从蜜雪"美国版"可选200%糖开始，全网展开了一场关于"美国奶茶有多甜"的讨论。 上周日，一条#被美国奶茶含糖量惊到#的视频冲上热搜，一杯饮品半杯都是糖的画面，震惊千万网友。 美国人真的这么爱甜吗？我采访了10家出海茶饮品牌，结果令人大跌眼镜。 01 一杯饮品半杯都是糖？ "美国奶茶含糖量"冲上热搜 近日，一则"美国蜜雪冰城糖度"的讨论，在社交平台一石激起千层浪。 相关话题连登热搜，其中最火的是#被美国奶茶含糖量惊到了#： "蜜雪200%的糖，其实都是算少了"，该视频中，一杯速来得日常饮品，加入了焦糖浆、白砂糖、奶油、肉桂糖、巧克力冷奶泡等原料。 随后多个短视频博主跟进该话题，内容如"一份蛋糕叠加4层糖浆"，"一杯咖啡先用四分之一白糖打底，再来上四分一焦糖，最后再加上牛奶咖啡液点 缀"，"吃西瓜也是如此，先裹上一层软糖、再蘸上一层糖浆，最后再撒上糖霜"。 这些视频动辄数万点赞量，让更多博主跟风讨论，一时间，"美国人爱甜如命"刷新网友认知。 "国内甜到发齁的士力架竟然是减糖版"、"美国人喝可乐都要再加糖"等说法越传越离谱。 在健康饮食日益受关注的当下，美国作为经济发达的国家，其消费者真的普遍不在意控糖吗？ 美国 ...

"我们很早就关注到NFC产业链，但一直苦于没有杀手级应用出现。支付宝最近日支付峰值已经超过1亿 笔，它用最简单的方式解决了用户教育和场景覆盖两大痛点。"上述研究总监向记者分析道，"从支付到 社交，从开门到点餐，应用场景的极大丰富，将NFC从低频应用推向高频，市场空间被数十倍地放 大。" 与此同时，部分机构人士也提示，需警惕短期资金炒作风险，应着眼于公司技术实力与生态绑定的长期 价值，区分真实受益标的与题材跟风个股。 中证报中证网讯(记者罗京)1月12日，A股科技板块延续强势，多只与"碰一下"支付相关的概念股走势突 出。受支付宝"碰一下"功能日均支付笔数过亿等消息催化，资金对NFC(近场通信)产业链关注度显著提 升，相关个股成交放量、股价走高。 截至当日收盘，消费电子龙头蓝思科技（300433）上涨10.26%，成交额逾120亿元；NFC安全芯片供应 商复旦微电上涨9.84%，全天成交额达24.8亿元；红旗连锁（002697）上涨6.62%，呈现活跃走势。市场 分析指出，支付宝"碰一下"功能的快速普及，正在激活智能手机中存量NFC功能的应用潜力，并带动上 游芯片、材料等环节的订单预期。 一位公募基金TMT研究总 ...

Core Viewpoint - The general retail sector experienced a significant increase of 2.46% on January 12, with Juran Zhijia leading the gains, reflecting positive market sentiment in the retail industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up by 1.09% [1]. - The Shenzhen Component Index closed at 14366.91, up by 1.75% [1]. - Juran Zhijia's stock price rose to 3.28, marking a 10.07% increase, with a trading volume of 2.2853 million shares and a transaction value of 731 million yuan [1]. Group 2: Individual Stock Performance - Other notable performers included: - Maoye Commercial, closing at 7.69 with a 10.01% increase and a trading volume of 520,000 shares [1]. - Sanjiang Shopping, closing at 17.25 with a 10.01% increase and a transaction value of 1.16 billion yuan [1]. - Chongqing Department Store, closing at 29.01 with a 10.01% increase and a transaction value of 1.142 billion yuan [1]. - Dashang Co., closing at 20.05 with a 9.98% increase and a transaction value of 762 million yuan [1]. Group 3: Capital Flow - The general retail sector saw a net outflow of 257 million yuan from institutional investors, while retail investors contributed a net inflow of 299 million yuan [2]. - The capital flow for key stocks included: - Sanjiang Shopping had a net inflow of 277 million yuan from institutional investors, while retail investors had a net outflow of 130 million yuan [3]. - Juran Zhijia experienced a net inflow of 206 million yuan from institutional investors, with retail investors seeing a net outflow of 125 million yuan [3]. - Dashang Co. had a net inflow of 151 million yuan from institutional investors, with retail investors experiencing a net outflow of approximately 794 million yuan [3].

Core Viewpoint - The retail sector in the A-share market experienced a strong rally, with multiple retail stocks hitting the daily limit up, driven by supportive government policies aimed at boosting consumption [1][3]. Group 1: Market Performance - Several retail stocks, including Juran Smart Home, Mingpai Jewelry, and Maoye Commercial, saw significant price increases, with Maoye Commercial closing at 7.69 yuan after hitting the limit up for two consecutive days [1][2]. - Other notable performers included Dazhong Shares, Chongqing Department Store, and Antarctic E-commerce, contributing to a collective upward movement in the retail sector [1]. Group 2: Policy Support - The National Business Work Conference held on January 10-11 emphasized the implementation of special actions to boost consumption by 2026, which is expected to inject strong momentum into the retail industry [3]. - The conference outlined plans to cultivate new growth points in service consumption and optimize policies for upgrading consumer goods, directly benefiting traditional department stores and chain supermarkets [3]. Group 3: Consumer Behavior Trends - According to a report by NielsenIQ, the Chinese retail market is entering a critical restructuring phase, where the focus will shift from foot traffic and price subsidies to meeting consumers' relevant product and emotional needs [3][4]. - Consumer behavior is evolving from "buying products" to "buying lifestyles," with an increasing emphasis on experience and quality, as 68% of respondents value atmosphere in stores and 54% are willing to pay a premium for quality [4]. Group 4: Future Outlook - The retail industry is expected to accelerate its transformation towards a more intelligent, personalized, and experiential model, driven by policy support, consumption upgrades, and technological innovation [4][5]. - Experts suggest that as the special actions to boost consumption are implemented, the retail sector may enter a new phase of development, highlighting the importance of companies that align with industry trends and actively pursue transformation [5].

Core Viewpoint - Hongqi Chain's stock price increased by 3.00% on January 9, with a trading volume of 817 million yuan, indicating positive market sentiment despite a net financing outflow [1] Financing Summary - On January 9, Hongqi Chain had a financing buy-in amount of 85.77 million yuan and a financing repayment of 112 million yuan, resulting in a net financing outflow of 26.01 million yuan [1] - As of January 9, the total financing and securities lending balance for Hongqi Chain was 423 million yuan, with the financing balance accounting for 5.01% of the circulating market value, indicating a high level compared to the past year [1] - The company had a securities lending repayment of 4,500 shares and a securities lending sell-out of 7,700 shares on January 9, with a sell-out amount of 47,700 yuan [1] Business Performance Summary - As of December 10, the number of shareholders for Hongqi Chain was 68,600, an increase of 5.19%, while the average circulating shares per person decreased by 4.93% [2] - For the period from January to September 2025, Hongqi Chain reported an operating income of 7.11 billion yuan, a year-on-year decrease of 8.48%, and a net profit attributable to shareholders of 383 million yuan, a year-on-year decrease of 1.89% [2] - Since its A-share listing, Hongqi Chain has distributed a total of 1.56 billion yuan in dividends, with 926 million yuan distributed over the past three years [2] Shareholding Structure Summary - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder of Hongqi Chain, holding 35.23 million shares, a decrease of 19.98 million shares compared to the previous period [2] - The Southern CSI 1000 ETF ranked as the tenth largest circulating shareholder, holding 6.23 million shares, a decrease of 250,500 shares compared to the previous period [2]

奶茶店开始"卖饭"了！ 最近，牧白手作在杭州新店推出闽南芋头咸饭，引发消费者尝鲜打卡。此前，阿嬷手作也因门店摆出小碗米饭被猜测"卖饭"。 联想到前不久蜜雪冰城试点早餐计划，星巴克推20多元的"每日早餐"…… 难道"卖饭"是饮品内卷的新赛道？ 牧白手作、阿嬤手作上主食 饮品店盯上卖饭的生意？ "喝奶茶顺带吃咸饭？现在的奶茶店太会玩了！" 最近，牧白手作·茶肆全国首家商场店在杭州上城龙湖天街正式营业，令人惊讶的是，菜单上多了一个"小吃"选项，包含闽南芋头咸饭、凉拌头水紫菜、 瓯江手打鱼饼等地方风味餐食。 看到这种主食出现在奶茶店，社交平台立刻热闹起来： "这年头，不会做饭的奶茶店不是好餐馆？" 图片来源于小红书博主：小鱼大王（汉堡版），同封面首图，已获授权 最受关注的闽南芋头咸饭售价15元，品牌介绍：选用荔浦芋芯搭配黑猪五花肉、干贝、香菇等与米饭同煮，再拌入红葱油提香。 不少好奇网友尝试后给出"咸香入味、满足感超强""15块钱吃到撑"等好评。 事实上，牧白手作卖咸饭并非一时兴起，同款早就出现在其杭州塘人街首家茶肆店的线上菜单里。 无独有偶，阿嬤手作近期也因"饭"受到关注。起因是有南宁网友在门店拍到小碗米饭，引发" ...

Market Overview - The general retail sector experienced a decline of 0.36% on January 7, with Cuiwei Co. leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the general retail sector included: - Youa Co. (002277) with a closing price of 7.85, up 9.94% and a trading volume of 899,900 shares, totaling 6.91 billion yuan [1] - Shanghai Jiubai (600838) closed at 12.60, up 7.05% with a trading volume of 1,061,900 shares, totaling 13.37 billion yuan [1] - New World (600628) closed at 8.45, up 5.23% with a trading volume of 546,400 shares, totaling 4.55 billion yuan [1] Fund Flow Analysis - The general retail sector saw a net outflow of 346 million yuan from institutional investors, while retail investors contributed a net inflow of 145 million yuan [2] - The top stocks by net inflow from retail investors included: - Youa Co. with a net outflow of 91.06 million yuan from retail investors [3] - Shanghai Jiubai with a net outflow of 5.84 million yuan from retail investors [3] - New World with a net outflow of 3.12 million yuan from retail investors [3]

01 最近我发现一个非常魔幻的现象。 当北上广深的很多所谓"精品Bistro"、"中产轻食"还在那算计怎么把一片生菜叶子卖出爱马仕价格的时候； 当很多新消费品牌还在那讲故事、讲情怀、讲融资、讲到最后连底裤都亏没了的时候。 有一群河南人，正悄悄地把中国餐饮的历史给改了。 真的，稍微盘算一下，你会发现一个让人头皮发麻的事实：现在统治你胃口、还要统治你钱包的，大概率是河南老板。 你想喝奶茶？ 蜜雪冰城在那等你，雪王拿着权杖，告诉你4块钱的柠檬水才是人间正道。总部郑州。 你想吃火锅？ 除了海底捞，现在最猛的是谁？巴奴。虽然现在总部搬走了，但根儿在河南。 你想在家吃火锅？锅圈食汇，万店规模，河南的。 你想吃正宗广东猪肚鸡？全国连锁的广顺兴，河南的。 你想吃正宗老北京炸酱面？ 开遍全国的方砖厂69，背后操盘人也是河南力量。 甚至你去吃个鱼你在一起酸菜鱼、喝个方中山胡辣汤、吃个快餐，背后大概率都站着一个操着河南口音的老板。 图｜餐观局制 这很不科学。 但如果你懂商业，你会发现这又太科学了。 这群河南人之所以能改变历史，不是因为他们更懂吃，而是因为他们更懂"生存"。 在绝对的成本控制和供应链打击面前，所有的情怀都是渣渣。 0 ...

1月6日，红旗连锁盘中上涨2.02%，截至13:59，报6.05元/股，成交3.96亿元，换手率5.80%，总市值 82.28亿元。 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9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3522.85万股，相比上期减少1997.74万股。南方中证1000ETF（512100）位居第十大流通 股东，持股622.61万股，相比上期减少25.05万股。 责任编辑：小浪快报 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%。 红旗连锁所属申万行业为：商贸零售-一般零售-超市。所属概念板块包括：社区团购、新零售、微信概 念、共享经济、融资融券等。 截至12月10日，红旗连锁股东户数6.86万，较上期增加5.19%；人均流通股16699股，较上期减少 4.93% ...

1月5日，湖南衡阳一名女生小葡向新黄河记者反映，2025年11月份，她在外卖平台下单购买的蜜雪冰城 奶茶中惊现一只苍蝇。她认为奶茶中出现异物属于食品安全问题，商家应按照《中华人民共和国食品安 全法》第一百四十八条规定进行赔偿。然而平台仅为其办理订单退款，对于赔偿一事迟迟没有给出答 复，并建议联系商家解决问题。5日下午，涉事门店负责人告诉新黄河记者，收到小葡的投诉后，门店 曾申请市场监管部门到门店检查，未发现卫生问题。 2025年11月21日16时39分，小葡通过外卖平台在蜜雪冰城（新南华店）下单一杯少冰七分糖芋圆奶茶， 其中奶茶标价9元。收到货后，小葡称打开外包装发现奶茶里漂浮着异物，"不经意瞟见里面有黑东西， 定睛一看，竟然这么大一只苍蝇！"随后小葡将问题通过平台客服反映，她认为自己此次遇上了食品安 全问题，有权向商家提出合理索赔。 "当时就觉得很恶心，这明显是商家卫生不达标。"小葡通过多种方式投诉维权，"客服告诉我商家拒不 赔偿，态度还十分恶劣，完全没有意识到自身问题，仿佛奶茶里出现苍蝇是无关紧要的事。" | 闪购 蜜雪冰城(新南华店) | | --- | | 芋圆奶茶 | | 实付 ¥1.71 | | ...