根据新茶饮品牌茶百道的数据显示，全国范围多家门店销量涨超1000%。 甜啦啦方面披露，10月1日至7日，全国门店销量环比增长超50%，安徽、河北、吉林、黑龙江、辽 宁、山东等重点区域销量环比增幅超137.7%。甜啦啦CMO（首席营销官）杨上表示，"假期亮眼成绩 单，是用户对我们的信任，这也让我们更加坚定低价格 高价值的品牌发展理念。" 据悉，新茶饮品牌奈雪的茶近期正式在美国市场开店，首店位于纽约华人/亚裔最集中的商业区域 ——法拉盛，开业首日便出现大排长队的火爆场面。据悉，奈雪美国首店开业三天营业额近8.7万美元 （约62万元人民币），三日售出近1.3万份产品，刷新奈雪门店开业纪录。 茶百道相关负责人告诉记者，各地消费者的奶茶喜好不尽相同，国庆期间，江苏、广东、江西等省 鲜果茶销量更高，而四川、湖北、山东等省鲜奶茶销量更高。此外，"小众旅游""反向旅游"趋势让一 些"宝藏小城"成为今年国庆的旅游热门地，茶百道数据显示，嘉峪关、巴彦淖尔、万宁、广安等非一线 城市进入今年国庆门店销量增幅前十。 与往年不同的是，出游的消费热潮不仅出现在文旅地标，更延伸到交通枢纽。随着近年来"商业 +交通"的融合发展，交通枢纽不再只 ...

据路透社新加坡消息，面对国内消费疲软、激烈价格战和利润压缩的三重压力，中国食品和饮料企业正掀起一股出海热潮，而 新加坡正成为它们全球扩张的首选"试验田"。从瑞幸咖啡、蜜雪冰城到各类新锐餐饮品牌，正以前所未有的速度涌入这个岛国， 这些品牌寻求新的增长契机。 据咨询公司Momentum Works的数据，截至今年8月，已有约85个中国餐饮品牌在新加坡开设了405家门店，而去年同期，这一数 字仅为32个品牌184家门店。一年之内，品牌数量和门店规模均实现翻倍增长，创历史新高。 "在中国现在真的很艰难，所以很多品牌选择在国外扩张。"湖南菜餐厅"农耕记"的海外总经理周若诗（Josie Zhou）表示，该品 牌已将新加坡作为其全球战略的首个落脚点。 国内市场的"内卷"是这股出海潮的核心驱动力。近年来，中国消费市场持续低迷，加之房地产下行和外部贸易压力，餐饮业陷入 了旷日持久的价格战。茶百道新加坡经理贾乔安娜（Chi Paing Jia）坦言，在新加坡开设新店，正是为了应对国内不断上升的成 本和消费者支出下降的困境。 新加坡凭借其独特的优势，成为中国品牌理想的"跳板"。其华人文化背景相近，消费市场成熟且具有国际影响力，被视 ...

与往年不同的是，出游的消费热潮不仅出现在文旅地标，更延伸到交通枢纽。 2025年国庆假期恰逢中秋，外出旅游与返乡团圆是不少消费者的选择。与此同时，美食愈发成为出游的新锚点。 据商务部商务大数据监测，国庆中秋假期全国重点零售和餐饮企业销售额按可比口径同比增长2.7%。10月1日至7日，商务部重点监测的78个步行街（商 圈）客流量、营业额同比分别增长8.8%和6.0%。 景区连锁餐厅翻台率激增 2025年的中秋国庆是超级"黄金周"，多家旅游平台数据显示，居民出游意愿强烈，出行人数创下新高，旅游消费呈现"深度化、家庭化、自驾化"等新特征。 呷哺呷哺全国累计净销售6500多万元，较去年同比增长3.4%，全国累计客流118万人次。其中，8号达到销售高峰，净销售额高达900多万元。客流增长额同 比增长较明显的城市有：哈尔滨、长春、郑州、沈阳。今年较去年旅游人次增多，商场客流增大，带动周边商户客流增多。 湊湊火锅上海迪士尼小镇店的翻台率最高达到7.4，常熟印象城日均净收入较节前增加223%，无锡滨湖万象汇日均净收入较节前增加227.1%。整体来看，湊 湊火锅1号、2号、6号达到消费高峰，主要集中在晚餐时段。 交通枢纽奶茶店 ...

2025年10月10日 ■ 10月9日，外交部发言人宣布：全球妇女峰会将于10月13日至14日在北京举行。国家主席习近平将出 席峰会开幕式并发表主旨讲话。 ■ 10月9日，国家开发银行在上海清算所发行135亿元3年期绿色金融债券，发行利率1.72%，获得了中国 农业银行、中国工商银行、南京银行等各类投资者的踊跃认购。 ■ 应朝鲜劳动党中央委员会和朝鲜民主主义人民共和国政府邀请，中共中央政治局常委、国务院总理李 强10月9日上午率中国党政代表团乘包机离开北京，赴平壤出席朝鲜劳动党建党80周年庆祝活动并对朝 鲜进行正式友好访问。 ■ 据中国政府网10月9日消息，国务院办公厅印发《电子印章管理办法》，对电子印章管理和应用活动 进行规范。 ■ 10月9日，外交部发言人郭嘉昆在例行记者会上回答提问时表示，中国和印度将于今年10月底前恢复 直航航班。 ■ 10月9日，商务部会同海关总署发布关于对超硬材料、稀土设备和原辅料、钬等5种中重稀土、锂电池 和人造石墨负极材料相关物项实施出口管制措施的公告，将于11月8日正式实施。 ■ 财政部将于10月15日在香港特别行政区发行2025年第五期人民币国债，发行规模为110亿元。 ■ ...

Core Insights - The Chinese liquor industry is undergoing significant changes, with a noticeable decline in traditional alcohol consumption during festive gatherings, particularly in the context of the 2025 Mid-Autumn Festival and National Day [1][19]. Group 1: Changes in Consumer Behavior - There is a marked reduction in the variety and quantity of mooncake and liquor displays in supermarkets compared to previous years, indicating a shift in consumer preferences [3][4]. - During family gatherings, the consumption of alcohol has decreased significantly, with many opting for beer instead of traditional spirits [6][10]. - Younger consumers are less enthusiastic about traditional drinking customs, preferring to order what they like and often practicing "AA" (going Dutch) during meals [11][13]. Group 2: Market Dynamics - The sales of high-end liquor brands like Moutai remain stable, but the purchasing behavior has shifted, with fewer customers buying in-store [4][19]. - The disappearance of domestic wine gift boxes reflects a broader trend where traditional consumption scenarios are shrinking, impacting local wine brands the most [23]. - Imported wines and premium spirits like whiskey are gaining traction, particularly among younger and affluent consumers, indicating a shift towards a more modern lifestyle [25]. Group 3: Industry Outlook - The liquor industry is experiencing a supply-side reform and consumption upgrade, moving away from reliance on traditional marketing and distribution strategies [27][29]. - Future opportunities for liquor companies lie in either solidifying their high-end market positions or focusing on affordable, quality "people's liquor" [27][19]. - The wine sector faces challenges that require brands to enhance quality and storytelling, moving beyond just high-priced gift baskets [29]. Group 4: Conclusion - The industry is transitioning towards a consumption model that values quality and personal preference over traditional status symbols, marking a significant shift in the liquor market landscape [31].

Core Insights - The article highlights the transformation of the food and beverage industry through digital technology, emphasizing the integration of AI and automation in enhancing consumer experience and operational efficiency [1][4]. Group 1: Digital Transformation in Food and Beverage - The implementation of automated devices, such as self-service tea machines, has significantly improved service efficiency, with companies like Nayuki reporting a 40% increase in overall production capacity [2][3]. - AI systems are being utilized for food safety, with features like intelligent ordering and traceability alerts, ensuring quality control throughout the supply chain [2][3]. - The digital transformation is not limited to consumer-facing operations; backend processes are also being optimized, enhancing supply chain management and production capabilities [2][4]. Group 2: Case Studies of Digital Integration - Starbucks has deployed an IoT system across over 7,500 stores, achieving energy savings exceeding 50 million yuan annually through real-time data tracking and optimization [3]. - Feihe Dairy has digitized its entire supply chain, achieving a precision in ingredient measurement within 0.01% and ensuring product delivery to consumers within 28 days [3]. - Mengniu has established a comprehensive digital platform that integrates data collection, manufacturing execution, and operational command, enhancing efficiency across various stages of production and logistics [3]. Group 3: Future Trends and Market Potential - The market for AI applications in the food and beverage sector is projected to reach $29.94 billion by 2026, with a compound annual growth rate exceeding 45.77% from 2021 to 2026 [4]. - Companies are exploring AI applications in product development, aiming to enhance innovation efficiency and success rates by better capturing consumer preferences [5]. - The integration of digital and intelligent technologies is seen as a key pathway for food companies to enhance competitiveness in the evolving market landscape [5].

2025.10. 09 本文字数：888，阅读时长大约2分钟 据极目新闻，近日有网友在社交平台上发帖求助，称购买蜜雪冰城奶茶时发现小票上印有连载小说， 急切询问"谁有之前的章节"。 帖子一经发出迅速引发关注，有不少网友晒出自己拍到的其他章节，有人调侃"大家拼拼凑凑，仅花 0元就看完全文"。 十岁划算! 在 下一篇 2014 > a # "欢迎光临蜜雪冰城~请问想喝点什么 师小学 第一次看来单一边在纠结："今天想喝点不一样的… 我师不行楼:"您好！可以尝尝咱们家的新品一一篇 t in @! "安事"!" UDAN 食后，茶饮师小行悖笑着对雪王说道："咱们自美式很受粉丝欢迎呢！" ~本上做咖啡很拿手哦,而且本上订 退研发更多的咖啡口味呢!" 饮师小柠檬:"好啊好啊!事不宜迟,你现在就去叫 =上扭星:"哎呀,本王邮发新品也是秀罗灵感的！"其王和亲铁师不存得瞳大了眼睛： (故事的结局,由你决定) 撞作员: 11 : 2025-10-06 13 . Call HOT : 电话:152 据了解，小票上的小说名为《雪王在古代卖咖啡》，恰好是第二十章（结局章），章末还特意标 注"故事的结局，由你决定"。 10月9日，大皖新闻 ...

Core Viewpoint - The leading tea beverage chain, Mixue Ice Cream and Tea, is acquiring a 51% stake in the craft beer chain, Fulu Family, for approximately $40 million, marking its first major acquisition since its IPO in March 2023 [2][5]. Group 1: Acquisition Details - Mixue announced the acquisition of Fulu Family for 285.6 million yuan (approximately $40 million), funded by its cash reserves, which exceeded 17 billion yuan as of June [2][5]. - Fulu Family operates around 1,200 stores nationwide, with beer prices ranging from 6 to 10 yuan per 500ml cup, aligning with Mixue's pricing strategy [2][6]. - The acquisition is seen as a strategic move to diversify Mixue's product offerings and target a new consumer demographic, particularly beer drinkers [2][8]. Group 2: Market Context and Financials - The tea beverage market is becoming saturated, prompting Mixue to explore new growth avenues, such as the beer segment [2][6]. - Following the acquisition announcement, Mixue's stock price initially rose by 2.7% but later retracted, indicating a cautious market reaction [6]. - Fulu Family reported revenue of approximately 150 million yuan over the past 12 months, which is significantly smaller compared to Mixue's revenue of 29 billion yuan for the same period [7][8]. Group 3: Strategic Rationale - The acquisition is strategically aligned, as both companies share similar business philosophies and operational models, with Fulu Family being controlled by the spouse of Mixue's CEO [3][5]. - The deal is expected to enhance Mixue's product portfolio, allowing it to offer a wider range of beverages, including innovative beer products [8]. - The beer market in China is less mature than the tea market, presenting growth opportunities for Fulu Family under Mixue's support [7][8].

据华尔街日报援引高盛的分析报告，蜜雪冰城管理层在路演中确认：尽管外卖平台的高额补贴在2025年 上半年有效提振了销量和门店利润，但公司预计这种补贴水平将逐步回归正常。一个明确的信号是，其 7月份的外卖销售增长速度已较6月份有所放缓。 另一角度来看，自今年3月在港上市募资4.44亿美元后，蜜雪冰城始终是市场宠儿。今年3月3日，蜜雪 冰城在港交所上市，开盘市值突破1000亿港元。上市后，公司股价接连上涨，并且在6月5日创出618.5 港元/股的高价。 截至6月底，公司以加盟为主的三线及以下城市门店网络同比增长超20%，总数突破53,000家。今年上 半年，向加盟商销售物料设备的主营业务收入达145亿元人民币，同比增长39.6%。 不过，庞大的门店和加盟商规模，除了给蜜雪冰城带来飙升的业绩，还有管理方面的挑战。今年315期 间，湖北经视曝光了蜜雪冰城宜昌凝聚新天地门店的食品安全问题，该门店未按规定，使用隔夜柠檬和 橙子切片制作招牌饮品。另外，门店的卫生状况也令人堪忧。店内有苍蝇飞虫，飞虫甚至出现在奶茶杯 盖中。 截至10月6日港股收盘，蜜雪集团（2097.HK）股价报376港元/股，当日下跌1.42%。拉长时间线来 ...

来源：市场资讯 （来源：BBW咏竹坊） 这家头部奶茶连锁企业将以4,000万美元收购福鹿家51%股权，后者是国内领先的精酿啤酒连锁运营商 重点： 阳歌 当现制茶饮企业在渐趋饱和的市场中光环褪色，行业龙头蜜雪冰城股份有限公司（2097.HK）认为，转 向新式饮品将成为其下阶段增长引擎。这家以6至10元平价奶茶及冰淇淋闻名业界的公司，上周宣布进 军啤酒领域开拓新蓝海，此举为其今年3月港股上市之后首次重大并购。 蜜雪冰城宣布以2.856亿元（约合4,000万美元）收购福鹿家（郑州）企业管理有限公司51%股权。后者 在全国经营约1,200家门店，其啤酒饮品售价约为每杯（500毫升）6至10元。蜜雪表示，并购资金源于 自有现金储备，截至6月末公司坐拥逾170亿元充沛现金流，其中主要部分来自IPO募集的4.44亿美元。 此次并购与蜜雪业务高度协同，通过引入针对熟龄客群的饮品线，对现有奶茶、冰淇淋、咖啡核心产品 矩阵形成有效补充。标的公司以"福鹿家"品牌运营，产品定价策略与蜜雪基本趋同。福鹿家同样采用蜜 雪式加盟模式，该模式助力后者在国内及全球12大市场构建起超53,000家门店网络。 二者商业理念高度雷同不难理解，因掌舵 ...