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 Points - The Enshi Prefecture Market Supervision Administration conducted food safety supervision and sampling inspections from May 21 to June 10, 2025, with a total of 226 batches tested, of which 220 batches passed inspection and 6 batches failed [2]. Group 1: Inspection Results - A total of 226 batches were inspected during the specified period [2]. - Out of the inspected batches, 220 were found to be compliant with safety standards, indicating a compliance rate of approximately 97.3% [2]. - Six batches were identified as non-compliant, with detailed information provided in the attachments [2]. Group 2: Attachments and Further Information - Specific details regarding the non-compliant batches are available in Attachment 2, while risk analysis for certain non-compliant items can be found in Attachment 3 [2].

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]

Group 1 - The core idea of the article revolves around the revival and modernization of traditional Chinese tea culture, particularly its appeal to Generation Z through new tea brands and practices [2][9]. - The discussion highlights the significance of historical texts, such as Song Huizong's "Da Guan Cha Lun," in establishing tea tasting standards and the "Seven Steps of Tea Pointing" [4][5]. - The role of contemporary tea brands like Bawang Chaji in promoting authentic tea experiences and their alignment with the preferences of younger consumers is emphasized [9][10]. Group 2 - The historical evolution of Chinese tea culture is outlined, from the Tang and Song dynasties' powdered tea to the modern leaf tea practices, showcasing a rich tradition that has adapted over centuries [7]. - The differences between raw and ripe Pu-erh tea are explained, noting that raw tea is more stimulating while ripe tea is smoother due to fermentation processes [8]. - The importance of guiding younger generations in understanding tea culture through educational initiatives and relatable content is stressed, indicating a need for cultural ambassadors [10].

近日，仁怀市应急管理局公布一则行政处罚决定，贵州省仁怀市鹏彦酒业有限公司因未在具有较大危险因素的生产经营场 所设置明显安全警示标志，被处以人民币2.1万元罚款。 公开资料显示，贵州省仁怀市鹏彦酒业有限公司成立于2011-08-18，法定代表人为许鹏，注册资本为9980万元，统一社会 信用代码为91520382580665235Y，企业注册地址位于贵州省遵义市仁怀市茅台镇上坪村，所属行业为酒、饮料和精制茶 制造业。 产经新闻爆料电话：0531-85196566 该处罚决定已于2025年7月1日正式作出，7月2日予以公示，处罚决定书要求鹏彦酒业在2025年10月1日前履行缴纳罚款义 务，相关信息将持续公示至2028年7月2日。 根据处罚决定书（仁怀应急罚〔2025〕9号），2025年5月7日，应急管理局执法人员对该公司进行安全检查时，发现三处 安全隐患：包装车间灌装间：未按规定设置防火、防爆、禁止穿化纤衣服等安全警示标志；露天金属罐区污水收集井：未 纳入有限空间管理台账，未设置有限空间警示标志，且未采取物理隔离措施防止人员进入；停车场内事故收集井：同样未 纳入有限空间管理台账，未设置警示标志，且缺乏物理隔离措施。 ...

Core Viewpoint - Hubei Jianli Grain Wine Co., Ltd. has been fined 28,000 yuan for multiple violations of food safety regulations, including the use of expired geographical indications and misleading labeling on its products [1][4]. Company Information - Hubei Jianli Grain Wine Co., Ltd. was established on September 11, 2002, with a registered capital of 80 million yuan. The legal representative is Cai Jun, and the company is located in the Dong Industrial Park of Jianli County [4][2]. - The company is classified under the food production industry, specifically in the manufacturing of alcoholic beverages [2][4]. Regulatory Actions - The administrative penalty was issued by the Jianli Market Supervision Administration on June 30, 2025, due to violations of the Food Safety Law [1][8]. - The company was found to have produced nine types of liquor products with various labeling issues, including the use of expired geographical indications and false quality grade markings [4][6]. Violations and Penalties - The violations include: 1. Use of expired geographical indications on products sold from 2016 to 2024. 2. Misleading labeling, such as using outdated quality marks and failing to provide essential product information [4][6]. - The total fine of 28,000 yuan includes: - 8,000 yuan for barcode violations. - 20,000 yuan for labeling that does not meet national food safety standards [4][8]. Product Details - Specific products involved in the violations include: 1. "Jianli Grain Wine" (50% vol, 450ml) - 764 units sold. 2. "Jianli Grain Wine" (42% vol, 450ml) - 482 units sold. 3. "Chudu" fragrant liquor (42% vol, 1.5L) - used incorrect barcode. 4. Other products with issues related to labeling and expired patents [6][8].

Core Viewpoint - The transformation of Yanhhe Village from poverty to prosperity is attributed to community engagement and sustainable development practices, particularly through the establishment of a tea industry and eco-tourism initiatives [5][6][8]. Group 1: Community Engagement and Development - The village utilized a bamboo forest as a meeting place for villagers to discuss development strategies, which fostered a sense of community and collective decision-making [5][6]. - The establishment of a three-tier governance structure (village party committee, village committee, and economic organization) has enhanced local decision-making and community participation [6][8]. - The village has successfully integrated villagers' ideas into development plans, leading to a stronger work ethic and increased participation in local projects [8]. Group 2: Economic Transformation - Yanhhe Village has shifted from a reliance on traditional agriculture to a diversified economy that includes tea cultivation, eco-tourism, and local hospitality services [6][8]. - The village received over 800,000 tourists in 2024, indicating a significant growth in the tourism sector, which has become a major source of income [8]. - The collective economic income of the village has surpassed 4 million yuan annually, with per capita income exceeding 40,000 yuan, showcasing the financial benefits of the transformation [8]. Group 3: Environmental and Social Improvements - The village has implemented sustainable practices, such as using organic fertilizers and improving waste management, which have contributed to a cleaner environment [4][6]. - The introduction of new businesses, including coffee shops and live-streaming sales of local products, reflects a shift towards modern economic activities and the return of former residents to contribute to local development [8].

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].

Core Viewpoint - The entry of Mixue Ice City into Kazakhstan marks a significant expansion of the Chinese tea and ice cream brand into Central Asia, leveraging a high-value pricing strategy to attract local consumers [1][4][5]. Group 1: Market Entry and Performance - Mixue Ice City opened its first store in Almaty, Kazakhstan, with ice cream priced at 200 tenge (approximately 2.8 RMB) and pearl milk tea at 900 tenge, significantly lower than local competitors [1][4]. - The store experienced overwhelming initial success, with local customers accounting for 70% of the clientele, particularly among young consumers such as university students [1][5]. - The first day of operations generated over 30,000 RMB in revenue, and the first month saw earnings exceed 430,000 RMB, doubling initial expectations [5][7]. Group 2: Pricing Strategy and Consumer Response - Mixue's pricing strategy, which offers products at 20%-30% lower prices than local brands, has been a key factor in attracting customers [7]. - The brand's marketing efforts, including social media presence and relatable branding, have contributed to its rapid acceptance in the local market [7][8]. - Social media buzz has significantly increased brand visibility, with over 90,000 views on Xiaohongshu and 49,000 likes on TikTok for related content [8].