这是新消费智库第 2 6 2 5 期文章 新消费导读 1. BIRKENSTOCK 1774 推 出 ARIZONA COSNY 新 品 系 列 2. 卡夫亨氏在美国推出燕麦奶果冻布丁 3. 果子熟了推出 30% 果汁茶 4. 三只松鼠推出 60 款饮料新品 5. 味全上新每日 C100% 小番茄复合果蔬汁 6. 霸王茶姬正式登陆纳斯达克 7. 李未可获得数千万元战略融资 8. 杉海创新完成 C 轮近亿元融资 9. Prada 超 100 亿元收购范思哲 10. AI 耳机 " 未来智能 " 获数千万元融资 11. Jordan 品牌推出全新高尔夫鞋款 Air Rev 12. 卤制品 三巨头大幅关店 13. LV 官宣徐明浩为新任品牌大使 14. 沃尔玛供应商招募系统全新上线 15. 爱奇艺 将开启直播带货 新消费 1.BIRKENSTOCK 1774推出ARIZONA COSNY新品系列 BIRKENSTOCK 1774推出Ari zona CosNy新品系列，由1774巴黎创意工坊打造，选取轻韧尼龙材质，内衬超细纤维填充层，并配可调节 的魔术贴搭扣。保留Ari zona勃肯标志性鞋型的辨识特征的基础上，放 ...

Group 1: Industry Trends - The craft beer market is seeing competitive pricing, with brands like "Xue Wang" offering fresh beer at a minimum price of 6.6 yuan per cup, significantly lower than most market products [1] - The ready-to-drink tea market in China is projected to grow from 111 billion yuan in 2019 to 538.5 billion yuan by 2028, with its market share increasing from 24% to 49% [4] - The tea beverage industry is experiencing a transformation driven by health consciousness and sustainability trends, marking a critical turning point for sustainable development [5] Group 2: Company Developments - "Xianpi Fulu Jia," a craft beer brand, has rapidly expanded, with over 500 stores planned across 18 provinces and 56 cities by the end of 2024, benefiting from a shared supply chain with "Mi Xue Bing Cheng" [1] - "Ba Wang Cha Ji" has opened its first North American store in Los Angeles, with plans to launch 14 products in the market [3] - "Jia He Food" announced the establishment of new subsidiaries for its coffee expansion project, aiming to optimize resource allocation and enhance operational efficiency [6] Group 3: Cultural Impact - Chinese milk tea culture is recognized as a significant aspect of cultural export, with its influence seen in various countries, making it a key entry point for foreign audiences to engage with Chinese culture [7]

Core Insights - Chinese brands are expanding in the South Korean market, moving from electronics and automotive to the food and beverage sector [1][3] - The Chinese milk tea brand "霸王茶姬" (Ba Wang Cha Ji) has launched its official Instagram account in preparation for entering the South Korean market, boasting over 6,000 stores globally and recently listing on NASDAQ under the ticker "CHA" [1][3] Market Trends - The high-end tea beverage market in South Korea is rapidly growing, providing an opportunity for brands like Ba Wang Cha Ji to penetrate the local milk tea market [3] - The perception of Chinese brands in South Korea is evolving from a focus on "cost-effectiveness" to embracing cultural trends such as spicy hot pot and sugar-coated hawthorn [3] Specific Brand Performance - The spicy hot pot brand "海底捞" (Haidilao) has established a strong presence in South Korea, with sales increasing from 13.9 billion KRW in 2020 to 78.1 billion KRW in 2024, alongside an operating profit of 11 billion KRW [4] - Haidilao has successfully introduced the relatively unfamiliar hot pot dining culture in South Korea, attracting consumers with unique experiences and social media marketing [4] Consumer Engagement - The marketing strategies employed by Chinese food brands, including platform-based operations and diverse social media engagement, are influencing the development of the local food industry in South Korea [4] - The engagement of South Korean Gen Z consumers with brands like Haidilao reflects a cross-cultural identity recognition beyond just food consumption [4]

Core Viewpoint - The successful listing of Bawang Chaji on NASDAQ marks a significant step in promoting tea culture globally, positioning it as a competitive alternative to coffee in the beverage market [3][22]. Company Overview - Bawang Chaji officially listed on NASDAQ with the stock code "CHA," bringing traditional Chinese tea culture to the global capital stage [3][22]. - The company has innovatively combined traditional tea-making methods with modern technology, allowing for a quicker and more efficient brewing process that appeals to younger consumers [11][17]. Market Positioning - Bawang Chaji has successfully targeted young consumers by understanding their preferences for flavor and health, leading to the creation of products like "Boya Juexian," which sold 600 million cups by August 2024 [13][22]. - The brand emphasizes health standards by offering products with zero artificial flavors, zero creamers, and zero trans fats, aligning with the health-conscious trends among younger demographics [13][22]. Cultural Significance - The company aims to revive the elegance and cultural depth of traditional tea, resonating with the modern values of younger consumers who seek a blend of tradition and contemporary lifestyle [15][22]. - Bawang Chaji's collaborations with cultural institutions like the Palace Museum and local heritage projects help bridge traditional tea culture with modern consumer experiences, enhancing its cultural relevance [18][20]. Innovation and Technology - The introduction of a modern brewing technique, "萃茶" (extraction tea), allows for a more accessible and flavorful tea experience, making it easier for consumers to enjoy high-quality tea without the traditional complexities [11][17]. - The company has established a digital supply chain that connects directly with tea farmers, ensuring quality and sustainability while meeting global market demands [17][22]. Social Responsibility - Bawang Chaji promotes social responsibility by implementing inclusive employment practices, such as hiring individuals with hearing impairments and ensuring fair profits for tea farmers [22]. - The company's ethos of "using tea to connect people" reflects its commitment to community and cultural engagement, enhancing its brand image and consumer loyalty [20][22].

霸王茶姬美股上市 4月17日晚，中国现制茶饮品牌霸王茶姬正式在美国纳斯达克上市，股票代码为 CHA，即"茶"的拼音， 发行价 28 美元/股（约合人民币 204.4元/股），开盘价 33.75 美元/股（约合人民币 246.38 元/股）。霸 王茶姬成为首家登陆美股市场的新式茶饮企业。（零售圈） 溜溜梅冲刺港交所 4月16日，溜溜果园集团股份有限公司正式向港交所递交招股说明书，拟主板挂牌上市，中信证券和国 元证券担任联席保荐人。 4月22日，乖宝宠物食品集团股份有限公司公布了 2024 年度财报。据财报显示，2024 年，乖宝宠物实 现营收为 52.45 亿元，同比增长 21.22%；归母净利润为 6.25 亿元，同比增长 45.68%。（宠经说） 报喜鸟集团去年净赚 4.95 亿元 4月21日消息，报喜鸟集团在 2024 年财报业绩显示，营收同比下降 1.91% 至 51.53 亿元，净利润同比大 跌 29.07% 至 4.95 亿元。该集团将业绩下滑归因于宏观经济放缓与消费环境疲软，同时加大品牌推广和 渠道建设投入也增加了费用支出。（时尚无国界） 2022 年至 2024 年，溜溜果园的营收分别为 11. ...

近日，国务院国资委公布了最新一轮的"双百企业"与"科改企业"名单，全国范围内共有1218家企业荣耀 上榜。值得关注的是，据统计，此次通信业有31家企业脱颖而出，成功入选。 最新版"双百企业" 最新版的"双百企业"名单，全国共计564家公司，其中，三大运营商旗下有7家通信企业入选，具体如 下。 中国电信集团有限公司 1.中国通信服务股份有限公司 2.天翼支付科技有限公司 中国联合网络通信集团有限公司 1.联通智网科技股份有限公司 2.中国联合网络通信有限公司广东省分公司 3.云盾智慧安全科技有限公司 中国移动通信集团有限公司 1.中国移动通信集团云南有限公司 2.中移智捷科技(北京)有限公司 其中，本次中国电信集团有限公司旗下入围"双百企业"的 天翼支付科技有限公司，曾用名为天翼电子商务有限公司，该企业于今年3月更名为天翼支付科技有限 公司。 最新版"科改企业" | 首页 | 机构概况 | 新闻发布 | 国资监管 | 政务公开 | 国资数据 | 互动交流 | 在线服务 | 热点专题 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 价 首页 ...

以下文章来源于晚点LatePost ，作者晚点团队 晚点LatePost . 晚一点，好一点 北美时间4月17日，霸王茶姬在纳斯达克上市，股价最高涨幅超过48%，收盘价32.4美元/股，市值达 到59.5亿美元，成为目前市值第二大的茶饮品牌。 现制茶饮，大概是风险投资人们在消费领域唯一赚到钱的赛道。茶饮品牌几乎都靠加盟模式扩张，只要 生意好，有成千上万的大小老板们愿意送钱来开店。只要度过风险最大的初创几年，之后完全不需要割 出股份卖给风险投资机构。但大机构们各凭本事、努力把钱塞了进去。 图片来源：微博@霸王茶姬CHAGEE 第一个出现的"完美标的"是喜茶，2016年到2021年，排队见创始人聂云宸的投资人们一轮轮抬出了惊 人的600亿估值。从江门的一家小店开始，喜茶跳过了上一代台式奶茶的粉末聚合物，创造了芝士茶、 鲜果茶新品类，产品的名字是新颖的，门店也被打造成景观。喜茶因此成为第一家能进中国一线购物中 心、把大量门店开在星巴克旁边的本土品牌。但定位高端、坚持直营的喜茶在疫情期间受冲击最直接。 2022年之后，喜茶降价和开放加盟，产品的差异化空间变小，公司陷入低迷，投资人们也陷入等待。 去年开始，喜茶作出一系 ...

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一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 映恩生物 港股｜挂牌上市 据IPO早知道消息，Duality Biotherapeutics, Inc.（以下简称"映恩生物"）于2025年4月15日正式 以"9606"为股票代码在港交所主板挂牌上市。 映恩生物在本次IPO中发行17,332,300股股份，相较早前的发行计划有所提升。其中，香港公开发 售获115.14倍认购，国际发售获13.52倍认购。 同时，映恩生物在本次IPO发行中总计引入十余家基石投资者，累计认购规模6500万美元（5.05亿 港元）——BioNTech SE(Nasdaq: BNTX)认购500万美元、礼来认购500万美元、清池资本（Lake Bleu Prime）认购500万美元、TruMed Investment认购1000万美元、富国基金认购1000万美元、 易方达基金认购800万美元、汇添富基金认购600万美元、磐京基金认购500万美元、MY.Alpha Management认购500万美元、Exome Asset Management认购400万美元、苏州苏创认 ...

Core Insights - The article provides an overview of the latest trends in investment and financing activities in the domestic market, highlighting key sectors and significant funding events. Group 1: Investment Overview - This week, 54 financing events were disclosed in the domestic primary market, a decrease of 9 events compared to the previous week. The total disclosed financing amount reached 3.919 billion RMB, with an average financing amount of 145 million RMB [5]. - The most active sectors in terms of financing events were healthcare, intelligent manufacturing, and artificial intelligence, with 12, 10, and 7 events respectively [7]. Group 2: Sector Highlights - In terms of disclosed financing amounts, the automotive sector led with a total financing scale of approximately 1.936 billion RMB. Notably, "Jiushi Intelligent," a developer of L4 autonomous driving products, secured nearly 300 million USD in Series B financing [7]. - The healthcare sector followed with a disclosed financing total of 830 million RMB, where "Nolingen Bio," a developer of nitric oxide treatment and detection devices, received several hundred million RMB in Series C financing [8]. Group 3: Regional Distribution - The majority of disclosed financing events were concentrated in Jiangsu, Guangdong, and Shanghai, with 17, 9, and 8 events respectively [11]. Group 4: Stage Distribution - The distribution of disclosed financing events by stage showed that early-stage companies accounted for 43 events, while growth-stage companies had 10 events, and late-stage companies had 1 event [13]. Group 5: Major Financing Events - Significant financing events included Jiushi Intelligent and Nolingen Bio, with notable investors such as Dinghui Baifu, Blue Lake Capital, and others participating in these rounds [16][18]. Group 6: IPO Activity - Six companies were monitored for IPO activities this week, with the highest market capitalization being "Bawang Tea Ji," valued at 5.954 billion USD. Most of these companies had previously received VC/PE or CVC investments [25][26]. Group 7: M&A Activity - There were 9 disclosed completed M&A events this week, a decrease of 4 compared to the previous week. Notable transactions included Hengjian Holdings acquiring a 5% stake in "Funeng Technology" for 971.5 million RMB [29][31].