(本文来自第一财经) 红旗连锁公告，持股1.36亿股（占公司总股本的9.99%）的股东永辉超市拟通过集中竞价减持所持公司 股份不超过1360万股，占公司总股本比例不超过1%。减持期间为自本减持计划的预披露公告发布之日 起15个交易日后的3个月内。 ...

人民财讯8月4日电，红旗连锁（002697）8月4日晚间公告，持股9.99%的股东永辉超市（601933）计划 15个交易日后的3个月内，通过集中竞价方式减持所持公司股份不超过1360万股，占公司总股本比例不 超过1%。 ...

红旗连锁公告，持股1.36亿股（占9.99%）的股东永辉超市因自身资金需求，计划通过集中竞价减持不 超过1360万股，占公司总股本1%。减持期为本减持计划预披露公告发布之日起15个交易日后的3个月 内，且任意连续90日内减持总数不超过公司总股本1%。股份来源为协议转让取得，减持价格按市场价 格确定。 ...

证券代码：002697 证券简称：红旗连锁 公告编号：2025-023 成都红旗连锁股份有限公司 关于持股5%以上股东减持股份的预披露公告 持股 5%以上的股东永辉超市股份有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 成都红旗连锁股份有限公司（以下简称"公司""本公司"）于 2025 年 8 月 4 日接 到持股 5%以上股东永辉超市股份有限公司（以下简称"永辉超市"）《关于计划减持成 都红旗连锁股份有限公司股份的告知函》，永辉超市拟通过集中竞价减持所持公司股份不 超过 13,600,000 股，占公司总股本比例不超过 1%。若本次减持股份计划实施期间,公司 有送股、资本公积金转增股本、配股或缩股等股份变动事项,前述预计减持股份数量上限 将作相应调整。减持期间为自本减持计划的预披露公告发布之日起 15 个交易日后的 3 个 月内,且在任意连续 90 日内通过集中竞价减持股份的总数不超过公司总股本的 1%。现将 有关情况公告如下： 一、股东的基本情况 1、股东名称：永辉超市股份有限公司 ...

Core Insights - The restaurant industry in 2025 is at a crossroads between "rapid expansion" and "rational cultivation," with a reported 4.3% year-on-year growth in national dining revenue from February to June 2025, indicating a shift to a "slow growth" cycle due to market saturation and intensified competition [2][25] - Despite the slow growth, brands like Mixue Ice City are rapidly expanding, adding over 10,000 stores in a year, while the coffee sector sees three brands in the top growth rankings, highlighting potential opportunities within the slow growth period [2][14] Key Data Points - The top five brands in the growth ranking added over 5,000 stores in the past year, with Mixue Ice City leading by adding 10,160 stores [4] - Coffee and tea drinks dominate the growth list with 26 brands, including 9 coffee and 17 tea brands, while other notable categories include rice noodles (11 brands), fried chicken and burgers (9 brands), and snacks (8 brands) [4] - The growth rate of the top 10 brands by new store count shows that two brands specializing in boiled beef rice noodles achieved over 90% growth [4] Growth Categories Analysis - **Coffee and Tea Drinks**: Brands like Mixue Ice City and Luckin Coffee are expanding rapidly, leveraging supply chain efficiencies to offer competitive pricing. New entrants like Grandpa Not Brewing Tea are also finding success through unique positioning [14][21] - **Snack Foods**: Brands such as Hao Xiang Lai and Zhao Yi Ming are leading the snack food segment, benefiting from direct supply chain sourcing and scale efficiencies, with Zhao Yi Ming adding 376 stores recently [16][17] - **Quick Service Restaurants**: The quick service segment is seeing rapid growth, with brands like Tasitin and Cao's Duck Neck capitalizing on standardized operations and efficient supply chains. However, traditional brands face challenges due to limited marketing and single consumption scenarios [19][21] Slow Growth Cycle Insights - The slow growth cycle presents opportunities at the intersection of supply chain efficiency and user value. Successful brands are those that enhance supply chain capabilities and differentiate through unique user value propositions [23][25] - Brands that remain stagnant often do so due to a lack of innovation and reliance on imitation rather than building competitive barriers [23][25]

金融界消息 截至2025年8月1日收盘，红旗连锁（002697）报收于6.12元，上涨0.33%，换手率8.67%， 成交量93.14万手，成交金额5.65亿元。 通过天眼查大数据分析，成都红旗连锁股份有限公司共对外投资了33家企业，参与招投标项目382次， 知识产权方面有商标信息64条，此外企业还拥有行政许可268个。 资金流向方面，今日主力资金净流出2490.92万元，占比成交额4.41%。其中，超大单净流出1096.07万 元、占成交额1.94%，大单净流出1394.85万元、占成交额2.47%，中单净流出流入688.53万元、占成交 额1.22%，小单净流入1802.39万元、占成交额3.19%。 来源：金融界 红旗连锁最新一期业绩显示，截至2025一季报，公司营业总收入24.79亿元、同比减少7.17%，归属净利 润1.57亿元，同比减少4.15%，扣非净利润1.53亿元，同比增长0.72%，流动比率1.518、速动比率 0.821、资产负债率44.15%。 天眼查商业履历信息显示，成都红旗连锁股份有限公司，成立于2000年，位于成都市，是一家以从事装 卸搬运和仓储业为主的企业。企业注册资本1360 ...

Core Viewpoint - The article discusses the recent controversy surrounding the rapid melting of ice cream from the brand Mixue Ice Cream, highlighting consumer concerns about product quality and safety, while also examining the brand's marketing strategy and public perception in the context of low pricing and social media trends [4][5][39]. Group 1: Consumer Reactions and Brand Response - The rapid melting of Mixue Ice Cream has sparked significant discussion on social media, with many consumers sharing their negative experiences [5][6]. - Mixue's customer service responded by stating that the recipe has not changed and attributed the melting to high summer temperatures, suggesting consumers eat the ice cream quickly [10][11]. - Despite the controversy, the brand's reputation appears to remain intact, as the public continues to support Mixue [11][39]. Group 2: Comparison with Competitors - The article draws parallels between Mixue's situation and that of another ice cream brand, Zhong Xue Gao, which faced backlash for its products melting slowly, leading to questions about quality and ultimately a decline in sales [18][19][39]. - The logic that faster melting indicates better quality is challenged, as consumers may not easily accept that Mixue's ice cream is of higher quality simply because it melts quickly [19][39]. Group 3: Product Characteristics and Production Factors - The melting speed of ice cream is influenced by several factors, including the use of additives to enhance melting resistance, the air content, and the production process [29][31]. - Mixue's ice cream is categorized as "soft ice cream," produced at higher temperatures than pre-packaged hard ice cream, contributing to its quicker melting [30][31]. - The product's formulation includes a high water content (70%-80%) and low fat and protein levels, which further affects its melting characteristics [31][32]. Group 4: Pricing Strategy and Market Position - Mixue Ice Cream is priced at 2 yuan, making it an attractive option for consumers, but this low price point raises concerns about profitability and sustainability for the brand [20][40]. - The brand's pricing strategy serves as a marketing tool, drawing in customers and creating a social media presence, despite potential risks associated with low-cost products [40][49]. - The article notes that the brand's low pricing has become a form of "social currency," enhancing its visibility and consumer engagement [49][50].

在当下"注意力即流量、流量即价值"的传播生态中，蜜雪冰城的案例提供了一个有力的观察切面：一个 平价饮品品牌，如何借助社会心理机制、消费逻辑与数字传播环境，将自家商品转化为社交货币，最终 撬动品牌势能。 本报记者 赵 曦 □ 唐 瑞 近日，"喝蜜雪冰城会被东方明珠塔射击"这条出自网友自发创造的无厘头段子，不仅将一杯4元的柠檬 水送上热搜，还在短短三天内，引爆东方明珠、广州塔、兵马俑等多个地标的线上联动狂欢，掀起一场 全民"雪王团战"。 这场热潮看似偶发，实则背后是蜜雪冰城对"社交货币"的深度运用，它不仅点燃了大众的参与情绪，也 完成了一次无形中的注意力套利。 此外，在此次传播事件中，各大城市地标与历史IP也纷纷参与，这是网友集体创作的结果，更是一场注 意力资源的再分配。东方明珠、广州塔、兵马俑等地标在"梗文化"的狂欢中被用户"无偿征用"，成为品 牌借力的来源。 传统模式下，品牌想利用城市地标资源营销，需支付高昂的冠名权、灯光秀费。而如今，一个微博热帖 或抖音视频就足以让地标为品牌"站台"。更隐秘的是，品牌通过消费者的"时间投入"实现了新的价值杠 杆。大量网友为一杯柠檬水排队打卡或参与线上创作，产品虽没有涨价，品 ...

金融界消息 截至2025年7月31日收盘，红旗连锁（002697）报收于6.1元，下跌1.61%，换手率11.79%， 成交量126.73万手，成交金额7.86亿元。 来源：金融界 资金流向方面，今日主力资金净流出4314.11万元，占比成交额5.49%。其中，超大单净流出400.62万 元、占成交额0.51%，大单净流出3913.50万元、占成交额4.98%，中单净流出流入564.77万元、占成交 额0.72%，小单净流入3749.35万元、占成交额4.77%。 天眼查商业履历信息显示，成都红旗连锁股份有限公司，成立于2000年，位于成都市，是一家以从事装 卸搬运和仓储业为主的企业。企业注册资本136000万人民币，实缴资本15000万人民币。公司法定代表 人为曹世如。 通过天眼查大数据分析，成都红旗连锁股份有限公司共对外投资了33家企业，参与招投标项目382次， 知识产权方面有商标信息64条，此外企业还拥有行政许可268个。 红旗连锁最新一期业绩显示，截至2025一季报，公司营业总收入24.79亿元、同比减少7.17%，归属净利 润1.57亿元，同比减少4.15%，扣非净利润1.53亿元，同比增长0.72 ...

"不装了，我确实是防御塔。" 一张张AI生成的梗图，让东方明珠成了攻打蜜雪冰城的"防御塔"。 借着网友调侃上海刻板印象的爆梗热潮，两个看似风马牛不相及的品牌竟在上周搭在了一起——蜜雪冰城拍片"宣战"，东方明珠用一支抽象短片接下"防 御塔"角色，幽默宣告："喝蜜雪冰城不会被攻击，但不文明行为会！" 东方明珠和蜜雪冰城的梗，图源 / 蜜雪冰城、东方明珠 从"互不相干"到"神仙搭子"，玩梗的神奇效力展露无遗。放眼社交平台，因玩梗结成的品牌"搭子"举目可见。 不过，玩梗，何以造就品牌梦寐以求的"搭子生态"？ 从"接梗"到"搭子"：情感的粘合逻辑和背后的生意经 玩梗何以成为品牌拉近用户距离，促成品牌间、品牌与IP的"搭子"关系的核心驱动力？ 关键在于其满足了用户的深层情感需求，成为了构建"搭子"关系的粘合剂： 解压快乐水：用幽默化解压力，提供轻松愉悦的情绪价值（如：将吃炸鸡的负罪感转化为"功德咸鱼蛋"的笑谈）。 圈层身份证：借助特定梗或IP，成为进入特定圈层的通行证，强化身份认同（如：借顶流游戏打入年轻群体）。 共创参与感：开放权限，让用户成为"二创导演"或决策参与者，赋予其主人翁感（如：将网友乐评印上包装）。 当品牌 ...