针对近日舆论关注的演员那某某茜有关情况，内蒙古自治区相关部门成立联合工作组开展核查工作。 整理 ｜娃娃菜 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！ PPIO 6月20日，据港交所文件显示，中国领先的独立分布式云计算服务商PPIO向港交所递交上市申请，联席保荐人为工银国际、申 万宏源香港。 北京极智嘉科技 36氪获悉，据港交所，北京极智嘉科技6月22日向港交所提交聆讯后上市文件，摩根士丹利与中金公司为其联席保荐人。 蓝思科技 36氪获悉，据港交所，蓝思科技向港交所提交聆讯后上市文件。 长乐控股有限公司 36氪获悉，据港交所，长乐控股有限公司向港交所提交上市文件。 近日，网红大蓝的妻子大叶子炫富引发关注。她称自己家位于杭州一千多平方米的别墅每年电费高达40万，超过一家小型工 厂。目前，大叶子的抖音账号因违反相关法律法规和政策被禁言，当前粉丝为81.8万。 记者浏览发现，大叶子的直播和短视频作品中曾不止一次提及其新装修好的豪宅。据其透露，别墅装修费高达8000万元，墙上 安装有价值800万的兰博基尼、140万的铂金餐桌是"全网唯一正品"、家里用的景泰蓝大理石2万 ...

Group 1 - The launch of the Cross-Border Payment Channel marks the connectivity between the Mainland and Hong Kong's rapid payment systems, allowing real-time cross-border remittances for residents [2][3] - As of June 22, the Northbound remittance transaction volume reached approximately 6,900 transactions, with an average transaction amount of about RMB 800, while the Southbound remittance transaction volume was around 19,000 transactions, averaging RMB 3,100 per transaction [2] - The Cross-Border Payment Channel aims to save time and costs for individuals transferring funds between the two regions, facilitating payments for tuition or remittances to friends and family [2] Group 2 - The daily limit for Hong Kong residents using the Cross-Border Payment Channel for Northbound remittances is HKD 10,000, with an annual limit of HKD 200,000, independent of the existing RMB limit [3] - The initial participating institutions include major banks from both the Mainland and Hong Kong, with plans to gradually expand the range of participating institutions [3] - The People's Bank of China emphasizes that the Cross-Border Payment Channel enhances the safety, efficiency, and convenience of payment services, supporting the integration of the Guangdong-Hong Kong-Macao Greater Bay Area [3]

Group 1 - Starbucks has established a significant presence in China with 7,596 stores and 140 million members, but faces challenges as same-store sales decline by 8% and average transaction value drops by 8% in fiscal year 2024 [1] - Local competitors like Luckin Coffee and others are rapidly gaining market share, with Luckin's revenue surpassing Starbucks in 2023 and projected to reach a 32.9% market share by 2025 [1] - The overall coffee market in China is expected to grow from 46.5 billion in 2020 to 55 billion by 2025, while Starbucks' market share is projected to shrink from 42% to 17% [1] Group 2 - In June 2025, Starbucks China implemented its first price reduction in 25 years, with non-coffee beverages dropping by up to 6 yuan, aiming to maintain the premium pricing of coffee products at 39 yuan [2] - The price cut led to a 5% increase in revenue in the second quarter, but operational costs rose by 12.1%, resulting in a net profit margin of 4.4% [2] - The shift in consumer preferences indicates that 60% of coffee consumers in China prioritize products priced below 20 yuan, reflecting a change in market dynamics where coffee is viewed as an everyday consumable rather than a luxury item [2]

风险提示 本周观点 关注海外资产的季报变化： 投资逻辑 法律框架逐步完善，虚拟资产趋势向上。1）港股整体观点：今年港股整体表现突出，各种板块、概念层出不穷， 底层逻辑来自于便宜资产的长期低估，大量内地优质资产在港 IPO，提升了港股的资产质量，吸引了全球流动资 金的关注、加持。另外，去美元化的全球投资策略和美国降息预期对港股的流动性利好。据此我们对港股的未来 趋势持续乐观。短期层面，由于估值、国际环境等问题，港股不排除震荡或者回调的风险，特别是对于前期涨幅 较大&估值较高的个股，短期回调属于健康调整。2）目前我们持续看多虚拟资产（含稳定币）的发展，近期包括 蚂蚁、META、贝莱德在内的传统互联网、金融机构向虚拟资产和稳定币延申的趋势明显。我们认为，稳定币政策 只是虚拟资产大趋势下的一环，未来还会有更多政策制度出台，持续看好。美国、香港的虚拟资产相关法律框架 逐步完善，虚拟资产趋势向上。 后续政策不及预期风险；中美关系变化风险；内容上线及表现不及预期风险；宏观经济运行不及预期风险；AI 技 术迭代和应用不及预期风险；政策监管风险。 敬请参阅最后一页特别声明 1 教育：K12 教培行业高景气维持，非学科产品合规优 ...

新京报讯（记者陈琳）本周末，东城区景山街道携手新隆福公司，在隆福寺北里举办了一场名为"啡悦夏至"的咖啡文化市集。为期两天的咖啡文化市集上， 汇聚50+精品摊位，咖啡、精酿、DIY烘焙工坊、多元美食及创意互动体验，吸引数千名咖啡爱好者及市民游客参与，成为京城夏至时节的文化消费新热 点。 "啡悦夏至"市集以"微景家园"建设为核心理念，聚合地区及周边商户，通过政府搭建平台、企业共同参与的模式，不仅为商户创造了展示特色产品、拓展客 户群体的窗口，也为居民与游客打造了沉浸式文化消费场景。 e and and 22 CAPS CAD p 2015 t and the the state DEA 7 2017 the state e and The F the state 本次市集汇聚了50多家精品摊位。主办方供图 市集现场，50多个精品咖啡摊位构建起丰富的风味矩阵。冷萃特调以清爽口感消解暑气，中式茶咖将中国传统茶饮与咖啡融合，还有创意咖啡师带来属于夏 至时节的特调饮品，不少摊位前排起长队。专业咖啡师现场教学手冲咖啡的黄金水温（90℃-95℃）与萃取技巧，参与者亲手操作烘焙机见证生豆变色爆 裂，最终将定制化手冲咖啡打包带走 ...

"在2025年首尔国际食品展（Seoul Food）上，有两名韩国客商争抢代理我们的自有品牌燃喵咖啡，预计7月 份来验厂。"6月21日，燃喵咖啡创始人陆颖刚从韩国首尔展会上回来，迫不及待向记者分享企业出海的好消 息。 "客商认准了我们的咖啡'中国制造+东非原料'所代表的高品质、高性价比双重优势。"陆颖说。汇川实业发展 （河南）有限公司（以下简称"汇川实业"）的展台，成了首尔国际食品展上人气旺盛的"打卡地"之一。 今年以来，在外贸优品中华行（河南站）、第四届中国—中东欧国家博览会暨国际消费品博览会、第五届中 国国际消费品博览会等活动上，汇川实业及其自有品牌燃喵咖啡一次次"火出圈"。 这家总部位于濮阳县先进制造业开发区的企业，工厂建成还不到3年，燃喵品牌创建还不足2年，凭啥成为国 际咖啡市场上的"显眼包"、客商眼中的"香饽饽"？ 汇川实业的工作人员在乌干达采购咖啡原材料。 任东强 摄 如今，汇川实业每年可生产咖啡冻干粉1000吨，相当于5亿杯咖啡。 "今年上半年，代工产品出口量比去年同期翻了一番。"陆颖说，公司正强力推动品牌出海计划，希望在不久 的将来，让全球更多咖啡爱好者喝上河南产的精品咖啡、爱上燃喵品牌。 客 ...

Core Insights - The 9th China-South Asia Expo opened in Kunming, Yunnan, featuring 73 countries and regions with over 2,500 enterprises participating, emphasizing international cooperation and market development [1][2] Trade Cooperation - The expo showcased diverse products from South Asia, including handicrafts, textiles, and food items, providing a platform for South Asian goods [2] - The trade volume between China and South Asian countries reached nearly $200 billion last year, doubling over the past decade with an average annual growth of approximately 6.3% [1][2] Investment Opportunities - The expo highlighted investment cooperation in infrastructure and agriculture, with specialized pavilions for manufacturing, green energy, and modern agriculture [4] - Companies like Yiwit (Nanjing) Aerospace Technology showcased innovative products such as electric vertical takeoff and landing aircraft, indicating growth in low-altitude economy [4][5] Technological Advancements - Cutting-edge technologies were displayed, including AI translation screens and smart energy solutions, showcasing China's advancements in various sectors [5] - The establishment of a Traditional Chinese Medicine pavilion aimed to promote the TCM industry and its cultural significance [6] Tourism and Lifestyle Promotion - The "Travel and Living in Yunnan" pavilion aimed to enhance tourism and lifestyle branding, promoting Yunnan's unique culture and attractions [7] - The expo is part of Yunnan's ongoing efforts to strengthen trade ties with South Asia and Southeast Asia, fostering deeper economic cooperation and cultural exchanges [7]

以下文章来源于潮生TIDE ，作者J 潮生TIDE . 你能想象吗？ 当清晨的阳光透过咖啡馆的玻璃窗，一群精神抖擞的都市白领正随着电子乐的节奏跳跃、舞蹈，而他们手中举着的不是调酒而是 冰美式...... 这可能是2025年最令人意外的文化奇观。从伦敦到新加坡，从迪拜到成都， 一场名为"Coffee Raves"的运动正在颠覆我们对"蹦 迪"的认知： 不需要酒精麻醉，不需要熬夜伤身，在咖啡因和音乐的双重催化下，Z世代正在享受一场 "清醒的快乐" 。 36氪旗下生活方式内容品牌。潮来潮去，生活不息。 夜店out 时髦精们开始蹦晨迪了 文 ｜ J 来源｜ 潮生TIDE（ID：chaoshengTIDE） 封面来源 ｜ Instagram@No Filter 而这，很可能成为蹦迪文化的下一个篇章。 在咖啡馆里蹦一场清醒迪 "再也不喝酒了！" 这几乎是每一个睡到第二天下午的蹦迪人 ，都会站在镜子前对自己说的话。手机在床头嗡嗡作响，未读消息堆满屏幕。揉着酸涩 的双眼，喉咙也像被砂纸划过般干涩，前一晚的记忆碎片突然就开始在脑海中闪回了——从舞池中伴着Techno音乐的尽兴热舞， 到洗手间里对着马桶干呕的狼狈，再到出租车后座 ...

Core Insights - The "2025 Huairou Village Coffee Life Gathering" was held in Huairou District, Beijing, featuring five main segments including coffee exhibitions and cultural events, attracting over 50 brands [1][2] - The event marks the launch of a series of cultural activities along the Great Wall, aimed at promoting rural revitalization and enhancing regional cultural tourism [1] - The "Third Huairou 'Village Coffee' Competition" was initiated to build a high-standard platform for professional skills in the coffee industry, contributing to talent development [1] Industry Development - Huairou District has cultivated a robust rural coffee industry, with over 90 "village coffee" brands established across 12 towns, creating unique consumer experiences [2] - The local coffee industry has significantly enhanced the rural consumption atmosphere, showcasing the lifestyle associated with Huairou [2] - The introduction of innovative products like the "Tea Coffee Cold Brew" reflects the blending of Eastern and Western beverage cultures, highlighting the region's creative approach to coffee [1]

【星巴克推"非咖"战略应对竞争，业绩承压下市场前景待察】前不久，星巴克中国在战略发布会上提 出"非咖"概念，指咖啡以外的现制饮品，包括星冰乐、冰摇茶、茶拿铁。其战略定位高，被视为向"全 时段饮品服务商"转变的尝试，但在国内咖啡行业冲击有限。 中国茶饮与咖啡赛道竞争激烈，边界渐 消。茶百道等茶饮品牌布局咖啡，瑞幸等咖啡连锁拓展副业。星巴克"非咖"是对产品线的重新归类，瑞 幸此前已采取双线策略并推动"咖啡茶饮化"。 从生意角度看，覆盖全时段可提升单店坪效，渗透更多 场景优化客单。同时，瑞幸价格战压缩利润，促使品牌寻找高溢价新品类，茶饮产品有优势。 今年星 巴克全球高频调整，推出"回到星巴克"转型计划，挖角数字营销专家。中国市场人事更迭，王静瑛退 休，还出现"关店潮"与"降价"现象。 星巴克多款产品降价，是首次主动直接下调价格。今年上半年累 计净利润同比减少35%，最新季度净收入微增1%，净利润缩水一半，中国区同店交易量增长4%，客单 价下滑。 本土咖啡品牌瑞幸发展迅猛，新品推出快、联名营销强，"每周9.9元"活动拉低价格锚点。其 门店数多、单店日均销量高，挤压星巴克，倒逼其下沉。 星巴克推出"非咖"是业务下沉表现 ...