这是今年春节假期河南文旅交出的亮眼"成绩单"，较2025年同期，接待人次、旅游收入分别增长9.1%、 9.6%。春节9天假期，从万岁山武侠城到胖东来时代广场，人的流动、物的流动、钱的流动，让河南成 为一片"热土"。 如何让这涌动的活力，沉淀为持久的发展动能？答案藏在一个词里：大市场。 市场是当今世界最稀缺的资源。当14亿人的庞大市场摆在眼前，河南要做的，不只是让"水"流过，更要 让"水"汇聚、让价值扎根。 6281万人次，376.3亿元。 党的二十届四中全会审议通过的"十五五"规划建议，专门部署"建设强大国内市场"；中央经济工作会议 部署的首要任务就是"坚持内需主导，建设强大国内市场"。只有坚持"全国一盘棋"，才能发挥14亿人口 的超大规模市场优势，在激烈的国际竞争中赢得战略主动。 对河南而言，这是挑战，也是机遇。作为全国第六、中部第一的经济大省，融入服务全国统一大市场， 是河南经济社会发展的重要任务，也是扬长补短、为国家发展大局作贡献的重要责任。 人口数量庞大，消费市场巨大；41个工业大类齐全，制造业根基扎实；位居天地之中，交通便利。河南 拥有独特的优势。 2月24日，农历正月初八，节后上班第一天，河南纵深 ...

郑州新郑国际机场航站楼。 河南日报资料图片 建设全国统一大市场，是构建新发展格局、推动高质量发展的基础支撑和内在要求。河南融入服务全国统一大市场效果怎么样？2月24日记者了解 到，省发展改革委联合省有关单位，研究构建了河南融入服务全国统一大市场监测指标体系，85项指标科学测度河南融入服务全国统一大市场现状 水平、发展进程和变化趋势，努力为全国统一大市场建设的监测评价探索路径、提供示范。 新春第一会，释放了什么信号 6281万人次，376.3亿元。 这是今年春节假期河南文旅交出的亮眼"成绩单"，较2025年同期，接待人次、旅游收入分别增长9.1%、9.6%。春节9天假期，从万岁山武侠城到胖东 来时代广场，人的流动、物的流动、钱的流动，让河南成为一片"热土"。 如何让这涌动的活力，沉淀为持久的发展动能？答案藏在一个词里：大市场。 市场是当今世界最稀缺的资源。当14亿人的庞大市场摆在眼前，河南要做的，不只是让"水"流过，更要让"水"汇聚、让价值扎根。 2月24日，农历正月初八，节后上班第一天，河南纵深推进融入服务全国统一大市场大会在郑州召开。连续两年聚焦同一主题，河南"新春第一会"释 放出强烈的信号。 为什么河南持 ...

站在今天回望，过去一年的中国消费市场锣鼓喧天。 蜜雪冰城、古茗、沪上阿姨相继挂牌，鸣鸣很忙也于农历新年之前登陆港股，连霸王茶姬也远赴纳斯达克成为"中国茶饮美股第一股"，消费连锁品牌的资 本化浪潮喧嚣一时。 但在这波上市热潮背后，新消费赛道正浮现出一个极具反差的行业真相：无论是手握甜蜜旋律的"雪王"，还是遍布全国县域的零食店、火锅食材店，虽然 每天服务数千万终端消费者（C端），但真正的商业核心与收入引擎，却隐藏在对加盟商（B端）的持续供货之中。 以"雪王"蜜雪冰城为例，其向加盟商销售食材、包材、设备的收入占比高达90%以上。这意味着，4块钱的柠檬水只是流量入口，品牌真正赚的是卖给加 盟商的糖浆、奶粉和吸管的钱。这种逻辑在量贩零食巨头"鸣鸣很忙"身上更为极致，其99.5%的收入源自向加盟商供货。 这意味着，无论终端门店竞争如何激烈，无论消费者是否买单，品牌方通过向加盟商销售原材料、设备、包装等必需品，已提前锁定了利润，加盟商则在 享受品牌带来的影响力外，承担了租金、人力、库存和市场竞争的压力。 在如今万店时代的博弈中，这些经营着"茶饮"、"火锅食材"或"零食折扣店"不同类目的品牌，本质上其实都是新型的大型供应链贸 ...

Group 1 - The core point of the article is the opening of the first store of Mixue Ice City in Mexico City, which attracted a large crowd and positive social media feedback regarding its affordable prices [1][4]. - On the opening day, customers shared their experiences on social media, highlighting the low prices of products such as ice cream for 8 pesos (approximately 3 RMB) and other beverages [1][4]. - Mixue Ice City plans to expand further into the Latin American market, with a new store set to open in São Paulo, Brazil, in March 2026, following a memorandum of understanding with ApexBrasil for significant investment in local agricultural products [5]. Group 2 - The company has accelerated its international expansion, with plans to open stores in Los Angeles and New York by the end of December 2025, while the Mexican store was still under renovation [5]. - Since starting its overseas journey in Vietnam in 2018, Mixue Ice City has expanded to 16 countries and regions, with a total of over 53,000 stores globally as of the mid-2025 report [5]. - The company aims to invest at least 4 billion RMB in Brazil over the next 3-5 years, focusing on sourcing local products and establishing supply chain factories [5].

长沙晚报掌上长沙2月13日讯（全媒体记者 范宏欢）通体鲜亮的标志性红色外墙，憨态可掬的巨型"雪王"雕塑， 往来穿梭的打卡人群……2月13日，蜜雪冰城长沙首家旗舰店在黄兴路步行街正式开启试营业。这座号称"目前全 球最大"的雪王城堡，一经亮相便吸引了大批市民与粉丝慕名而来，成为长沙又一处现象级网红打卡地。 不仅自带热度更撬动周边消费 上午9时30分，记者在现场看到，排队队伍已从门店入口延伸至步行街中段，不少市民举着手机对着巨型雪王雕塑 拍照留念，还有许多年轻人举着蜜雪冰城限定冰淇淋，等待捕捉最佳的打卡角度。工作人员身着统一工装，有序 引导客流，一边为排队市民介绍产品，一边提醒市民注意排队秩序、保管好个人物品。 "一直很喜欢蜜雪冰城的性价比，得知长沙开了首家旗舰店，特意赶过来打卡。这里不仅店面大、颜值高，还有免 费冰淇淋可以领，太惊喜了！"正在排队的市民李女士笑着说道。 记者观察发现，旗舰店采用上下两层复式结构，1600㎡的超大空间一眼望不到头，经典红白配色贯穿整体设计， 随处可见的雪王IP元素，从墙面装饰到桌椅摆件，细节拉满，既贴合长沙热烈奔放的城市烟火气，又彰显了品牌 专属特色。 布局方面，门店一楼聚焦核心茶饮 ...

研究发现，每天喝鲜榨柠檬水，能显著帮助降低尿酸水平，尤其对痛风和高尿酸人群效果更明显。柠檬 水之所以能辅助降尿酸，其作用机制在于柠檬富含天然柠檬酸盐，经人体代谢后生成碳酸氢根离子，可 有效提升尿液pH值、碱化尿液，进而促进尿酸溶解与肾脏排泄，减少尿酸盐结晶沉积。建议用40℃以 下的温水冲泡，以保护柠檬中的维生素C。 转自：劳动午报 （来源：劳动午报） ...

Group 1 - The core idea is that restaurants are increasingly replacing plain boiled water with flavored water drinks, enhancing the dining experience and becoming a competitive advantage for establishments [1][3]. - The trend of offering diverse flavored water, such as lemon water and various citrus-infused options, is driven by the need for better taste in areas with poor water quality [1][2]. - Flavored water not only improves the taste of plain water but also significantly boosts appetite, serving as an "implicit satisfaction" for consumers [3]. Group 2 - In autumn and winter, restaurants provide warm drinks like barley tea and buckwheat tea to help customers regain warmth and stimulate appetite after coming in from the cold [4]. - Some establishments enhance the flavor of these warm drinks by adding fresh or dried ingredients, such as sweet corn, to increase sweetness [4]. - Sweet teas like red date longan goji tea and eight-treasure tea are also popular, providing warmth and energy without the need for added sugar [4]. Group 3 - While free flavored water is beneficial, consumers should be cautious about hygiene and safety, especially in summer when fresh fruits can spoil [5]. - There is a risk of excessive sugar intake if restaurants add large amounts of syrup or sugar to enhance flavor, prompting consumers to be mindful of overly sweet drinks [5][6]. - Overall, it is advised to consume flavored water in moderation based on individual circumstances [6].

Core Viewpoint - The trend of restaurants offering a variety of refreshing water drinks instead of plain water is becoming a competitive advantage, enhancing the dining experience for customers [1]. Group 1: Types of Refreshing Water Drinks - Lemon water is the most common, enhancing the taste of plain water and stimulating appetite due to its refreshing aroma and acidity [1]. - Other citrus-flavored waters, such as lime, grapefruit, and orange water, are also popular, as they contain aromatic oils that provide a vibrant scent [1]. - Mint water and vegetable-based drinks like cucumber and lotus leaf water are gaining traction, with mint providing a cooling sensation due to menthol [3]. Group 2: Benefits of Fruit and Vegetable Water Drinks - These drinks not only improve the taste of plain water but also stimulate appetite, with citric acid in citrus fruits promoting saliva and digestive enzyme secretion [5]. - They are caffeine-free, making them suitable for individuals sensitive to caffeine, thus avoiding potential side effects from tea [5]. - Offering these drinks can enhance customer satisfaction and serve as a cost-effective marketing strategy for restaurants, as ingredients like lemon and mint are inexpensive and can be reused [5]. Group 3: Seasonal Variations in Water Drinks - In summer, refreshing fruit and vegetable drinks are preferred, while in autumn and winter, warm drinks like barley tea and red date tea are popular for warming customers [7]. - Some restaurants enhance the flavor of warm drinks by adding sweet ingredients like corn silk or dried fruits, which can provide a comforting experience [7]. Group 4: Consumer Considerations - While free water drinks are appealing, consumers should be cautious about hygiene and safety, especially in summer when fresh fruits can spoil [9]. - There is a risk of excessive sugar intake if restaurants add syrups to enhance flavor, so consumers should monitor their consumption and opt for plain water if necessary [9].

Core Insights - The new tea beverage brands are increasingly focusing on large offline flagship stores, moving away from the traditional takeaway and delivery models, aiming to create immersive experiences for consumers [1][4][5] - Brands like Mixue Ice City, Luckin Coffee, and Heytea are strategically opening large stores in key urban areas to enhance brand image and consumer engagement, despite the high costs associated with such expansions [4][5][12] - The trend of large flagship stores is seen as a double-edged sword, generating initial traffic but raising concerns about long-term profitability and sustainability in a competitive market [5][41] Group 1: Mixue Ice City - Mixue Ice City is rapidly expanding its flagship stores, with over 25 planned locations, including the "Snow King Castle" in Hangzhou, which has attracted significant attention and sales [5][12] - The flagship stores feature unique offerings, such as 22 exclusive drinks and themed merchandise, aiming to create a comprehensive brand experience [7][9] - The company is focusing on high-performing franchisees for its flagship stores, indicating a shift towards quality over quantity in store expansion [12][58] Group 2: Luckin Coffee - Luckin Coffee has adopted a different model compared to traditional coffee shops, emphasizing quick service and online orders, with a significant portion of its revenue coming from delivery [4][28] - The company has invested heavily in flagship stores, with Q3 financial reports showing a 47.7% year-on-year increase in revenue from self-operated stores, despite rising operational costs [28][41] - Luckin's strategy includes creating visually appealing stores to attract social media attention, although many of these locations lack amenities for prolonged customer stays [29][41] Group 3: Heytea - Heytea is rebranding and upgrading its stores, with over 130 locations transformed into "Inspiration Tea Rooms," reflecting a focus on high-end tea experiences [47][58] - The company has paused new franchise applications, indicating a strategic shift towards enhancing existing stores and focusing on direct control over brand experience [58][73] - Heytea's new store formats and limited-time offerings are designed to elevate the brand's market position and create a unique consumer experience [54][73] Group 4: Market Trends - The new tea beverage market is approaching saturation, prompting brands to explore new revenue streams and innovative product offerings [74][75] - The large store concept is seen as a marketing strategy rather than a guaranteed profit model, with the potential for high risk and high reward [73][75] - The industry is witnessing a shift towards creating unique consumer experiences, with brands leveraging flagship stores to differentiate themselves in a crowded market [73][75]

·底部机会与茶饮空间观点：相关研究报告指出价格带茶饮阿尔法成长空间广阔，为相关领域的研究分析提供了重 要参考方向，该研究报告的发布时间为2026年1月21日。 ·蜜雪大跌后核心观点阐述：a. 原材料成本变动对公司综合毛利率影响有限：柠檬、咖啡豆涨价，但其他原材料价 格同比回调，综合下来原材料因素对毛利率无太大影响，后续将做详细拆解；b. 2026年相较于2025年，因原材料 因素导致毛利率波动的概率较低；c. ·底部机会与茶饮空间观点：相关研究报告指出价格带茶饮阿尔法成长空间广阔，为相关领域的研究分析提供了重 要参考方向，该研究报告的发布时间为2026年1月21日。 ·蜜雪大跌后核心观点阐述：a. 原材料成本变动对公司综合毛利率影响有限：柠檬、咖啡豆涨价，但其他原材料价 格同比回调，综合下来原材料因素对毛利率无太大影响，后续将做详细拆解；b. 2026年相较于2025年，因原材料 因素导致毛利率波动的概率较低；c. 重申对蜜雪的长期看多观点。 ·竞争优势、业绩空间与估值分析：某企业在10元以下价格带市占率接近60%，具备极强成本优势、规模效应，供 应链壁垒深厚，竞争格局优势具备持续性。 ·其他原材料变动及综合 ...