以下文章来源于餐饮O2O ，作者专注餐饮业创新的 餐饮O2O . 餐饮O2O是中国专注餐饮产业链新媒体，每天分享餐饮产业上下游新鲜资讯+干货案例，以媒体为入口，为餐饮业提供咨询培训、投融资、供应链、开店 选址、创业加盟等行业深度服务。 在上海陕西北路的梧桐树荫下，年轻人排起了长队，手中捧着古朴的土陶碗，享受着冰浆带来的清凉；而在广州夜市的霓虹灯光里，辣椒瓶造型的青瓜冰浆 成为了众人争相打卡的焦点。 谁能料到，这款带着苗侗风情的贵州冰浆，凭借 " 冰块 + 糯米 + 水果 " 的绝妙组合，正在北京、上海、广州的街头掀起 一场甜蜜又清凉的美食热潮 。 01 ■ 贵州甜品， 正在 " 霸屏 " 北上广 冰浆是贵州传统的消暑甜品，由冰块、水果、糯米等主料混合打制成冰沙，再搭配花生碎、黄豆粉而成。 冰浆的起源可追溯到宋代 " 羁縻州 " 时期，当时当地气候湿热，百姓便将水果和冰块混合捶打，用于消暑暖瘴气。 到了明清时期，中原制冰技术与苗侗民族的果酸发酵技艺相融合，初步形成了冰浆 " 以果制浆，以冰镇之 " 的初始版本。 正如清代《黔南识略》记载： " 黔中夏日，以杨梅、李子捣汁，和以井水，入瓷瓮冰镇，谓之 ' 冰浆 ' ...

7月4日，茶咖日报的主要内容有： 专家：郭瑾一自称出海是抢钱，瑞幸在纽约开店要很大勇气 睿见Economy7月4日消息，2025 DEMO WORLD开放式创新大会于7月3日-4日在上海举办。中欧国际工 商学院会计学荣誉退休教授苏锡嘉谈及企业出海东南亚的教训时表示，瑞幸在纽约开店要很大勇气。 苏锡嘉透露，瑞幸咖啡首席执行官郭瑾一曾表示，公司在国内开店是"捡钱"，在海外开店则是"抢钱"。 他解释说，因为西方国家已经有很长期的咖啡文化，对当地品牌已经形成认知。瑞幸咖啡想要改变人家 的品牌习惯太难了。对比而言，中国的茶饮走出去，就相对容易。 同时，JDE Peet's还明确了一系列规划，包括：简化投资组合与组织模型；提高运营效率和生产力；实 现5亿欧元净成本的节约，且超过一半的节约额在2027年底前完成；计划将节约成本的50%投入到具有 高潜力的增长项目及关键能力提升上，其余50%用于增强盈利能力；同时，通过新的增长途径扩大公司 的全球影响力。 "当然，再难，你该走的路还是得走。"苏锡嘉感慨，最近瑞幸在纽约开了两家门店，"在这种寸土寸金 地方，你开出咖啡馆，这是要多大的勇气？" 不过他也强调，企业做到一定规模，就必 ...

李彦丨作者 木鱼丨编辑 茶咖观察丨出品 6月28日，贵阳茶饮品牌去茶山在杭州开出浙江首店。开业当天上午，社交平台上就被"排队盛况"刷屏。有网友表示，当天排队数量超过3000杯。 创立于贵州贵阳的去茶山，是近年新茶饮行业典型走"地方食材特色"路线的品牌。招牌产品是贵州铜仁抹茶、刺梨气泡水、干酪普洱鲜奶茶等，整体价格带 位于20-30元。装修将黑灰色系与原木风相结合，试图营造出"贵州山野"的氛围。小程序显示，去茶山目前全国直营门店有55家。过去几年，他们在重庆、 成都、深圳、上海等地开首店时，都曾出现过类似的"开业爆单"场景。 那么，这家店究竟是真火爆还是营销做到了极致？开业后的第三天，茶咖观察到杭州中心商场首店现场看了看。 线上排队3000杯，线下设置8张凳 一小时出杯400 不过，相较于产品，茶咖观察认为，去茶山的「爆单机制」更值得关注。 新茶饮界"网红品牌"来杭州，前期爆单是常态。例如上海的红茶公司、阿嬷手作。按照以往看，这类品牌更偏爱"限定数量截单"，例如排队300杯后台就会 停止接单，还想点单的消费者需要等到单量减少至200杯左右，门店重新开放下单，才能重新点单去"抢剩下100杯"的额度。 去茶山没有给 ...

Core Viewpoint - The article analyzes the competitive landscape of the tea beverage industry, focusing on four major players: Gu Ming, Cha Bai Dao, Hu Shang A Yi, and Mi Xue Bing Cheng, particularly examining their business models and supply chain strategies to identify potential winners in the market [1][4]. Group 1: Business Model Analysis - Gu Ming, Cha Bai Dao, and Hu Shang A Yi were initially regional brands that expanded nationally through a franchise model, with nearly 10,000 stores each by 2024 [4][5]. - The core product offerings of these brands are similar, focusing on fresh milk tea and fresh fruit tea, with prices generally between 10-20 yuan [4][5]. - All four brands utilize a franchise model, generating revenue primarily through franchise fees and sales of ingredients and materials to franchisees [7][11]. Group 2: Supply Chain Comparison - Mi Xue Bing Cheng has the strongest supply chain, leveraging direct sourcing and self-production to minimize costs, while Gu Ming follows closely with a robust supply chain and its own cold chain logistics [13][15]. - Cha Bai Dao and Hu Shang A Yi have weaker supply chains, relying heavily on third-party logistics, which limits their cost control and can lead to quality inconsistencies [16][18]. - The supply chain capabilities significantly impact the brands' resilience during market pressures, with Mi Xue Bing Cheng and Gu Ming showing stability, while Cha Bai Dao and Hu Shang A Yi face declining same-store sales [16][18]. Group 3: Expansion Strategies - Gu Ming employs a unique regional densification strategy, focusing on achieving critical scale within provinces before expanding to neighboring areas, contrasting with the national spread of its competitors [19][20]. - This strategy allows Gu Ming to maintain a high density of stores in key provinces, enhancing supply chain efficiency and reducing logistics costs [24][25]. - Gu Ming's approach has resulted in a significant market share in its initial provinces, with over 25% in Zhejiang, Fujian, and Jiangxi, and a dominant position in the mid-range price segment [28][29]. Group 4: Product Development Strategy - Gu Ming adopts a fast-fashion approach to product development, quickly introducing and iterating on popular items while maintaining a high research and development investment [30][31]. - This strategy allows Gu Ming to respond effectively to changing consumer preferences, achieving a high acceptance rate for new products and a quarterly repurchase rate of 53% [31][32]. - The competitive advantage lies in the ability to provide high-quality products at competitive prices, driven by an efficient supply chain [32][36].

以下文章来源于暗涌Waves ，作者暗涌 暗涌Waves . 钱的流向，人的沉浮。36氪旗下投资报道账号。 新造的人，新在哪？ 来源｜ 暗涌Waves（ID:waves36kr） 封面来源 ｜ 《洛城机密》剧照 人是万物的标尺。 某些方面，记者和投资人的工作是相像的：都是在寻找人、观察人、研究人，并得出结论。只是投资人要比记者更往前一步：他们还要为他们对人的判断 买单。 所以，在本届的WAVES2025上，我们邀请了三位投资人：黑蚁资本管理合伙人何愚、Monolith创始合伙人曹曦，以及XVC合伙人胡博予，和"暗涌 Waves"一起来聊聊"人"。 之所以在此刻探讨这个话题，因为新一代的创业周期正在开启——无论你称之为AI还是科技，理论上将有更多素未谋面的创始人们，逐渐被识别、被所 知。 这也是我们邀请这三位投资人一个原因。何愚投资的泡泡玛特王宁、曹曦投资的宇树科技王兴兴、胡博予投资的霸王茶姬张俊杰，都是过去几年才大范围 浮现的创业者。而在投资之初，后者们也都只是芸芸众生中的有志青年而已。所以，这三组投资故事，都充分证明了投资行业最美妙的"人的流淌"的发 生。 对话里，他们还透露了一些与这三位明星创始人的相处细 ...

Core Insights - Nayuki's Tea has achieved steady growth in performance through a series of innovative measures and health strategies, with significant market performance noted [1] - The launch of the new grapefruit matcha series has contributed to a substantial increase in stock price, reflecting positive market reception [1][3] Performance Metrics - In May, Nayuki's Tea saw a 35% year-on-year increase in average order volume per store, followed by a 26% increase in June, marking two consecutive months of double-digit growth [1] - The stock price surged by 34.92% following the launch of the new product line on July 2 [1] Product Innovation - The new grapefruit matcha series includes two beverages and one baked good, utilizing healthy ingredients such as South African white grapefruit and matcha [3] - Nayuki's Tea has introduced a "no added sugar natural nutrition+" initiative, emphasizing fresh ingredients and low-calorie options, marking a shift in the tea beverage industry towards a focus on natural nutrition [5] Marketing and Community Engagement - The "Little Snowflake Charity" initiative aims to support animals in need, showcasing Nayuki's commitment to social responsibility [7] - The "One Day Store Manager" events, featuring popular idols, have successfully engaged consumers and enhanced brand interaction [9] Strategic Positioning - Nayuki's Tea has effectively combined health concepts with youthful marketing strategies, aligning with the preferences of Generation Z consumers who seek both taste and health [11] - The company's focus on "light nutrition and low burden" product philosophy signifies a transition in the tea beverage industry from competition based on traffic to competition based on value [11]

在中国，茶文化源远流长，它不仅仅是一种饮品文化，更是一种蕴含着深厚哲学思想与人文精神的生活方式。 7月1日，搜狐酒业播主毕然连线茶文化研究领域的专家周重林，开启搜狐酒馆第27期节目，深度探讨传统茶如何赶上Z世代，直播热度51万+。 本次对话中，周重林解读了宋徽宗《大观茶论》中"香甘重滑" 的品茶标准和"七汤点茶法"的重要性，讲述了宋代君臣共饮的场景；他肯定了霸王茶姬等新 茶饮以真材实料、标准化契合年轻人需求，对推广茶文化的作用。对于传承，他强调通过解读古籍、贴近年轻人，以自身书店、读书会及著作为实践，推动 茶文化复兴。 以下是直播全文，供行业人士参考。 与茶结缘：从文人茶到深耕二十一年的茶学研究 毕然：您是什么契机让您开始了解、研究茶文化的呢？又因为什么想要出这样一本从独特角度讲述茶历史、茶文化的书籍呢？ 周重林：我上大学学的是中文，大学老师特别爱喝茶，影响了我。上大学之前喝茶随父母，喝得很普通，不讲究。上大学后，跟教授们相处久了，接触到文 人茶，觉得很有意思。我的大学老师研究茶马古道，当年他们考察并命名了这个概念，现在已成为世界遗产。我上大学时跟随老师做了一些研究，对文人茶 和中国茶文化产生了浓厚兴趣。 我 ...

AI掀起新一轮造富运动。《2025新财富500创富榜》显示，张一鸣以4815.7亿元的持股估值，首次问鼎新财富500创富榜首富，取代了此前蝉联四届首富的 钟睒睒。 而在《2025胡润全球富豪榜》中，李蔡美灵家族1,400亿财富在行业领跑，海天味业则催生4位百亿富豪，老干妈、梅花集团、天味食品等企业掌舵者均跻 身榜上。 这些"舌尖富豪"用事实证明"吃吃喝喝"照样能缔造商业帝国，更颠覆了人们对传统造富行业的认知。 本文将总结多个权威财富榜单，盘点食品&餐饮行业的造富神话。 1 从财富榜里的食品神话 一个低调却能创富的行业 据第一食品资讯梳理，今年的《2025新财富500创富榜》中，主要业务涉及食品&餐饮产业的企业有39家共计41人，他们的财富共计15186.8亿元。 在本届创富榜中，茶饮赛道的代表人物纷纷上榜。 蜜雪冰城的张红超和张红波兄弟、喜茶的聂云宸、霸王茶姬的张俊杰、茶百道的王霄锟和刘洧宏夫妇、古茗的王云安等五组人上榜。 调味品领域，海天味业、老干妈、天味食品、李锦记、梅花生物等都有上榜。 而回顾2025年初发布的《2025胡润全球富豪榜》，中国食品板块在全球中也有亮眼的表现。《2025胡润全球富豪榜》前5 ...

Core Viewpoint - The company, 鹿角巷, is making a comeback in the Beijing market after facing challenges from counterfeit brands, with a focus on differentiating itself in a competitive tea beverage industry that has shifted from growth to "stock competition" [1][6]. Company Overview - 鹿角巷 has reopened its first store in Beijing at 朝阳大悦城, featuring a new yellow and white design, with an average price of 17 yuan per customer, positioning itself in the mid-range of the tea beverage market [2][4]. - The brand's product lineup continues to emphasize its signature brown sugar pearl tea while introducing new items like rainbow crushed ice and special flavored teas, highlighting the use of fresh milk [2][3]. Market Context - The tea beverage market is experiencing a slowdown in growth, transitioning to a phase where competition is more about existing market share rather than expansion, making it crucial for 鹿角巷 to identify its unique advantages [1][6][8]. - The company has faced significant challenges due to counterfeit brands, with reported legal costs reaching 1 billion yuan for brand protection efforts [4][6]. Expansion Strategy - 鹿角巷 is not only targeting the Beijing market but is also planning to expand into other cities, actively seeking exclusive partners for new store openings [5][6]. - The brand aims to optimize its business model and is considering a shift towards smaller store formats to adapt to the changing market dynamics [7][9]. Competitive Landscape - The tea beverage market is becoming increasingly competitive, with many local brands emerging and established brands solidifying their positions, making it essential for 鹿角巷 to establish a distinct brand identity and operational efficiency [7][9]. - Industry experts suggest that 鹿角巷 should focus on creating unique product offerings and optimizing its profitability model while being cautious about the pace of its expansion [9].

（文/刘媛媛 编辑/周远方） 当中国茶饮巨头们沿着海上丝路在东南亚肉搏时，谁也没想到，蜜雪冰城会在中亚落下一颗孤子。 不久前，这个以"高性价比"横扫全球的冰淇淋与茶饮品牌，悄然在哈萨克斯坦阿拉木图开出首店。 200坚戈（折合约 2.8 元人民币）的冰淇淋、900坚戈的珍珠奶茶，直面当地动辄2000坚戈的咸奶茶挑战，迅速吸引大量消费者关注和讨论。 当地留学生反映，开业不久，前来购买的消费者众多，尤其是饭点时间段都排起长队。在Instagram、TikTok和小红书等平台上，年轻人们更是争相打卡这个 来自东方的平价饮品店。 "自开业以来，阿拉木图首店经营表现远超预期。本地顾客占比达70%，年轻消费者（尤其是大学生）为核心客群。"该店负责人告诉观察者网，与国内一 样，冰鲜柠檬水是店内当之无愧的爆款单品，水果茶和大圣代热度则紧随其后。 有当地消费者向观察者网直言，低价策略是吸引其前来打卡尝试蜜雪冰城的重要因素之一。"产品价格普遍比本地品牌低20%-30%，如200坚戈的冰淇淋，价 格只有我们本地同类产品的1/3。性价比很高，之后还会选择复购的。" 不过，这场来势汹汹的甜蜜攻势能否持续征服中亚人民的味蕾？当开业热潮褪去 ...