"马上雪王"彩瓷。 "马上旺"彩瓷。本栏图片均为受访者供图 迎马年新春，洛阳三彩"现象级"爆发： 高家三彩联名蜜雪冰城的"马上雪王"、张家彩窑携手旺旺集团的"马上旺"彩瓷、洛阳三彩艺复刻的"白 马寺的马"等文创产品销售火爆，非遗技艺载体成为年轻人追捧的"社交通货"…… 上市即售罄、门店排长队的热度背后，是传统文化IP与现代商业逻辑的深度融合，也折射出洛阳文旅经 济转型的新路径、新活力——以文创为抓手，撬动消费升级，构建文旅融合发展的新增长极。 IP联动打造"爆款引擎" 2月8日，洛阳神都十三坊"洛阳有礼"门店内，"马上生花"系列布艺小马、三彩摆件"马上来财"等马年文 创受到年轻人热捧。网络上，关于"马上雪王"的讨论热度居高不下。 作为国家级非物质文化遗产唐三彩烧制技艺代表性传承人，高水旺带领团队与蜜雪冰城的合作，从最初 的文化科普视频拍摄，升级为联名文创开发，历时1个多月打磨产品细节，最终实现市场与口碑的双重 突破。 洛阳文旅集团相关负责人高震宇表示，这类跨界联名本质上是"文化IP商品化"的成功实践。国民消费品 牌拥有庞大的用户基数、成熟的渠道体系和极强的市场渗透力，而洛阳三彩承载着独特的文化稀缺 性，"非遗 ...

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].

Wo rl dpa ne l消费者指数（在中国隶属于CTR）最新发布的数据表明，2025年中国城镇快速 消费品市场销售额同比增长 1.5% ，整体保持平稳的发展态势。 前十零售商中， 沃尔玛集团 超越高鑫零售集团，旗下的山姆会员店，销售额保持着高速 增长，推动沃尔玛在现代渠道中的销售额占比较去年同期增加1个百分点。 盒马 则凭借积 极有序的开店策略，实现了市场份额的提升。 永辉超市 受到经营战略调整影响，销售额占比下降0 .9个百分点。整体来看，前十零售商 集中度持续收缩，在现代渠道的市场份额下降了0.7个百分点。 | | | 圳代渠道王要零售商巾功价额 - 中国城镇 | | | | --- | --- | --- | --- | --- | | | 2024年 第四季度 | 2025年 第四季度 | 截至2024年12月27日的 52周 | 截至2025年12月2 52周 | | 沃尔玛集团 | 5.2 | 6.3 | 4.9 | 5.9 | | 高鑫零售集团 | 6.0 | 5.9 | 6.2 | 5.9 | | 永辉超市公司 | 4.0 | 2.9 | 4.3 | 3.5 | | 华润万家集团 | 3. ...

Group 1 - JD announced an investment of over 1.3 billion yuan in employee benefits during the Spring Festival, including overtime pay and bonuses for frontline workers [3] - OpenAI is shifting its focus towards the commercialization of ChatGPT, reallocating resources from long-term research, which has led to the departure of several executives [4] - Xpeng Motors has merged its autonomous driving and smart cockpit centers into a new General Intelligence Center, aimed at enhancing AI capabilities across various applications [7] Group 2 - Porsche's global deliveries are expected to decline by 10% in 2025, with a significant drop of 26% in the Chinese market, reflecting a strategic focus on maintaining brand value over sheer sales volume [11] - PepsiCo plans to reduce the prices of certain snack products by up to 15% in response to consumer feedback regarding high prices [12] - Douyin will stop the paid collection feature starting February 5, 2026, as part of a regular product iteration, which will not affect creators' monetization efforts [12] Group 3 - The AI Coding Plan service launched by Moore Thread aims to integrate domestic chips and models in the AI programming tool sector, offering various subscription plans [12] - The first AI percutaneous navigation robot in China has been approved for market release, enhancing the precision of minimally invasive surgeries [19] - QuestMobile reported that the monthly active user base reached 1.276 billion, with an average usage time of 186.2 hours, driven by the growth of AI applications [19]

每经AI快讯，据中国基金报，2月3日，市场上出现了蜜雪冰城是否要建自己的主题乐园的猜测。该猜 测依据是，在BOSS直聘上，蜜雪冰城放出了数条和乐园有关的招聘信息。记者就此向蜜雪冰城方面求 证，公司相关负责人表示，无可回应内容。 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on February 3, with a total transaction value of 2.236 billion yuan, highlighting notable trading in specific stocks such as Shanghai Airport, Zijin Mining, and Longjing Environmental Protection [1]. Group 1: Block Trading Activity - A total of 80 stocks underwent block trading, with Shanghai Airport leading at 349 million yuan, followed by Zijin Mining at 274 million yuan and Longjing Environmental Protection at 161 million yuan [1]. - Among the stocks traded, 7 were sold at par value, 2 at a premium, and 71 at a discount, indicating a predominance of discounted trades [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were DeMa Technology at 5.67% and Shen High-Speed at 2.01% [1]. - The stocks with the highest discount rates included Kai Fa Technology at 29.94%, New Wave Shares at 23.56%, and Ai Meike at 23.43% [1]. Group 3: Institutional Buying and Selling - The top institutional buying positions included Shanghai Airport at 349 million yuan, Longxin Zhongke at 116 million yuan, and Xinyuan Shares at 60.575 million yuan [2]. - The leading institutional selling positions were Nanxin Technology at 8.4 million yuan and Guobo Electronics at 4.1784 million yuan [2].

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-03 | 002697 | 红旗连锁 | 5.38 | 40.00 | 215.20 | 国泰海通证券股份 | 中信建投证券股份 | | | | | | | | 有限公司深圳登良 | 有限公司福州东街 | | | | | | | | 路证券营业部 | 班弟曾亦即 | | 2026-02-03 | 002697 | 红旗连锁 | 5.38 | 38.00 | | 204.44 机构专用 | 中信建投证券股份 | | | | | | | | | 有限公司福州东街 | | | | | | | | | 证券量不影 | | 2026-02-03 | 002697 | 红旗连锁 | 5.38 | 50.00 | 269.00 | 机构专用 | 中信建投证券股份 | | | | | | | | | 有限公司福州东街 | ...

证券日报网讯2月2日，红旗连锁（002697）在互动平台回答投资者提问时表示，成都乃至四川市场具有 无限潜力，经营好四川市场是公司当前工作的重点，因此暂无进军全国市场的计划。 ...

（文章来源：证券日报） 证券日报网讯 2月2日，红旗连锁在互动平台回答投资者提问时表示，截至2025年12月19日，公司股东 总数95065户。 ...

证券日报网讯2月2日，红旗连锁（002697）在互动平台回答投资者提问时表示，公司将坚持做好主营业 务，抓住顾客需求，积极降本增效，努力提升经营业绩。 ...