奈雪的茶
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8点1氪:清华教授表示将来有望每周上三休四;永辉超市回应标价7.96元实收8元;董明珠年薪1437.2万
36氪· 2025-04-30 00:04
清华教授马少平表示,技术发展会创造出新的岗位,即使替换了已有人力的工作岗位,也可能会带来新的休息时间和假期。 整理 |丁丁炒面 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 曹操出行 36氪获悉,据港交所,曹操出行在港交所提交IPO申请。 活力集团 活力集团控股有限公司于2024年10月29日递交的港股招股书满6个月,于2025年4月29日失效,递表时招商证券(香港)有限公司、民银资本有限公司为 其联席保荐人。(界面新闻) 清华教授表示将来有望每周上三休四 4月28日,清华教授马少平 在选择与回响眼界沙龙中表示,技术发展会创造出新的岗位,即使替换了已有人力的工作岗位,也可能会带来新的休息时间和 假期。未来有望一周只上三天班,有四天休息游玩时间。所以不要畏惧技术的发展,AI的发展一定会让人们更加轻松。(腾讯新闻) 永辉超市回应标价7.96元实收8元 奈雪的茶门店通知能喝奶茶就不要喝水 近日,刘先生在重庆永辉超市金源时代店购买标价为7.96元的淡虾米,支付100元现金后找零92元。按实际金额计算应支付7.96元,但超市采用分位"四舍 五入"规则,实际收取8元。刘先 ...
早报|辽宁辽阳火灾事故饭店经营者已被控制;海归商会让董明珠道歉;奈雪回应“喝奶茶就不要喝水”;张家界通报160名老人被扔服务区
虎嗅APP· 2025-04-29 23:56
大家早上好!这里是今天的早报,每天早上,我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。本栏目由虎嗅出品。 热点追踪 【辽宁辽阳火灾事故饭店经营者已被控制,善后处置全面展开】 据新华网,记者29日从辽宁省辽阳市委宣传部获悉,辽宁辽阳市白塔区一饭店发生火灾,共造成22人死亡、3人受伤。目前善后处置工作已全面展开, 饭店经营负责人已被警方控制,起火原因正在调查中。 事故发生后,辽宁省、辽阳市有关负责人在现场组织成立灭火搜救、伤员救治、善后处置等工作组,出动22辆消防车、85名消防员迅速扑灭现场明 火,争分夺秒开展搜救,及时疏散周边群众,调派省市专家全力救治伤员。 目前,现场救援工作已结束,伤者生命体征平稳。相关后续工作仍在进行中。 【山西省海归商会发布声明:要求董明珠道歉】 据新浪财经,4月27日,山西省海外回国年轻一代企业家商会(山西省海归商会)发布声明。声明称,针对董明珠近期所发表的"绝不用海归派,海归 派里有间谍"的言论,提出严正抗议,并敦促董明珠纠正错误认知,共同维护开放包容的人才发展环境。 声明称,董明珠将毫无根据的"间谍"猜测强加于整个海归群体,既缺乏数据支撑,更暴露对海外热情学子的偏见。"我们作为热情 ...
消费参考丨乳业市场收缩:巨头们销售都在下滑
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-29 23:48
21世纪经济报道记者贺泓源、实习生谭伊亭 报道 在2024年,乳业市场全面收缩。 尼尔森IQ数据显示,2024年乳品全渠道销售额同比下滑2.7%。中国乳制品工业协会(中乳协)相关数 据显示,乳制品生产企业亦面临巨大压力,为应对原料乳过剩,企业大量生产工业乳粉,库存激增。目 前每销售一吨乳粉亏损1万-2万元。 具体到各大巨头,则是普遍性营收下滑。 2025年4月29日晚,伊利披露业绩。财报显示,在2024年,伊利营收1153.93亿元,同比下滑8.24 %;归 母净利润84.53亿元,同比下滑18.94 %。 同天,光明乳业披露财报显示,其2024年营收242.78亿元,同比下滑8.33 %;归母净利润7.22亿元,同 比下滑25.36%。 此前披露的财报显示,在2024年,蒙牛营收886.748亿元,同比下滑10.1%;归母净利润1.045亿元,同 比下滑97.8%。 同年,新乳业营收106.65 亿元,同比下滑2.93%;归母净利润5.38亿元,同比增长24.8%。 而收缩的需求,对于头部乳企的影响,是具体而深刻的。 以伊利为例,在2024年,其液体乳产品营收750.03 亿元,同比下降12.32%。其中, ...
英伟达称分拆中国业务为假消息;宇树机器人秀马拉松:118分钟跑了13.2公里;泡泡玛特旗下LABUBU在国外被疯抢丨邦早报
创业邦· 2025-04-29 23:47
完整早报音频,请点击标题下方小耳机收听 【传将分拆中国业务,英伟达:完全为假消息】 4月29日,海外社交网络平台传播英伟达打算在中国作为独立公司运 营,将通过与中国国内公司建立合资企业来实现业务分拆。英伟达官方回应表示,此传闻完全为假消息,相关说法没有 任何依据,而将毫无根据的主张和猜测作为事实发表是不负责任的。(界面新闻) 【宇树机器人秀马拉松:118分钟跑了13.2公里,中途换电一次】 4月28日下午,宇树科技直播了人形机器人G1长跑。工 作人员表示,G1最高速度可达3-3.5m/s,长跑2m/s。直播过程中,宇树工作人员提到"不知道大家那么喜爱长跑",并表 示"格斗比赛正在准备"。此外,从直播来看,宇树机器人G1在稳定性、耐久性方面表现十分出色。仅在开跑后90分钟时 换过一次电池。全程118分钟,跑了40圈,共计13.2公里。(新浪科技) 保时捷中国还表示,一直在密切关注中国市场上涌现的这些优秀品牌,也会非常认真地研究他们的产品。"确实中 国造车企业取得了卓有成效的进展,但保时捷还是有自己无可取代的独特性,保时捷依然是保时捷。"(中新经 纬) 关注AIGC等热门垂直赛道,扫码可订阅产业日报 【东风有限回 ...
中国企业出海全景热力图发布
Nan Fang Du Shi Bao· 2025-04-29 23:16
Core Insights - The Go Global service center in Nanshan, Shenzhen, aims to serve as an international headquarters for companies going global and a service window for foreign enterprises entering China [2][3] - The center is positioned as a platform for global cooperation, linking local enterprises with international markets and resources [3][4] Group 1: Strategic Importance - The Go Global center is described as a "business card" for Nanshan, emphasizing its role in facilitating international business [3] - Nanshan is recognized as a cradle for high-tech enterprises, with notable companies like ZTE and DJI having extensive global operations [3][4] - The center aims to support companies in transitioning from short-term decision-making to a long-term, technology and brand-driven approach for international expansion [5] Group 2: International Collaboration - The center has established partnerships with various institutions, including the Brazilian Innovation Center and the China International Trade Promotion Committee, to enhance international cooperation [6] - A national first overseas intellectual property insurance consortium was signed, indicating a focus on protecting intellectual property for companies venturing abroad [6] Group 3: Market Insights - A report by Dun & Bradstreet highlights the growth trends and market conditions for Chinese companies expanding overseas, providing valuable data for strategic planning [7] - The report emphasizes the importance of understanding regional market dynamics and competitive advantages for successful internationalization [7] Group 4: Support Services - The Go Global center will offer comprehensive services, including legal, financial, and talent support, to assist companies in their international endeavors [8] - Leading companies like Huawei and ZTE will leverage their international experience to guide other enterprises in exploring global markets [8] Group 5: Voices from Industry Leaders - Executives from established companies like ZTE and SF Express emphasize the need for sharing successful business models and adapting them to local markets when expanding internationally [9][10] - The center aims to address challenges faced by companies, such as fragmented resources and compliance issues, by providing tailored solutions [9]
金十数据全球财经早餐 | 2025年4月30日
Jin Shi Shu Ju· 2025-04-29 23:08
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普放松汽车关税政策,或考虑将AI芯片作为谈判新筹码 美国务卿再度暗示退出俄乌和谈,普京坚持要求控制乌克兰的4个地区 我国将开展市场准入壁垒清理整治行动 事关"中概股回流",港交所与香港证监会已出动 市场盘点 周二,在美国贸易协议希望的支撑下,美元指数震荡走高,重回99关口上方,最终收涨0.28%,报99.21。美债收益率在美国经济数据表现不佳后急挫,基准 的10年期美债收益率收报4.181%;对货币政策更敏感的两年期美债收益率收报3.656%。 随着避险情绪有所降温,现货黄金回调,盘中一度失守3000美元大关,最终收跌0.81%,报3317.25美元/盎司。现货白银先涨后跌,美盘回吐日内全部涨 幅,最终收跌0.69%,报32.93美元/盎司。 由于美国经济数据显现出的压力迹象打击了需求前景,国际原油大跌。WTI原油跌跌不休,接连下破61、60两道关口,最终收跌2.84%,报59.93美元/桶, 创近三周新低;布伦特原油收跌2.48%,报63美元/桶。 美股三 ...
新茶饮行业IPO提速 4000亿赛道迎来新变局
Zheng Quan Shi Bao· 2025-04-29 21:05
Core Insights - The competition in the new tea beverage industry is intensifying, with a surge in IPO activities among key players [1][4]. IPO Activities - Since 2025, three new tea beverage companies have successfully listed on the Hong Kong and US stock markets, including Gu Ming, which went public on February 12, 2025, and Mi Xue Group, which listed on March 3, 2025 [2][3]. - The company "Hushang Ayi" plans to list on May 8, 2025, further contributing to the IPO wave in the industry [2]. Market Growth Potential - The new tea beverage market in China is expected to grow significantly, with projections indicating a market size exceeding 400 billion yuan by 2028 [4]. - Despite a decrease in the total number of tea beverage stores in the country, leading companies have managed to increase their store counts, showcasing their competitive strength [4]. Expansion into Lower-Tier Markets - Major brands like Mi Xue Group and Gu Ming are focusing on expanding into lower-tier cities, where they have captured a significant market share [5]. - The distribution of stores shows that 65% to 80% of their locations are in second-tier cities and below, indicating a strategic shift towards these markets [5]. Financial Performance Disparities - Mi Xue Group reported a net profit of 4.454 billion yuan in 2024, a 39.8% increase year-on-year, while Ba Wang Cha Ji saw a remarkable 213.3% growth in net profit, reaching 2.515 billion yuan [6]. - In contrast, Naixue's Tea reported a loss of 919 million yuan, and Cha Ba Dao experienced a revenue decline of 13.8% with a significant drop in net profit [6]. Market Reactions - The stock market has reacted differently to various tea beverage brands, with Mi Xue Group's market value approaching 200 billion HKD, while Naixue's stock price has plummeted from 19.8 HKD to 1.06 HKD [6]. Business Models - Different companies employ varied business models, with Naixue's Tea relying heavily on direct sales from its stores, while others like Mi Xue Group and Ba Wang Cha Ji utilize franchise models to generate revenue [7][8]. - The supply chain plays a crucial role in the valuation of these companies in the capital market, as it underpins their operational efficiency and product offerings [7][8]. International Expansion - Mi Xue Group has expanded its presence outside mainland China, with 4,895 stores internationally by the end of 2024, focusing on Southeast Asia [9]. - Ba Wang Cha Ji also increased its overseas stores from 95 to 156, primarily in Southeast Asian markets, capitalizing on the region's acceptance of Chinese tea culture [9].
二线茶饮品牌逆袭:沪上阿姨凭什么冲击港股?
Sou Hu Cai Jing· 2025-04-29 19:02
Core Viewpoint - The listing of the tea beverage brand "沪上阿姨" marks a significant milestone in the capitalization process of the new tea beverage industry, reflecting the increasing competition and investment interest in this sector [1][2]. Company Summary - "沪上阿姨" plans to issue approximately 2.41 million H-shares at a price range of HKD 95.57 to HKD 113.12, aiming to raise over HKD 2.7 billion, with a potential market capitalization exceeding HKD 30 billion [1]. - The company has achieved a compound annual growth rate (CAGR) of over 40% in revenue over the past three years and has surpassed 6,000 stores, particularly excelling in lower-tier markets [2]. - The IPO includes a 15% over-allotment option, which could increase the total issuance to about 2.77 million shares [1]. Industry Summary - The IPO of "沪上阿姨" is significant as it is the second independent tea beverage brand to go public after "奈雪的茶," serving as a barometer for market valuation attitudes towards the tea beverage sector [2]. - The timing of the IPO is strategic, coinciding with the post-May Day holiday consumer market recovery, which is expected to enhance market attention [1]. - The pricing reflects a valuation logic where the lower limit corresponds to a 2023 price-to-earnings ratio of approximately 35 times, while the upper limit approaches 40 times, indicating a higher valuation compared to traditional dining enterprises but at a slight discount to similar listed tea brands [1].
超额认购超500倍!港股,沪上阿姨来了
券商中国· 2025-04-29 15:05
超额认购超500倍 4月28日至5月2日,是沪上阿姨此次港股上市的招股期。按照计划,该公司将于5月6日公布中签结果,5月7日 下午启动暗盘撮合,并于5月8日如约在香港联交所上市交易。 尽管目前招股仅进行了两天时间,但捷利交易宝数据显示,截至4月29日18点23分,沪上阿姨网上发行部分已 获得近139亿港元孖展融资,超额认购509倍!按照这一趋势预测,沪上阿姨最终网上发行认购倍数或将超过 1000倍。 可供参考的是,此前在港股上市的四大茶饮品牌中,除大热的蜜雪集团IPO网上认购倍数达到了5258倍外,奈 雪、古茗和茶百道分别为432倍、195倍和0.5倍。换言之,沪上阿姨或将成为仅次于蜜雪集团的人气茶饮新 股。 在上述139亿港元的孖展额度中,富途证券贡献了76.64亿港元,其次是辉立证券和老虎国际,分别为20亿港元 和18.15亿港元。事实上,受香港证监会新的指引规则影响,券商此次为沪上阿姨提供打新的融资杠杆最高仅 继2月古茗、3月蜜雪集团、4月霸王茶姬之后,5月资本市场将迎来又一家上市茶饮。 按照计划,沪上阿姨将于5月8日正式在港交所挂牌,成为第六家上市茶饮。自4月28日启动招股后,投资者对 沪上阿姨的打新 ...
门店称“节约用水,能喝奶茶就不要喝水”!奈雪的茶:已叫停
Nan Fang Du Shi Bao· 2025-04-29 12:07
据媒体报道,近日奈雪的茶河南驻马店一家门店张贴通知称"能喝奶茶就不要喝水",此事引发争议。4月29日,话题#奈雪的茶门店通知能喝奶茶就不要喝水 #登上微博热搜第二。 南都湾财社记者注意到,涉事门店为奈雪的茶(玖隆茂店),该门店于社交平台账号发布帖子称"能喝奶茶就不要喝水,节约用水从我做起",并附上"一本 正经的胡说八道""抽象"的话题标签。此外,图片显示,门店张贴的通知显示,"由于天气炎热,用水量剧增。很多淡水资源已经亮起了红灯。希望各位市民 节约用水,能喝奶茶就不要喝水。把水留给不能喝奶茶的孩子,将爱心传播下去"。 4月29日,南都湾财社记者搜索发现,该门店账号已清空账号内容。涉事门店工作人员告诉南都湾财社记者,这是模仿网络搞笑段子,门店当天拍完照后便 撤掉了,没有继续摆放该通知。 同日,奈雪的茶相关负责人回应南都湾财社记者称,经调查,此举为个别加盟门店行为,总部发现后已立即叫停,并责令撤销相关内容,公司将进一步加强 门店管理,杜绝此类事情再发生。 奈雪的茶(02150.HK)起源于深圳,创立于2015年,2021年其在港交所挂牌上市。2024年财报显示,2024年,奈雪的茶营收同比下滑4.71%至49.2 ...