近日，有多名网友在社交平台分享在美国好莱坞看到了"雪王"，有网友分享其在洛杉矶蜜雪冰城门店购买打卡的体验。 据网友们在社交平台分享的信息，该门店位于洛杉矶好莱坞星光大道，在中国剧院对面，地处繁华地段。 智通财经就此致电蜜雪冰城，相关工作人员表示，美国门店的"相关业务正在稳步推进"。 图片来自网友发布的蜜雪冰城洛杉矶店打卡视频截图 另据极目新闻，12月15日起，"雪王"人偶在南加州大学等地免费发放数百杯饮品，吸引留学生及华人打卡，消费者反映口味与国内相近。 网友拍摄的蜜雪冰城洛杉矶店 网友们晒出的订单显示，美国版蜜雪冰城的外观与国内基本一致，都是透明塑料瓶身，红色主题封口，字体则换成了英文"MIXUE"。 此外，多名当地网友在外卖平台搜索发现，已有线上预售。 智通财经搜索饭团外卖APP发现，位于洛杉矶名为"蜜雪冰城(Hollywood)"的商家开启独家预售，已上架2款预售套餐。这两款套餐定价均为3.99美元（约合 人民币28元），含两杯饮品及冰淇淋，支持微信、支付宝支付，新用户最低仅需1.17美元（约8.2元人民币）。其中，饮品包括芋圆葡萄、椰果奶茶、草莓果 茶，预售套餐每人限购一份，目前一个套餐销量已破百单。 ...

天眼查App显示，近日，扬州市广陵区茗名茗茶饮店（个体工商户）成立，法定代表人为张超，注册资 本5万人民币，经营范围为许可项目：餐饮服务；食品销售（依法须经批准的项目，经相关部门批准后 方可开展经营活动，具体经营项目以审批结果为准）一般项目：外卖递送服务；日用百货销售；文具用 品零售；日用品销售；箱包销售；玩具销售；礼品花卉销售；玩具、动漫及游艺用品销售；工艺美术品 及收藏品零售（象牙及其制品除外）；办公用品销售；茶具销售；服装服饰零售；鞋帽零售；纸制品销 售；厨具卫具及日用杂品零售；宠物食品及用品零售；农副产品销售；互联网销售（除销售需要许可的 商品）（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - The company Yixing Taiyizhen Tea Beverage Service Co., Ltd. has been established with a registered capital of 200,000 RMB [1] - The legal representative of the company is Xing Bo [1] - The business scope includes catering services, food sales, and various retail activities such as daily necessities and non-medical masks [1] Group 2 - The company is authorized to conduct food internet sales, specifically for pre-packaged food [1] - The company’s operations are subject to approval from relevant authorities for certain projects [1] - The company also engages in the sale of arts and crafts, as well as gift items, excluding ivory and its products [1]

Core Insights - The "Guangde Three-Piece Set," consisting of hot pot, milk tea, and peach crisp, has gained significant popularity, attracting a large number of tourists to Guangde City, with online views exceeding 5 billion and 4.17 million visitors recorded [1][2][3] Group 1: Location and Tourism Strategy - Guangde's geographical advantage as the only county-level city in Anhui bordering Jiangsu and Zhejiang enhances its appeal, making it a convenient destination for tourists from the Yangtze River Delta [2] - The city has effectively tapped into consumer trends such as "reverse tourism" and "small-town exploration," positioning itself as a "back garden of urban circles" [2][3] Group 2: Economic Impact and Growth - The local food scene has seen a dramatic increase in business, with daily customer numbers at hot pot restaurants rising to over 30,000, and daily sales at milk tea shops surpassing 8,000 cups [4][5] - The tourism boom has positively impacted related industries, with local farmers supplying fresh ingredients, thus creating a beneficial cycle for both tourism and local income [5] Group 3: Visitor Experience and Engagement - Guangde has implemented a "Stay Visitor Project" to enhance the tourist experience, including free hand-drawn maps and a dedicated bus service connecting major attractions [6][7] - The city has prioritized customer service, with initiatives such as free parking for visitors and a commitment from local businesses to ensure fresh ingredients, contributing to a welcoming atmosphere [7] Group 4: Future Development Plans - Guangde aims to deepen the cultural significance of the "Three-Piece Set" and develop unique food offerings, while also planning to create curated travel itineraries that integrate local cuisine with natural and cultural attractions [8]

Group 1 - Tencent has appointed Yao Shunyu as the Chief AI Scientist, leading the AI Infra and large language model teams [3][4] - Xiaomi's new model MiMo-V2-Flash was officially launched and open-sourced by Luo Fuli, showcasing its capabilities in the global open-source model rankings [18] - The average annual temperature in the Arctic has reached the highest level since 1900, indicating significant climate change [7] Group 2 - The "baby funds" have seen a decline in yield, with 102 funds dropping below 1% annualized yield, while Tianhong's Yu'ebao remains above 1% [2] - The price of cherries is expected to drop further, with some selling for less than 20 yuan per pound [9] - Apple is in talks with Indian chip manufacturers to expand its operations to include the assembly and packaging of iPhone components in India [8]

Core Viewpoint - The service industry is showing signs of stabilization and bottoming out after experiencing price pressure and same-store sales decline in 2024, with expectations for recovery in 2026, particularly in sub-sectors like hotels and duty-free [2][17]. Group 1: Industry Trends - The service consumption ratio is increasing, supported by improved infrastructure for chain operations, leading to the emergence of more quality brands [4][21]. - The government has introduced multiple policies to promote service consumption, indicating a potential for stronger recovery in domestic demand [18][20]. - The hotel sector is expected to see a rebalancing of supply and demand in 2026, with RevPAR stabilizing due to a low base and slowing supply growth [4][31]. Group 2: Sub-sector Analysis - **Hotels**: The hotel industry faced pressure from weak business travel demand and continued supply expansion, but RevPAR showed signs of recovery in October 2025, driven by ADR increases [26][33]. - **Duty-Free**: Duty-free sales are stabilizing, with a focus on the potential of new policies to boost sales from departing travelers and local residents [45][49]. - **Dining**: The dining sector is experiencing a controlled competitive environment, with affordable brands performing relatively well amidst a recovering landscape [36][44]. Group 3: Investment Opportunities - Companies that can effectively meet consumer demands for value and emotional satisfaction, possess strong operational capabilities, and capture sustainable growth drivers are likely to succeed [4][29]. - The focus on high-quality brands and those with strong internal capabilities is expected to yield better performance in the coming years [4][21]. Group 4: Market Performance - In 2025, companies like Gu Ming and Mi Xue have shown significant stock performance, indicating a trend where companies with strong growth potential outperform their peers [7][12]. - The overall market for the service sector is expected to see a gradual recovery, with structural opportunities emerging in the hotel and duty-free segments [6][31].

Core Viewpoint - The Shanghai Municipal Commission of Commerce has released the "Action Plan for Promoting Intelligent Layout in the Catering Industry (2026-2028)", aiming to drive the transformation of the catering industry towards industrialization, standardization, branding, internationalization, and greening through artificial intelligence technology [1] Group 1: Intelligent Transformation - Intelligent technology can enhance operational efficiency and service quality in catering enterprises by optimizing processes and precise management, leading to cost reduction and efficiency improvement [1] - The "Smart Canteen" initiative in Shanghai allows citizens to place orders through an online reservation system, enabling AI to achieve precise meal preparation, reducing food waste, and continuously improving dining efficiency [1] - Real-time monitoring of sales and inventory through a digital platform allows enterprises to quickly respond to market changes, while AI-assisted dish development combines traditional cooking techniques with data analysis [1] Group 2: Green Transformation - The green transformation of the catering industry relies on technological support, with intelligent solutions being an effective path to achieve low-carbon, resource-saving, and environmentally friendly goals [2] - The action plan includes measures such as embedding intelligent prompt systems to guide reasonable consumption and promoting smart waste classification and kitchen waste resource processing systems [2] - Smart supply chain systems optimize logistics paths and cold chain traceability to reduce energy consumption, while blockchain technology enhances food traceability transparency, promoting sustainable procurement [2] Group 3: Internationalization - The internationalization of catering brands is supported by intelligent technology, with AI providing insights into consumer trends and regional taste preferences, allowing enterprises to accurately target customer groups and optimize product structures [2] - Intelligent systems provide technical support for brands to expand overseas, enabling them to maintain confidence in exploring new international markets while securing their domestic market [2] Group 4: Systematic Planning - The experience in Shanghai indicates that the intelligent transformation of the catering industry requires systematic planning and multiple measures [3] - Cities need to establish a policy guidance system that incorporates catering intelligence into urban digital economy development plans, using effective incentives to lower transformation costs for enterprises [3] - Differentiated promotion paths should be created, combining targeted strategies for different catering formats, and encouraging collaboration between technology and catering enterprises to foster innovation [3]

Group 1 - The core viewpoint of the articles highlights the significant increase in travel demand and consumer confidence for the 2026 New Year's holiday, driven by an extended holiday period and supportive policies, which is expected to boost the winter tourism market substantially [1][6] - The search interest for keywords related to "New Year" and "cross-year" has surged over 280% compared to the previous year, indicating a strong consumer interest in travel during this period [1] - Hotel bookings in popular domestic cities have increased by over three times year-on-year, and domestic flight bookings have reached over 1.76 million, marking a 46% year-on-year growth [1] Group 2 - The travel preferences of consumers are becoming increasingly diverse, reflecting an upgrade in the structure of the "holiday economy," with a notable trend towards experiential travel and unique celebrations [2] - Major theme parks and concerts are becoming popular choices for New Year's celebrations, with events like the Shanghai Disneyland fireworks show and various concerts in cities like Guangzhou and Beijing attracting large crowds [2] - There is a growing trend of southern tourists traveling north for winter activities, such as ice and snow experiences, which is driving up flight prices and creating new tourism experiences [2] Group 3 - Long-distance travel, including outbound tourism, is also on the rise, with Southeast Asian countries within a five-hour flight radius being popular destinations [3] - The tourism industry is seeing continuous improvements in transportation, accommodation, and attractions, leading to a more diverse range of travel options for consumers [3] Group 4 - Various local governments are implementing multiple measures to stimulate tourism consumption, including policy support, event planning, and service optimization [4] - Beijing is launching a series of cross-year activities themed "Bell and Drum Chime, Beijing Colorful Journey," which includes various cultural and recreational events to enhance consumer engagement [4] - Zhejiang province is initiating a winter tourism consumption season with a budget of over 46 million yuan for tourism-related consumption vouchers [4] Group 5 - The "Hohhot 2025-2026 Winter Ice and Snow Tourism Season" includes numerous events and activities aimed at enhancing the winter tourism experience, along with the distribution of sports consumption vouchers [5] - The combination of subsidies and engaging content is expected to effectively stimulate consumer spending and improve the overall tourism experience [5] Group 6 - The tourism industry is anticipated to move towards higher quality, experiential, and personalized offerings, contributing to sustainable economic growth [6] - The multiplier effect of the holiday season is expected to lay a strong foundation for the consumer market in 2026, promoting deeper integration of tourism and other sectors [6]

NO.3 跨年火车票开售，多条热门线路部分车次售罄 2025年12月31日的火车票已正式发售。去哪儿旅行数据显示，截至12月17日上午10点，已有多条热门线 路的部分车次售罄，包括北京到哈尔滨、北京到郑州、北京到武汉，深圳到汕头，成都到宜宾，成都到 西昌，宁波到上海，哈尔滨到牡丹江，青岛到烟台，青岛到淄博等。去哪儿旅行数据显示，元旦期间， 车程在2小时左右的短途路线最为火爆。北京往返天津、成都往返重庆、上海往返南京、广州往返南宁 等短途线路人气旺。长线方面，北京往返哈尔滨、北京往返沈阳、广州往返长沙等线路最为紧俏。 点评：铁路客流呈现"短程爆发、长线紧俏"特征，2小时都市圈城际列车客座率将超90%，利好运营京 沪、成渝、京津等短途干线的国铁及地方铁路；同时，北京、成都、广州等枢纽站商业坪效有望提升。 长途方面，东北冰雪游、海南避寒游需求提前释放，相关机场及免税板块亦受益。 NO.1 卡夫亨氏CEO突然离任 国际快消品行业又现巨头高层变动。当地时间12月16日，拥有"亨氏番茄沙司"等产品的卡夫亨氏宣布， Steve Cahillane将于2026年1月1日加入卡夫亨氏，担任首席执行官。现任首席执行官则将在同期卸 ...

Core Viewpoint - The launch of the "2025 Nanjing Warm Winter Consumption Season" and the "Double Pilot" initiative aims to enhance consumer spending and stimulate economic growth in Nanjing through international consumption environment construction and new consumption models [3][4]. Group 1: Economic Initiatives - Nanjing is leveraging two national-level pilot projects to boost both goods and service consumption, focusing on new consumption and inbound tourism [3][4]. - The city reported a total retail sales of consumer goods reaching 677.5 billion yuan from January to October this year, with a year-on-year growth of 4.3% [4]. - Nanjing aims to create a vibrant consumption center by integrating "international trends" with local culture, supported by a 1 billion yuan investment over two years for international consumption environment enhancements [5]. Group 2: New Consumption Models - A total of 400 million yuan will be invested over two years to support new consumption models, focusing on three key areas: establishing a first-release economy service system, creating diverse service consumption scenarios, and promoting cross-industry collaborations with well-known IPs [6]. - The city plans to enhance the first-release economy by encouraging flagship stores and hosting various launch events, thereby driving consumer engagement [6][18]. Group 3: Seasonal Promotions - From December to March, Nanjing will host over 370 promotional activities across various sectors to capitalize on the peak shopping season, including themed events like "Double Twelve Nanjing Product Carnival" and "Spring Festival Folk Consumption Month" [7][8]. - The initiative aims to create a rich and diverse winter consumption experience, integrating digital innovations and cultural tourism [7][8]. Group 4: Infrastructure and Services - Nanjing is enhancing its customs and border inspection processes to facilitate smoother travel for inbound tourists, with 97% of travelers experiencing seamless customs clearance [10][12]. - The city has established 155 registered tax refund stores to improve the quality and accessibility of outbound tax refund services for international visitors [12]. Group 5: Culinary Promotion - Nanjing is promoting its local cuisine as part of the "Jiangsu Flavor" winter food promotion, showcasing 135 signature dishes from various districts to stimulate dining-related consumer activity [16][24]. - The initiative aims to position local culinary offerings as a key attraction for both residents and tourists, enhancing the city's cultural identity [16][24].