2025.06. 14 本文字数：2536，阅读时长大约4分钟 "做9个月的生意挣一年的钱" 上海大学内的蜜雪冰城 "传统的高校生意模式用一句话概括就是——'做9个月的生意，挣一年的钱'。"挪瓦咖啡相关负责人王佳 告诉第一财经记者。 挪瓦咖啡目前已经在上海的4所高校开出门店。对于寒暑假的3个月淡季，王佳没有十分担心。他表 示："随着新零售的发展，外卖给高校生意模式提供了多种选择，可以发展外卖生意，覆盖高校周边 3km以内的非校园用户。" "在品类和产品上，年轻人会更偏向于创新性咖啡产品，比如果咖，我们会基于季节性和档期不断上架 新品。建议定价基本都是全国统一的，很少会出现特别针对某个渠道价高价低的情况，外卖平台补贴这 种特殊情况不考虑在内。" 作者 | 第一财经 揭书宜 6月中旬的一个午后，第一财经记者在上海大学宝山校区内一家蜜雪冰城门店看见，不少学生正在排队 点餐和取餐。对比蜜雪冰城折后只要7.8元的芋圆葡萄，隔壁动辄十几元一杯的独立饮品店则显得门可 罗雀。而距离这两家饮品店的不远处，还有一家瑞幸咖啡。除此之外，上海大学宝山校区内还有一家肯 德基。 高校这片蕴藏6000亿年规模、年复合增长率超30%的蓝海市 ...

2025.06. 14 本文字数：2536，阅读时长大约4分钟 作者 | 第一财经 揭书宜 6月中旬的一个午后，第一财经记者在上海大学宝山校区内一家蜜雪冰城门店看见，不少学生正在排队 点餐和取餐。对比蜜雪冰城折后只要7.8元的芋圆葡萄，隔壁动辄十几元一杯的独立饮品店则显得门可 罗雀。而距离这两家饮品店的不远处，还有一家瑞幸咖啡。除此之外，上海大学宝山校区内还有一家肯 德基。 高校这片蕴藏6000亿年规模、年复合增长率超30%的蓝海市场，正吸引着连锁餐饮巨头争相涌入。它 们的目标不仅是做眼前的生意，更深层的野心在于，通过校园"第三空间"提前占领年轻消费者的心智， 将今日的学子转化为明日的忠实客户。一场围绕未来餐桌与钱包的"心智争夺战"，已在象牙塔内悄然打 响。 海底捞也根据区域市场需求，入驻了校园食堂、企业食堂。2023年，海底捞首家校园店入驻西安高校 后，又在广东、湖北、江苏等地先后落地学校食堂，部分校园店推出捞面表演、生日庆祝、DIY美甲等 体验。 "做9个月的生意挣一年的钱" 上海大学内的蜜雪冰城 "传统的高校生意模式用一句话概括就是——'做9个月的生意，挣一年的钱'。"挪瓦咖啡相关负责人王佳 告诉第一财 ...

Core Insights - The competition in the beverage sector has entered campuses, with major chains targeting the lucrative market of college students, which is valued at 600 billion yuan and has a compound annual growth rate (CAGR) exceeding 30% [1][6] - Brands aim to establish a "third space" in campuses to capture the minds of young consumers, turning today's students into tomorrow's loyal customers [1][12] Market Overview - The Chinese college dining market is projected to grow to 544 billion yuan in 2024 and is expected to surpass 600 billion yuan by 2025, with a CAGR of 31.6% [6] - The market consists of on-campus dining (55.5%) and off-campus dining (44.5%), indicating a competitive landscape where both segments coexist and complement each other [9] Consumer Behavior - College students are increasingly favoring innovative beverage products, with brands like Nuo Wa Coffee adapting their offerings to seasonal trends and preferences [5] - The student demographic is seen as a key target for brands, as they are in a critical phase of brand recognition and are more likely to develop long-term consumption habits if engaged effectively [12][13] Strategic Initiatives - Companies like Bawang Tea and Haidilao are expanding into campus dining, with Haidilao incorporating unique dining experiences to attract students [7][8] - Nuo Wa Coffee plans to collaborate with various retail scenarios within campuses to create low-investment, high-return business models [5] Challenges and Considerations - While there is potential for brands to convert college students into long-term customers, challenges include the limited purchasing power of students and the need for continuous innovation to maintain interest [13] - The transition from campus consumption to long-term loyalty requires brands to adapt their marketing strategies and product offerings to align with the evolving lifestyles of graduates [13]

南方财经记者魏彤 广州报道 广东是中国改革开放的先行地，拥有完善的产业链供应链、庞大的消费市场、高素质的劳动人口以及优 良的营商环境，一直是全球企业投资的首选地。 截至目前，广东累计市场主体超1900万家，其中企业超过835万家，累计设立外商投资企业超35万家， 累计实际使用外资近6000亿美元。 今年1-4月，广东省新设外商投资企业超8900家，同比增长了24.2%，实际使用外资449.3亿元，同比增 长8.9%。 种种数据，不难窥见外资企业对于投资广东的信心。6月12日上午，"日企广东行"商贸服务产业对接会 在广州白云国际会议中心国际会堂举办。华为、TCL、交通集团、广州希音、广东省水产协会等来自各 商协会、日资企业、商贸流通服务业、商联会会员企业等近200人参加了对接会。 萨莉亚在广州门店仅次于日本 广东是中国与日本贸易规模最大的省份。数据显示，今年前4个月，广东对日本进出口总额1447亿元， 同比增长5.36%，增长幅度高于广东省整体对外贸易的增长幅度。同期，广东实际利用日本外资同比大 幅增长超48%，充分说明了广东的营商环境和产业机遇得到了日本企业的高度认可。 广州萨莉亚餐饮有限公司总经理宫本德明在 ...

Core Insights - The article discusses the unique positioning of Xibei restaurant as a children's dining establishment, despite its initial branding as a Northwest cuisine restaurant [4][29] - Xibei has successfully attracted families, particularly those with young children, by offering a child-friendly environment and specialized children's meals [8][20] - The restaurant's strategy includes emotional engagement with children through activities and services, which enhances the dining experience for families [12][22] Group 1: Target Audience and Market Positioning - Xibei's primary audience is preschool children, with parents often compelled to visit due to their children's preferences [4][8] - The restaurant has redefined its market positioning from a traditional dining establishment to a "family gathering restaurant," targeting families with an annual income of 400,000 yuan [29] - In 2024, Xibei is expected to have nearly 400 locations and an average spending of 98 yuan per customer [8] Group 2: Children's Menu and Offerings - Xibei's children's menu has seen a significant increase in revenue, with a 415% growth from 2019 to 2022, indicating a strong market demand [29] - The restaurant offers specialized children's meals that are marketed as "professional children's meals," focusing on health and nutrition [24][27] - Xibei has developed a dedicated team for children's meal research and has introduced 11 unique items in its children's menu [29] Group 3: Customer Experience and Engagement - The restaurant provides a playful atmosphere for children, including balloon animals and interactive activities, which keeps children entertained while dining [12][20] - Xibei organizes regular parent-child activities, enhancing the overall experience and encouraging repeat visits [19][20] - Staff members are trained in various skills beyond food service, such as magic and singing, to create a more engaging environment for children [22] Group 4: Pricing Strategy and Market Trends - Xibei's pricing strategy reflects a premium positioning, with children's meals priced comparably to adult meals, appealing to both families and health-conscious consumers [26][27] - The restaurant's children's meals are marketed as healthy options, attracting a demographic of working adults seeking nutritious meals [39][44] - The trend of children's dining is growing, with Xibei capitalizing on the limited competition in the market for high-quality children's meals [36][37]

以下文章来源于金错刀 ，作者张一弛 金错刀 . 科技商业观察家。爆品战略提出者。 这是新消费智库第 2 6 4 7 期文章 新消费导读 "带病"上市的绿茶餐厅，也许最清楚自己病症。 作者 ：张一弛 编辑：竺天 审核： Single 来源：金错刀 4年尝试了5次，绿茶餐厅终于圆了自己的上市梦。 绿茶餐厅的老家杭州一直被调侃为美食荒漠，如果在社交平台 "求推荐好吃的杭州特色美食"，那么可能会得到如下答案： 巴比馒头 ，一家速食连锁包子铺。 这次绿茶餐厅费劲心力也要上市，堪称餐饮界最倔强IPO，也为杭州老家多加了张美食名片。 这几年，堪称是中国餐饮洗牌最快的年代，倒闭的、破产的、改命从头再来的餐厅比比皆是。 但绿茶餐厅却大张旗鼓的开店，2022-2024年绿茶餐厅分别开出47家、89家及120家新店，2024年几乎是平均三天开一家新店的速度在扩 张。 从杭州西湖畔到北京 SKP，从一线城市到小县城商业街，绿茶餐厅的扩张速度像极了瑞幸咖啡的"互联网式狂飙"。 只不过，如今的绿茶餐厅跟过去的风光却很难相提并论，不少人调侃绿茶是"带病上市"，食客们也总会反复思考两个相同的问题： 曾经排队 2小时的网红头牌，为何现在打不过 ...

恒生科技指数涨0.57%。医药股涨幅居前，君圣泰医药-B涨约42%，叮当健康涨约32%。茶饮股上涨， 茶百道涨约13%，奈雪的茶涨约6%，蜜雪集团涨约5%。 ...

Core Viewpoint - Xibei Restaurant is committed to enhancing children's dining experiences by upgrading its professional children's meals, emphasizing transparency in ingredients and health standards, with a brand proposition of "providing better for children" starting from June 1, 2025 [1][3][9] Group 1: Product Upgrades - Xibei will implement a comprehensive upgrade of its professional children's meals, including the introduction of an ingredient disclosure card for each meal, verified by third-party testing, ensuring no additives such as MSG, artificial colors, or preservatives [1][3][5] - The children's meals will feature organic ingredients, including highland organic vegetables, organic millet, organic noodles, organic corn, and organic milk, enhancing nutritional value [7][9] - New meal options will include the tender grilled DHA big yellow fish set, which is rich in DHA, and other appealing dishes like honey-glazed chicken wings and beef grain burgers, designed to be both nutritious and enjoyable for children [5][7] Group 2: Educational and Fun Initiatives - Xibei plans to extend its children's meal offerings to include educational initiatives such as "Xibei Food Education Classroom" and "Baby Birthday Party," aiming to make dining a more engaging experience for children [1][9] - The company will collaborate with the popular animation IP "Super Wings" to create themed meals, toys, and events, enhancing the dining experience through interactive and fun elements [7][9] Group 3: Environmental Considerations - Xibei is upgrading its takeout packaging to eco-friendly biodegradable paper pulp materials, aligning with its philosophy of "Xibei loves children, and children love the earth" [9] - The company has partnered with Babycare to provide soft, all-cotton, waterproof, and oil-proof bibs and moist tissues in its stores, catering to parents' demands for quality and sustainability [9]

Group 1: Internet Platform Companies - Tencent has a gross margin of 53% and a net margin of 33.7%, dominating the social media space [1] - Trip.com has a gross margin of 81.76% and a net margin of 32.02%, holding a market share of 65-70% in high-star hotels [1] - Pinduoduo reports a gross margin of 60.9% and a net margin of 28.6%, affected by losses from TEMU [1] - NetEase Games shows a gross margin of 57.14% and a net margin of 28.2% [1] Group 2: Fast-Moving Consumer Goods (FMCG) Brands - Leading FMCG brands like Nongfu Spring and Coca-Cola have net margins around 20%, with Coca-Cola at 22.6% due to its innovative business model [2] - Second-tier brands like PepsiCo and Nestlé have net margins around 10%, often due to insufficient brand loyalty or high pricing with low scale [3] - Third-tier brands such as Master Kong and Uni-President operate with net margins around 5%, relying on low prices for market share but struggling with brand loyalty and production scale [4] Group 3: Chain Beverage Companies - Top-tier chain beverage companies like Bawang Tea have a net margin of 20.3%, benefiting from brand premium [5] - Starbucks typically has a net margin of around 15%, but faces margin pressure due to increased competition [6] - Second-tier brands like Mixue Ice City and Gu Ming have net margins of 17.94% and 16.99%, respectively, leveraging scale advantages [6] Group 4: Hardware Companies - Apple has a gross margin of 46.2% and a net margin of 24%, while Xiaomi has a gross margin of 20.4% and a net margin of 6.44% [8] - NVIDIA shows a gross margin of 78.9% and a net margin of 57%, compared to AMD's gross margin of 50.2% and net margin of 15.3% [8] Group 5: Business Insights - High net margins (above 30%) often indicate monopolistic products, while margins below 15% suggest competitive pressures [9] - Companies with single-digit net margins typically rely on price wars, indicating weak product differentiation and low competitive advantage [14] - Trends in gross and net margins can reveal significant insights about a company's market position, as seen with Tesla and BYD [15]

日本萨莉亚（saizeriya）将扩大海外的店铺网络。5月8日，萨莉亚在越南开设第一家店。最早2026年将 进驻澳大利亚。在日本餐饮市场因人口减少而在中长期萎缩的情况下，萨莉亚将加快对作为盈利支柱的 亚洲业务的投资。在中国，萨莉亚将于7月设立负责店铺运营的子公司，力争在全球范围推广价格实惠 的日式意大利风味连锁店。 在年轻人较多的越 中国上海的萨莉亚门前，排队等候的顾客(4月) 5月8日，萨莉亚将在越南开设第一家店。最早2026年将进驻澳大利亚。中国是萨莉亚海外市场的核心。 计划于7月在中国广州设立子公司"萨莉亚餐厅管理"，以统筹其在中国的餐饮业务…… 萨莉亚社长松谷秀治表示："澳大利亚的饮食风格正在发生变化。我希望通过在西洋圈的澳大利亚开 店，寻找进驻欧美等地的机会"。萨莉亚在澳大利亚拥有自己的工厂，生产汉堡、米兰风味焗饭的白酱 和肉酱。今后将继续开设更多店铺。 目前，萨莉亚以中国为中心，在海外经营着约600家门店。2003年在中国上海开设了海外第一家门店， 2008年进驻台湾和新加坡等地，并不断扩大规模。 以中国为中心的亚洲业务是萨莉亚业绩的火车头。2024年9月～2025日2月的合并财报显示，销售额同比 ...