银河证券此前指，考虑阿里此前官宣2026年将为争夺即时零售市场份额继续投入大量资源，预计外卖补 贴退坡幅度将好于市场预期。国金证券认为，在行业集中度持续提升、同质化竞争加剧的趋势下，具备 供应链规模化、能够精准快速捕捉用户需求的产品优势、品牌优势的头部连锁品牌，在拓店和单店运营 中将占据明显优势。 茶饮股震荡走高，截至发稿，古茗(01364)涨5.48%，报31.2港元；茶百道(02555)涨3.9%，报6.66港元； 沪上阿姨(02589)涨2.42%，报88.7港元；奈雪的茶(02150)涨0.93%，报1.09港元。 消息面上，今日，"千问春节请客计划"正式上线，首轮免单活动送奶茶。根据千问官方介绍，首轮免单 卡可在全国30多万家奶茶店使用，奶茶店品牌包括喜茶、奈雪、瑞幸、一点点、霸王茶姬和古茗等。据 悉，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂AI大战中投 入金额也最高。数据显示，活动上线不到3小时，通过千问App下单的奶茶已超过100万单。 ...

Core Viewpoint - The tea beverage stocks are experiencing a notable increase, driven by the launch of the "Qianwen Spring Festival Treat Plan," which offers free milk tea and is expected to significantly boost sales in the sector [1] Group 1: Stock Performance - Gu Ming (01364) shares rose by 5.48%, reaching HKD 31.2 [1] - Cha Bai Dao (02555) shares increased by 3.9%, reaching HKD 6.66 [1] - Hu Shang A Yi (02589) shares grew by 2.42%, reaching HKD 88.7 [1] - Nai Xue's Tea (02150) shares saw a slight increase of 0.93%, reaching HKD 1.09 [1] Group 2: Market Activity - The "Qianwen Spring Festival Treat Plan" has launched with a first round of free milk tea, applicable at over 300,000 tea shops nationwide, including brands like Heytea, Nai Xue, Luckin, and Gu Ming [1] - The plan represents the largest investment in Alibaba's history for a Spring Festival activity, with a total budget of 3 billion [1] - Within three hours of the launch, over 1 million milk tea orders were placed through the Qianwen App [1] Group 3: Industry Insights - Galaxy Securities anticipates that Alibaba will continue to invest heavily in the instant retail market, predicting that the decline in delivery subsidies will be less severe than market expectations [1] - Guo Jin Securities notes that leading chain brands with advantages in supply chain scalability and the ability to quickly capture user demand will have a significant edge in store expansion and single-store operations amid increasing industry concentration and intensified competition [1]

每经AI快讯，港股茶饮股走强，古茗涨超5%，报31.18港元，股价创历史新高。茶百道涨超3%，沪上阿 姨涨超2%，奈雪的茶涨近1%，蜜雪集团小幅上涨。 ...

股票频道更多独家策划、专家专栏，免费查阅>> 2月6日，古茗涨超5%，股价创历史新高，茶百道涨超2%，沪上阿姨、蜜雪集团跟涨。 消息上，今日一早，阿里千问APP"春节30亿大免单"活动正式上线，发起奶茶攻势，邀请全国人民体验 AI购物。用户立即火爆参与，活动上线不到3小时，通过千问APP已下单超过100万单。 责任编辑：栎树 ...

Core Viewpoint - The rapid development of AI technology is prompting companies to adjust their organizational structures and job roles, leading to a re-evaluation of talent assessment standards and the integration of art into brand building and daily operations [1][3]. Group 1: Art Practices - JD.com plans to build a contemporary art museum in Shenzhen Bay, covering over 10,000 square meters, operating as an independent contemporary art institution, and focusing on themes related to technology, ecology, urbanization, and future living [5][6]. - Tencent is advancing the "Teng Chuang Future" art space, applying technologies like AI and VR/AR in cultural heritage protection and art display, including projects like the digital restoration of Dunhuang murals [8][9]. - Mei Jian Qing Mei Jiu has created China's first art space centered around alcohol, integrating online exhibitions and offline artistic collaborations, promoting Eastern aesthetics in contemporary life [11][12]. - Heytea incorporates artists and design agencies into its brand visual construction, launching global collaborations and themed stores to embed art into high-frequency consumer scenarios [15][16]. - Nongfu Spring integrates art into product packaging, collaborating with illustrators and photographers to create visually appealing designs that enhance brand recognition [20]. - Bilibili extends its online content ecosystem into offline public cultural spaces, showcasing original artworks and inviting creators to participate in exhibitions, enhancing community engagement [22][23]. Group 2: Core Characteristics - JD.com's art museum includes exhibition, performance, and educational spaces, facilitating various cultural activities while aligning with its technological and logistical background [5][6]. - Tencent's art initiatives leverage AI for detail restoration and digital archiving, enhancing efficiency in cultural heritage preservation and creating interactive exhibition spaces [9]. - Mei Jian Qing Mei Jiu collaborates with numerous artists to apply artistic works directly to product packaging, making art a part of everyday consumption [12]. - Heytea's artistic elements are integrated into packaging and store design, enhancing visual experiences and facilitating brand recognition among young consumers [17]. - Nongfu Spring's artistic packaging serves as a high-frequency display medium, reinforcing brand identity through consistent visual engagement [20]. - Bilibili's art practices emphasize community involvement, transforming viewers into participants and creators, thereby extending the lifecycle of content and IP [24]. Group 3: Brand Logic - JD.com's art museum enhances its brand image by adding cultural and emotional dimensions, transitioning from a purely e-commerce platform to a comprehensive institution with technological and cultural attributes [6]. - Tencent's involvement in cultural heritage and digital exhibitions strengthens its brand positioning as a technology and culture hybrid, expanding its business space in the digital cultural sector [9]. - Mei Jian Qing Mei Jiu differentiates itself in a saturated beverage market by enhancing the cultural and emotional value of its products through artistic collaboration [13]. - Heytea's artistic visual strategy helps establish brand recognition and emotional connections with consumers, increasing premium pricing and repeat purchase rates [17]. - Nongfu Spring's continuous design investment builds a stable perception of quality and aesthetics, creating long-term brand assets [20]. - Bilibili's offline exhibitions enhance community ties and user engagement, fostering a participatory culture that extends the relevance of its content [24]. Conclusion - Companies are increasingly entering the art sector through three main approaches: establishing physical cultural spaces, utilizing technology to transform art experiences, and integrating art into products and daily consumption [25].

"雪王"要抢迪士尼的生意了？ 2月初，蜜雪冰城在BOSS直聘上，放出了数条和"乐园项目"有关的招聘信息。岗位包括乐园演艺统筹、 乐园工程管理、乐园周边产品统筹等。 这些岗位的月薪，在1.1万到2.4万元之间，地点位于蜜雪的大本营——河南郑州。官方未正面回应，关 于雪王跨界主题乐园的讨论已然发酵。 这些细节都指向，张氏兄弟真的打算建一座主题乐园，而且对标两大乐园巨头。蜜雪乐园可能会围 绕"雪王"IP，设立游乐项目、主题区域、互动巡游等。 "项目地勘已完成，或落地郑州中牟。"有网友爆料称，不过信息未获官方确认。 实体乐园投入大、回本慢、运营重，不是一门好做的生意。低调的张氏兄弟，走了一条行业内没人走过 的路。 "打造实体乐园，能进一步挖掘IP的商业潜力，拓展衍生品、互动娱乐等收入来源。"丝路社会科学研究 院投资部主任王守博告诉《21CBR》记者。 据悉，蜜雪冰城已注册"雪王动画""雪王学堂""雪王牧场"等商标，涵盖餐饮住宿、教育娱乐等领域。 做大"雪王"IP，张红超、张红甫兄弟是认真的。 落子郑州 蜜雪发布的乐园岗位任职要求，多次提到了迪士尼、环球影城的名字。 乐园内容编剧岗，要求熟悉国内外知名IP乐园，如迪士尼 ...

以下文章来源于霞光社 ，作者唐飞 编辑丨李小天 图源丨蜜雪冰城官网 "在时代广场，花星巴克一半的价钱就能买到一杯奶茶。" 一个月前，在纽约读书的留学生们惊喜地发现，来自中国的蜜雪冰城在这里开业了。令人惊讶的不是 门店本身，而是它的价格——1美元的冰淇淋、2-3美元的奶茶。这意味着只要花星巴克大杯拿铁 霞光社 . 赋能企业全球化 来源丨 霞光社（ID：Globalinsights） 作者丨 唐飞 （约5.8美元）一半的价钱，就能喝到一杯热乎的奶茶。 同样的价格标签也在悉尼、首尔、东京等全球多地出现，换算下来，这个价格只比蜜雪冰城国内价格 略高一点。 根据最新财报，蜜雪冰城海外业务已成为其增长最快的部分，2025上半年海外净增128家门店，整体 海外门店数来到4733家。 相比之下，同样积极出海的茶饮品牌还有喜茶、茶百道和霸王茶姬，海外门店主要也多位于大型城市 的城市核心地段，但却在财报中难觅可观的海外利润数据。 血糖乱不乱，雪王说了算 12月20日，蜜雪冰城洛杉矶好莱坞店正式营业，该店位于星光大道"中国剧院"正对面，所在商圈消 费成熟。5天后，蜜雪冰城在美国纽约再开两店。 蜜雪冰城在美国的开店思路延续品牌"高质 ...

近日，鹏力塑造凭借多元的产品品类、稳定的供货能力及高效的服务水平，荣获茶百道"2025年度优秀 供应商"称号。 自2021年首次合作以来，鹏力塑造与茶百道已携手同行5个年头。秉持"健康、安全、创意、服务"的发 展理念，聚焦茶饮包装环保化、个性化、轻量化需求，公司与茶百道协同创新，推出了不少市场反响热 烈的口碑包装产品，这些产品兼顾实用性与环保性，适配各类茶饮场景，有效助力客户提升消费体验。 此次获奖，既是茶百道对公司产品与服务的肯定，也为双方后续携手共进奠定了基础。未来，鹏力塑造 将持续优化产品品质与服务水平，聚焦品牌客户新需求，探索行业发展新路径，助力茶饮行业高质量发 展。 ...

Core Viewpoint - Mixue Ice City has sparked industry speculation about its potential entry into the theme park sector by posting high-paying job openings related to theme park management, with salaries ranging from 11,000 to 24,000 yuan per month [1][4] Group 1: Job Openings and Requirements - The company is hiring for positions such as content planner, performance coordinator, and product manager, requiring at least five years of relevant experience in theme parks or cultural tourism projects [4][5] - Candidates with experience in managing large theme park IPs like Disney and Universal Studios are preferred, indicating a strategic focus on leveraging established industry expertise [4][5] Group 2: Industry Context and Expert Analysis - Industry experts suggest that if Mixue Ice City ventures into theme parks, it will need to carefully plan and build a management team due to the complexity of theme park operations [5][6] - The theme park sector has seen successful cross-industry entries, such as Pop Mart and iQIYI, indicating a trend of diversification within the entertainment landscape [6] Group 3: Challenges and Strategic Considerations - The competitive landscape for theme parks is intense, with both international brands and local projects vying for market share, which poses a significant challenge for new entrants like Mixue Ice City [6][7] - Key factors for success in theme park projects include location, brand influence, and project scale, all of which will impact operational costs and visitor capacity [7] - The company's motivation for entering the theme park space appears to be the desire to expand its industry chain and enhance the value of its IP, particularly the "Snow King" brand [7]

品牌扎堆上新， 木薯单品成"流 量担当" 木薯，是大戟科 植物的块根，富 含淀粉，曾是珍 珠奶茶中"珍 珠"的主要原料 之一。作为两广 地区冬季传统糖 水的核心食材， 每年秋冬收获 季，当地人将其 慢炖成热乎乎的 "Q弹"木薯，引 爆今冬茶饮市场 _南方+_南方 plus 近日，茶饮圈刮 起一阵"木薯旋 风"。这个原本 深藏于两广地区 糖水铺的小众食 材，凭借软糯弹 牙的独特口感， 成为茶百道、古 茗、沪上阿姨、 煲珠公等品牌 的"上新密码" ， 多地门店出现断 货热潮。 糖水，其甜而不 腻、粉糯绵密的 口感，承载着温 暖的季节记忆。 如今，这股"古 早味"被新茶饮 品牌巧妙转化， 成为冬季限定爆 款的灵感来源。 自去年冬季起， 木薯在新茶饮界 的攻势愈发密 集。2025年11 月，古茗在全国 1.2万余家门店 同步上线"桃胶 木薯炖奶"，凭 借多重咀嚼感登 顶销量榜首，多 地门店的木薯小 料一度断货。 12月，煲珠公推 出"木薯牛奶、 麻木薯薯、麻木 薯薯奶茶"系列 木薯饮品，累计 卖出112万杯， 成为品牌继老红 糖珍珠奶茶之后 的第二大爆款； 沪上阿姨上 线"超糯溏心木 薯炖奶"，持续 加码这一热门赛 ...