证券日报网讯红旗连锁（002697）10月13日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东总数65111户。 ...

2025年10月13日，蜜雪冰城在优质运营、创新突破、社会贡献等指标中表现优异，根据经观受尊敬企业 组委会初步评估，入围《经济观察报》2024—2025年度受尊敬企业。 ...

以下文章来源于咖门 ，作者伍月 咖门 . 聚焦茶饮、咖啡行业，关注饮品新风潮 最近，蜜雪冰城的"小票连载小说"彻底火了，不仅冲上热搜第一，更引发消费者自发"拼剧情、换章节"，甚至连喝一周。 不止蜜雪，茉莉奶白、沪上阿姨、 CoCo 都可也玩起小票。 "这脑洞太会了，坐等第二季！" " 4 块钱又喝饮品又追剧，这波不亏！" 最近，蜜雪冰城凭借"小票连载小说"，在社交平台掀起一股"追更潮"，相关话题迅速火上热搜，引发全网关注。 事件源于品牌将原创 IP 故事《雪王在古代卖咖啡》拆成 20 个章节，随机印在小票上，消费者到店购买任意饮品，就有机会随机获得一章剧情。 这部轻量小说故事大意是"雪王"与茶饮师伙伴"小柠檬"，穿越至古代经营咖啡店。剧情里既有葡萄冰美式这样的茶饮梗，也有"雪王喊麦，给古人一点小震 撼"的搞笑桥段，轻松有趣。 "小票文学"今年为什么又火起来了？升级了哪些新玩法？ 喝奶茶，追穿越剧 蜜雪"小票连载小说"火上热搜 "为了追小说，我连喝一周蜜雪冰城。" 据了解，小说的首个更新周期为 9 月 17 日到 10 月 6 日，之后会进入循环更新阶段。 正是这份"想知道故事走向"的吸引力，让原本用完就丢的小 ...

Core Insights - The Chinese restaurant food chain franchise industry is undergoing significant transformation, driven by macroeconomic recovery and increasing consumer spending power, leading to market expansion and digital transformation [1][4][9] Market Overview - The Chinese restaurant food market is projected to reach 12.6 trillion yuan, with a compound annual growth rate (CAGR) of approximately 7.2% from 2020 to 2024, driven by both service and retail sectors [9] - The restaurant service sector is recovering strongly post-pandemic, with an annual growth rate nearing 9%, while food retail is experiencing structural upgrades with high-value subcategories [9][10] Consumer Behavior - Urban and rural consumer spending is showing a recovery trend, with urban residents' spending growing at a CAGR of 6.4% and rural residents at 8.9% from 2020 to 2024, indicating strong demand for food and beverages [6] - The at-home dining market is rapidly growing at a CAGR of 18.4%, reflecting changing consumer preferences towards convenience and health [10][36] Industry Trends - The chain rate in the restaurant sector is expected to rise from 15% in 2020 to 24% by 2025, indicating a shift towards more standardized and digitalized operations [12] - The differentiation in chain categories is evident, with ready-to-drink beverages leading in chain rates, while traditional Chinese cuisine and barbecue lag behind due to lower standardization [15] Investment Opportunities - The at-home dining segment is favored by franchisees due to its lower investment threshold and shorter return on investment period, with monthly sales per store ranging from 80,000 to 200,000 yuan and a gross margin of 30-40% [34][35] - Franchisees are increasingly considering brands with clear operational support and profitability models, leading to a dual selection mechanism between brands and franchisees [48] Competitive Landscape - The competitive environment is shifting from rapid expansion to refined operations, with franchisees focusing on quality site selection and cost management to avoid saturated markets [24] - Major brands like Guoquan Shihui are emerging as leaders in the at-home dining segment, offering a diverse product matrix and strong operational support [39][40] Digital Transformation - The industry is recognizing the need for digital transformation to manage the complexities of expanding franchise networks, with data-driven decision-making becoming essential for operational efficiency [44] Franchisee Dynamics - The rise of professional franchisees with prior successful experiences is reshaping the franchise landscape, with brands focusing on nurturing successful cases to encourage repeat investments [47][48]

Group 1 - The article highlights new product launches in the baking industry, showcasing various innovative items from different brands [2][4][5][6][7][10][11][12][15][18][21][23][26][29][32][35][37][40][42][45][47][49][52][55][57][60][62][64][67][70][72][75][79][80][82][85][86][89][92][96][100][105][107][111][113][115][118][121][123][125][130][132][134][136][139][141][144][145][147][149][150][152][155][159][161][162][163][164][165][166][167][168][169][171][172][173][175][177][179][182] Group 2 - The article discusses the rise of supermarket baking and the competition among chain bakeries, indicating a shift in consumer preferences and market dynamics [182] - It mentions the importance of fresh ingredients and innovative techniques in the baking sector, emphasizing the need for differentiation in a competitive landscape [182] - The article also touches on the challenges faced by bakeries, including closures and the need for operational efficiency to remain profitable [182]

Group 1: Honey Snow Ice City - Honey Snow Ice City has launched a serialized novel titled "The Snow King Sells Coffee in Ancient Times," which is printed on purchase receipts, creating an interactive experience for consumers [1][4] - The novel consists of 20 chapters and was released in a daily update format from September 17 to October 6, with plans for a cyclical update to ensure all customers can read the complete story [4] - A short drama based on the novel has been produced and is available on platforms like Douyin and Bilibili, with future content updates planned based on consumer feedback [5] Group 2: Bawang Tea Princess - Tennis player Zheng Qinwen has been appointed as the first global brand ambassador for Bawang Tea Princess, previously serving as the global health ambassador [6] - The brand aims to strengthen its connection with the health and sports sector, having previously partnered with major tennis events [6] Group 3: Nayuki Tea - Nayuki Tea has opened its first store in the U.S. in Flushing, New York, generating nearly $87,000 (approximately 620,000 RMB) in sales within the first three days, setting a record for the brand [7] - The company plans to open a second store in Long Island and is expanding its presence in Southeast Asia while maintaining growth in the domestic market [7] Group 4: Tianrun Dairy - Tianrun Dairy is set to complete a new 200,000-ton factory by the end of 2025, focusing on long-term dairy products for markets outside Xinjiang [8] - The company is enhancing its e-commerce strategy, including partnerships with major platforms and leveraging social media for brand exposure [8] Group 5: Bawang Tea Princess - Golden Week Performance - During the recent Golden Week, Bawang Tea Princess experienced a surge in customer traffic, particularly in transportation hubs and popular tourist areas [9] - The product "Light Cause: Bo Ya Absolute String," which features reduced caffeine, saw a significant increase in sales, highlighting consumer preferences for lower caffeine options [9] Group 6: Cha Baidao - Cha Baidao opened its first store in France in late September, achieving over 1 million RMB in sales by the National Day holiday [10] - The brand is benefiting from increased foreign tourist interest in Chinese tea drinks, with significant sales growth reported during the holiday period [10]

Core Points - The article discusses a new marketing initiative by the company Mixue Ice City, which involves printing a serialized novel titled "The Snow King Sells Coffee in Ancient Times" on customer receipts, starting from September [2][28] - The initiative aims to enhance brand interaction and maintain customer engagement through storytelling, aligning with the brand's characteristics and consumer interests [2][28] - The novel consists of 20 chapters, with one chapter released daily from September 17 to October 6, and will enter a cyclical update phase to ensure customers can access the complete story [2][28] Group 1 - The initiative of printing novels on receipts began in September and is a company-wide effort [2] - Staff indicated that the inclusion of novel content on receipts may vary by store, depending on receipt paper availability [2] - The serialized novel is designed to create a fresh and engaging experience for customers, promoting the brand's narrative [2][28] Group 2 - The first update cycle of the novel ran from September 17 to October 6, with plans for continuous updates thereafter [2] - The company has also produced a short drama based on the novel, which was released on various video platforms [28] - The short drama consists of six episodes, each under six minutes, and was completed by July 10 [28]

Group 1: Costa Coffee Sale - Coca-Cola is evaluating the sale of Costa Coffee, with Bain Capital emerging as a potential buyer, following initial discussions with private equity firms [3][4] - Costa Coffee was acquired by Coca-Cola for £3.9 billion (approximately 34.7 billion yuan) seven years ago, but is now being sold for £2 billion (approximately 19.4 billion yuan), indicating a significant decline in value [3][4] - The performance of Costa has deteriorated since its acquisition, with revenue dropping from £1.3 billion in 2018 to a slower growth rate, and only 400 new stores added globally in seven years [3][4] Group 2: Competitive Landscape - The coffee market is facing intense competition from established brands like Starbucks and emerging players such as Luckin Coffee and McCafé, which are impacting Costa's market share [4][5] - Costa's growth in China has been particularly challenging, failing to meet its target of 1,000 stores, with only around 500 currently operational [4][5] Group 3: McDonald's Expansion Plans - McDonald's plans to open nearly 10,000 new stores globally within four years, aiming to surpass its competitor, Mixue Ice City, which currently has 46,479 stores [6][8] - The strategy includes expanding in both urban and rural areas, focusing on increasing brand visibility and reducing operational costs through efficient supply chain management [6][8] Group 4: Goyard's Performance - Goyard's revenue surged by 64% to €810 million in the 2024 fiscal year, with a significant portion of sales coming from international markets [9][10] - The brand has maintained a high resale value, surpassing Hermès with a 104% retention rate, indicating strong consumer demand despite the overall luxury market downturn [9][10] Group 5: Mijia Ice City Acquisition - Mijia Ice City has acquired a 53% stake in Fresh Beer Fulu Family for approximately 297 million yuan, expanding its product offerings into the fresh beer market [11][12] - Fresh Beer Fulu Family, established in 2021, focuses on affordable fresh beer products, with prices ranging from 5.9 yuan to 9.9 yuan per 500mL [11][12] Group 6: TOP TOY's Market Position - TOP TOY, a brand spun off from Miniso, reported revenues of 6.79 billion yuan in 2022, with projections of 19.09 billion yuan by 2024, but struggles to differentiate itself from competitors like Pop Mart [14][15] - The brand primarily relies on collaborations with international IPs, which limits its brand recognition and profitability compared to Pop Mart's unique IP creations [15][16]

温县发挥太极拳"根"文化优势和大咖国际"雪王"IP优势，凭借科技赋能、文化底蕴、创意灵感和融通中 外的情感价值，整合文旅工业资源，建设"太极·蜜雪文旅融合示范区"，打造特色鲜明的世界旅游目的 地。 县计县策 一套传统太极拳法与一杯时尚新式茶饮，距离有多远？3000米。 在温县，一条3000米的甜蜜大道，将太极拳发源地陈家沟与全球最大现制饮品企业蜜雪冰城"中央工 厂"——大咖国际食品有限公司两大世界级IP"串连"起来。 大道北端是陈家沟，"喝喝陈沟水，都会跷跷腿"，每年世界各地来此拜师学艺的太极拳爱好者络绎不 绝。 大道南端，大咖国际每天为全球4.7万家蜜雪冰城门店供应原料，周围分布着蜜雪冰城商学院、雪王市 集等，渐成网红打卡地。 "静中见动、动中求和，我喜欢在这里感受太极文化的魅力。"来自西班牙的太极拳爱好者陈少武，是陈 家沟的"常客"。10月2日，他说，练拳后喝一杯蜜雪冰城的饮品已经成了习惯。 如何将太极文化和"雪王"流量创新融合，实现"1+1>2"的文旅融合倍增效应？ 省委十一届九次全会强调要推动文化繁荣兴盛。据了解，温县将围绕"行走河南·读懂中国"文旅品牌重 要部署，加快建设"太极·蜜雪文旅融合示范区" ...

记者丨易佳颖 实习生董国琪 黄诗茹 编辑丨包芳鸣 新茶饮品牌的出海版图正以前所未有的速度在全球铺开。从东南亚的街头巷尾到纽约时代广场，再到加 州苹果总部，新茶饮的门店招牌接连亮起。 近日，霸王茶姬在马来西亚迎来第200家门店，并与泰国本土巨头合资深入东南亚市场； 喜茶海外门店总数已超过100家，一年内激增六倍； 柠季的海外签约门店也达到18家，在北美、东南亚等地均有布局。一场来自东方的茶饮浪潮已清晰可 触。 然而，驶向"深水区"的背后，是远超预期的挑战。柠季创始人汪洁在四次赴美考察后坦言："虽然是隔 了十多年再去，但美国市场变化不大，整体体验仍无法和国内相比。"若想从单店试水转向规模化布 局，供应链的稳定、本土化人才的积累与组织架构的适配，每一环节都需要与当地团队反复磨合，沟通 确认。出海的复杂程度远超初期预判。 尽管挑战重重，新茶饮品牌的成绩却令人瞩目。其中，霸王茶姬的海外业务表现亮眼，海外GMV（商 品交易总额）为2.35亿元，同比大增77.4%，环比增长31.8%，海外市场已逐渐成为重要的发展引擎。 中国新茶饮品牌正以前所未有的速度和广度驶向深海。它们凭何站稳海外？又将如何重塑世界对茶的味 觉记忆？这些 ...