近期，头部品牌不约而同地盯上了香蕉。 蜜雪冰城一口气推出3款香蕉新品，茶颜悦色的香蕉新品，直接冲进内测门店销量前三。 从去年7月至今，古茗、瑞幸、1点点、茉酸奶、雅克雅思、楼下酸奶等品牌也都借香蕉推新。 在饮品圈坐了多年冷板凳的香蕉，为什么突然被关注？ 蜜雪、瑞幸、茶颜都在上，香蕉成饮品圈"开年热点" "被香蕉新品硬控了！"社交平台上，类似的感叹越来越多。 刚开年，蜜雪冰城一口气推出3款香蕉饮品：香蕉撞奶、香蕉酸奶、香蕉拿铁，还打出"喝香蕉，'蕉'好运"的广告语，配合"门店购买香蕉新品，抽好运上 上签"的营销动作，吸引不少消费者尝鲜。 香蕉撞奶、香蕉酸奶主打0茶0咖，用香蕉结合乳品，再分别搭配芋圆、啵啵小料，覆盖全年龄段。网友评价"口感浓郁，有新鲜的香蕉味，香蕉爱好者的 福音"。 尽管有人反馈"小料加持下甜度偏高"，依然成社交平台的打卡热门。蜜雪冰城官方小红书账号顺势推出"复刻香蕉撞奶"教程，进一步放大新品声量。 1月9日，茶颜悦色官宣内测两款香蕉产品。 香蕉果乳茶"冬日骄阳"，用红茶搭配椰乳，覆盖香蕉慕斯顶，喝起来像"暖乎乎的香蕉椰奶可丽饼"；另一款是香蕉果茶"雪后来信"，以特调思路呈现，香 蕉果茶底搭配香 ...

跻身《2025胡润中国独角兽毕业榜》的蓉企分别是新易盛、科伦博泰生物、中航无人机、成都华微、佳 驰科技、德康农牧、华图山鼎、茶百道、雷电微力、天味食品、侨源股份、康诺亚、振芯科技、富森 美、博美、极米科技、红旗连锁、天立国际控股。 上榜的独角兽"毕业生"分布于全国126个城市，总价值达到24万亿元，平均年龄19岁，比2025胡润全球 独角兽榜上的中国独角兽企业年长9岁，近一半企业在2020年之后上市。 从行业分布来看，上榜企业数量最多的前五大行业分别是半导体、工业设备、生物科技、新能源和软件 服务行业，总计占比46%。从企业价值来看，前五大价值最高的行业分别是半导体、新能源、工业设 备、消费电子和生物科技。 转自：成都日报锦观 中国独角兽毕业榜首次发布 18家蓉企上榜 本报讯 （成都日报锦观新闻记者 杨富） 记者昨日获悉，胡润研究院近日首次发布《2025胡润中国独角 兽毕业榜》，该榜单列出了中国独角兽"毕业生"，即成立于2000年之后、价值10亿美元以上的上市公 司。全国共796家企业上榜，成都18家企业上榜，位居全国第七。 ...

1月18日，记者从胡润研究院首次发布的《2025胡润中国独角兽毕业榜》获悉，该榜单列出了中国独角 兽"毕业生"，即成立于2000年之后、价值10亿美元以上的上市公司。全国共有796家企业上榜，其中， 成都上榜企业有18家，企业数量位居全国第七。 胡润表示，发布此榜单希望能够回应部分城市因本地在榜独角兽数量偏少产生的焦虑。部分城市看似在 榜独角兽数量不多，实际原因之一是其培育的独角兽企业已批量实现上市毕业，"796家独角兽'毕业 生'中，有33家企业价值已超过1000亿元，其中3家企业价值已超过1万亿元"。 据介绍，大城市对优质企业及人才的磁吸效应正持续凸显。在创造千亿级价值的独角兽及独角兽"毕业 生"的创始人中，三分之二并未选择在成长地创业，而是被创新创业生态建设领先的大城市所吸引。"这 一趋势也提醒，地方政府亟须构建高效完善的创新创业生态，否则或将在区域竞争中面临发展压 力。"胡润称，目前中国创新创业生态最好的城市中，上海、北京稳居头部阵营，"值得关注的是，成 都、长沙、无锡、西安等城市表现亮眼。" 榜单显示，成都共有18家企业跻身《2025胡润中国独角兽毕业榜》—— | | | 《2025胡润中国独角兽毕 ...

1月15日，红旗连锁跌1.38%，成交额3.50亿元。两融数据显示，当日红旗连锁获融资买入额2925.05万 元，融资偿还3293.69万元，融资净买入-368.64万元。截至1月15日，红旗连锁融资融券余额合计3.35亿 元。 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%。2025年1月-9月，红旗连锁实现营业收入71.08亿元，同比减少8.48%；归母净利润3.83亿元，同 比减少1.89%。 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 融资方面，红旗连锁当日融资买入2925.05万元。当前融资余额3.35亿元，占流通市值的3.84%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，红旗连锁1月1 ...

ab Global Research owered by UBS Evidence Lab YES P 10 January 2026 China Consumer Sector 2026 Outlook: are we at the beginning of consumer confidence recovery? Green shoots, but bumpy road: multi-year consumption recovery underway With MSCI China Consumer Discretionary/Staples trading at 17x/15x 12-month forward PE, c1SD below the 10-year averages, we believe the depressed valuations do not price in a consumption recovery. With consumer confidence trending up since Q324, we turned positive on the consumer ...

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]