全国47.8万家奶茶饮品门店，哪里是奶茶重镇？哪里是奶茶荒漠？ 新茶饮经历黄金10年之后，形成了什么样的奶茶地图？很多人不会想到，海南竟是每万人拥有奶茶店最多的省份，而北京已成新锐品牌的战略高地。 中国奶茶地图还有哪些看点？接着往下看。（特别说明：门店数据来自窄门餐眼，各省常住人口数来自国家统计局） 全国奶茶店47.8万家，Top3分别是广东、江苏、广西 过去我们谈论奶茶，目光总是不自觉地投向两广、江浙这些消费大省。但当我们换个视角，一幅全新的中国奶茶地图正在展开。 据窄门餐眼最新数据，截至2025年10月15日，全国奶茶饮品的门店总数已达478480家。 按省级行政区划分，从饮品门店总量来看，广东以89870家的绝对优势遥遥领先，占全国门店总数的18.78%。江苏、广西分别以30676、26404家店位列第 二、三名。 在广东，蜜雪冰城、古茗、沪上阿姨的门店均在千店以上，喜茶、奈雪、LINLEE林里、茉莉奶白、茶理宜世、茶救星球、茶萃吧等本土起家的品牌，占 据较多市场份额。 江苏茶饮市场高度成熟，蜜雪冰城、CoCo都可、古茗是该省门店数前3的品牌，茶颜悦色亦在密集布局，7分甜、百分茶、蜜城之恋、茉沏、就是柠 ...

10月23日，2025四川大企业大集团发展大会在成都举行，会上发布了2025年四川企业100强榜单。 榜单显示，营业收入超过1000亿元的企业达8家，较2024年增加3家。其中，通威集团有限公司营收超过 2000亿元，首次登顶四川百强企业榜榜首。四川省宜宾五粮液集团有限公司、四川长虹电子控股集团有 限公司、四川能源发展集团有限责任公司、其亚集团有限公司、新希望六和股份有限公司、泸州老窖集 团有限责任公司、四川华西集团有限公司的营收超过1000亿元。其中，四川能源发展集团有限责任公 司、其亚集团有限公司首次跻身千亿级企业。 | 排名 | 公司名称 | 所在地 | 营业收入(万元) | | --- | --- | --- | --- | | 1 | 通威集团有限公司 | 成都 | 24137998 | | 2 | 四川省宜宾五粮液集团有限公司 | 宜宾 | 19529677 | | 3 | 四川长虹电子控股集团有限公司 | 编阳 | 15267474 | | 4 | 四川能源发展集团有限责任公司 | 成都 | 11745767.72 | | ર | 其亚集团有限公司 | 成都 | 11035872.53 | | ...

Core Insights - The report highlights the rise of Chinese brands in the Southeast Asian market, driven by a young population, digital economy growth, and strategic investments [1][9][12] - By 2024, China's exports to Southeast Asia are projected to reach $587 billion, marking a 12% year-on-year increase, with ASEAN6 countries contributing significantly to this growth [1][9][31] Trade Evolution - The historical trade relationship between China and Southeast Asia has been strengthened by the Belt and Road Initiative, enhancing infrastructure connectivity and economic ties [19][24] - The ASEAN6 countries, which include Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam, account for 95% of the region's GDP, making them attractive markets for Chinese brands [1][25] Market Opportunities - Southeast Asia's demographic advantage, with over 6.5 billion people and a median age of 31, presents significant growth potential for Chinese brands [14][52] - The region's digital economy is rapidly expanding, with a notable shift towards e-commerce and fintech, driven by a young, tech-savvy consumer base [12][52] Industry Focus - Chinese brands have established leadership in sectors such as electronics and electric vehicles, with companies like BYD and Xiaomi holding over 25% market share [2][15] - The home appliance sector has seen brands like Haier and Midea increase their market share from 9% in 2015 to 25% in 2024 through localization and premium positioning [2][15] Competitive Landscape - The competitive landscape in Southeast Asia is being reshaped as Chinese brands leverage innovation, efficiency, and localization strategies to challenge traditional competitors [3][10] - Existing companies must adapt quickly to the digital capabilities and pricing strategies of Chinese competitors to maintain market share [10][14] E-commerce and Cross-border Trade - The rise of cross-border e-commerce, facilitated by platforms like Lazada and Shopee, has transformed consumer behavior in Southeast Asia, allowing Chinese brands to penetrate the market effectively [46][47] - Despite progress, e-commerce penetration remains low in key markets like Malaysia, Thailand, and Vietnam, indicating untapped opportunities for growth [47][52]

周期和组织，是研究公司的两大标准。 周期是外部性的，也被理解为所谓的大环境，用古话来说就是"时也势也"，时势既可以造英雄，也能摧枯拉朽，因此，穿越周期几乎是所有公司的必修 课，也越来越频繁的被财经媒体拿去用作选题。 组织是内部性的，也是影响公司在周期面前究竟是被卷走还是踏浪而行的关键变量，就像一条看不见的龙骨，在风平浪静时容易被忽视，一旦浪头高过船 舷，龙骨是否结实就立刻决定船体会不会从中折断。 如果把周期和组织分别设为横纵两条轴线，然后可以得到一张经典的"四象限图表"，在每一个象限里，都能填进去一些代表性的公司，整体来看，就是一 幅震荡时代的商业百景图。 这也是很有意思的思维实验，虽然是在从后视镜里观测，但是就像德鲁克说的，过去做了什么，决定了让未来会如何发生，不了解过去，就无从定义未 来。 以这十年的大消费市场为尺度，我们可以梳理出这么四个象限的代表公司：周期上行 + 组织进化 = 蜜雪冰城、泡泡玛特。 这个象限的特点，是积聚了行业红利期、战略准确度和高效执行力，俗称"天时地利人和"，打的就是顺风局。 一 因为适合总结复盘，位于此处的公司通常也是媒体宠幸的焦点，不过，在"做什么都对"的表象背后，真正重要的 ...

证券日报网讯红旗连锁10月21日在互动平台回答投资者提问时表示，永辉已按规定披露了减持计划，公 司将一如既往做好经营。 （文章来源：证券日报） ...

以下文章来源于餐观局 ，作者餐观局 餐观局 . 有高度、有广度、有深度的餐饮新媒体。每一个餐饮人的故事都值得讲述； 每一个餐饮店的成功案例 都值得分享； 每一个餐饮企业的成功模式都值得学习； 每一个餐饮的新商业逻辑都值得领悟。 图｜来源网络 队伍从店门口拐两圈，沿着玻璃立面绕到台阶，再折回江边的护栏。 保安隔一段拉起移动围栏，怕人撞作一团。 点单屏不停滚号，封口机一声接一声，像给这座城打拍子。 外地人举着手机拍热闹。 本地人低头排队，就为买一杯4块钱的柠檬水。 有媒体说，国庆假期6天，蜜雪冰城重庆旗舰店售额做了两百多万。 作者｜局哥 餐观局出品 01 国庆假期，重庆最火的不是洪崖洞。 是那家两层的蜜雪冰城旗舰店。 单日最高，六十多万。 这不是雪王的"偶尔热一下"。 全国的同款场面这两年反复上演。 郑州的周末、长沙的节日、西安的雨夜、合肥的商场中庭… … 哪儿人多，哪儿就容易堵住出杯口。 区别只在风景。 有的门店二层落地窗对着江，有的在地铁口跟人流赛跑，有的把娃娃机、周边墙摆到最显 眼，有的只留出一条干净的取餐线。 模式不变：快进、快出、快走；价格稳，配方稳，节奏稳。 你会发现一件事——越是物价起伏、情绪起伏的 ...

分红方面，红旗连锁A股上市后累计派现15.62亿元。近三年，累计派现9.26亿元。 机构持仓方面，截止2025年6月30日，红旗连锁十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股5520.59万股，相比上期增加993.26万股。南方中证1000ETF（512100）位居第九大流通股 东，持股647.66万股，相比上期增加36.13万股。华夏安阳6个月持有期混合A（010969）退出十大流通 股东之列。 融券方面，红旗连锁10月20日融券偿还3.11万股，融券卖出1.38万股，按当日收盘价计算，卖出金额 7.71万元；融券余量12.20万股，融券余额68.20万元，低于近一年30%分位水平，处于低位。 资料显示，成都红旗连锁股份有限公司位于四川省成都市高新区西区迪康大道7号，成立日期2000年6月 22日，上市日期2012年9月5日，公司主营业务涉及便利超市的连锁经营。主营业务收入构成为：食品 44.38%，烟酒35.42%，日用百货12.32%，其他业务收入7.88%。 截至10月10日，红旗连锁股东户数6.54万，较上期增加0.45%；人均流通股17505股，较上期减少 0.44%。2025 ...

最近"芋头奶茶"迎来大爆发。 茶百道回归超厚芋泥系列，上市首日爆卖近20万杯。蜜雪冰城上新厚芋泥奶茶和芋泥好暖椰。茉莉奶白推出芋泥金萱咸酪乳等产品。 沪上阿姨、甜啦啦、益禾堂、书亦烧仙草、树夏、陈文鼎、CoCo都可、ARTEASG啊T等，几乎整个奶茶圈都在推芋头新品。 平平无奇的芋头，成秋冬流量密码？ 芋头奶茶大爆发！几乎整个茶饮圈都在推新品 又到芋头季！作为秋冬菜单的"老面孔"，今年芋头热度似乎比往年更热，且玩法更多。 近期，蜜雪冰城回归推出厚芋泥奶茶、芋泥好暖椰，同步官宣"雪王续约厚芋泥奶茶全球代言人"，以趣味营销强化"芋泥系列"认知。 茶百道也回归"超厚芋泥"系列，上新超厚芋泥奶绿和超厚芋泥奶茶。品牌方数据显示，上新首日即售出近20万杯，在北京、吉林等北方地区尤为受欢迎。 10月15日，茉莉奶白上新香芋咸酪乳与芋泥金萱咸酪乳，被网友称为"可以喝的芋泥咸酪乳蛋糕"。 同日，甜啦啦升级回归厚芋泥全家福、超厚芋泥奶绿、厚芋泥啵啵，"芋泥脑袋"直呼"软糯厚实、一口满足"。 沪上阿姨则在10月8日上新厚芋泥打米麻薯、厚芋泥生打椰，将芋泥分别与米麻薯、椰乳搭配，网友直呼"口感扎实，特别治愈"。 此外，陈文鼎推出广西 ...

Group 1 - The article reports on a recent inspection conducted by the Zhenjiang Danyang Market Supervision Administration on online food delivery stores in Dushi and Huangtang towns, where 29 stores were checked and 5 were blacklisted, including brands like Mixue Ice City, Huainan Beef Soup, and Shaxian Snacks [1] - Mixue Ice City, located in Dushi Town, was found to have three major issues during the inspection: 1. The food processing area had visible stains on the floor and mop pool; 2. Personal items were found in the food storage room; 3. Waste in the food processing area was not cleared in a timely manner [5] - As a result of the inspection, the Danyang Market Supervision Administration has ordered Mixue Ice City to rectify the issues within a specified timeframe, and the food delivery platform has suspended its online trading services [11]

Core Viewpoint - Yonghui Supermarket's recent share reduction in Hongqi Chain highlights ongoing financial struggles, with the latter experiencing its first revenue decline since its 2012 IPO [2][9]. Group 1: Yonghui Supermarket's Share Reduction - On October 17, Hongqi Chain announced that Yonghui Supermarket completed its second share reduction this year, lowering its stake to 8.99% [2][3]. - Yonghui Supermarket sold 13.6 million shares at an average price of 5.96 CNY per share, cashing out approximately 81.05 million CNY [3][5]. - This year, Yonghui has reduced its holdings in Hongqi Chain multiple times, totaling around 168 million CNY in cash from share sales [5][8]. Group 2: Financial Performance of Yonghui Supermarket - Yonghui Supermarket has faced continuous losses for four and a half years, with a reported revenue of approximately 29.95 billion CNY in the first half of 2024, a year-on-year decline of 20.73% [6][9]. - The net profit attributable to shareholders was approximately -241 million CNY, an increase in losses by 516 million CNY compared to the previous year [6][9]. - The company has been optimizing its store operations and closing underperforming locations, resulting in a net profit decline due to reduced sales volume and increased costs from store closures [6][9]. Group 3: Hongqi Chain's Performance and Challenges - Hongqi Chain reported its first revenue decline in 2024, with total revenue of approximately 10.12 billion CNY, a decrease of 0.09% year-on-year [9][11]. - The net profit attributable to shareholders was approximately 521 million CNY, down 7.12% from the previous year [9][11]. - The company is facing new challenges in the convenience store sector due to changing consumer habits and increased competition from startups [9][11]. Group 4: Ownership Changes and Market Position - In November 2024, Hongqi Chain officially changed its controlling shareholder to Sichuan State-owned Assets Supervision and Administration Commission [10]. - Since its IPO in 2012, Hongqi Chain has grown significantly, with revenue increasing from 3.9 billion CNY in 2012 to over 10 billion CNY in 2022 [8][9]. - The company's stock price as of October 17 was 5.58 CNY per share, with a market capitalization of approximately 7.59 billion CNY [7].