跨越四个月，一场盛大的消费品进口盛宴圆满落幕。由成都市商务局主办的"2025成都进口嘉年华"系列活动从8月持续至11月，横跨成都世运会、中秋国庆 双节、中国国际进口博览会等重要节点，通过多场主题消费活动和两场全球优品供需对接会，构建起一个"B端与C端链接、线上与线下同步"的消费品进口 全链条生态，为成都提升国际消费中心城市能级、稳定进出口贸易规模注入了澎湃动力。 市民盛宴：从"国别推荐官"到"微醺小镇"，沉浸式体验全球优品 8月15日，"2025成都进口嘉年华"在环球中心启动，一场持续至11月的消费盛宴就此拉开帷幕。启动活动创新引入"国别推荐官"机制，邀请驻蓉领事馆及贸 促机构代表亲自站台，讲述本国特色商品背后的文化故事。同步发布的《成都进口嘉年华好"GO"指南》，则为市民提供了一份覆盖全城的进口消费精准导 航地图。 进口商品的魅力，也从宏大的展馆延伸至街头巷尾。在成都玉林东路社区广场，市民在家门口体验"进口三文鱼的N种吃法"；九眼桥酒吧街则举办"从远洋 彼岸到府南河畔"进口酒类赏鉴，带来调酒、品酒与采购一站式体验。 盛宴的热度在中秋国庆期间达到高潮。"金秋全球汇"主题活动在天府大悦城启幕，聚焦美食、美妆、家 ...

近日,不少网友在社交平台晒图分享称,收到蜜雪冰城企业微信发布的早餐问卷,"雪王"或将上线早餐产 品。薛记炒货卖起炸货,超意兴、亮亮拉面跨界卖咖啡,奈雪的茶、Tims、乐乐茶等茶饮品牌则相继推出 早餐或烘焙类产品,餐饮品牌为何纷纷"玩"起跨界? "早餐系列还未在济南上线。"11月28日,蜜雪冰城(大明湖店)店员表示,不少消费者得知此消息后前来门 店咨询,但门店尚未接到相关通知,"如果上新早餐的话,各门店应该都会有通知和宣传"。 此外,蜜雪冰城(华强店)、蜜雪冰城(历下大润发店)、蜜雪冰城(宽厚里解放阁店)等门店店员同样表示,暂 时未接到任何上新早餐产品的通知。 据一位业内人士介绍,目前,蜜雪冰城"早餐计划"仅在大连、西安、南宁、杭州等城市进行部分试新,暂时 没有大面积推广计划。 与此同时,济南本土休闲零食品牌薛记炒货也开启了品类延伸的新尝试,试水小吃赛道。12月1日,在薛记 炒货(世纪佳园店)门口摊位上,有工作人员正在制作炸鸡腿、萝卜丸子、肉丸子、鹌鹑蛋等一系列炸货小 吃,吸引了不少顾客驻足购买。从价格上来看,炸鸡腿为10元/个,萝卜丸子、肉丸子等则售价19.8-39.8元/ 斤。 "我们从开始售卖炸货到现在将 ...

郑州"最热闹"的快速公交（BRT）站将新开一家蜜雪冰城门店。 据大河报，12月3日，记者来到郑州市花园路和农业路交叉口西侧的这处在建店面看到，一个店铺已基本建好，南北两侧，总共有三处已经打好的"蜜雪冰 城"标识。 店铺现场，来源：大河报 据了解，该店铺是由郑州公交携手蜜雪冰城合作打造BRT站台门店，首店将于元旦前开业。 据正观新闻，本次郑州公交携手蜜雪冰城一期计划推出10个门店，这些门店的核心定位是"公交服务的延伸与补充"，而非单纯的商业网点。一期选址都在 城市主干道的BRT站台，这些站点的客流基础和辐射能力较为良好。 门店运营后，乘客在候车时不仅能便捷购买高性价比的饮品，郑州公交还会同步优化站台服务设施，比如增设充电接口、更新便民指引等，让候车体验更 舒适。 同时，郑州公交还计划推出公交出行专属优惠，比如凭乘车记录享饮品折扣，引导更多市民选择公交出行。 每经编辑｜许绍航 图：金水区城市综合执法局已于10月22日张贴公告（区城市综合执法局供图），来自大河财立方 区城市综合执法局相关负责人告诉记者，按照现有规定，城市内建设建筑物、构筑物，建设单位需经郑州市自然资源和规划局审批，取得建设用地规划许 可证后，方可依 ...

视频显示，纽约店、洛杉矶店及墨西哥店的店铺都在装修，标语上还写着"OPENING SOON"(即将开业)。 12月3日，多名在当地的中国人向@极目新闻 记者表示，新店已经装修一段时间了，非常期待开业。据当地华人所述，纽约店位于曼哈顿唐人街，洛杉矶 店位于好莱坞星光大道，墨西哥店位于首都墨西哥城的宪法广场，都是人群非常密集的地段，周边也有很多其他的餐饮企业。 近段时间，多名网友发帖称，蜜雪冰城将要在美国纽约、洛杉矶开新店了，甚至墨西哥街头都惊现蜜雪冰城新店，不少华人纷纷前去打卡。 随后，记者扫描了新店装修幕布上附带的二维码，发现蜜雪冰城还用外语做了自我介绍，从企业使命和发展历程，到产品具体种类，不过，该页面暂未标 明各个商品的价格。 值得一提的是，蜜雪冰城墨西哥店还在社交平台开通账号，汇报门店的最新情况。评论区全球各地的网友纷纷留言，希望在他们的所在地也开新店。3日 下午，记者联系蜜雪冰城官方客服，工作人员表示，已将信息反馈给相应部门，因当地存在一定时差〟门店具体进展情况暂不清楚。 ...

谁说热包子只能在街边早餐摊儿买，以后上班路上想吃肉包子，或许也能在蜜雪冰城里买到，还能顺便点杯咖啡。 最近，两家看似没太大关系的品牌，几乎在同一时间把注意力放到了同一个场景上：早餐。 除了刚刚提到的，蜜雪冰城于11月底在多个城市试点"卖早餐"，"改嫁"后的星巴克中国，也于11月底也在深圳推出了"更具性价比"的早餐组合，打工人早 上这顿饭，也被越来越多的茶、咖品牌盯上了。 过去，饮品品牌做点儿轻食，上点儿小吃，我们称之为是"差异化动作"。但当头部连锁开始把早餐当成"主场景"，当曾经只卖饮品的品牌集体往餐食上 靠，这件事或许就不再是试水，而是一种行业趋势。 蜜雪冰城试点儿早饭，"茶、咖+餐"从差异化变基本操作 当然，更早之前，也已经有许多连锁咖啡品牌布局了"餐+饮"。 事实上，饮品+餐食在茶、咖界算不上新鲜事，"连锁新茶饮第一股"奈雪的茶的差异化卖点之一，就是"茶饮+烘焙"的组合。但随着饮品市场日益内卷，越 来越多的品牌开始入局，也让这件事从"差异化"变成了"基本操作"。 以及趋势是，他们更加聚焦一某一个时间段了，比如在11月底瞄准"早餐"的星巴克中国与蜜雪冰城。 这也意味着，大家都想告诉消费者，无论是午餐、下午 ...

12月2日，由茶饮垂类媒体"咖门"主办的"咖i7·2026万有饮力年度大会"在上海宝华万豪酒店举行。本次 大会以"韧性见未来"为主题，汇聚了饮品产业链上下游的众多知名品牌创始人与投资人，共同探讨行业 穿越周期、迈向未来的路径。 会上，美团龙珠基金创始合伙人朱拥华发表主题演讲《穿越周期：在重构中把握消费复苏机遇》。作为 消费赛道最具影响力的投资人之一，朱拥华曾主导投资古茗、蜜雪冰城、喜茶、Manner等知名现制茶 饮、咖啡品牌。 在演讲中，他回顾了自己的投资历程，分享了对当前消费市场的深刻洞察，认为中国的消费能力和潜力 都超过美国。并大胆预测，未来5-10年，奶茶与咖啡赛道将新增约六家上市公司，合并市场规模有望达 到万亿级别。 以下为演讲全文整理： 演讲人：朱拥华（美团龙珠基金创始合伙人、投委会成员） 大家好，我是美团龙珠的朱拥华。今天来参加这个活动，其实很有感触。我第一次参加咖门的活动是在 2019年，当时一个偶然的安排，让我在会议室里和几位朋友聊了三四个小时。正是那次的交流，促使我 在那年年底投资了"古茗"。这家公司在今年成功上市，为我们的基金带来了可观的回报，账面盈利约50 亿元。所以，我内心非常感激。 ...

Core Viewpoint - The article discusses the trend of food and beverage brands diversifying their product offerings by entering new categories, such as breakfast and coffee, to enhance customer engagement and drive sales growth in a competitive market [1][5][9]. Group 1: New Product Launches - Recently, many consumers reported receiving a breakfast survey from Mixue Ice City, indicating a potential launch of breakfast products, including various milk options priced at 5 yuan each [1][3]. - Other brands, such as Xueji Fried Goods, have also begun to expand their product lines by introducing fried snacks, with items like fried chicken legs priced at 10 yuan each [3][5]. - Currently, Mixue Ice City's breakfast offerings are only being tested in select cities like Dalian and Xi'an, with no plans for widespread rollout yet [3][5]. Group 2: Industry Trends - The food and beverage industry is shifting from expansion to deepening existing market share, leading brands to explore new consumption scenarios to differentiate themselves and increase customer frequency [5][9]. - The "fast food economy" has become a key focus, with brands like M Stand and Tims introducing breakfast and lunch options that combine traditional items with coffee [5][7]. - The introduction of coffee into various food brands has become a common strategy, with many brands reporting significant sales growth from breakfast offerings [7][9]. Group 3: Consumer Insights - Consumer feedback on cross-category innovations has been generally positive, with many expressing excitement about the new offerings, although some caution against prioritizing novelty over quality [7][9]. - The cross-category attempts have helped brands attract younger consumers, expanding their customer base beyond traditional demographics [9][10]. Group 4: Operational Challenges - Despite the potential benefits, brands face challenges in maintaining product quality and operational efficiency when entering new markets, such as breakfast and coffee [9][10]. - Effective cross-category strategies require brands to optimize their operations, control costs, and ensure product quality to sustain competitive advantages [10].

Core Viewpoint - Xintianli Technology Co., Ltd. is on the verge of listing on the Beijing Stock Exchange, highlighting its significant role in the food container industry, particularly in producing plastic containers for popular food and beverage brands [1][3]. Company Overview - Xintianli is a leading enterprise in the thermoformed food container industry in China, serving major clients such as Mixue Ice City, Heytea, and various fast-food chains [3][12]. - The company has expanded its production bases across multiple cities, including Taizhou, Chengdu, Tianjin, and Jiangmen [6]. Financial Performance - Revenue figures for Xintianli from 2022 to 2024 are projected to be 944 million, 1.022 billion, and 1.101 billion yuan, respectively, with net profits of 36.32 million, 57.77 million, and 68.40 million yuan, indicating nearly doubled profit growth over three years [8]. - The majority of revenue, approximately 93% to 96%, comes from plastic food containers, while revenue from paper food containers has been declining [8][10]. Client Base and Revenue Concentration - The top three clients, Mixue Ice City, Xiangpiaopiao, and Micun Banfan, contributed significantly to Xintianli's revenue, accounting for about 65.60% of total sales in 2024 [14]. - The company has established long-term relationships with over 1,000 clients, indicating a stable B2B business model [13]. Market Challenges and Opportunities - The company faces challenges due to the "plastic restriction order" in China, which limits the use of non-biodegradable plastic products, although its main products are not directly affected [10]. - Xintianli is actively seeking to diversify its client base and has begun partnerships with new clients to mitigate risks associated with high revenue concentration from a few major clients [15][20]. Industry Context - The new tea beverage market in China is projected to reach 354.72 billion yuan by 2024, indicating a competitive landscape with a shift towards stable growth [16]. - The competitive environment is intensifying, with other food container suppliers successfully entering the market, emphasizing the need for Xintianli to enhance its production capabilities and customer responsiveness [18].

Core Points - A significant fire occurred in Hong Kong's Tai Po district, resulting in major casualties and prompting over 100 companies and foundations to donate for emergency relief and community recovery efforts, with total donations exceeding HKD 1.2 billion [2][4]. Donation Summary - Major companies such as Yuexiu Group donated HKD 10 million, while China Overseas and China State Construction contributed HKD 20 million [3]. - Tencent donated HKD 30 million, and Alibaba made an initial donation of HKD 20 million [3]. - Other notable contributions include HKD 30 million from the Li Ka Shing Foundation and HKD 12 million from the Chaozhou Association [4]. - The total amount of donations has surpassed HKD 1.2 billion as of the latest reports [4].

Core Viewpoint - Multiple new tea beverage companies have pledged significant donations to support disaster relief efforts in Hong Kong following a devastating fire in Tai Po, with total contributions exceeding 40 million Hong Kong dollars [3][6]. Group 1: Company Contributions - Mixue Ice City has initiated a donation of 20 million Hong Kong dollars for medical assistance, emergency housing, and living support for affected residents [7][10]. - Heytea and Cha Bai Dao each donated 5 million Hong Kong dollars to aid in resident relief, subsequent housing security, and reconstruction efforts [12][16]. - Luckin Coffee announced an emergency donation of 10 million yuan (approximately 1.4 million Hong Kong dollars) for urgent rescue, humanitarian aid, and post-disaster recovery [20][23]. - Bawang Tea Ji collaborated with the Hong Kong Tung Wah Group of Hospitals to launch disaster relief funds promptly to assist affected residents [18][19]. Group 2: Context of the Disaster - A major fire occurred on November 26 in Tai Po, Hong Kong, resulting in significant casualties and property damage, prompting a nationwide response to the rescue efforts [10][23].