【华为联合11 家汽车品牌发布智能辅助驾驶安全倡议：技术先行、营销透明、用户为本】 华为乾崑智能 汽车解决方案官微发布《智能辅助驾驶安全倡议》。倡议中，一共有11家汽车品牌的高管署名，分别为 广汽、上汽、江汽、奥迪、东风猛士、岚图、深蓝汽车、北汽、阿维塔、赛力斯、奇瑞汽车。（腾讯 网） 上下滑动可查看长图 【蚂蚁集团旗下OceanBase任命AI战略一号位】 蚂蚁集团旗下分布式数据库OceanBase发布全员信， 宣布CTO杨传辉担任AI战略一号位，并新设AI平台与应用部、AI引擎组，全力推进"DATA×AI"平台 的搭建与应用开发。OceanBase CEO杨冰透露，OceanBase的AI战略得到了蚂蚁集团的全力支持，蚂 蚁将开放全部AI场景给OceanBase。（格隆汇） 【美团："因使用双开或京东软件，被永久停止接单"系恶意P图造谣】 4月27日，美团发布声明称， 在澄清"去其他平台跑单会被美团永久封号"的谣言后，社交平台上依旧出现了骑手App显示"永久停止 接单原因为：存在使用双开或京东软件的行为"的谣言图片。经核实，该图片源自平台封禁违规抢单 外挂的正常提示页，但ip地址在广东的个别网民，对图片进 ...

自4月3日美国总统特朗普正式宣布"对等关税"以来，中美之间多次互相提高关税，目前双方相互加征的关税都已在100%以上。且随着贸易摩擦的升温，中美两国 之间的角力有着进一步向其他领域扩散的风险。 值得关注的是：① 近日美国财政部长曾表示， 不排除以在美上市的中概公司强制退市，作为两国间谈判的筹码之一；② 2月21日， 白宫发布了"America First Investment Policy"备忘录中，也提及了在一定情况下限制美国资金投资于部分中国公司/资产的可能性。 虽然上述两条潜在的风险截至目前仅停留在口头阶段，美国政府尚没有进行任何实质性的动作。但历史上，中概退市威胁并非没有先例： 2020年~2022年间美国政 府就曾以HFCAA法案下，无法获得中概上市公司的审计监管权的原因，正式推进过中概在美退市。 尽管后续中美两国政府达成了协议，中概从美股全面退市并没真正发生，但仍有中移动等公司在争端期间被美政府强制退市，后有如中国石油等在争端缓解后仍 主动选择退市。 由此可见，无论是 强制中概从美股退市、抑或禁止美国资金投资中国资产，虽然最终落地的概率应当非常小，但属于存在先例、不能视而不见的"黑天鹅"风险。 海 ...

自4月3日美国总统特朗普正式宣布"对等关税"以来，中美之间多次互相提高关税，目前双方相互加征的关税都已在100%以上。且随着贸易摩擦的升温，中美两国 之间的角力有着进一步向其他领域扩散的风险。 值得关注的是：① 近日美国财政部长曾表示， 不排除以在美上市的中概公司强制退市，作为两国间谈判的筹码之一；② 2月21日， 白宫发布了"America First Investment Policy"备忘录中，也提及了在一定情况下限制美国资金投资于部分中国公司/资产的可能性。 虽然上述两条潜在的风险截至目前仅停留在口头阶段，美国政府尚没有进行任何实质性的动作。但历史上，中概退市威胁并非没有先例： 2020年~2022年间美国政 府就曾以HFCAA法案下，无法获得中概上市公司的审计监管权的原因，正式推进过中概在美退市。 尽管后续中美两国政府达成了协议，中概从美股全面退市并没真正发生，但仍有中移动等公司在争端期间被美政府强制退市，后有如中国石油等在争端缓解后仍 主动选择退市。 由此可见，无论是 强制中概从美股退市、抑或禁止美国资金投资中国资产，虽然最终落地的概率应当非常小，但属于存在先例、不能视而不见的"黑天鹅"风险。 海 ...

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使用建行数字人民币 出行、消费享满减优惠 满9元立减3 元 建行数币 约约惠惠22002255 瑞幸咖啡 Part 01 活动对象 已开通建行一、二类数字人民币个人钱包用户 活动地区 北京，天津，河北省，大连，上海，江苏省，浙江(杭州、宁波、温州、湖州、绍兴、金华)，福建(福州、厦门)，山东(济南、青岛)，长沙， 广东省，广西(南宁、防城港)，海南省，重庆，四川省，云南(昆明、西双版纳)，西安等数字人民市试点地区，以用户GPS定位为准。 活动内容 活动期间，用户在 瑞幸咖啡APP 使用建行数字人民币一、二类钱包支付，可享满9元立减3元优惠。活动期间，每位用户单日限享1次优惠， 每人最多可享2次优惠。每日优惠总次数10000次，总优惠400000次，活动名额有限，额满即止。 品 19元立成5元 可享cix I luckin coffee luckin coffee 活动时间 2025年4月23日至6月30日 确认订单 确认订单 < n 稳认订单 立即自歌,约14:07可取 ! 照 大原中框盒 at W14 (2 取学) ွေ့ရွာ၊ 备注特殊要求 LI 折盒墙饮品得 > 超付 ¥19 度付 ¥19 击变付 选 ...

Core Insights - Luckin Coffee, a leading Chinese coffee chain, is gaining popularity due to its high-quality, convenient, and cost-effective products and services, enhanced by the launch of the HarmonyOS version of its app [1] Group 1: App Development and Features - Luckin Coffee officially joined the HarmonyOS ecosystem in January 2024, becoming one of the first companies in the food and beverage industry to develop core functionalities for the HarmonyOS application [2] - The HarmonyOS version of the Luckin Coffee app supports the entire consumer process from app launch, login, ordering, to pickup/delivery, and integrates payment options like Alipay and WeChat Pay for user convenience [2] Group 2: Innovative Functionalities - The app includes several innovative features such as Huawei account one-click login, smart filling for delivery information, and a scan-to-direct feature that allows users to access the app's homepage directly from the lock screen [3] - These features aim to streamline the ordering process and enhance user experience by reducing manual input and providing quick access to promotions [3] Group 3: Multi-Device Compatibility - The HarmonyOS version of the Luckin Coffee app is designed for multi-device deployment, ensuring a consistent and smooth experience across different devices, including foldable phones and tablets [4] - Future updates will introduce meta-services to offer users a variety of product forms [4]

Summary of Conference Call Industry Overview - The conference primarily discusses the coffee industry, with specific references to companies like Luckin Coffee and trends in the tea beverage sector [2][19]. Key Points and Arguments 1. **Market Conditions**: The coffee industry faced significant pressure in early 2024, particularly in January and February, but showed signs of recovery with a positive turnaround in December 2023, exceeding expectations [3][19]. 2. **Sales Performance**: The sales data indicated a recovery from a negative 32% in the first half of the year to a positive growth in December, with expectations of continued strong performance despite some weather-related disruptions in March [3][19]. 3. **Pricing Strategy**: There have been minor price increases in some areas, but overall pricing remains stable. The company is cautious about raising prices significantly due to competitive pressures and market conditions [4][5][21]. 4. **Raw Material Supply**: The global supply of coffee beans is under strain due to adverse growing conditions, with a planting cycle of about six months. This could lead to fluctuations in prices, but significant changes are not anticipated in the short term [7][8][10]. 5. **Operational Adjustments**: The company is adapting its operational model to manage costs and supply chain issues, including securing stable coffee bean supplies from Brazil [23][24]. 6. **Store Expansion**: Luckin Coffee plans to open approximately 1,700 to 1,800 new stores in the first quarter, focusing on high-tier cities, which reflects a strategic shift in market penetration [20][22]. 7. **Competitive Landscape**: The coffee market is evolving, with increased competition from brands like Starbucks and new entrants in the tea beverage sector, which is seeing a shift towards fruit and vegetable teas [25][31]. 8. **Consumer Trends**: There is a noted shift in consumer preferences, with traditional coffee consumption patterns being challenged by new beverage trends, particularly in the tea segment [16][31]. Additional Important Insights - **Product Innovation**: The company has successfully iterated on its product offerings, addressing previous consumer feedback and enhancing product quality [11][12]. - **Market Dynamics**: The coffee market is still in a phase of education and expansion, contrasting with the more mature tea market, indicating potential for growth in coffee consumption [16][17]. - **Future Outlook**: The overall sentiment remains optimistic for the coffee industry, with expectations of continued growth and adaptation to market changes [10][19][25]. This summary encapsulates the key discussions and insights from the conference call, highlighting the current state and future outlook of the coffee and tea beverage industries.

Core Viewpoint - The ceiling for coffee consumption in China is far from being reached, with current annual consumption at only 20 cups per urban resident compared to over 300 cups in Japan and the US, indicating significant growth potential in the market [1][4]. Company Strategy - Luckin Coffee has launched the "Coffee+" strategy, with a focus on "Coffee + Hainan" to expand investments in Hainan, leveraging the advantages of the Hainan Free Trade Port to establish it as a key international hub [1][2]. - The company plans to increase its store presence and investment in the supply chain in Hainan, which is seen as a strategic point for international expansion [2]. - Luckin Coffee has already opened stores in Malaysia and Singapore, with over 50 locations in Singapore, and aims to enhance its operations in Hainan post the Free Trade Port's closure [2]. Market Trends - The coffee industry is experiencing a trend of "Coffee+" innovations, integrating coffee with various elements such as flowers, health, and local specialties, reflecting a broader industry development trend [3]. - The Chinese coffee market has seen a 167% increase in consumption over the past decade, reaching 350,000 tons, with expectations for the fresh coffee market to exceed 220 billion yuan by 2025 [4]. Competitive Landscape - The coffee market is facing intense competition, particularly from the ongoing "9.9 yuan price war," which has pressured Luckin Coffee's performance, although the company is gradually reducing its discounted offerings [4]. - The rise of new tea beverage companies, which share a similar consumer base with coffee, adds to the competitive pressure in the beverage market [4]. Procurement Strategy - Luckin Coffee has signed a five-year agreement to purchase 240,000 tons of Brazilian coffee beans, marking the largest coffee bean procurement plan between Brazil and a Chinese company [5].

Core Insights - Luckin Coffee has officially announced the discontinuation of its seasonal hit "Apple C Americano," which has sparked widespread consumer lament on social media [1][2][6] - Competitor KFC's coffee brand, K Coffee, has quickly capitalized on this opportunity with aggressive marketing campaigns [1][6] Company Actions - Luckin Coffee confirmed the removal of "Apple C Americano" from its menu, with plans to reintroduce "Sakura Latte" [2] - The drink was part of the "Fruit Coffee C Series" and had gained significant popularity since its launch in late October last year [6] - The discontinuation is attributed to the seasonal nature of the product and a shortage of the required apple concentrate [6] Market Response - Consumers expressed their disappointment on social media, with comments reflecting a strong attachment to the product [6] - K Coffee's marketing strategy includes slogans like "Good apples never say goodbye" to attract former Luckin customers [1][6] Industry Trends - The coffee industry in China is characterized by seasonal product offerings, with brands adjusting their SKUs based on fruit availability [12] - The supply chain for coffee includes both bulk commodities and agile components to support rapid product development [12] Competitive Landscape - K Coffee benefits from a strong supply chain and shared resources with its parent brand KFC, allowing it to maintain healthy profit margins despite competitive pricing [13] - As of the end of 2024, K Coffee plans to expand its store count to approximately 700 locations across 30 provinces in China, with further growth expected to reach 1,300 stores by 2025 [13]

2 0 2 5年春节作为中国首个"非遗年"，八天的黄金假期叠加消费券政策，带动了消费者乐享 假日的情绪。凯度消费者指数家外消费样组的最新研究显示， 2 0 2 5年春节期间（截至到 2 0 2 5年2月17日的过去8周）中国现制饮品市场持稳步增长，消费者触及数（CRP）对比 去年同期增长5%。 从饮用场景看， 店内堂食 依然是春节期间最主流的场景。对比非春节期间*，消费者偏好 在购物时喝现制饮品。同时，研究发现消费者在春节期间对现制茶饮的需求较平日也有明 显提升，展现出节日消费的独特属性。 消费者在场景和饮用需求上的多元化特征，为现制 饮品提供了新的产品与场景机会。 为赋能品牌更好地掌握现制饮品市场的消费者需求动态 ，凯度消费者指数首次发布现制饮 品市场品牌足迹榜单。 通过持续追踪消费者的现制饮品购买行为，以独家监测指标——消 费者触及数（CRP）来评估品牌表现。 前十榜单中，茶饮品牌占据大半席位，可见茶饮市场在春节期间的主导地位显著。其中， 蜜雪冰城、霸王茶姬 和 瑞幸咖啡 分列前三。 我们发现，进入榜单的品牌，无论茶饮品牌还是咖啡品牌，都有一个共性——即 主要通过 渗透率的提升拉动增长 。其中，霸王茶姬、 ...