蝉鸣渐密，暑气正浓。7月10日，郑州市中原区华山路70号，董明珠健康家河南首店内凉意拂面，531平 方米的空间里，各式消暑家电成了"降温明星"，就连露营专用的帐篷空调也成了抢手货。店长陈静介 绍，入夏后各类消暑家电销量持续攀升。 "哪儿凉快到哪儿去"成了郑州人夏日旅居的真实写照，绿水青山间的"凉资源"正转化为实实在在的"热 经济"。 新密伏羲山红石林景区依托800多米海拔优势，山间平均气温比市区低6℃—7℃，推出的星空营地项目 备受青睐。在高山草地搭起帐篷，白天可赏石林奇观，夜晚能观满天繁星，听虫鸣蛙叫，不少家庭专程 来此夜宿山林。 炎炎夏日，郑州"清凉经济"正多点开花，以多样化的形态释放消费潜力。 创新场景频出 一到夏天，水上乐园便成为市民消暑纳凉的热门地。 郑州首个"国家级旅游度假区"——郑州银基国际旅游度假区打造了集玩水、滑冰、休闲、康养于一体的 多维度避暑体验，全新开放的乐海神话世界，拥有数十种特色水上设备，海啸池电音造浪气势磅礴，仙 宫水寨充满探险乐趣，奇幻漂流则让人悠闲惬意。进入暑期，园区游客接待量连日攀升。"最近天气炎 热，带孩子过来玩水，小家伙玩得特别开心，累了也不想回家。"游客肖女士说。 夜 ...

Core Insights - The article highlights the rising trend of ice-making water purifiers in response to consumer demand for convenience and quality during the summer heat, especially with the inclusion of water purifiers in national subsidy policies starting in 2025 [1][5][10] Market Trends - The market for ice-making water purifiers is experiencing significant growth, with online sales of products featuring ice-making capabilities reaching 32.5% for countertop purifiers and 16.1% for built-in models from January to May 2025 [1][5] - During the 618 shopping festival, sales of ice-making water purifiers surged by 260% year-on-year, indicating a strong consumer interest [1] Consumer Behavior - The shift in consumer preferences, particularly among the younger generation, is driving the demand for ice-making water purifiers, as they seek to replicate high-quality beverage experiences at home [2][5] - The rise in orders for iced coffee and cold brew tea by 180% and a 350% increase in searches for homemade drinks reflect changing consumption patterns [5] Competitive Landscape - Major brands such as Philips, Haier, Midea, and Xiaomi are competing in the ice-making water purifier market, focusing on features like ice-making speed, quality, and integration of multiple functions [6][9] - Philips' ice-making purifier can produce ice in 8 minutes, while Haier's model can do it in 7 minutes, showcasing the emphasis on speed as a key purchasing factor [6][7] Product Innovation - The quality of ice produced is becoming a competitive differentiator, with brands implementing advanced technologies to enhance the clarity and melting resistance of ice [7][9] - The integration of multiple functionalities, such as heating and cooling, is transforming ice-making water purifiers into comprehensive beverage solutions [9][10] Industry Dynamics - The growth of the ice-making water purifier market is driven by evolving consumer demands for health, convenience, and quality, moving beyond basic hydration needs [10][12] - Technological advancements in cooling and filtration systems are crucial for improving product efficiency and user experience [12][13] - The competitive landscape is pushing brands to innovate and differentiate their products to capture market share in this emerging segment [12][13]

烟火气里藏匠心，点亮城市"微幸福" 从手绘菜单的咖啡车到创意手工甜品摊位，从低碳环保的文创周边到现做现卖的本地小吃，近湖路集市既保留传统市集的温情，又注入年轻态的创新活 力。带着孩子逛集市的王女士表示："每周都来'淘'新鲜，吃得放心、玩得开心，这才是城市的味道！" 夜幕初垂，位于无锡市新吴区新安街道的近湖路"后备箱"市集烟火升腾、人潮如织。手冲咖啡的醇香随风飘散，现包小馄饨的蒸腾热气与冰饮的清凉碰 撞……100个摊位有序铺开，市民们循着烟火气前来打卡、消费，让这条"星光市集"迅速成为新安街道"夜经济"的新地标。 公约引领共治，规范与活力并存 为打造安全、整洁、健康的集市环境，新安街道城管部门创新推出《近湖路后备箱集市经营公约（试行）》，实行"一摊一档"备案制，严格核查商户经营 资质，划定摆摊范围与时段，并通过单双号轮换机制平衡商户权益。根据实际需求，街道还新增1座临时公厕、10个垃圾桶，加强夜间保洁频次，破解"如 厕难""垃圾堆"等问题。 多元协同赋能，自治共管聚人气 近湖路后备箱集市不仅是消费场所，更是各部门协同共治的生动实践。城管部门搭建"商户自治会"，鼓励摊主互相监督《公约》执行；城管、交警、社区 联合 ...

Core Insights - Matcha has gained popularity as a refreshing beverage in recent years, with its unique color and taste perceived to lower the temperature by at least 2°C [1] - The origins of matcha date back over a thousand years, with its earliest form emerging during the Song Dynasty in China [1][3] - Matcha was introduced to Japan in 1191 by a monk who brought tea seeds from China, leading to its significance in Japanese Zen Buddhism and the development of specialized grinding tools [3][5] - The unique flavor and aroma of matcha are attributed to its cultivation methods, which involve shading the tea plants to enhance certain flavor compounds [3][5] Industry Standards - The International Organization for Standardization (ISO) and Japanese food labeling standards define matcha with strict criteria, including being made from specific tea leaves, grown in shade, steamed, and ground into fine powder [5] - Some manufacturers use non-shaded tea leaves to produce cheaper matcha-like products, which are often used in food items rather than as traditional matcha [5] Market Trends - Matcha's popularity extends beyond Asia, with Western countries also embracing it, particularly after Starbucks added matcha beverages to its menu in 2006 [5] - The health benefits of matcha, including anti-inflammatory and antioxidant properties, along with its caffeine content being higher than traditional tea but lower than coffee, contribute to its appeal [5] Consumer Perception - Despite its popularity, some consumers express difficulty in appreciating matcha's flavor, often describing it as having a grassy taste or an unpleasant texture [7][9] - The astringent quality of matcha, which is a tactile sensation rather than a taste, is attributed to the presence of polyphenols that interact with saliva, leading to a unique mouthfeel [9][10][12]

今天，金融时报引述星巴克首席执行官Brian Niccol表示，该公司正在探索出售其中国业务的部分股 权，以吸引外部投资者并恢复其在华增长，该计划已引起"极大兴趣"。他在接受该报专访时表示，星巴 克正在考虑出售中国公司的一部分股权。"好消息是，我们吸引到了很多（投资人的）兴趣——很多的 兴趣。"他说："大家看到了星巴克品牌的潜力，他们看到了咖啡品类的增长，我认为他们很乐意与我们 合作，共同探索如何将门店数量从8000家增加到20000家。"报道又引述"知情人士"表示，一些中国及全 球私募股权公司和战略投资者曾考虑入股，但他们提醒称，目前尚处于初步阶段；高盛正在牵头这一进 程。Brian Niccol拒绝透露哪些潜在投资者表现出兴趣，但表示他的公司计划"进行尝试，看看是否有理 由寻找合作伙伴"。他补充说，星巴克并不着急："我们会顺其自然。" 星巴克CEO评论在华"非咖"降价 本周，星巴克中国宣布多种冰饮和茶饮平均降价5元，瞄准"中国快速增长的非咖市场"。近年来，奶茶 和茶饮品牌在内地也大幅扩张，最低售价仅为7元不到。对此，Brian Niccol表示："我们希望在中国的 战略更具竞争力。"他指出，公司需要调整其 ...

Core Points - The "Carbohydrate Festival" organized by Aoyuan International commenced on May 1, featuring over a hundred vendors offering a variety of domestic and international cuisines, summer coffee drinks, artistic handmade crafts, and outdoor sports experiences [2][4] - The festival is located at the Olympic Tower's west side, providing free access to the public and showcasing popular food brands such as Quanjude, Donglaishun, and various international dining options [2][4] - The event also includes interactive activities like a "Carbohydrate + Fat Burning" experience, where visitors can engage in fun challenges and sports activities [4] Event Details - The festival runs from May 1 to May 5, 2025, from 11:00 AM to 8:00 PM, at the Olympic Tower's west side along the central axis scenic avenue [7] - Transportation options include the subway (Line 8, "Forest Park South Gate Station" C/D exit) and parking facilities at nearby locations [7] Additional Attractions - The Beijing Chaoyang Food Sightseeing Bus made an appearance at the festival, offering light meals, drinks, and exclusive cultural products while allowing passengers to explore landmarks in the Olympic Center and Beijing CBD [6]

5.4%，这是中国2025年一季度的GDP增速；4.1%，这是广东省一季度实现的GDP增速。 既有增量，也有增效，这也是美的集团为2025年奠定的基调。站在开局看全年，美的集团今年的经营重点会放在哪，增长的动能蕴藏在哪？ 业绩"开挂"、股东回报力度加大 今年一季度，美的集团的营收规模与归母净利润双双创下当季历史新高。 财报显示，1至3月，美的集团经营活动产生的现金流量净额为143.2亿元，同比增长2.81%；集团归母净利润124亿元，同比增长38%，净利率9.9%，同比提 升1.4个百分点；美的集团基本每股收益为1.64元/股，同比大幅增长25.19%。 这无疑是一份超高质量的"答卷"。股东回报方面，继今年3月底，美的集团宣布拟以50~100亿元实施股份回购之后，今年4月，美的再宣布"追加"新一轮 15~30亿元的股份回购方案。而在2024年度，美的集团给出的现金分红派现方案是：每10股派现35元，累计派现267亿元。 透视整份季度报告，美的集团的 智能家居 业务、ToB业务增长夺目。据悉，一季度美的智能家居业务同比增长17.4%，COLMO、TOSHIBA双高端品牌整体 零售额同比增长超过55%。 前三个月 ...

Core Viewpoint - The domestic home appliance industry is entering a deep value battle characterized by technology and efficiency, as traditional growth models fade and companies must innovate to maintain competitive advantages [1][2]. Financial Performance - Midea Group reported a revenue of 128.4 billion yuan in Q1 2025, a year-on-year increase of 21%, and a net profit of 12.4 billion yuan, up 38% year-on-year, showcasing strong growth momentum [1]. - The company also announced a cash dividend of 26.7 billion yuan and a share buyback plan of 50-100 billion yuan, followed by an additional buyback of 15-30 billion yuan in April [1]. Industry Trends - The Chinese home appliance market is transitioning from a growth phase driven by population and urbanization to a stage focused on replacement and upgrading, with a significant increase in the demand for smart and high-end appliances [4][9]. - The retail scale of the home appliance market (excluding 3C) in Q1 2025 was 179.8 billion yuan, with a modest growth of 2.1% [4]. Technological Innovation - Midea is breaking the traditional "price for volume" model by investing in R&D and innovation, establishing a "patent barrier + scenario innovation + intelligent manufacturing" strategy [9][10]. - The company has made significant advancements in various technology sectors, including the establishment of a joint laboratory for compressor international standards and the launch of innovative products in smart home technology [10][11]. Global Expansion - Midea's globalization strategy has shifted from traditional OEM to a model that emphasizes localized R&D, high-end brand expansion, and regional supply chain development [12][14]. - The company's overseas self-owned brand (OBM) business has rapidly grown, accounting for 43% of its smart home business revenue in 2024 [14]. Ecosystem Reconstruction - Midea is diversifying its business beyond traditional home appliances into sectors like renewable energy, industrial technology, and healthcare, enhancing its resilience against market fluctuations [16][17]. - The company's ToB business revenue has increased from 18.5% in 2020 to 25.5% in 2024, indicating a growing second engine for sustained growth [17][19]. Future Outlook - Midea's strategy of combining hard technology with soft services positions it well for future growth, particularly in the context of AI and green revolutions [20][21]. - The company is expected to continue expanding its market share and profitability, especially in smart home and high-end product lines, while also exploring new growth opportunities in B2B and overseas markets [20][21].

以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 追踪新商业、好公司，提供一手情报与领先认知。 作者： MD 出品：明亮公司 ！ 近日， 锅圈（ 02157.HK ） 公布了公司 2024年全年财报 ， IPO早知道消息显示 ， 24全年锅圈 实现收入64.70亿元，同比增长6.2%；毛利14.17亿元，同比增长4.9%， 毛利率为 21.9%； 核心经 其中值得一提的是锅圈在会员运营上的实践。锅圈截至 2023年 底，大约有 2700万会员， 在 2024年 底，这一数字大约为4133万。锅圈从去年开始改造自己的会员运营体系，而杨明超预计，今年第一 季度的会员增速会更快。 "（锅圈）将 通过会员 体系 来提到店、 提复购、提 客单价 。 "杨明超说，" 我 们的会员客单价远 超我们平均客单价，而在消费频次方面，高充值会员是低充值会员的两倍。 " 在拓店方面，锅圈 全年净增新乡镇门店 287家 ，而考虑到中国乡镇规模庞大 （ "48000个乡镇，下 面还有65万个行政村"），锅圈仍将进一步下沉加密，覆盖县乡市场 。 营利润为 3.11亿元，同比增长3.1%。 在渠道方面，截至 2024年末 ，锅圈 ...