成都红旗连锁股份有限公司 简式权益变动报告书 签署日期：二〇二五年七月二十一日 上市公司名称： 成都红旗连锁股份有限公司 股票上市地点： 深圳证券交易所 股票简称： 红旗连锁 股票代码： 002697 信息披露义务人名称： 永辉超市股份有限公司 住所： 福州市西二环中路 436 号（经营场所：福州市鼓 楼区湖头街 120 号） 通讯地址： 福州市鼓楼区湖头街 120 号 股份变动性质： 股份减持 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反其章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在成都红旗连锁股份有限公司中拥有权益 的股份变动情况。 截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没有通 过任何其他方式增加或减少其在成都红旗连锁股份有限公司中拥有权益的股 ...

股东永辉超市股份有限公司保证向公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 成都红旗连锁股份有限公司（以下简称"公司"）于 2025 年 3 月 29 日披露了《关于 持股 5%以上股东减持股份的预披露公告》（2025-003），公司股东永辉超市股份有限公 司（以下简称"永辉超市"）拟通过集中竞价减持所持公司股份不超过 13,600,000 股， 占公司总股本比例不超过 1%。拟通过大宗交易方式减持所持有的公司股份不超过 27,200,000 股，占公司总股本比例不超过 2%。并于 2025 年 4 月 26 日披露了《股东关于 减持公司股份达到 1%的公告》（2025-015）。 公司于 2025 年 7 月 21 日收到永辉超市《永辉超市关于成都红旗连锁股份有限公司股 份减持计划期限届满暨减持结果的告知函》，截止告知函出具日，永辉超市本次减持计 划期限已届满，具体实施情况公告如下： 证券代码：002697 证券简称：红旗连锁 公告编号：2025-020 成都红旗连锁股份有限公司 关于股东减持计划期限届满暨减持 ...

临近暑期档，新茶饮市场迎来了新品和营销的高峰期。 2025年6月，壹览商业长期跟踪的26间新式茶饮连锁品牌共新开门店2120间，同比则下滑27.55%。 尽管单月新增门店数有所回落，但行业累计门店总数已达11,6978间，较五月增加3697间。 | | | 6 B FAR . 0.61 | A SECTION OF CLASS OF CLEASE OF CLASS OF CLEASE OF CLASS OF CLEASE OF CLASS OF CLEASE OF CLASS OF CLEASE OF CLASS OF CLEASE OF CLASS OF COLLECTION OF CONSULTERS OF CONSULTION | | | | --- | --- | --- | --- | --- | --- | | 品牌 | 4月开店 | 5月开店 | 6月开店 | 同比 | 国内现有门店量 | | 蜜雪冰城 | 1937 | 1352 | 857 | -14.73% | 38938 | | 古名 | 204 | 547 | 437 | 283.33% | 10968 | | 茶白道 | 70 | d ...

Core Insights - The emergence of the "ice cup" as a phenomenon in 2024, driven by consumer demand for instant cooling solutions during hot weather, has disrupted traditional pricing structures in the beverage market [3][18][26] - The rapid popularity of the "Xue Wang Ice Cup" from Mixue Ice City, priced at 1 yuan, led to supply shortages and negative consumer experiences, prompting the company to issue an apology and implement supply chain improvements [3][4][10] - The ice cup market is characterized by high growth potential, with projections indicating a market size of 6 billion yuan by 2025 and a compound annual growth rate of 7.5% [8][21] Company Insights - Mixue Ice City and other beverage brands are entering the ice cup market, with Mixue's ice cup costing approximately 0.7 yuan to produce, raising questions about profitability at the 1 yuan retail price [18][21] - Companies like Nongfu Spring are leveraging their existing water supply chains to enter the ice market, offering products that highlight superior quality and production methods [11][21] - The ice cup phenomenon has attracted various players, including convenience stores and new tea brands, all aiming to capitalize on the growing consumer interest in ice products [9][23] Industry Trends - The ice cup market is experiencing a shift in consumer behavior, with increasing demand for DIY beverage combinations and instant ice solutions, reflecting a broader trend towards convenience and experiential consumption [6][17][24] - The competitive landscape is intensifying, with brands engaging in price wars and promotional strategies to attract consumers, potentially leading to market saturation and reduced margins [18][22] - The production and supply chain for ice cups involve complex logistics, including specialized ice-making technology and distribution networks, which are critical for maintaining product quality and meeting consumer demand [20][21]

近日，一则奇特的外卖订单消息在网络上掀起波澜，迅速登上微博热搜，引发众多网友的热议。 一张疑似外卖骑手接单页面的截图显示，通过京东外卖平台，在厦门市蜜雪冰城（翔安店）下单了1750 件饮品，累计重量达875公斤，配送费仅为76.13元，还要求在1小时10分钟内送达。 | 商品清单 | 饮料 · 875公斤 · 1750件 | | --- | --- | | 莓果三姐妹 默认 | x200 | | 双拼奶茶(中杯) 默认 | x200 | | 菠萝百香果 默认 | x200 | | 芝士奶盖四季春 默认 | x150 | | 蓝莓果粒茶 默认 | x200 | | 三拼霸霸奶茶 (升级) 默认 | x200 | | 芋圆葡萄(升级版) 默认 | x200 | | 港式杨枝甘露 (新) 默认 | x200 | | 香柠百香果 默认 | ×200 | | 订单编号 | 332919790135639 [复制] | | --- | --- | | 期望送达 | 21:54:00 | 红星新闻记者从这张网传的疑似外卖订单图上看到，骑手取货的门店为"蜜雪冰城（翔安店）"，不过在 美团、饿了么、大众点评、京东等平台上，红星 ...

编译丨魏郁 比如，中国连锁品牌蜜雪冰城已经席卷东南亚市场，其在全球开设的门店数量已经超过了星巴克、麦当 劳等国际连锁巨头。过去十年间， 中国在东南亚食品进口总量中的占比也呈现增长态势。 文章援引一家新加坡投资机构发布的报告：截至去年年底，约60个中国餐饮品牌在东南亚开设了6100多 家门店。目前，位列全球餐饮百强榜单中的54家中国连锁品牌多数已经在东南亚设立了分店。 文章认为，餐饮作为文化传播载体的作用长期被低估。正如中国改革开放初期西方饮食文化曾影响中国 一样，如今，各种各样中文包装的可口零食在东南亚广泛流行，正在重塑当地青年的文化范式。这些中 国品牌自身也积极采取措施来赢得海外消费者的青睐，它们不仅吸引了该地区众多的华裔群体，还在努 力融入经营所在地的环境。 文章最后说，当前的趋势已经清晰表明，中国与东盟的食品贸易将随经济一体化进程持续深化。越来越 多的东南亚青年浏览中文社交媒体、唱中文歌、玩中国电子游戏，而中国风味食品的普及又强化了这一 趋势。这种浸润式文化环境增加了东南亚年轻人对中国的认知和亲近感，也让中国在该地区影响力的提 升更加顺理成章。相信东南亚街头还会涌现出更多中国品牌，人们可以拭目以待。 新 ...

7月13日晚，一张疑似外卖订单图片引发关注，这张图片显示，厦门一家蜜雪冰城门店的1750杯饮料外 卖单，仅售76.13元，随后"76元一吨饮料外卖订单"登上微博热搜。 红星新闻记者7月13日晚查询后发现，图片中的"蜜雪冰城（翔安店）"在美团、饿了么、京东等外卖平 台上并不存在。平台显示，蜜雪冰城（郑坂店）的地址为翔安区马巷镇东三里30—108，另一家蜜雪冰 城（郑坂夜市店）的地址则为郑坂东一里16—1—101号商铺。 | 商品清单 | 饮料 · 875公斤 · 1750件 | | --- | --- | | 莓果三姐妹 默认 | x200 | | 双拼奶茶(中杯)默认 | x200 | | 菠萝百香果 默认 | x200 | | 芝士奶盖四季春 默认 | x150 | | 蓝莓果粒茶 默认 | x200 | | 三拼霸霸奶茶(升级) 默认 | x200 | | 芋圆葡萄(升级版) 默认 | x200 | | 港式杨枝甘露 (新) 默认 | x200 | | 香柠百香果 默认 | x200 | 蜜雪冰城（郑坂店）工作人员13日晚告诉红星新闻记者，自己并没有听说过"蜜雪冰城（翔安店）"这个 门店，而对于1750杯 ...

2025.07. 13 本文字数：1852，阅读时长大约3分钟 作者 | 第一财经 陆涵之 不是每一家蜜雪冰城门店都出现爆单，另一家蜜雪冰城的店员王晓（化名）对第一财经表示，"今天 还好不怎么爆，比工作日忙一点。"这位店员表示，7月12日美团0元购的订单较多，其他两个平台和 日常一样。 虽然没有爆单，但门店已经提前做了准备。王晓表示，门店负责人提前两天在群里发消息为周末的补 贴大战进行预告，称"本周六公司端已与美团沟通完毕，初步沟通美团活动覆盖产品为:葡萄美式、棒 打鲜橙……以上5种产品，各位老板一定要传达到位门店提前准备好相关物料。该活动周六上午就会 开启，早上一定要安排4人以上上班。"对于这则通知，王晓表示，"看到通知时吓死，以为周末自己 要'忙死'在店里。"想象中的爆单并没有到来，让王晓松了口气。 除了提前预告，门店的准备还包括备货，王晓表示上周末门店出现了缺货的情况，本周末之前门店进 行了全面补货，"所有材料基本都备了，仓库是满的。" 备战的除了商家，还有骑手。美团骑手刘辉对第一财经表示，由于有补贴活动，午高峰他所在的小队 要求除了生病的骑手，其他骑手100%出勤。同时，站点依旧延长了周末的配送时间。 ...

Core Viewpoint - The article discusses the rising popularity of ice cups in China, highlighting a shift from high-end ice creams to practical and affordable ice cups, driven by consumer demand for convenience and experience [3][4]. Market Overview - As of July 3, 2023, there are 10,922 ice-making companies in China, an increase of 3,338 compared to the same period last year. The ice cup market is projected to reach 63 billion yuan by 2026 [6]. - Ice cup products show a clear polarization in pricing, with pre-packaged ice cups priced between 2 to 6 yuan and brands like Mixue Ice City entering the market with a 1 yuan price point [6]. Consumer Behavior - The ice cup phenomenon reflects a broader trend of consumers seeking convenience and unique experiences, with social media discussions around ice cups exceeding 100 million [3][12]. - Ice cups are not just about cooling; they represent an emotional value and a lifestyle choice, enhancing social interactions and personal enjoyment [11][20]. Product Innovation - The market is witnessing a "flavor revolution," with brands offering a variety of flavored ice cups, including coffee, fruit, and lemon options, catering to diverse consumer preferences [9][20]. - Ice cups are being integrated into various consumption scenarios, such as travel, camping, shopping, and home use, expanding their market reach [14][19]. Cost Analysis - The production cost of a 160g ice cup is approximately 1 yuan, with packaging accounting for 65% of the cost. The retail price can be 2.5 to 6 yuan due to additional costs like cold chain logistics and store overheads [22][23]. - While making ice cups at home is cheaper, the convenience of ready-to-use ice cups justifies their higher price, reflecting a "convenience tax" that consumers are willing to pay [24].

Group 1 - The article discusses the upcoming subsidy battle in the beverage industry, particularly focusing on the preparations made by businesses ahead of the weekend sales event [1] - Different stores within the same brand, such as Mixue Ice City, report varying levels of order volume, indicating a lack of uniformity in customer demand [1] - Stores are proactively preparing for the expected surge in orders by stocking up on materials and ensuring adequate staffing for the weekend [1] Group 2 - UBS predicts that the current competitive landscape will persist at least until this year's Double Eleven shopping festival [2] - The impact of the subsidy battle on businesses shows short-term operational pressures, especially for small and medium-sized enterprises, which may face order surges but also bear subsidy costs and increased raw material consumption [2] - The industry is expected to undergo consolidation, with market concentration favoring companies with high supply chain efficiency and strong brand power, as regulatory interventions push platforms to optimize subsidy structures [2]