教育：K12 教培高景气维持，非学科合规优质供给稀缺，头部机构反馈暑期招生进展良好，看好头部机构持续扩 大市场份额。本周，高途透露正研发多款国际教育 AI 产品，创始人陈向东认为高质量留学时代已经到来。 奢侈品：宏观经济影响奢侈品销售表现，景气略有承压，部分产品创新能力优秀的品牌逆势高增。近日新秀丽更 换欧洲区总裁，Damien Mignot 此前任 Tumi 欧洲区副总裁兼总经理，关注后续变化。 咖啡茶饮：1）咖啡：高景气维持。需求端具备成瘾性&提频性，行业仍具备β性红利，门店仍处于增长周期。2） 茶饮：略有承压。短期景气度受平台外卖大战补贴波动，UE 受补贴改善叠加暑期旺季，门店供给加速增加，行业 竞争加剧，关注供需变化。 电商：略有承压。电商大盘增速放缓，行业竞争依旧激烈。即时零售成为新战场，近期淘宝闪购宣布启动 500 亿 元补贴计划，头部平台竞争激进补贴下，利润端或将受影响。 旅游消费及 OTA：京东宣布进军酒旅，但酒店供应链长且复杂，短期补贴对行业头部玩家及 OTA 高端酒店业务冲 击有限，关注 OTA 龙头低估值机会 流媒体平台：音乐流媒体平台为内需驱动的优质互联网资产，高性价比悦己消费，规模效 ...

Core Viewpoint - The rise of Chinese tea brands in international markets reflects a broader transition from "Made in China" to "Brand from China," showcasing cultural and emotional connections with consumers [1][3][5] Group 1: Market Dynamics - Chinese tea brands are gaining popularity overseas, driven by technological innovation, cultural depth, and emotional value [1] - The growth of new tea brands is a response to the saturation of the domestic market, with annual growth rates slowing from over 20% to 5.7% [3] - The global market presents a new battleground for these brands, as they seek to establish a competitive edge through pricing strategies and supply chain efficiencies [3][4] Group 2: Cultural Significance - The emergence of tea brands abroad is not just about market expansion but also about cultural resonance, as these brands serve as cultural ambassadors [5] - The narrative surrounding tea brands can transform them into social currency and identity markers, enhancing their acceptance in diverse markets [2] - The cultural journey of tea brands is seen as a new trend in China's service trade, with significant potential for growth [4] Group 3: Competitive Landscape - Despite the rise of Chinese brands, many Western brands continue to dominate the market, capturing significant brand premiums [3] - The disparity in profit retention highlights the need for Chinese brands to strengthen their global presence and brand equity [3] - The success of brands like Mixue Ice City in overseas markets illustrates the effectiveness of low-cost strategies supported by a robust global supply chain [3]

Core Insights - Chinese tea brands like Mixue Ice City and Bawang Chaji are gaining popularity overseas, transitioning from "Made in China" to "Chinese brands" [1] - The Chinese tea industry has achieved global leadership in supply chain integration, product innovation, and digital operations [2] Group 1: Reasons for Going Global - There are currently six listed new tea brands in China, with over 5,000 overseas stores collectively among the leading brands [2] - The global beverage market is one of the largest consumer sectors, and the tea industry has yet to see a world-class tea brand [2] - New Chinese tea brands are driven by three core factors: the large global consumer base, advanced supply chain capabilities, and the representation of China's consumption and industrial upgrades [2] Group 2: Market Strategies - Different regions require personalized operational strategies for Chinese tea brands [4] - Mixue Ice City focuses on extreme cost-performance strategies, while Heytea emphasizes high-end and localized innovations [4] - Key factors for success in international markets include supply chain integrity, scientific planning, market research, and refined operational management [4] Group 3: Cultural Considerations - Cultural elements play a significant role in the overseas expansion of Chinese tea brands [5] - Brands are reconstructing Western cultural symbols with Eastern cultural elements, as seen in Heytea's tea room designed for the 2024 Paris Olympics [4][5] - Companies are encouraged to leverage local cultural symbols and resources for effective communication and marketing [6]

Core Insights - The recent promotional battle between Meituan and Alibaba has led to a significant surge in food delivery orders, particularly for beverage shops, with some stores reporting order volumes more than double their usual amounts [2][5][6] Group 1: Promotional Activities - Meituan and Alibaba released a variety of high-value discount coupons, such as "Spend 25 get 24 off" and "Spend 15 get 15 off," which stimulated consumer demand and led to a record-breaking number of orders [3][6] - The promotional activities resulted in Meituan's daily order count exceeding 1.2 billion, with over 1 billion being food delivery orders [6] Group 2: Impact on Businesses - Many beverage shops experienced overwhelming order volumes, with some reporting up to 3,000 drinks made in a single day, significantly higher than their typical daily output [5][9] - Despite the high sales volume, many businesses faced financial strain due to the cost of fulfilling orders and the need to offer discounts, leading to situations where they were losing money on each sale [9] Group 3: Delivery Personnel Earnings - Delivery personnel reported substantial earnings during the promotional period, with some making over 1,700 in a single day due to increased order volumes and higher platform subsidies [7][8] - The delivery fees doubled, and the high volume of orders allowed many delivery workers to exceed their usual daily earnings significantly [8] Group 4: Consumer Experience - While consumers benefited from the discounts, the overwhelming demand led to service delays, with some customers experiencing significant wait times for their orders [10][11] - The promotional activities created a mixed experience for consumers, as those in urgent need of food faced challenges due to the high volume of orders and system crashes [10][11]

Core Viewpoint - A part-time employee at Nayuki's Tea in Shenzhen reported workplace bullying after being abruptly notified of her dismissal and receiving derogatory comments from staff, sparking widespread discussion on social media [2][4]. Company Response - Nayuki's Tea has taken the matter seriously and has intervened in the situation, with the company acknowledging the issue and attempting to address it [3][10]. Employee Experience - The employee, a student who started working at Nayuki's Tea in May, claimed she was not scheduled for shifts for nearly a month and was told to resign without prior notice. She expressed that if the store did not need her, they should have informed her earlier so she could seek other employment [4][11]. - The employee shared that a staff member made insulting remarks about her age and work speed during a dispute, which she interpreted as workplace bullying [4][11]. Industry Context - The incident is not isolated, as multiple well-known tea brands have faced similar complaints regarding workplace bullying. Experts suggest that such issues are prevalent in the industry, often due to poor management practices and a lack of effective personnel management [10][11]. - The management consultant highlighted that many chain restaurants prioritize sales and customer experience over employee management, leading to a culture where bullying can occur [11]. Financial Performance - Nayuki's Tea reported a revenue decline of 4.71% to 4.921 billion yuan for 2024, with an adjusted loss of 919 million yuan. The company transitioned from a profit of 20.912 million yuan in 2023 to a significant loss, reflecting a year-on-year decline of 4476.2% [11]. - As of December 31, 2024, Nayuki's Tea had 1,798 stores, an increase of 143 stores year-on-year, comprising 1,453 direct-operated stores and 345 franchised stores [11].

以下文章来源于财经天下WEEKLY ，作者财经天下 财经天下WEEKLY . 本文转载自财经天下WEEKLY 值班 编辑｜ 宝珠 视觉 | 顾芗 柠檬自今年4月一路猛涨：以前1.99元能买两个，现在两个要花8元。这让无数消费者大呼"买不起"。柠 檬价格疯涨像一面镜子，照出中小茶饮品牌的冷暖：有的连夜涨价，有的连夜下架。网友最担心的是， 自己最爱的蜜雪冰城柠檬水会不会跟着涨价？ 今年夏天柠檬涨疯了 北京的李岚是茶饮爱好者，在炎热夏天尤其喜欢柠檬水。在她看来，柠檬水是一个平价解暑神器。除了 在奶茶店购买柠檬水，李岚还经常自制柠檬水。但近段时间以来，她明显觉察到：喝柠檬水变成了一种 奢侈。 《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 经常光顾的街边柠檬水开始涨价了。李岚自制柠檬水需要用的黄柠檬，两个大一点的要花费将近10 元。"以前的柠檬放烂都不觉得心疼，现在的柠檬贵得让我舍不得买。"李岚抱怨道。7月初，《财经天 下》走访多家连锁超市发现，这轮价格疯涨的主要是黄柠檬、香水柠檬，这是国内常见的柠檬品种。 从零售端看来，黄柠檬、香水柠檬已是新水果"贵族"。以北京朝阳东坝地区的一 ...

Group 1: Company Developments - Luckin Coffee has opened its first two stores in the United States, with drink prices ranging from $3.45 (approximately ¥24.71) to $7.95 (approximately ¥56.94) [3] - BYD has suspended its plan to build a large factory in Mexico due to geopolitical tensions and uncertainties from U.S. trade policies, although it still aims to expand in the Americas [3] - Jin Jiang International Hotel has submitted its IPO application to the Hong Kong Stock Exchange, with plans to use the funds for capital expenditures to enhance its overseas hotel business [4] - TikTok has launched an in-app shopping feature in Japan, allowing users to buy products directly through shopping videos and live streams [4] - Genki Forest has entered the Indonesian market with its iced tea series, expanding its global footprint [7] Group 2: Industry Trends - The Ministry of Commerce of China will strengthen guidance on the export of used cars to promote healthy and orderly development in this sector [8] - Former U.S. President Trump announced that new tariffs will begin on August 1, with rates potentially ranging from 10% to 70% [9] - Hong Kong's IPO fundraising has ranked first globally this year, reflecting strong market dynamics [9] - Saudi Arabia's foreign direct investment inflow reached $6.4 billion in the first quarter, marking a 24% year-on-year increase [9] Group 3: Investment and Financing - Zhihui Technology has secured a strategic investment of 1 billion yuan from Pudong Venture Capital and Zhangjiang Group [10] - Shinke Industrial has completed a financing round exceeding 100 million yuan, aimed at technology upgrades and international expansion [10] - Lingchuan Technology has raised several hundred million yuan in its Series A financing round, focusing on next-generation chip development [10]

每经记者｜徐肖逍 每经编辑｜董兴生 据央视新闻报道，蜜雪冰城、霸王茶姬等中国茶饮品牌正在走出国门，成为海外民众的消费新宠。外媒评价称，中国产品已经告别复刻西方品牌的时代。7 月2日，外交部发言人毛宁对此回应表示：中国品牌凭借科技含量、文化底蕴、设计灵感以及融通中外的情感价值，正在赢得越来越多海外消费者的青睐。 从"中国制造"到"中国品牌"，为什么当下引人瞩目的是茶饮品牌？中国食品产业分析师朱丹蓬在接受《每日经济新闻》记者采访时表示，中国茶饮行业在供 应链整合、产品创新、数字化运营等方面已达到全球领先水平；茶饮出海不仅是企业行为，更是中国消费升级与产业链升级的具象化体现，成为大国品牌输 出的重要载体。 对于中国品牌出海营销的具体实践，清华大学国家形象传播研究中心城市品牌研究室执行主任眭谦建议，中国企业应该善于借助当地文化符号，巧妙利用当 地文化资源策划传播主题，输出受众感兴趣的、能接受的内容，"到哪个坡，唱哪个歌"，实现精准传播，提高传播效能。 图片来源：每日经济新闻 资料图 在眭谦看来，茶饮作为快消品，准入门槛较低、市场扩张快，更容易在海外渗透进当地民众的日常生活，形成日常的传播效应和更高的感知度。这些茶饮品 ...

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 ...