hi Tea's partnership with the trending IP "CHIIKAWA" and Nayuki's collaboration with the mobile game QQ Speed, resulting in long queues and high order volumes [3]. - Major coffee brands like Starbucks and Luckin Coffee are also participating in the autumn marketing frenzy, introducing seasonal products that resonate with younger consumers [3]. Group 2: Sales Performance - The "first cup of autumn" campaign has led to a significant increase in sales, with Nayuki's sales on the day of the event surging by 500% [3]. - The overall sales volume for tea beverages during the autumn festival is projected to reach new heights, with over 200,000 tea shops participating and total sales exceeding 53 million cups, marking a 34% increase from the previous year [4][5].

8月7日立秋，一年一度的秋天的第一杯奶茶如期开启。一大早，社交媒体的热搜榜便被相关话题牢牢占据，全天Top 50热搜中，相关词条稳定占据5席以 上，一场全民参与的消费狂欢再次上演。 各大品牌早已严阵以待，喜茶与日本人气IP CHIIKAWA的限定联名萌翻全场；瑞幸则携手《中国奇谭》的浪浪山小妖怪，打出"秋天第一杯，喝桂花系 列"的口号，并配合免单活动引导社交分享。 作为短兵相接的"前锋"品类，外卖平台也早已做好充分准备，美团的"立秋奶茶狂欢节"联合了超过25万家商户，发放逾5000万张满减券，强势驱动订单； 淘宝闪购更是集结了金晨、杨幂、李现、汪苏泷等全明星阵容，共同为这场秋日限定的甜蜜造势。 显而易见，秋天的第一杯奶茶已远远超越一个简单的网络热词，演变为每年立秋时节席卷中国社交媒体和消费市场的标志性文化现象与营销盛典。 那么，这个约定俗成的习惯，到底是如何形成的？ 01 秋天第一杯奶茶的三个阶段 秋天的第一杯奶茶的崛起，经历了从用户自发、品牌跟风到全行业主动策划的三个阶段。正是这三个阶段的演进，最终将其推上了国民级营销IP的宝座。 ●2020 年，原生传播，品牌跟风 许多人可能已经忘记，这个梗最初并非锁定在 ...

Group 1 - The topic "First Cup of Milk Tea in Autumn" led to a surge in sales for multiple milk tea brands, with Nayuki's Tea experiencing a 500% increase in delivery sales on August 5, and many stores reporting over 300 cups in waiting orders [1] - Nayuki's Tea has continued its color marketing strategy this year, featuring the "66 Blueberry and Mulberry Yogurt Shake" as a key product, with all product packaging and visual logos changed to purple [2] - The newly launched "66 Blueberry and Mulberry Yogurt Shake" achieved sales of over 500,000 cups within just three days of its debut [2]

Core Insights - The "First Cup of Milk Tea in Autumn" has evolved from a simple trend to a marketing phenomenon involving multiple brands and platforms, driving growth in the tea beverage industry [2][5][6] - This year's discussions around the topic have surged, particularly with the emergence of the "Autumn First Cup Flower Bouquet" concept, allowing customers to combine milk tea with flower bouquets, leading to strong sales in various flower shops [8][9][10] Brand Strategies - **Heytea**: Launched a collaboration with CHIIKAWA before the start of autumn, generating significant social media buzz and selling out many limited edition products on the first day of the event [12][13][16][17] - **Luckin Coffee**: Partnered with the popular IP "Wang Wang Mountain Little Monster," offering themed drinks and packaging that resonate with consumers' emotions [20][21][24] - **1点点**: Focused on classic osmanthus flavors for their autumn offerings, providing a sense of ritual for consumers with themed cups and bags [26][28][29] - **Naixue**: Differentiated itself by adopting a "lucky purple" theme, appealing to younger consumers with special promotions and themed packaging [31][33][34] - **Cha Baidao**: Introduced a sparkling pink theme for their autumn campaign, including a promotional event where customers could win a milk tea vehicle [36][39] - **Yihe Tang**: Launched a bold marketing campaign offering free drinks and gold giveaways, creating excitement around their autumn promotions [42][45][49] - **Mixue Ice City**: Engaged consumers with a fun promotion requiring them to shout a specific phrase to receive discounts on apple-themed drinks [51][53][54] Marketing Collaborations - Various brands have partnered with delivery platforms to offer discounts and free drinks, with Meituan delivering 1 million free milk teas during the promotional period [58][60] - Taobao Flash Sale organized a star-studded event on August 7, distributing free milk tea cards every 15 minutes, showcasing the competitive nature of this year's autumn marketing campaigns [59][63]

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].

Core Points - Naixue Tea (02150) announced a board meeting held on July 31, 2025, where the board decided to remove independent non-executive director and audit committee chair Zhang Rui from his position, effective August 1, 2025 [1] - The board further appointed Zhang Lijun as the new independent non-executive director and audit committee chair, effective August 1, 2025 [1]

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。 智通财经APP讯，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先生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。 格隆汇8月1日丨奈雪的茶(02150.HK)发布公告，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审核委员会主席张蕊女士的现有职务。根据细则第186条，通知已正式向 张女士送达，且罢免已于2025年8月1日生效。 ...