Group 1 - The article discusses the preparation and response of merchants and delivery riders ahead of a new round of subsidy wars in the food delivery industry, highlighting a more organized approach compared to the previous weekend's chaos [1][6] - On July 12, a store employee from Mixue Ice City reported that their sales exceeded 10,000 yuan during peak hours, significantly higher than the usual 7,000 to 8,000 yuan, indicating a successful sales day driven by promotional activities [2][5] - Different stores under the same brand experienced varying levels of order volume, with some reporting a significant increase in orders while others saw only a slight uptick, suggesting a disparity in promotional effectiveness [4][5] Group 2 - The competitive landscape in the food delivery sector is intensifying, with Meituan and other platforms engaging in aggressive subsidy strategies, including offering free drinks and substantial discount coupons to attract customers [6][7] - Analysts predict that the current competitive dynamics will persist at least until the Double Eleven shopping festival, with short-term operational pressures on merchants due to increased order volumes and the associated costs of subsidies [7] - The long-term outlook suggests a shift towards market consolidation, favoring companies with strong supply chain efficiency and brand power, as regulatory interventions push platforms to optimize subsidy structures and reduce merchant burdens [7]

以下文章来源于电商在线 ，作者唐果 电商在线 . 见锐度、见洞察，聚焦互联网和新商业的创新媒体 来源丨电商在线（ID：dianshangmj） "入行十年来，第一次见到这么贵的黄柠檬。" 作者丨 唐果 编辑丨 王亚琪 图源丨Midjourney 近日，"柠檬疯涨似黄金""柠檬水成本飙升" 等话题频现社交平台，据「央视财经」报道，今年夏季 柠檬价格大幅上涨，部分品种较去年同期涨价3至5倍，四川安岳等地柠檬价格波动剧烈。 暴涨之下，要"喝不起柠檬水了"？ 农业农村部全国农产品批发市场价格信息监测数据显示，去年6月至今，全国柠檬的批发价格始终保 持上涨态势，2025年7月已达到14.47元/公斤，而去年同期价格仅为7.76元/公斤，同比涨幅超过 80%。 更直观的对比是，柠檬的价格已经超过了被称作是"水果贵族"的荔枝——在小象超市APP中，500g 的安岳黄柠檬价格为13.8元，而同样500g的玉荷包荔枝仅需9.9元。 从最早英国发源的柠檬红茶，到20世纪香港茶餐厅的冻柠茶，再到如今各大新茶饮品牌......"流水的 新品，铁打的柠檬"。这颗酸涩的小水果，始终是饮品界不可或缺的一员。 市面上常见的柠檬，除了当下涨价 ...

7月7日，一段"蜜雪冰城员工用脚关直饮水桶"的视频在网络上迅速传播，相关话题更是登上微博热搜，引发广大网友的关注与热议。 视频画面显示，在一间贴有蜜雪冰城LOGO的操作间内，一名男子用脚踢向操作台上直饮水桶的水龙头，试图将其关闭。 该视频最初由一名自称曾在蜜雪冰城打工的网友发布，配文为"突然翻到以前在小雪打工干的事情，笑死我了"，但目前该视频已被删除，发布者也清空了账 号内所有视频。 此视频一经曝光，迅速点燃了网友们的怒火。不少网友在评论中言辞激烈，指责视频中的男子行为极其不道德，完全无视顾客的卫生安全。 "也太不卫生了吧！不知道有多少脏东西掉进饮水桶里，如果这桶被人为污染的饮水给顾客做饮料，就太恶心了！"一位网友愤怒地留言道。 还有网友质疑蜜雪冰城的员工培训与管理体系，认为有人脚踢直饮水桶水龙头，旁边却无人制止，甚至还有人帮忙拍摄视频，这是否意味着店内日常操作就 存在诸多不规范之处？众多网友涌入蜜雪冰城的官方账号评论区，要求品牌方给出一个合理的解释与处理结果。 针对上述情况，7月7日下午，蜜雪冰城客服回应称，已将相关情况登记下来，会及时反馈到蜜雪冰城的相关部门进行核实。 值得注意的是，该视频发布者在网上发布 ...

Group 1 - The core event was a significant increase in sales for tea beverage brands during a weekend promotion, with one brand reporting over 630 million yuan in total sales and individual store sales reaching 54,000 yuan per day [2] - Multiple tea beverage brands reported over 1 million orders across their national stores within the same two-day period [2] - On July 7, following the sales surge, stock prices for several listed tea beverage companies rose, with increases ranging from 3.95% to 11.04% [4] Group 2 - The three major food delivery platforms (Meituan, Ele.me, and JD) collectively processed over 200 million orders on July 5, indicating a substantial rise in demand due to increased subsidies [3] - Taobao Shanguo launched a subsidy plan worth 50 billion yuan, resulting in a 190% increase in orders for restaurant chain brands during its first week [3] - Meituan reported over 1.2 million orders on July 5, with more than 1 million being restaurant orders, highlighting the peak demand during the weekend [3] Group 3 - Analysts suggest that while promotional events can temporarily boost sales, they may not contribute to long-term brand loyalty and can lead to significant operational challenges [5] - Concerns were raised about employee dissatisfaction due to increased workloads during promotional periods, which could impact food safety and service quality [5] - Some tea beverage brands did not provide specific sales data post-promotion, indicating a lack of transparency in reporting [5]

Group 1 - The unmanned retail concept declined by 1.34%, ranking among the top declines in the concept sector, with notable declines in companies like Huijin Co., Shanjike Technology, and Shen Si Electronics [1][2] - Among the unmanned retail sector, 24 stocks experienced net outflows of main funds totaling 319 million yuan, with Huijin Co. leading the outflow at 168 million yuan [2][3] - The top gainers in the unmanned retail sector included Gongxiao Daji, Xinbeiyang, and Hongqi Lianchuan, with increases of 2.59%, 1.92%, and 1.28% respectively [1][2] Group 2 - The main funds saw a net inflow in stocks like Gongxiao Daji and Xin Kaipu, with inflows of 126 million yuan and 16.43 million yuan respectively [2][3] - The top stocks with significant net outflows included Huijin Co. (-17.70%), Kela Software (-2.48%), and Newland (-0.15%) [2][3] - The overall market sentiment reflected a mixed performance across various concept sectors, with silicon energy leading gains at 3.39% while the unmanned retail sector faced notable declines [2]

智通财经记者 | 李烨 卢奕贝 智通财经编辑 | 牙韩翔 不断升级的外卖补贴战持续刷新着消费者对餐饮低价的想象，这场补贴甚至在网络上被称为"00后唯一 赶上的时代福利"。 7月初，美团公布其即时零售日订单量突破1.2亿，其中餐饮订单已超过1亿单。淘宝闪购、饿了么联合 宣布其日订单量超8000万，其中非餐饮订单超1300万，淘宝闪购的日活跃用户数量已超2亿。京东黑板 报宣布，6月底其日订单量超2500万。 茶饮品牌之所以能成为外卖补贴中一个重要的增长极，原因正在于，相较正餐一天只吃3顿，一个消费 者一天却能买很多杯奶茶咖啡。而在明显降价之下，甚至平常不经常购买奶茶的人，也有可能"薅一杯 羊毛"。 身在一线，茶饮店对此感受深刻。 消费者对补贴的热情毋庸置疑。京东外卖从正式推出到现在，不过4个月时间。而淘宝闪购距离首次推 出，也才2个月。 外卖平台们并不打算结束。 就在本月，淘宝闪购与京东外卖宣布了进一步的补贴计划，其中淘宝闪购将在未来12个月拿出500亿元 给到商家与消费者，京东外卖将拿出超百亿元，在流量、营销、运营、配送等诸多方面补贴给商家，表 示要帮助更多品牌销量破百万。美团暂未对外宣布明确的加码补贴计划，但 ...

Group 1 - The article highlights the remarkable success of companies like Pop Mart, Mixue Ice Cream, and Pang Donglai, which have emerged from Henan, a province not typically known for economic prosperity [3][4][11] - Pop Mart's market value surged to 250 billion HKD, increasing 8.2 times in less than a year, showcasing the potential for high-value consumer products in the region [3][4] - Mixue Ice Cream has expanded to over 46,000 stores globally, becoming the fifth-largest chain restaurant worldwide, indicating rapid growth and market penetration [6][10] Group 2 - The success of these companies is attributed to their ability to provide exceptional service and meet consumer needs effectively, rather than relying on unique products or high-tech innovations [4][5] - Pang Donglai has established itself as a benchmark in the retail sector by focusing on transparency and trust, addressing consumer concerns in a market often plagued by fraud [6][8] - The article emphasizes that Henan's unique social and cultural context fosters a pragmatic approach to business, allowing entrepreneurs to adapt and thrive in competitive environments [9][10] Group 3 - The article suggests that Henan's lower consumption levels make successful businesses more relatable and their business models more applicable across China [11] - The region's historical context, including its agricultural roots and the migration of its population for better opportunities, has shaped a resilient entrepreneurial spirit [8][9] - Despite existing challenges such as market irregularities and limited access to financing, Henan's evolving business landscape reflects broader trends in the Chinese market [11]

Core Insights - Chinese dining brands are rapidly expanding globally, transitioning from individual store trials to systematic and large-scale international operations, driven by domestic market competition and policy support [1][3][4] - The "going global" trend is not merely about store expansion but involves deep localization of supply chains and cultural integration [1][4] Industry Overview - The overseas Chinese community has historically contributed to the spread of Chinese cuisine, with brands like Quanjude and Donglaishun leading the way post-reform [2] - The hot pot segment is a pioneer in this expansion, with Haidilao operating over 120 international locations, while other brands focus on Southeast Asia with differentiated offerings [2] - The new tea beverage sector is emerging as a significant player, with Mixue Ice Cream and Tea opening over 5,000 stores across 12 countries since 2018 [2] Market Dynamics - The domestic restaurant market is experiencing intense competition, with 1.347 million new registrations and 1.056 million closures in the first half of 2024, indicating a saturated environment [3] - Policy support, including the "Belt and Road" initiative, is facilitating the internationalization of Chinese dining brands [3] Global Demand - The overseas market for Chinese cuisine is expanding, driven by a growing Chinese diaspora and a global trend towards culinary experience [4] - The demand for Chinese dining is supported by local supply chain innovations, such as the "central kitchen + local procurement" model [4] Challenges - Cultural differences, supply chain construction, and regulatory barriers remain significant challenges for Chinese dining brands venturing abroad [4][5] - Localizing flavors while maintaining core brand identity is crucial for success in foreign markets [5][6] Supply Chain Issues - The complexity of international supply chains poses challenges, with many brands relying on domestic sourcing for core ingredients while facing local procurement difficulties [6][7] - Regulatory compliance varies by country, complicating the entry process for Chinese dining brands [7] Strategic Recommendations - Building a robust supply chain and understanding local regulations are essential for successful international expansion [8][9] - Collaboration across the entire industry chain is necessary to achieve economies of scale and ensure consistent quality [9][10] Innovation and Adaptation - New tea brands are exploring innovative supply chain solutions, such as local partnerships and self-developed products, to address supply challenges [10] - Digital platforms are enhancing the international presence of Chinese dining brands, with initiatives like Meituan's global restaurant guide [10][11] Cultural Integration - Successful internationalization requires a deep understanding of local cultures and consumer preferences, transforming dining experiences into cultural exchanges [11][12] - The evolution from "water and soil incompatibility" to "local coexistence" reflects the ongoing adaptation of Chinese dining brands in global markets [12]

近日，一网友发布在蜜雪冰城打工时用脚踢保温桶的视频，引发广泛争议。南都记者注意到，涉事网友 随后发帖致歉称，事情发生在2024年7月，当天下班打烊后按要求处理废弃茶汤，"脑子一热觉得好玩就 想拍视频逗乐。"7月8日，蜜雪冰城有关负责人向南都记者确认该致歉网帖内容属实，"当事人已经道歉 并还原真相。" 此前曝光于网络的视频显示，一男子用脚踢架子上的保温桶开关，液体流到下方开了盖的水壶中，保温 壶及店内贴的物料均有蜜雪冰城logo，视频配文"突然翻到以前在蜜雪冰城打工干的事情，笑死我了"。 该视频随后被删除，消息也迅速引发一众网友讨伐，"脚打柠檬茶"，"让顾客喝脚底灰吗"，"卫生问题 不能含糊"。 7月7日晚，发布该视频的网友公开道歉称，"事情发生在2024年7月，当天晚上下班打烊，我按照公司要 求废弃保温桶里的茶汤，当时脑子一热觉得好玩，就想拍个视频逗逗乐"，"其实我们店对卫生要求特别 严，那个桶每天打烊后都要拆开来彻底清洗，第二天开店前还会再清洁一遍"，"是自己一时糊涂，把工 作场合当成了开玩笑的地方"。 目前，该网友的账号已转为私密，评论区也处于关闭状态。对于此次事件，7月8日，蜜雪冰城官方客服 表示，相关 ...

视频截图 7月8日，南都湾财社记者向蜜雪冰城相关负责人进一步了解情况，相关负责人并未明确回应此事。同日，蜜雪冰城客服回应南都湾财社记者称，已 经把相关情况登记，会反馈给公司相关部门核实。记者尝试联系采访该网友，但私信未能发出。 记者注意到，发布视频的网友于7月7日晚发布了对此事的回应，该网友表示，关于发布之前在奶茶店打工时用脚踢店里保温桶的视频，跟大家说声 对不起。他表示，该视频拍摄在去年7月25日左右，当晚门店打烊，他没考虑那么多，想拍个视频逗逗乐，也并非有意搞破坏，"那会儿年纪还小， 17岁，总想着拍点好玩的东西"。 他称，视频中的保温桶装的是废弃的茶汤，是要倒掉的，而且门店对卫生特别严格，每天打烊时保温桶都需要清洗，次日使用前还需要再清洗一 遍，他还称区域经理对门店的培训其实很严格，"但我知道，不管怎么说，对着店里的设备做这种动作，还发到网上，确实特别不合适，也让好多人 担心卫生问题……是自己一时糊涂，把工作场合当成了开玩笑的地方"。 7月7日，#蜜雪冰城被曝员工用脚关直饮水桶#话题登上微博热搜第一。 南都湾财社记者注意到，有江苏的网友于7月7日发布了一段自称在蜜雪冰城工作的视频引发了争议，目前该视频已 ...