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香飘飘上半年亏损扩大,即饮业务占比首次超过冲泡业务
Di Yi Cai Jing Zi Xun· 2025-08-26 12:17
8月27日,香飘飘(603711.SH)发布2025年上半年业绩报告,上半年公司实现营收10.35亿元,同比下 滑12.21%;净利润亏损0.97亿元,同比下跌230.13%。 作为香飘飘原来的传统支柱冲泡业务,上半年收入4.23亿元,同比减少31.04%。这一数据背后是多重因 素叠加的结果。第一财经记者观察到,从市场环境来看,消费者对茶饮的消费习惯正持续向即饮、现制 等方向转移,这一趋势挤压了冲泡业务的市场空间。 香飘飘的即饮业务报告期内营收达5.91亿元,同比增长 8.03%,业绩占主营业务收入比重首次超越冲泡 业务,达到58.27%。过往财报数据显示,香飘飘即饮业务2022-2024年营收分别为6.38亿、9.01亿、9.73 亿元,已实现连续三年增长。 至于冲泡业务,香飘飘也陆续在发布新品,但报告期内尚未形成对整体业绩的拉动效应。 作为"奶茶第一股",成立于2005年的香飘飘奶茶曾以"杯子连起来可绕地球XX圈"的广告语被消费者所 熟知。如今,国内冲泡奶茶经过多年优胜劣汰的市场选择,竞争格局已基本稳定,而即饮、现制等奶茶 逐渐成为主流。 广东省食品安全保障促进会副会长朱丹蓬对第一财经记者表示,香飘飘这几 ...
竞争残酷,价格战惨烈,咋办?让任正非告诉你:如何驾驭价格竞争
Sou Hu Cai Jing· 2025-08-24 02:15
从光伏到汽车,从电池到餐饮,现阶段很多行业都在进行残酷的价格战,一些行业简直是杀疯了,价格低到了严重不合理的地步。 《华为基本法》里是这样讲自己的经营模式的: 抓住机遇,靠研究开发的高投入获得产品技术和性能价格比的领先优势,通过大规模的席卷式的市场营销,在最短的时间里形成正反馈的良性循 环,充分获取"机会窗"的超额利润。不断优化成熟产品,驾驭市场上的价格竞争,扩大和巩固在战略市场上的主导地位。我们将按照这一经营模 式的要求建立我们的组织结构和人才队伍,不断提高公司的整体运作能力。 比如一盘炒草鸡的合理价格应该是在一二百元,但价格要是低到了四五十元就是不合理的,质量难免让人担心。毕竟一只小草鸡18元左右/斤,四五斤的鸡 怎么可能卖那么便宜呢。 比如外卖,一杯奶茶1分钱的话,怎么赚钱? 比如新能源汽车,一台车成本就要20多万,价格却只有十来万,有的品牌甚至堪称"卖一辆赔一辆",这样的做法都违背商业规律的。 市场是客观,但充满了不确定性,因为人经常是非理性的。 那么,老板们要如何应对这种局面呢? 竞争残酷,价格战惨烈,咋办?让任正非告诉你:如何驾驭价格竞争 华为公司在创业早期就面临国内外同行的竞争,这就需要有好的经 ...
除了卖演唱会门票,时代少年团还从这些上市公司赚了大钱
第一财经· 2025-08-20 12:42
Core Viewpoint - The article highlights the rising commercial value and popularity of the youth idol group, Times Youth League, as they prepare for their concert series in Shanghai, showcasing their influence in the market through various brand endorsements [6][7]. Group 1: Concert and Popularity - Times Youth League will hold four concerts titled "Crowning Ceremony" in Shanghai from August 20 to 24, attracting significant interest with over 1.85 million people wanting to attend the August 21 show, surpassing 99% of similar events [6]. - The group's popularity has been consistently increasing since their formation in 2019, indicating a strong fanbase and market presence [6]. Group 2: Brand Endorsements - Times Youth League has secured multiple brand endorsements, including partnerships with several A-share listed companies such as Laiyifen (603777.SH), Xiangpiaopiao (603711.SH), and Luluguyuan, as well as Hong Kong-listed Li Ning (02331.HK) and dual-listed Miniso (NYSE:MNSO, 09896.HK) [6][7]. - In April 2023, they became the brand ambassadors for Luluguyuan, followed by becoming the spokesperson for Meco fruit tea in May, and previously for Laiyifen [6][7]. Group 3: Market Movements - Luluguyuan is currently preparing for a listing in Hong Kong, having submitted its application in April 2023, after a previous attempt to list on the A-share market in 2019 [7]. - Li Ning, which has been a market player since its Hong Kong listing in 2004, continues to leverage the group's popularity by appointing them as global ambassadors for its youth sports products [7].
早报 | 多地辟谣房东税;特朗普:在俄罗斯问题上取得重大进展;与辉同行回应董宇辉年入二三十亿;OpenAI 考虑收购Chrome
虎嗅APP· 2025-08-18 00:00
Group 1 - The Chinese men's basketball team finished as runners-up in the 2025 Asian Cup, losing to Australia by a narrow margin of 89 to 90, marking their return to the finals after a decade [2] - The incident involving the collapse of a ceiling at a popular milk tea shop in Shanghai resulted in the death of an employee, with the store currently closed and under investigation [4][5] - A tragic flash flood in Inner Mongolia has led to the deaths of 10 individuals, with ongoing search efforts for the missing [5] Group 2 - The milk tea brand Mixue Ice City faced backlash after a cockroach was found in an unopened drink, leading to an apology and a compensation of 1,000 yuan to the affected consumer [11] - Xiaomi's car owner was involved in a severe traffic accident, resulting in four fatalities and one serious injury, with the driver facing full responsibility for the incident due to excessive speed [9][10] - The semiconductor giant Huahong Group announced a significant acquisition plan to purchase Huahong Five Factory, aiming to enhance its 12-inch wafer foundry capacity [19]
网红奶茶茉莉奶白门店天花板突然掉落,店员身亡!正处于“开业有礼”活动期
凤凰网财经· 2025-08-17 12:44
Core Viewpoint - The incident involving the collapse of the decorative ceiling at the popular milk tea chain, Jasmine Milk White, resulted in the unfortunate death of an employee, raising concerns about safety and operational practices within the company [1][3]. Group 1: Incident Details - On August 15, a decorative ceiling collapsed at the Jasmine Milk White store located at 900 Heqing Road, resulting in one employee being injured and later succumbing to their injuries [3]. - The store was undergoing a promotional event called "Opening Gifts" at the time of the incident [4][7]. - The store has since been completely boarded up, preventing any visibility into the interior, and there were no notices posted at the site [6]. Group 2: Company Background - Jasmine Milk White, founded in 2021 in Shenzhen, specializes in milk tea with floral flavors and has over 1,591 stores nationwide as of August 15, 2023 [10][12]. - The company has undergone three rounds of financing, with the latest round in October 2024, securing nearly 100 million yuan in strategic financing from Ele.me [12]. - The brand has demonstrated significant growth potential, as evidenced by a nationwide opening event in May 2023, where 100 new stores launched simultaneously, achieving over 10 million yuan in sales within three days [12]. Group 3: Legal and Safety Implications - Legal experts suggest that the incident may be classified as a workplace injury, potentially qualifying for compensation under workers' compensation insurance, depending on the company's compliance with insurance regulations [9]. - There may be additional liability if the ceiling collapse is linked to construction quality issues from recent renovations [9].
消费者投诉在茶理宜世奶茶中喝出一串小票!门店称系操作失误
Nan Fang Du Shi Bao· 2025-08-16 05:04
Core Viewpoint - A customer found a receipt inside a milk tea purchased from the Cha Li Yi Shi store in Guangzhou, leading to significant online discussion and concern regarding operational standards [1] Group 1: Incident Details - The incident occurred at the Guangzhou Shi Qi Cultural Square store, where a customer reported finding a long receipt in their drink [1] - The store staff acknowledged the mistake, stating it was an accident caused by an employee's negligence during preparation [1] - The store has taken corrective action by penalizing the employee involved and has reached an agreement with the affected customer [1] Group 2: Customer Experience - The incident has raised questions about the quality control and operational practices at the store, highlighting a lapse in attention to detail [1] - The store expressed regret for the negative experience caused to the customer and emphasized that only one drink was affected, while others were prepared correctly [1]
从全网群嘲到舒淇代言,这奶茶靠“酒精奶茶”杀疯了?
Hu Xiu· 2025-08-15 02:45
Core Insights - The article discusses the rise of a beverage brand that transformed traditional rice wine into a popular milk tea, highlighting its rapid expansion from a small shop in Wuhan to over 2500 stores nationwide [1] Group 1: Business Model and Strategy - The brand leverages traditional cultural elements, specifically non-heritage rice brewing techniques, to create a unique product that appeals to modern consumers [1] - The company focuses on innovative marketing strategies and product differentiation to stand out in the competitive beverage market [1] Group 2: Market Expansion - The rapid growth of the brand is evidenced by its expansion to over 2500 locations across the country, indicating strong consumer demand and effective scaling strategies [1] - The brand's success reflects a broader trend in the new consumer goods sector, where traditional products are reimagined to fit contemporary tastes [1]
2025年第31周:跨境出海周度市场观察
艾瑞咨询· 2025-08-14 00:06
Group 1: Media Industry Analysis - The domestic short drama industry has matured, transitioning from chaotic growth to standardized development, with a shift in profit models from IAP to IAA, and a move from mini-programs to independent apps targeting overseas markets [3] - The market size for short dramas is projected to reach 50.4 billion yuan by 2024, surpassing box office revenues for the first time, with a user base of 666 million and an increasing share of the IAA model [3] - The short drama industry has a short payback period and encompasses content production, distribution, and consumption, with significant growth in anime short dramas primarily targeting Generation Z [3] Group 2: Emerging Markets for Chinese Enterprises - Chinese companies are accelerating their expansion into emerging markets such as Africa, Central Asia, the Middle East, and Latin America amid ongoing US-China tariff disputes [4] - Brand globalization is becoming a core focus, with trends indicating a shift towards younger global markets and a positive image of Chinese technology [4] - The characteristics of five major regional markets vary, with Africa emerging as a new blue ocean requiring localization strategies [4] Group 3: Gaming Industry Insights - The Chinese gaming industry is experiencing accelerated overseas expansion, supported by various local policies, with 25 evergreen games generating approximately 11.6 billion yuan in overseas revenue in the first half of 2025 [5] - Notable games like PUBG MOBILE and Genshin Impact have monthly revenues exceeding 100 million yuan, while potential games like Whiteout Survival are showing strong performance [5] - Future trends in gaming exports may include mixed casual games, female-oriented titles, and the integration of AI technology [5] Group 4: AI Industry and Brazil - The relationship between China and Brazil has deepened since 1974, with China being Brazil's largest trading partner, focusing on agricultural products, minerals, and machinery [6] - Chinese enterprises are actively investing in Brazil's infrastructure, agriculture, and energy sectors, with a report highlighting opportunities and challenges in the Brazilian market [6] - The 2025 BRICS summit will focus on AI governance, with Chinese AI companies like DeepSeek driving global collaboration [6] Group 5: Chinese Milk Tea Brands Going Global - Chinese milk tea brands are making significant inroads into overseas markets, becoming a cross-cultural "social currency" [7][8] - Brands like Tea Yan Yue Se are utilizing e-commerce to enter the North American market, avoiding traditional brick-and-mortar strategies [8] - The global ready-to-drink tea market holds substantial potential, with e-commerce providing a low-cost, rapid feedback mechanism for brands [8] Group 6: Automotive Industry Expansion - In the first half of the year, China exported 3.083 million vehicles, with 1.06 million being new energy vehicles, marking a 75.2% increase [9] - The China Association of Automobile Manufacturers predicts total exports could exceed 7 million vehicles for the year, with a shift towards technology output [9] - The industry is calling for "high-quality exports" to avoid chaotic competition, particularly in the European market [9] Group 7: Brand Expansion Strategies - Wangzai Milk has successfully expanded overseas, with a unique English name "HOT-KID," generating nearly 1.2 billion yuan in overseas revenue in the 2023 fiscal year [16] - The brand's strategy focuses on retaining unique characteristics while adapting to local markets, achieving significant brand recognition [16] - The recent popularity of "HOT-KID" has generated buzz in domestic marketing, showcasing the brand's innovative vitality [16] Group 8: E-commerce and Supply Chain Strategies - Dingdong Maicai is prioritizing overseas expansion, starting with Saudi Arabia and collaborating with local retailers to enhance supply chain capabilities [21] - The company aims to leverage China's rapid development in agriculture and supply chain to address market gaps in overseas regions [21] - Dingdong's approach emphasizes collaboration and technology support rather than direct consumer sales, differentiating its strategy from domestic operations [21]
“秋一杯”点燃消费热潮,“文化场景+创新表达”如何撬动白酒市场新增量?
Sou Hu Cai Jing· 2025-08-09 07:04
Group 1 - Meituan Waimai collaborates with the domestic animated film "Langlang Mountain Little Monster" to gift 100,000 cups of Luckin coffee, highlighting the emotional connection of tea culture in modern life [2] - The National Bureau of Statistics reports that cultural enterprises in China achieved operating income of 71,292 billion yuan in the first half of 2025, a year-on-year increase of 7.4%, with 16 sub-industries showing a 13.6% growth [2] - The retail sales of tobacco and alcohol reached 3,316 billion yuan in the first half of the year, with a 5.5% year-on-year growth, while June saw a slight decline of 0.7% [2] Group 2 - The sports and entertainment goods sector experienced a retail sales increase of 22.2% in the first half of the year, reaching 858 billion yuan, indicating a shift in consumer demand towards emotional and cultural values [3] - The white liquor industry is transitioning from "enterprise-led" to "consumer-defined value," focusing on emotional value and cultural empowerment to meet diverse consumer needs [5] - The report emphasizes the need for innovation in product offerings and commercial models within the white liquor industry, leveraging cultural elements and modern branding strategies [7]
茉莉奶白回应“售出过期奶茶”:涉事产品由顾客弃置 清理货架并非店员负责
Bei Jing Shang Bao· 2025-07-22 03:31
Core Viewpoint - The company, 茉莉奶白, responded to allegations of selling expired milk tea, clarifying that the product in question was improperly managed in a public self-pickup area and was not under their control [1][2] Group 1: Incident Details - The incident involved a customer receiving milk tea that was claimed to be 5 days past its expiration date, with the product reportedly made on July 13 [2] - The company stated that the product was left in a public self-pickup area for over 96 hours, which is outside their management jurisdiction [1] - The store clarified that the public self-pickup area is managed by 上海绿地缤纷城商业管理有限公司, and they do not have the authority to manage this area [1] Group 2: Company Policies and Procedures - 茉莉奶白's operational guidelines specify that once an order leaves the store, its shelf life is limited to 4 hours, and expired products are prohibited from being sold [1] - The company emphasized that they have never stored products for sale in the public pickup area and have adhered to their internal regulations [1] - Following the incident, the delivery personnel acknowledged the mistake of taking the wrong order and expressed willingness to compensate the affected customer [2]