Food and Beverage - Lianhua Holdings reported that its new product, Lianhua 1983 Red Bean and Job's Tears Water, has maintained a high sales growth rate since its launch in April 2025 [1] - The company plans to introduce an electrolyte drink with flavors including lemon, grapefruit, and blood orange, as well as a 100% fruit and vegetable juice product in the second half of the year [1] - Haitian Flavoring and Food Co. officially listed on the Hong Kong Stock Exchange, closing at HKD 36.5 per share, a 0.55% increase from the opening price [2] Company Developments - Black Sesame Group received a warning letter from the Guangxi Securities Regulatory Bureau due to issues such as non-operating fund occupation by controlling shareholders and irregular corporate governance [3] - IFBH Limited, the parent company of coconut water brand if, has passed the listing hearing on the Hong Kong Stock Exchange [4] - Three Squirrels decided to terminate the acquisition of Hunan Ailingshi Technology Co., with no significant adverse impact on its operations or future development strategy [5] Market Trends - Xiaobu Group's collaboration with Li Jiaqi's live streaming resulted in over 9,000 vouchers sold in a single session, indicating strong consumer engagement [8] - Ba Nu International Holdings submitted its prospectus to the Hong Kong Stock Exchange, reporting revenues of CNY 7.09 billion in Q1 2025 and a profit of CNY 55.16 million [10] - Huan Niu Cake House announced its closure due to rising costs and market competition, while addressing customer concerns regarding membership balances [11]

这是新消费智库第 2 6 3 7 期文章 新消费导读 8. Church&Dwight 斥 资 8.8 亿 美 元 收 购 洗 手 液 品 牌 Touchland 9. 美团投资 10 亿美元进军巴西外卖市场 10. Borletti Group 收购 True Rel igion 少数股权 11. an action a day 第三家线下门店落地上海 13. 沙县小吃进军中东市场 14. 青岛啤酒将整合旗下饮料业务 15. Chanel 与 Ny kaa 合作扩大在印度的业务 12. 李子园拟进军奶粉市场 新消费 1. 九阳豆浆上新麒麟西瓜 & 霸气榴莲豆乳茶 1. 九阳豆浆上新麒麟西瓜 & 霸气榴莲豆乳茶 2. RIO 微醺浙江东魁杨梅风味限时回归 3. 拾㧚耍在杭州试营业 4. ASICS 亚瑟士推出全新 METASPEED 碳板竞速系列跑鞋 5. 湊湊火锅首次联名米菲开设主题门店推新品 6. 朝日集团收购帝人目黑实验室 7. 传凯雷集团拟以近 2 亿欧元出售意大利品牌 Twinset 图片来源：腾讯公共图库 近日， 九阳豆浆官宣上新麒麟西瓜和霸气榴莲豆乳茶。两款产品均为冷热双泡的调味茶固体饮料，其中 ...

Core Insights - The collaboration between the high-end hotpot brand "湊湊" and the international IP "米菲MIFFY" aims to enhance brand identity rather than solely focusing on sales growth [1][2] - The partnership is expected to significantly boost revenue during the collaboration period, with a target of over 6 table turnovers during holidays and a 25% increase in customer traffic [1] - The trend of IP collaborations in the restaurant industry is growing, providing brands with increased visibility and unique consumer experiences [1] Group 1: Collaboration Strategy - 湊湊 evaluates potential IP partners based on brand alignment, shared values, and the ability to create immersive experiences for consumers [2] - The collaboration with 米菲 is seen as a starting point for long-term value creation, with plans for future partnerships based on consumer feedback [2] - The focus is on enhancing brand perception through experiential marketing rather than just short-term traffic boosts [2] Group 2: Expansion and Market Positioning - 湊湊 is actively pursuing new store openings, with 6 new or renovated locations signed and over 10 potential projects in negotiation [3] - The company emphasizes a "quality over quantity" approach in its expansion strategy, focusing on prime locations in core business districts [3] - In a competitive hotpot market, maintaining consumer trust and delivering high-quality dining experiences are seen as essential for success [3]

Core Viewpoint - The collaboration between the high-end hotpot brand "湊湊" and the international IP "米菲" aims to enhance brand differentiation through customized packages and member benefits, amidst a challenging market environment characterized by intensified competition and brand homogenization [1][3]. Group 1: Collaboration Details - The partnership is a three-month phase, with plans for dynamic evaluation based on consumer feedback, and additional IP collaborations are being considered [3]. - The collaboration includes special packages for different group sizes and a children's menu featuring 米菲-themed products, alongside an upgraded membership system offering exclusive merchandise [3]. - The primary goal of the collaboration is not just sales growth but to deepen the integration with the 米菲 IP to strengthen brand identity, targeting a revenue increase during the collaboration period and a 25% boost in store traffic [3][4]. Group 2: Market Challenges - 湊湊 has faced significant challenges, including the closure of 73 stores within a year, resulting in a net reduction of 60 stores, leaving only 197 operational locations [6]. - The financial performance of the parent company, 呷哺集团, has shown a continuous increase in net losses over the past four years, totaling nearly 1.2 billion HKD, with 湊湊 accounting for a substantial portion of these losses [6]. - The brand's table turnover rate has declined from 2 times per day to 1.6 times, indicating ongoing market performance issues [6][7]. Group 3: Industry Trends - The trend of IP collaborations in the restaurant industry has surged, with over 20 such activities reported in the first quarter, indicating a growing strategy to leverage popular IPs for customer engagement [8]. - Successful IP collaborations can significantly enhance brand visibility and customer experience, but brands must avoid superficial partnerships that do not align with their core values to ensure long-term impact [9]. - The key challenge for brands is to convert the temporary traffic generated by IP collaborations into lasting customer loyalty, emphasizing the importance of integrating these initiatives into broader brand strategies [9].

而本次湊湊与米菲MIFFY的联名，将在全国门店推出联名套餐、周边产品，并设置主题门店。消费者可品尝到包含米 菲造型产品的主题套餐，如双人、四人及儿童套餐，随餐将获赠米菲主题餐盘。同时，湊湊会员体系同步升级，畅吃 卡用户新办卡或续卡即赠限量米菲钥匙扣公仔，会员日到店消费更可免费领取文具周边。 而与行业对联名态度逐渐分野的趋势相似，湊湊也试图跳出常规联名的流量采买逻辑——相比即时转化的ROI评估， 其更在乎沉浸式场景体验下，用户粘性的增强与品牌影响力指数的攀升。 5月12日，呷哺集团旗下高端火锅品牌湊湊宣布与国际知名IP米菲MIFFY展开为期三个月的联名合作。此次合作系湊 湊首次尝试国际IP全维度合作。在此之外，其还有2-3个正评估的储备IP。计划未来定期推出联名活动，给不同圈层的 消费者提供喜欢的IP形象。。 湊湊品牌负责人表示，此次联名活动的核心目标并非单纯追求销售增长，而是希望通过与米菲IP的融合，进一步强化 品牌特色。但在业绩层面，公司也期望活动期间营收较平日实现倍数级增长，假日翻台率目标为6次以上，同时带动 门店客流提升25%。并将消费者满意度与复购意愿作为核心衡量标准。 品牌调性的契合度是此次合作的首 ...

以下文章来源于融中财经 ，作者吕敬之 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资顾 问等业务，为政府、企业、投资机构提供一站式专业服务。 从好股，到"仙股"，如何自救？ 文 ｜ 吕敬之 编辑 ｜ 吾人 来源｜ 融中财经 （ID：thecapital） 封面来源 ｜ Pixabay 成立27年，上市11年，昔日的"连锁火锅第一股"熬了十年，成了股价跌倒1港元之下的"仙股"。 2008年英联资本5000万美元注资后，呷哺呷哺开启资本化狂飙。2012年随着新一轮美国泛大西洋资本的进驻，呷哺呷哺开启了高速扩张时代；截至2022 年，呷哺呷哺在中国拥有近1000家直营餐厅，服务顾客超过1亿人次，成为中国十大火锅品牌及中国餐饮百强企业之一。 2014年12月17日，呷哺呷哺在港股上市，成为"连锁火锅第一股"，更是以分餐制、一人锅、性价比高等被称为"火锅界的麦当劳"。巅峰时期，呷哺呷哺的股 价更是在2021年一度站上26港元的高峰。 2024年，呷哺呷哺全年亏损3.98亿元，自2021年以来累积亏损已达12亿元，股价更 ...