本报驻韩国特约记者 黎枳银 综合韩联社、《首尔经济》等媒体报道，一款名为"迪拜糯糯曲奇"的甜点近期在韩国快速走红。从街头 特色咖啡馆到连锁餐饮品牌，这款小巧精致、定价偏高的甜品，成为韩国年轻消费者争相品尝的热门单 品。 迪拜糯糯曲奇的走红，源于2024年韩国掀起的"迪拜巧克力"风潮。这股热潮最早发端于京畿道金浦市一 家手工饼干店，店家将开心果酱、中东传统细丝酥皮融入黏糯面团，使这款面团质地介于棉花糖与年糕 间，造就了甜品外酥内弹的口感，同时把控甜度适配本土口味，一经推出便在社交媒体上快速出圈，引 来不少食客。 《环球时报》特约记者近日在首尔钟路区一家售卖该甜品的咖啡馆探访发现，每日开售前门店已聚集不 少消费者，热卖时段门前常排起十余人的队伍。据店主介绍，该款甜品每日限售300个，通常开售一小 时内便售罄。有韩国职场人士坦言，身边同事大多吃过这款甜品，"不排队几乎买不到"。但也有消费者 表示，尝鲜后并未如预期般惊艳，谈不上"非吃不可"。 定价方面，单块迪拜糯糯曲奇售价在5000至10000韩元（1000韩元约合4.8元人民币）之间。即便定价偏 高，这款甜品仍凭借"限量供应、限时开售、线下排队"的稀缺属性，被不少 ...

陈佳勇 约莫二十年前，淮海中路627号还是雪豹商厦的时候，楼上开过一家西餐厅，那里的提拉米苏是我印象 中最好吃的提拉米苏。这话可能说得夸张了，但那时候，对于餐后甜品的认知多半还停留在酒酿圆子的 我们而言，有一款冷藏得恰到好处的甜品，名字也恰如其分地被用"提拉米苏"这四个字表述出来时，心 中确实沉淀了不少甜酥酥的感觉。 我大学毕业工作是在2003年，那会儿的上海餐饮江湖涌现了不少港式茶餐厅，冻鸳鸯、菠萝油以及麦兜 卡通形象，是我脑海中对港式茶餐厅的标准印象。也正因为港式茶餐厅和粤菜的流行，甜品里的一道杨 枝甘露逐渐为人所熟悉。直到今天，我仍旧坚守着一个标准：一顿饭没有甜品收尾是不完美的，如果众 口难调，那么拿杨枝甘露收尾一定是最稳妥的。杨枝甘露之所以能享有这样的霸主地位，其本身具备的 口感丰富性，决定了它的胜出优势。一份合格的杨枝甘露，西柚特有的水果颗粒感和西米的那种小细碎 是相互配合的，贯穿始终的精髓则是芒果的甜香，冷藏到略微有点冰后，口感最好。如果再在上面加一 个香草冰激凌，就是我喜欢的高配版杨枝甘露。就这么安安静静地坐着，用勺子一点一点挖着吃，那种 侵占口腔的绵密感就到顶了。与之相比，椰汁西米露作为餐后甜 ...

Group 1 - The China International Import Expo (CIIE) has become a significant platform for global companies to access the Chinese market, with a record number of participating enterprises and an intention to achieve over $80 billion in transactions during the eighth edition of the expo [12][11][10] - Romania's REPUBLIKA sunflower oil has gained attention as a star product in the Chinese market, showcasing successful bilateral cooperation between China and Romania [5][1] - Belarusian dessert manufacturer "Vitba" has been actively investing in the Chinese market, leveraging the rapid growth of e-commerce and participating in major trade events like CIIE to enhance market presence [5][6] Group 2 - The eighth CIIE has introduced a dedicated section for products from least developed countries, attracting 163 companies, a 23.5% increase year-on-year, highlighting China's commitment to supporting global southern economies [17] - The Chinese government aims to balance trade development and enhance import facilitation through various platforms, including CIIE, to better meet industrial and consumer needs [11][16] - The participation of 125 Canadian companies in the eighth CIIE marks a historical high, reflecting the strong trade relationship between China and Canada, with bilateral trade reaching $10 billion in the first 11 months of 2025 [24]

Core Viewpoint - The article discusses the rapid expansion and challenges faced by the dessert shop industry, particularly focusing on sugar water shops, which are becoming a hot topic among franchisees. Despite their growth, these shops face significant operational challenges and competition from established brands in the beverage sector [5][6][18]. Expansion and Market Dynamics - Sugar water shops are experiencing a surge in new brands, with companies like 麦记牛奶 planning to open over 800 stores by 2025, and 赵记传承 reaching 601 stores after investment from 喜茶's founder [5][12]. - The traditional dessert brands are also accelerating their expansion, with 满记甜品 aiming for 500 direct stores and over 2000 franchise stores in the next 3-5 years [5]. - New tea brands are entering the sugar water market, with products like "红豆沙牛乳" and "桃胶炖奶" being introduced to attract customers [5]. Operational Challenges - Sugar water shops are characterized by non-essential, low-frequency consumption, making it difficult to replicate the success of new tea drinks [6][7]. - The average monthly sales for some franchisees are around 200,000 yuan, with significant costs such as rent and labor making profitability challenging [7][11]. - The initial investment for opening a sugar water shop starts at 700,000 yuan, with additional costs for renovation and equipment [9][10]. Consumer Behavior and Market Saturation - The consumer base for sugar water shops overlaps less with that of tea shops, leading to strategic placement near high-end tea brands to attract young customers [7][12]. - The market is becoming saturated, especially in lower-tier cities, where many local shops compete with established brands, leading to price wars and reduced profit margins [17][22]. - The average gross margin for sugar water shops can reach 70%, but competition and external costs often lead to a recalibration of expected profits [11][22]. Product Diversification and Brand Strategy - New brands are diversifying their product offerings to increase customer spending per visit, with some combining sugar water with other food items like fried chicken and ice cream [15][16]. - The complexity of managing a diverse SKU (Stock Keeping Unit) range is higher for sugar water shops compared to tea shops, leading many brands to adopt a partnership model where franchisees focus on investment while the brand manages operations [15][17]. - The article notes that the sugar water market is facing challenges from new tea brands that can easily adapt their supply chains to include sugar water products, further intensifying competition [22].

Core Insights - The brand Zhao Ji Chuan Cheng celebrates its 10th anniversary, marking a significant milestone in its journey and initiating a deep dialogue with consumers [1][2] - The theme "Happiness Inheritance" reflects the brand's evolution from a simple dessert shop to a symbol of cultural memory and emotional comfort [4][11] Brand Development - Zhao Ji Chuan Cheng launched "Zhen Wei·Yu Run Ginger Milk," a product that combines traditional craftsmanship with innovative ingredients, meeting consumer demands for fresh and healthy options [5][7] - The brand emphasizes a commitment to quality and innovation, which strengthens its core competitiveness and supports franchise operations [5][22] Consumer Engagement - Customer stories collected during the anniversary highlight the emotional connections formed at Zhao Ji Chuan Cheng, showcasing the brand as a symbol of happiness and shared memories [9][11] - The brand's focus on creating a "happiness experience" transforms consumer perception from merely purchasing desserts to engaging in cultural and emotional rituals [8][11] Experience Enhancement - Zhao Ji Chuan Cheng revamped its stores nationwide to create a celebratory atmosphere, enhancing consumer brand loyalty through immersive experiences [12] - The brand organized pop-up events in cities like Hefei and Xi'an, allowing consumers to engage with traditional craftsmanship and interactive activities [14] - Advertising campaigns in key cities aim to increase brand awareness and support local stores by expanding potential customer reach [16] Marketing Strategy - An integrated marketing approach was employed to convert the anniversary celebration into a participatory consumer experience, enhancing brand visibility and sales performance [18] - The release of a promotional video featuring modern dance to showcase traditional techniques resonates with younger consumers, reinforcing the brand's cultural identity [20] Cross-Industry Collaboration - Zhao Ji Chuan Cheng partnered with brands from different sectors, such as "Honor of Kings" and "Geng Duck Dog," to create unique consumer experiences that attract a broader audience [25] - These collaborations help local stores stand out in competitive markets, driving brand awareness and sales growth [25] Industry Impact - The 10th anniversary serves as a narrative for the brand and offers insights into the dessert industry, demonstrating a sustainable development path rooted in traditional craftsmanship and modern consumer experiences [27] - Zhao Ji Chuan Cheng illustrates how to transform deep cultural heritage into a brand asset that resonates with contemporary consumers, paving the way for future industry growth [27]

Core Viewpoint - The article discusses the rapid growth and transformation of the dessert beverage market, particularly focusing on new-style sugar water brands that are redefining consumer preferences and creating a new consumption trend in China [7][8]. Group 1: Market Expansion and Trends - The new-style sugar water brands, such as 麦记牛奶公司 (Mai Ji Milk Company) and 赵记传承 (Zhao Ji Chuan Cheng), have seen significant expansion, with 麦记牛奶公司 surpassing 700 stores and aiming for 1,000 new openings annually, while 赵记传承 has over 650 stores [4]. - Traditional dessert brands like 满记甜品 (Man Ji Dessert) and 鲜芋仙 (Xian Yu Xian) are showing signs of stagnation, with approximately 200 and 500 stores respectively, indicating a shift in consumer interest towards new brands [5]. - The dessert beverage market has seen over 60,000 new store openings in the past year, bringing the total to over 165,000, with a projected growth of dessert-related businesses exceeding 200,000 by April 2025 [10]. Group 2: Consumer Behavior and Preferences - The rise of new-style sugar water is driven by a shift in consumer demand for health-conscious and emotionally satisfying products, moving away from traditional dessert perceptions [7][8]. - A significant 65% of consumers prioritize emotional satisfaction when choosing beverages, indicating a trend towards products that provide immediate pleasure and comfort [15]. - The new sugar water offerings often incorporate healthier ingredients like rock sugar and medicinal herbs, appealing to consumers' desire for guilt-free indulgence [16]. Group 3: Innovation and Product Development - New brands are innovating by using local and health-oriented ingredients, moving away from traditional offerings like mango and taro to more unique options such as cassava and peach gum [12]. - The product structure is evolving towards lighter, more portable formats, making it easier for consumers to enjoy these beverages on the go, which is crucial in a high-cost environment [17][19]. - The article highlights two distinct business models: 麦记牛奶公司 focuses on standardization and rapid scaling using a tea-drink approach, while 赵记传承 emphasizes traditional craftsmanship and cultural heritage [26][30]. Group 4: Competitive Landscape and Challenges - The article notes potential challenges for the sugar water market, including competition from established tea brands that may enter the dessert space, leveraging their supply chains and customer bases [40]. - The non-essential nature of sugar water poses a risk for sustained growth, as it may be seen as an occasional treat rather than a daily necessity, which could limit market expansion [36]. - The balance between maintaining traditional craftsmanship and achieving operational efficiency is a critical challenge for brands like 赵记传承, which relies on skilled labor for product quality [37].

Core Insights - The resurgence of "sugar water" brands in China is marked by the rapid expansion of new brands like 麦记牛奶公司,汕心, and 怡满分, which are capitalizing on the supply gap left by aging traditional brands [1][3] - 麦记牛奶公司 plans to open over 1,000 stores nationwide this year, significantly outpacing traditional brands like 满记甜品 and 鲜芋仙, which have never exceeded 800 stores [1][8] - New tea brands are also entering the sugar water market, with products that cater to seasonal demands and health trends, indicating a shift in consumer preferences [1][3] Industry Dynamics - The new sugar water brands focus on regional ingredients and a light health positioning, appealing to modern consumers' health-conscious demands [3][5] - The sugar water category's growth provides a new direction for the saturated tea beverage industry, which has been experiencing negative growth [3][4] - The operational model of new sugar water brands is more efficient, with a focus on takeout and delivery, which lowers service costs and rent [9][10] Market Challenges - Sugar water is unlikely to become a universal consumer product like new tea drinks due to its limited consumption frequency and reliance on specific serving methods [4][11] - The average price point for sugar water brands is higher than that of tea drinks, which may limit consumer frequency [11][12] - The sugar water market may face pressure from stronger tea brands that can leverage better supply chains and distribution channels [10][12] Competitive Strategies - 麦记 is diversifying its product offerings by introducing tea drinks alongside sugar water to broaden its market appeal [12][14] - The industry is characterized by cyclical trends, where consumer interest shifts every few years, making it crucial for brands to capitalize on current trends [14][15] - The key for brands is to seize the market opportunity during the peak of interest in sugar water, establishing brand recognition and market share through rapid expansion [15]

Core Viewpoint - The rise of "cake-killing parties" reflects a growing trend among dessert enthusiasts to share high-quality cakes at a lower cost, driven by increasing cake prices and limited access to popular dessert shops [5][9][19]. Group 1: Cake-Killing Parties - "Cake-killing parties" involve purchasing well-known cakes and sharing them among participants, allowing everyone to taste different flavors at a fraction of the cost [5][6]. - The average cost per participant at these events is significantly lower than buying individual cakes, with participants like Vivian spending only 143.7 yuan for nine different cakes [6][9]. - The trend originated in Hangzhou and has spread to major cities like Beijing, Shanghai, and Guangzhou, as well as smaller cities [9][19]. Group 2: Market Dynamics - The cake market is becoming increasingly competitive, with a rapid introduction of new flavors and types, leading to higher prices for consumers [20][22]. - Consumers are expressing dissatisfaction with cake prices, with many feeling that cakes have become luxury items [24]. - Despite high prices, the demand for cakes remains strong, particularly among young people seeking comfort food amid rising work and life pressures [24][26]. Group 3: Marketing Opportunities - Businesses are recognizing the potential of cake-killing parties as a marketing tool, with some brands sponsoring events to gain exposure [26][30]. - Local dessert shops are leveraging these gatherings to attract customers and promote their products, often providing free samples or drinks in exchange for social media promotion [36][38]. - The phenomenon has led to a mix of genuine consumer engagement and opportunistic marketing, raising questions about the future of these events [38][39].

Core Insights - Emmi, a Swiss dairy major, is acquiring The English Cheesecake Company to enhance its desserts portfolio and solidify its position as a "category captain" following a previous acquisition of Mademoiselle Desserts in France [1][5] Company Overview - The English Cheesecake Company, founded in 2000, specializes in premium cheesecakes based on traditional British recipes, offering a range that includes classic, vegan, frozen, and snack formats [2] - The company generated sales of approximately £23 million ($30.1 million) in its last financial year and is listed with major UK retail chains while also supplying the foodservice channel [2] Financial Performance - The English Cheesecake Company reported a turnover of £22.8 million in the year ending 31 March, an increase from £19.8 million in the previous year [3] - Operating profit rose to £1.6 million from £1.4 million, and net profit increased to £1.1 million from £925,622 [3] Strategic Rationale - Emmi's acquisition of The English Cheesecake Company is seen as a strategic move to enhance its presence in the premium cheesecakes segment, aligning with the global indulgence megatrend [5] - The acquisition is expected to create synergies within Emmi's portfolio and strengthen its distribution strategy in the UK market [5] Market Position - Emmi operates in around 60 countries with 72 production sites across 13 markets, employing approximately 12,000 people [6] - In the first half of 2025, Emmi's group sales increased by 12.7% to SFr2.27 billion ($2.8 billion), largely driven by a positive acquisition effect of 11.8% despite a negative currency impact of 3.5% [6]

Core Viewpoint - The article discusses the rising trend of "cake-cutting gatherings" (杀糕局), where individuals come together to share and taste various cakes, enhancing social interactions while enjoying desserts at a lower cost [4][7]. Group 1: Concept and Organization - "Cake-cutting gatherings" are inspired by group ordering, allowing dessert enthusiasts to sample multiple popular cakes without the burden of high costs [7]. - Typically initiated by a group leader on social media, these gatherings involve planning details such as time, location, and budget, with participants selecting a cake list (糕单) based on preferences [9][11]. - The gatherings have gained popularity, often filling up within hours of posting, indicating a strong demand for such social experiences [11][12]. Group 2: Experience and Social Dynamics - Participants engage in a collaborative experience, sharing the task of cutting and tasting cakes, which fosters a sense of community and shared enjoyment [19][21]. - The gatherings not only provide a platform for tasting desserts but also create a low-pressure social environment, allowing individuals to connect over shared interests without the need for extensive personal disclosures [32][33]. - The event concludes with participants expressing gratitude and planning future meetups, highlighting the positive social impact of these gatherings [26][34]. Group 3: Market Implications - The rise of "cake-cutting gatherings" reflects a broader trend where high-quality desserts are perceived as luxury items, prompting consumers to seek cost-effective ways to enjoy them [31]. - Local cake shops are beginning to capitalize on this trend by offering specialized gatherings, indicating a shift in how businesses engage with consumers in the dessert market [31]. - The phenomenon illustrates a growing desire among young people for meaningful social interactions that are both enjoyable and financially accessible, reshaping the landscape of social dining experiences [34][36].