Core Viewpoint - The fluctuation of US-China tariff policies has minimal impact on service trade companies such as gaming and short dramas, presenting a favorable opportunity for these brands to grow overseas [1] Group 1: Market Expansion - Chinese companies are increasingly looking to expand into emerging markets such as South America and the Middle East [1] - Companies that deeply engage in specific regional markets and address local user needs can achieve sustainable growth, even amidst trade conflicts [1] Group 2: Strategic Adaptation - Companies can adapt to tariff impacts by innovating their product offerings, such as producing AI headphones that provide real-time translation for Spanish-speaking users in the US [1] - The concept of "localization" is emphasized, where companies establish a presence in foreign markets, contributing to local economies and gaining government support [1] Group 3: Globalization Trends - There is a growing trend of Chinese companies listening to local demands and using market data for informed decision-making [1] - A wide range of industries, including e-commerce, gaming, and traditional sectors like tea and dining, are seeking overseas opportunities, indicating a shift towards a more collective approach to international expansion [1] - The experience accumulated by Chinese companies in product development, operations, and capital management provides a competitive edge against foreign counterparts [1]

央广网益阳7月11日消息（记者 黄珂岚）神奇的北纬30°线掠过湘中大地，在资水之滨孕育出一片茶香秘境。7月 10日，由央广网特别出品的大型地理人文纪录片《沿着纬度听中国》第一季第四集《茶之故乡》在央视十套播 出。本集镜头聚焦湖南安化，深入"中国黑茶之乡"，解码一盏醇厚黑茶中蕴藏的千年时光与文明印记。 安化，地处北纬30°黄金产茶带南端，群山环抱，云雾缭绕。这里拥有全球85%的冰碛岩地貌，历经六亿年风化的 独特土壤，富含锌、硒等有益元素。茶树生长在海拔500米至1000米的山间，生长缓慢，一年只采一季春茶。正是 这海拔带来的温度与光照差异，以及"高山云雾出好茶"的自然法则，赋予了安化茶叶内质丰厚、滋味甘甜清冽的 卓绝品质，自明清起便成为皇家贡品，在中国贡茶史上书写了浓墨重彩的篇章。 云上茶园（央广网发 安化县委宣传部 供图） 在安化田庄乡高马二溪村，"90后"新茶人谌利的双手正在茶青间游走——时而匀翻快炒，让叶片在滚烫铁锅中翻 飞起舞；时而转滚闷炒，以掌心温度唤醒茶叶内质；紧接着轻压慢揉，细观叶色由鲜绿渐转暗润，指尖感知着茶 汁渗出时的微妙黏稠。 渥堆发酵（来源：纪录片《沿着纬度听中国》第四集《茶之故乡》截图画 ...

蜜雪冰城是从河南走出来的茶饮品牌。 21世纪经济报道记者贺泓源、实习生李晴郑州、焦作、北京报道 该公司创始人张红超与联合创始人张红甫为亲兄弟，他们出生于河南商丘农村。生于1978年的张红超， 从初中开始就一边在商丘上学，一边当服务员。他曾养过鹌鹑、兔子，还种过中药，修过摩托车。后 来，张红超自学考上了河南财经学院（现河南财经政法大学）成人教育公关文秘专业。 临近毕业，他需要一份稳定工作，张红超想起了老家商丘流行的刨冰。 1997年春，他回到商丘，学习刨冰技术。在郑州东郊的城中村金水路燕庄里，一个两三平米的半露天摊 位支起来了，这便是蜜雪冰城的起点，寒流刨冰。 1999年，第一家实体门店建立，"蜜雪冰城"品牌正式启用。这家门店主营刨冰、中餐、西餐。 2005年，张红超重回刨冰生意，自学制作方法推出新鲜的1元冰淇淋。该产品一经推出便迅速引爆市 场，成为蜜雪冰城的第一款爆品。 2007年，随着冰淇淋单品的畅销，张红超随即在郑州开设独立冰淇淋店。门店生意十分红火，亲朋好友 纷纷加盟。当时从事音响销售代理的张红甫在妻子鼓励下辞职，成为了第一代加盟商。 从此，蜜雪冰城以河南为起点，开启了扩张之路。 2025年7月11日， ...

科技出海 1、阿里达摩院多癌早筛AI全球推广，已服务9个国家地区2000万人次 当地时间7月9日，在瑞士日内瓦召开的联合国AI for Good 峰会上，阿里达摩院受邀分享多癌早筛AI的 最新进展。据了解，该技术已覆盖全球9个国家和地区，服务2000万人次，推动AI成为人类社会抗击癌 症的重要工具。 峰会上，达摩院医疗AI实验室多癌筛查负责人、资深算法专家张灵分享了达摩院在新加坡、沙特等国 家的实践案例。 2、Manus总部迁至新加坡 近日，有消息称通用AI智能体公司Manus（主体为 "北京蝴蝶效应科技有限公司"）对旗下部分国内业务 进行裁员，并将核心技术人员迁往新加坡总部，公司目前在中国区的员工总数为120人左右。 7月8日晚，据智通财经报道，Manus方面对此回应称，"基于公司自身经营效率考量，我们决定对部分 业务团队进行调整。公司将继续专注核心业务发展，提升整体运营效率。" 据了解，Manus公司总部已于2025年6月正式迁至新加坡，并在当地启动高薪招聘。 消费出海 1、茶颜悦色官宣出海，以电商形式进军北美 7月9日，茶颜悦色通过其官方微博宣布将以线上电商的形式拓展海外市场，首站定为北美。此次茶颜悦 ...

Group 1: Coffee Industry Impact - The Trump administration announced a 50% tariff on Brazilian goods starting August 1, significantly affecting coffee prices in the U.S. [1] - Brazil, the world's largest coffee exporter, may halt coffee supplies to the U.S., potentially driving coffee prices to historical highs [1] - The U.S. imports approximately 8.14 million bags of coffee from Brazil annually, which constitutes one-third of its total coffee consumption [1] Group 2: New Store Openings - Yao Coffee, a brand under Beijing Jinxiang Fosun Pharmaceutical Co., has opened two new stores in Beijing, located at Fuxing Hospital and Guangwai Hospital [3] - The new stores feature a blend of white and wood color schemes, providing a pleasant environment for customers [3] - With the addition of these two stores, Yao Coffee now operates a total of five locations in Beijing [3] Group 3: New Product Launches - Cha Yan Yue Se has launched a new brand "Cha Yan Bing Fang," entering the new Chinese-style baking market with a variety of baked goods [4] - The new product line includes over 20 types of baked items, with member prices ranging from 3.3 to 9.9 yuan each, offering competitive pricing [4] - Currently, the new brand is only available at the Changsha Wanjiali store, indicating a limited initial rollout [4] Group 4: Expansion of Beverage Chains - Mixue Ice City has opened its 8th store in Hong Kong at Blue Bay Plaza, continuing its expansion in the region [5][6] - Since entering the Hong Kong market in late 2023, the brand has rapidly established a presence in key areas, including Mong Kok and Causeway Bay [6] Group 5: Incident Response - A vehicle incident occurred at a Nayuki Tea store in Wuhan, but no injuries were reported, and the store continued operations without dine-in services [7] - The incident took place during non-business hours, and the company is currently assessing damages [7]

在经历价格战与同质化内卷后，2025年茶饮行业加速转向价值竞争，深耕产品，健康化、情绪营销与场景细分成为破局关键。而头部茶饮品牌的新品动 态，往往是行业趋势的缩影。 近日，茶咖观察统计了门店排名前十的茶饮品牌，2025年上半年的新品上新情况。发现，对比往年，活跃度丝毫不减，各个品牌保持着自身风格的同时， 也推出了不少特色产品。 1 沪上阿姨最多，霸王茶姬最少 据茶咖观察统计，今年上半年，全国门店数量TOP10的茶饮品牌共推出了232款新品，平均每天上新1.3款产品，其中包含32款回归品和200款真正意义上 的新品。 从数量上来看，沪上阿姨上新数量最多，包括45款新品、1款回归产品；其次是茶百道，推出了37款新品，回归了5款产品；最少的是霸王茶姬，推出4款 新品，返场了3款产品。 而回归产品分为两种，一是季节性限定返场，二是对经典产品进行配方、原料的升级。 这类返场产品多为果茶，根据水果时令变化回归。蓝莓、水蜜桃等当季水果上市时，蜜雪冰城的蓝莓果粒茶、茶百道的桃桃乌龙等产品就会重新推出。 而像霸王茶姬的醒时春山（茶基底为龙井茶）、古茗的西子龙井春这类产品，也会顺着应季茶底的节奏返场。 沪上阿姨则对绿豆牛乳冰进行 ...

泰国三巨头注资 1.42亿泰铢，获 霸王茶姬子公司 51%股权_南方 +_南方plus 近日，泰国茶饮 市场迎来重大变 革。据泰媒报 道，泰国总统饮 料有限公司联合 当地物流与地产 巨头，以1.42亿 值得注意的是， 泰国总统饮料有 限公司是在6月 下旬成立的新公 司，显然是专为 此次交易设立的 平台。深入分析 股东结构可见， 投资是三家泰国 头部企业的"组 团作战" 。 这三家股东分别 来自食品生产与 销售、物流、地 产开发等领域， 正好对应茶饮品 牌出海扩张时所 迫切需要的核心 资源。其中，泰 国总统食品有限 公司拥有成熟的 泰铢的预算，对 霸王茶姬泰国子 公司Chagee进行 投资，并成为持 股51%的大股 东。 | Shareholders | Before capital increase | | After capital increase | | | --- | --- | --- | --- | --- | | | No. of | Ratio | No. of | Ratio | | | common | (%) | common | (%) | | | shares | | shares ...

行 业 及 产 业 海外消费服务 行 业 研 究 / 行 业 点 评 2025 年 07 月 11 日 港股医药中报前瞻—子行业分化明显，创新药 持续销售放量 看好 ——海外消费周报（20250704-20250710） 相关研究 证 券 研 究 报 告 证券分析师 黄哲 A0230513030001 huangzhe@swsresearch.com 周文远 A0230518110003 zhouwy@swsresearch.com 贾梦迪 A0230520010002 jiamd@swsresearch.com 胡梦婷 A0230524060004 humt@swsresearch.com 研究支持 胡梦婷 A0230524060004 humt@swsresearch.com 联系人 胡梦婷 (8621)23297818× humt@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 本期投资提示： ⚫ 海外医药：港股医药中报前瞻—子行业分化明显，创新药持续销售放量 港股医药中报前瞻：创新药：商业化持续放量，部分公司有望迎来盈利拐点。创新药板块，我们预计 1H25 收入同比增速 ...

7月9日，一场以推动乡村振兴、促进民营企业发展为主题的"万企兴万村"行动民营企业家专题培训班在 重庆涪陵美心红酒小镇开班。本次培训由重庆市工商联主办，为期3天，吸引了来自全市各地茶叶、农 旅、民宿、农产品加工等行业的50余名优秀民营企业家参加。在培训期间，主办方通过多样化的形式， 如政策解读、案例教学、实地考察、分组研讨等，为企业家们搭建了一个深入学习交流的平台，共同探 索乡村发展新路径。 据悉，此次培训还搭建了政企沟通的桥梁，为民营企业投身"万企兴万村"行动提供了有力的智力支持和 合作平台。截至目前，重庆市已有11605家企业与6034个村结成帮扶对子，8107家企业到乡村实施投资 类项目8858个，投资总额高达635.25亿元。 随着培训的深入开展，企业家们纷纷表示，通过此次培训，他们对乡村振兴政策有了更加深入的理解， 同时也学到了许多实用的经验和方法，进一步增强了投身乡村建设的信心和决心。未来，将积极参与到 乡村振兴的实践中，充分发挥自身企业的优势，为乡村产业兴旺、农民生活富裕贡献更多的力量。（工 人日报客户端记者 李国 通讯员 杨孝永） 来源：工人日报客户端 "此次活动将课堂设置在涪陵美心红酒小镇，意 ...

Core Viewpoint - The article highlights the financial support provided by China Construction Bank's Leshan branch to the "Emei Mountain Tea" industry, which is crucial for the livelihoods of 150,000 tea farmers and the rural revitalization in Leshan, Sichuan [1][2]. Group 1: Industry Overview - Leshan's tea industry, particularly the "Emei Mountain Tea," generates over 15 billion yuan in value and is supported by 500,000 acres of high-quality tea plantations [1]. - The industry involves various segments including cultivation, processing, and trade, employing over 150,000 individuals [1]. - The "Emei Mountain Tea" brand has gained national recognition with products like "Bamboo Leaf Green" and "Emei Snow Bud" [1]. Group 2: Financing Solutions - The "Emei Mountain Tea Industry Customer Good Operation Loan" is a new financing model that relies on credit rather than collateral, simplifying the credit approval process [2]. - This loan is designed to meet the temporary funding needs of small and micro enterprises and individual tea farmers during critical periods such as procurement and technological upgrades [2]. Group 3: Service Innovations - The "Good Operation Loan" addresses the financing challenges faced by stable operating entities, while a new "File Establishment Loan" targets individual tea farmers and small processing plant owners who primarily engage in cash transactions [4][6]. - The bank's team conducts on-site visits to collect and verify operational information from farmers, creating detailed "personal information cards" that serve as the basis for credit assessments [6]. Group 4: Industry Empowerment - Sichuan Emei Mountain Bamboo Leaf Green Tea Co., Ltd. is identified as a leading enterprise in the "Emei Mountain Tea" sector, driving the upgrade of the entire industry chain [7]. - The bank has provided financing solutions for the construction of a comprehensive tea industry park, which will include research, sales, and cultural experiences [7][9]. - Financial support from the bank has facilitated improvements in tea cultivation, processing, and sales, enhancing productivity and brand influence [9].