日前，随着蜜雪冰城美国洛杉矶好莱坞店开业，"雪王"的全球版图已扩展至13个国家，海外门店约4700家。 河南新茶饮的出海故事，从蜜雪冰城开始，但没有止步于单品牌领跑：冰淳茶饮以20国覆盖量拿下行业出海纪录，茶主张走向10余个国家，眷茶、慢茶为 东南亚饮品注入河南风味……这股从河南刮起的新茶饮出海浪潮，正改写全球饮品市场格局。 雪王打头阵 河南为全球做奶茶 12月29日，郑州的蜜雪冰城总部旗舰店，已经换上了新年"新衣"。门店一楼，前来打卡的消费者，为限定口味的奶茶和冰激凌排起了长队；二楼文创区， 年轻的消费者们忙着下单雪王盲盒等周边。 十几个小时后，这样的热闹场景将在地球另一端上演。 日前，蜜雪冰城在美国洛杉矶好莱坞、纽约百老汇连开两店。"雪王"又是走红毯、又是街头快闪，还登上了时代广场大屏，疯狂圈粉。店里，1.19美元的 冰激凌、1.99美元的冰鲜柠檬水、2.99美元的拿铁咖啡，高质平价的产品，吸引了当地消费者纷纷到店品尝。同时，蜜雪冰城结合美国消费者的饮食偏 好，提供多种小料、糖度选项，满足消费者多元化需求。 作为新茶饮出海的"先行者"，2018年，蜜雪冰城在越南河内开出海外首店，品牌全球化迈出第一步。而今 ...

12月22日，港股新消费板块午后走强。据大智慧VIP显示，截至当日收盘，蜜雪集团（02097.HK）涨近 10%，老铺黄金（6181.HK）涨超6%，泡泡玛特（9992.HK）涨3.68%。 A股消费股方面，免税店、百货股大涨，其中海汽集团（603069.SH）、中国中免（601888.SH）、东百 集团（600693.SH）涨停；王府井（600859.SH）与百大集团（600865.SH）涨超5%；珠免集团 （600185.SH）涨4.78%，上海九百（600838.SH）涨3.7%。 政策和行业消息面上，12月20日，商务部党组扩大会议在京召开。会议强调，大力提振消费，扩大优质 商品和服务供给，释放服务消费潜力。 海南封关后对海南当地免税消费直接形成拉动。据三亚日报报道，12月18日，海南自由贸易港全岛封关 运作正式启动。封关首日，三亚免税市场展现出强劲活力，政策红利加速释放，为海南自贸港注入新动 能。当天，三亚免税销售成绩亮眼。据三亚市商务局统计，全市免税销售额达1.18亿元。其中，三亚国 际免税城进店客流超3.6万人次，同比增长逾60%；销售额同比增长85%，直观体现了封关政策对消费市 场的强劲带动效 ...

Core Viewpoint - The opening of Mixue Ice City's first store in Los Angeles marks a significant step in its global expansion strategy, reflecting the growing acceptance of new tea beverage brands in the U.S. market [1][3]. Group 1: Market Entry and Expansion - Mixue Ice City has opened its first store in the U.S. in Hollywood, Los Angeles, indicating a strategic move into the American market [1]. - Other Chinese tea brands, such as Bawang Tea and Heytea, have also established their first U.S. locations in 2023, highlighting a trend of increasing competition in the American tea beverage market [3]. - The U.S. tea beverage market is still in its early development stage, with significant growth potential as more local consumers begin to accept these products [3]. Group 2: Product Offering and Pricing Strategy - The menu at Mixue Ice City's U.S. store includes a variety of products such as ice cream, pure tea, fruit tea, milk tea, and freshly brewed coffee, tailored to meet diverse consumer preferences [5]. - The pricing strategy remains affordable, with items priced between $1.19 and $4.99, which is lower than similar products from local competitors [5]. - Unique sugar options are offered, including 120%, 150%, and 200% sweetness levels, catering to local taste preferences [5]. Group 3: Industry Trends and Challenges - The Chinese beverage industry is experiencing a trend of brands expanding overseas, particularly in response to saturated domestic markets [8]. - The entry into the U.S. market presents higher barriers, including supply chain costs and compliance with various regulations [9]. - The proportion of consumer goods companies in China's total overseas investment has exceeded 35%, indicating a growing trend in international expansion [9].

今日热点导览 TOP3大新闻 官方通报独居女子离世遗产"归公"进展：遗产走法律程序处置 没有配偶、没有子女，父母早逝，一人独居，46岁上海女子蒋女士近日不幸离世，引发社会对于意定监 护、遗嘱等问题的关注。上海虹口官方微博21日发布消息，表示相关善后工作正稳步推进，全力守护逝 者尊严、保障相关权益。 据了解，蒋女士所在居委已与蒋女士生前单位、远亲联系，所在居委将在与相关方充分协商基础上作妥 善安排，预计12月底前举行告别仪式，送逝者最后一程。 在遗产处置方面，经初步核查，蒋女士暂无法定继承人。12月22日，居委会将向法院申请确认遗产管理 人，法院已表示将开通绿色通道，确保当天受理立案。后续若区民政局被指定为遗产管理人，将依法清 理遗产、处理债权债务；剩余财产经法定程序后，将用于扶贫济困等公益事业，让温暖得以延续。（极 目新闻） 罗永浩回应吐槽电信网速：第二天就来了客服，网速快到惶恐 12月21日，罗永浩针对网传"靠舆论维权"一事作出回应。他表示，相关内容仅发布在微信朋友圈，并未 发布至公共社交平台。 罗永浩直言，自己的本心只是花钱后想要正常网速，问题长期未解决才选择发声，并非所谓的"哭闹式 维权"。他同时吐槽， ...

北京时间12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。门店位于星光大道"中国剧院"对面，凭借1.19美元冰淇淋等平价产品与本地化菜单，吸引当地消 费者打卡。截至目前，蜜雪冰城的海外布局已拓展至13个国家。 从东南亚到北美 蜜雪冰城海外拓至13国 近年来，中国餐饮品牌掀起出海热潮，茶饮品牌表现尤其活跃，其中蜜雪冰城已深耕海外市场多年。 冰淇淋售价1.19美元 "雪王"圈粉好莱坞 "高质平价"是蜜雪冰城的标志性品牌符号之一。此次美国首店延续品牌经典菜单设计，涵盖冰淇淋、纯茶、果茶、奶茶、现磨咖啡等多个产品系列，结合 美国消费者的饮食偏好，提供多种小料、糖度选项，更好满足不同消费者的多元化饮品需求。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍珠奶茶售价3.99美元起，整体产品价格带在1.19美元 至4.99 美元之间，显著低于当地同类品牌的产品定价。 门店开业期间，蜜雪冰城推出多项互动活动，包括品牌IP"雪王"街头快闪、蜜雪冰城主题曲挑战、"雪王"走红毯及购饮赠冰淇淋等活动，吸引众多当地消 费者参与。 2018年，蜜雪冰城在越南河内开出海外首店，品牌全球化 ...

Regulatory Updates - The National Development and Reform Commission, the State Administration for Market Regulation, and the National Internet Information Office have established rules to regulate pricing behavior on internet platforms, aiming to protect consumer rights and promote healthy development of the platform economy [1] Company Performance - ByteDance is reported to potentially achieve a net profit of approximately $500 million for the year after accumulating about $400 million in the first three quarters of 2025, although insiders claim these figures are inaccurate [3] - Xiaomi has distributed over 100 million yuan in subsidies to national car dealers, with conditions for new store constructions in 2024 and 2025, indicating a strategic move to support its automotive business [3] Market Developments - Meituan's drone delivery service has completed 740,000 commercial orders, highlighting the competitive landscape in instant retail and the expected market growth in low-altitude delivery services [10] - The launch of the first store of Mixue Ice Cream in Los Angeles, with prices significantly lower than local competitors, marks the brand's entry into the American market [10] Technological Innovations - Apple is reportedly working on its first foldable iPhone, aiming for a "visual no crease" design, with a potential launch in September 2024 [12] - The release of the first AI laptop by Moore Threads, featuring a 2D digital human, showcases advancements in AI integration within consumer electronics [18][19] Financial Milestones - Elon Musk's net worth surged to $749 billion following the reinstatement of a previously canceled $139 billion Tesla stock option plan by the Delaware Supreme Court, making him the first person to exceed $700 billion in wealth [9][15]

北京时间12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。门店位于星光大道"中国剧院"对面，凭借1.19 美元冰淇淋等平价产品与本地化菜单，吸引当地消费者打卡。截至目前，蜜雪冰城的海外布局已拓展至 13个国家。 冰淇淋售价1.19美元 "雪王"圈粉好莱坞 据了解，目前蜜雪冰城在美国的多家新店正在筹备中，巴西、墨西哥等美洲国家的门店也正在推进。 依托"高质平价" 持续融入本地市场 目前，美国茶饮市场正处于快速扩容阶段，在TikTok等社交平台上，"中式奶茶"话题持续保持高热度。 有业内人士向记者表示，当前美国茶饮市场仍处发展初期，品牌竞争格局未定，蕴藏巨大增长潜力。蜜 雪冰城凭借成熟的供应链体系与"高质平价"的核心定位，有望丰富当地现制茶饮的优质供给。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍 珠奶茶售价3.99美元起，整体产品价格带在1.19美元至4.99 美元之间，显著低于当地同类品牌的产品定 价。 门店开业期间，蜜雪冰城推出多项互动活动，包括品牌IP"雪王"街头快闪、蜜雪冰城主题曲挑战、"雪 王"走红毯及购饮赠冰淇淋等活动，吸引众多当地消费者参与。 ...

12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。该店位于星光大道"中国剧院"正对面。此次美国首店， 同样延续品牌经典菜单设计，涵盖冰淇淋、纯茶、果茶、奶茶、现磨咖啡等多个产品系列，同时结合美 国消费者的饮食偏好，提供多种小料、糖度选项。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍 珠奶茶售价3.99美元起，整体产品价格带在1.19 美元-4.99 美元之间，显著低于当地同类品牌的产品定 价。 好莱坞店正式开业当天，吸引了当地消费者纷纷到店打卡，下单品尝冰淇淋、柠檬水、芋圆葡萄等招牌 产品。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍 珠奶茶售价3.99美元起，整体产品价格带在1.19 美元-4.99 美元之间，显著低于当地同类品牌的产品定 价。 好莱坞店正式开业当天，吸引了当地消费者纷纷到店打卡，下单品尝冰淇淋、柠檬水、芋圆葡萄等招牌 产品。 2018年，蜜雪冰城在越南河内开出海外首店。截至目前，蜜雪冰城已在海外布局约4700家门店，覆盖海 外13个国家。 今年以来，蜜雪冰城持续推进全球化战略 ...

Core Viewpoint - The recent opening of Mixue Ice City in Los Angeles has generated significant attention on social media, particularly due to its low pricing strategy compared to domestic prices in China [1][2]. Pricing Comparison - In the Los Angeles store, the prices are as follows: signature ice cream at $1.19, fresh lemonade at $1.99, latte at $2.99, and pearl milk tea starting at $3.99 [1][2]. - In contrast, the prices in Beijing are: signature ice cream at 2 yuan, fresh lemonade at 4 yuan, latte at 7 yuan, and pearl milk tea starting at 6 yuan [1][2].

Core Insights - Recently, Cainiao and Mixue Group have reached a technology cooperation agreement, where Cainiao will develop a supply chain management system for Mixue Group, focusing on sales forecasting and integrating intelligent replenishment and raw material supply chain management [1] Group 1: Supply Chain Management - The new system aims to transition Mixue Group's supply chain management from experience-driven to AI-driven, addressing the complexities of raw material procurement, storage, and transportation [1] - Mixue Group's product offerings, including popular items like fresh lemon water and fresh orange juice, involve short shelf-life products, increasing the difficulty of supply chain management [1] Group 2: Market Challenges - With intensifying market competition, ensuring product supply during frequent promotional activities has become a new challenge for chain enterprises in supply chain management [1] - The AI supply chain product provided by Cainiao will utilize AI to predict sales and intelligently generate replenishment plans, enhancing the efficiency of procurement, warehousing, and transportation [1] Group 3: Operational Efficiency - The new system is designed to support Mixue Group's rapid business growth, helping to avoid raw material waste and ineffective capital occupation while maintaining cost control [1]