在T3航站楼出发层设立的"清凉驿站"，日均接待旅客超800人次。"位上茶歇"服务提供的6款特调饮品 中，话梅柠檬饮单日消耗量达120升，配套的绿豆糕、薄荷酥等茶点日均补给3次。针对高温天气设备易 出故障的特点，服务人员每2小时对茶歇区冷链设备进行测温记录，确保饮品温度始终保持在8-12℃。 充电宝安全管理方面，三项新规实施首周即规范寄存无3C认证充电宝46个。应急处置演练中，工作人 员从发现冒烟到完成灭火、转移的全流程耗时控制90秒内，较此前缩短40%。 7月9日至开始，北方民族大学近3000名学生集中返乡，航服公司开通的校园直达专线成为"及时雨"。与 校方联合勘查3次后确定的最优路线，避开4处施工路段，使单程耗时缩短15分钟。专线车辆每日7:00、 10:00、14:00准时驶入校园宿舍区门口，20名留校志愿者组成"护航队"，协助搬运行李、核验车票，单 趟乘车效率提升50%。 数据显示，三日专线累计安全运送学生 127 人次，其中少数民族学生占比 63%。北方民族大学反馈， 以往拖着行李箱挤公交要转3趟车，现在出宿舍门就能上机场大巴，全程空调直达，比预想快了近2小 时。 随着暑运旺季的到来，银川河东国际机场 ...

2009年的东莞，是中国制造业的心脏，也是林木勤一展抱负的试验场。这座"世界工厂"正迎来人口红利 的高峰——据东莞市统计局数据，当年从事工业和服务业的外来务工人口较1999年翻了近两倍。这些凌 晨下班的产业工人、挤在城中村的建筑工人们，需要一种"解乏提神"的饮品，却对单价6元的红牛望而 却步。 这一年，东鹏饮料正式推出自己的能量饮料产品"东鹏特饮"。在核心成分差不多的情况下，东鹏的价格 直接打到了红牛的一半，同时首创防尘瓶盖设计，解决户外蓝领工作者的卫生担忧，它还成了货车司机 的专用烟灰缸，以及钓鱼爱好者们酷爱的鱼饵杯。这款新包装的东鹏特饮一上市，当年就卖了2万箱； 2012年，销售额破亿；2013年，签约谢霆锋为代言人，并把广告语改成"累了困了，喝东鹏特饮"，迅速 在华南工厂区打开市场。 红牛内斗：千载难逢的破局机遇 2025年6月，东鹏饮料股价盘中触及328元的新高，较2021年5月46.27元的发行价涨幅近6倍。这个曾被 视为"红牛平替"的国产饮料品牌，在传统消费股普遍疲软的A股市场一度冲上1664亿，相当于4个农夫 山泉的体量，碾压茅台成为A股"最贵消费股"。它的崛起，不是偶然的风口故事，而是一场关于 ...

Group 1: Consumer Dynamics - Chayan Yuesheng has launched its e-commerce retail business in North America, establishing independent Shopify stores and self-operated shops on platforms like Amazon and TikTok Shop [1] - The brand has nearly 1,000 offline stores in Hunan, Hubei, Jiangsu, and Chongqing, focusing on high-frequency repurchase categories like tea and snacks [1] - By May 2025, Chayan Yuesheng plans to launch over 500 SKUs, including various products such as tea, snacks, and stationery [1] Group 2: Brand Upgrades - Xiaohongshu has upgraded its brand slogan from "Your Life Guide" to "Your Life Interest Community," emphasizing its community attributes and interactive experience [2] - The platform has over 2,500 niche interest tags, reflecting a shift towards a more social content ecosystem [2] Group 3: International Expansion - Samyang Foods has laid the foundation for its first overseas factory in Jiaxing, China, with an investment of 2.014 billion KRW (approximately 1 billion RMB) [3] - The factory is expected to produce around 800 million servings of instant noodles annually, enhancing supply chain capabilities in the Chinese market [3] - China accounts for 30% of Samyang's global business volume, making it a crucial market for the company [3] Group 4: Financial Performance - MUJI reported a 19.2% year-on-year increase in revenue for Q3 of FY2025, reaching 591 billion JPY, with operating profit up 39.9% to 59.4 billion JPY [4] - The growth was driven by increased store numbers and successful sales in categories like skincare and home goods, with a notable 111.9% increase in sales from existing stores and e-commerce [4] - The Chinese market has been a significant contributor to this growth, with direct stores and e-commerce achieving a cumulative year-on-year growth of 117.3% over the past ten months [4] Group 5: New Store Openings - Anta has opened its "Anta Home" brand experience space in Jinjiang, integrating brand display and product interaction [5] - Alo has launched its first flagship store in Asia in Seoul, designed as a cultural hub that embodies the brand's philosophy of wellness [7] Group 6: Product Launches - The Taiwanese matcha brand "Yuqian Shangcha" is set to open its first store in mainland China in Shanghai, focusing on high-end matcha products [9] - The new "透光晶冻" lipstick from 酵色 features six low-saturation shades and innovative packaging [12] Group 7: Collaborations and Marketing - "Ren Yang Yi Tou Niu" has partnered with Sanrio to launch three new milk products featuring popular characters, utilizing a multi-channel sales strategy [13] - "Tianlala" has collaborated with the anime IP "Crayon Shin-chan" to launch a limited drink series, achieving over 1 million sales in just seven days [14] - MANNER and Under Armour have initiated a collaboration called "ENERGY FOR ENERGY," combining coffee and sportswear elements [15] Group 8: Investment News - The smart beverage retail brand "Pengbei Station" has completed a financing round of 50 million CNY, aiming to become a leading brand in the smart beverage machine sector [16]

Core Insights - The Lin Muqin family ranks among the top ten in Shenzhen's New Fortune 500 list with a holding market value of 77.77 billion yuan, improving their overall ranking by 23 places compared to previous years, reflecting the success of Dongpeng Beverage and Lin Muqin's business acumen [1] Company Development - Dongpeng Beverage originated as a state-owned beverage producer in Shenzhen, primarily manufacturing soy milk and herbal tea, but faced near bankruptcy with annual revenue below 20 million yuan [2] - In a critical moment, Lin Muqin invested 4.6 million yuan to transition the company from state-owned to private, becoming the largest shareholder and embarking on a challenging entrepreneurial journey [2] - Recognizing the potential in the functional beverage market, Lin Muqin launched Dongpeng Special Drink in 2009 with innovative packaging and a competitive pricing strategy, quickly gaining recognition among blue-collar consumers [2][6] Brand Expansion - To enhance brand visibility, Dongpeng signed celebrity endorsement deals and invested in advertising through major platforms, leading to significant market presence [6] - The company has diversified its product offerings, launching "Dongpeng Supplement Water" in 2023, which achieved nearly 1.5 billion yuan in revenue in 2024, marking it as a new growth driver [10][11] - The introduction of the "Shangcha" series and "Dongpeng Daka" coffee brand reflects the company's response to consumer demand for healthier options and diverse flavors [14] Marketing and Sales Strategy - Dongpeng has established a robust sales network with over 3,000 distributors and 4 million active retail outlets, with significant revenue contributions from key regions [15] - The company employs innovative marketing strategies, including a "one code for one item" system and data-driven decision-making processes to enhance consumer engagement and optimize supply chain management [15][18] - Collaborations with major events and targeted advertising campaigns have strengthened brand recognition, particularly among younger demographics [16] Future Outlook - Dongpeng aims to continue its growth trajectory by focusing on innovation and quality while exploring global market opportunities, solidifying its position as a leading national beverage brand [16]

作者 | 远禾 数据支持 | 勾股大数 据（www.gogudata.com） 2024年至今，食品饮料行业整体下跌，食品饮料指数从2024年1月至今跌幅已近10%。 而在整体下跌的趋势之中，东鹏饮料却以超过80%的涨幅，位列A股整个食品饮料行业前列。 尽管伴随着诸多争议，东鹏饮料的股价相比2021年发行价已经上涨近5倍，市值也超过1200亿元，成为国内能量饮料企业绝对的龙 头。 靠着一句"累了困了，喝东鹏特饮"，在饮料行业"低糖化"和"健康化"的风潮之下，东鹏饮料能否继续维持"稳稳的幸福"？ 01 而当今年的业绩落地，对于部分提前进场的投资者来说，恰恰是到了获利离场的时刻。 最近，东鹏饮料发布2024年业绩。 全年实现营业收入158.39 亿元，同比增加40.63%；归母净利润33.27亿元，同比增长63.09%。 收入与利润增速，均落在了此前业绩预告偏高的区间，也创下了上市以来的最佳表现。 东鹏特饮在能量饮料市场的规模也逐渐扩大。 尼尔森IQ数据显示，东鹏饮料的能量饮料市占率从2023年的43%提升至47.9%，销售额份额突破34.9%，500ml瓶装单品稳居全国 前三。 能量饮料市场，华彬红牛的收入仍旧 ...