以下文章来源于霞光社 ，作者归去来 霞光社 . 赋能企业全球化 本文来自微信公众号： 霞光社 ，作者：归去来，编辑：刘景丰，题图来自：AI生成 Airbnb《2025国庆黄金周出境游趋势报告》显示，日本成为国庆出境游首选目的地，其搜索热度较 去年近乎翻倍。携程将日本列为海外热门目的地TOP1。同程旅行数据也显示，日本稳坐9月出境游 目的地榜首，"霸榜"之势十分明显。 这股热度并非偶然，是2025年以来日本旅游市场持续走强的直接体现。JINTO （日本旅游观光厅） 数据显示，2025年8月，访日外国游客人数为342.8万人次，其中中国大陆游客居首；前8个月，日本 入境游客累计达2838.36万人次，中国游客超671万人。 从客源结构来看，日本入境游市场呈现全域增长、新兴市场爆发的强劲态势：印尼以77.8%的同比增 速领跑，俄罗斯增幅更达100%，实现翻倍。菲律宾 （+59.6%） 、中东地区 （+54.5%） 、泰国 （+46.9%） 与中国大陆 （+46.1%） 同样增长迅猛，增速均超45%。意大利 （+26.7%） 、法国 （+24.2%） 、德国 （+22.7%） 等欧洲国家则维持了超过20%的稳健增长。 ...

一列运载木薯淀粉的国际铁路班列停靠在内江国际物流港（资料照片）。新华社发 新华社成都10月4日电 题：一捧木薯淀粉的奶茶"珍珠"之旅 木薯在全球多个区域均有种植，而在中老铁路这条国际物流大通道开通后，来自东南亚尤其是老挝的木薯淀粉成为中国西南地区企业的主要 选择之一。 近日，一列满载优质木薯淀粉的中老铁路回程班列顺利抵达四川省泸州港。班列满载25个集装箱、625吨木薯淀粉从老挝琅勃拉邦出发，穿越 崇山峻岭，经过5天时间抵达终点，除泸州本地使用外，还将分拨至周边区域。 "以前东南亚的木薯淀粉主要经海江联运过来，运输耗时长、资金占用成本高。"泸州市口岸和物流办公室副主任朱秋润说，"中老班列开通 后，运输时间和资金占用成本均大幅下降，让两地贸易更加活跃。" 不止是泸州，位于成渝中间地带的内江市充分利用内江保税物流中心（B型）的优势，积极拓展老挝木薯淀粉进口业务。"物流成本下降 35%，通关效率提升了10%。"内江市口岸与物流发展中心相关负责人马广锋说，内江致力于打造川南地区木薯淀粉进口集散中心。 "今年以来已累计进口约1590吨。"内江蓉欧投资开发有限公司董事长王思维说，下一步将继续扩大进口规模，预计实现每月约80 ...

Core Viewpoint - The tea beverage industry has shifted from a brand-centric model to a fast-moving consumer goods (FMCG) approach, emphasizing scale and efficiency over brand loyalty and innovation [1][9][26] Group 1: Industry Trends - The competition in the tea beverage market has intensified, with brands focusing on price and convenience rather than unique offerings [1][9] - The trend of fast consumerization in tea beverages continues, with brands like Gu Ming and Mi Xue Bing Cheng engaging in aggressive pricing strategies [1][4] - The number of stores and operational efficiency have become the core competitive advantages for leading companies in the industry [1][3] Group 2: Franchise and Store Operations - Most major tea brands operate primarily through franchise models, with Luckin Coffee being an exception with a significant number of direct stores [3][4] - Mi Xue Bing Cheng has opened over 6,500 stores in six months, indicating a rapid expansion that could exceed 10,000 stores for the year [7][8] - The average number of stores per franchisee for Mi Xue Bing Cheng is 2.4, compared to less than two for other brands, highlighting its appeal to franchisees [8] Group 3: Financial Performance and Efficiency - The financial performance of leading brands varies significantly, with Ba Wang Cha Ji showing a sharp decline in revenue and profit despite having the highest average revenue per store [15][16] - Mi Xue Bing Cheng and Gu Ming have maintained stable revenue while expanding, while other brands have seen declines [16] - The cost structure for franchisees is heavily influenced by the operational efficiency of the brand, with Mi Xue Bing Cheng having the lowest employee-to-store ratio [19] Group 4: Marketing and Brand Strategy - Marketing expenditures vary widely among brands, with Ba Wang Cha Ji historically spending more on marketing per unit of revenue compared to others [19][22] - The proliferation of stores serves as a form of advertising, with brands like Mi Xue Bing Cheng leveraging their extensive network for promotional activities [22][23] - The boundaries between tea and coffee brands are blurring, as companies diversify their product offerings to capture more market share [26]

根据报道，在一家奶茶店中，有员工将拖鞋脱下后，放进装有珍珠奶茶配料的盆中反复接触，同时还用 手揉搓原料，并徒手将珍珠放进待包装的奶茶杯内。该事件发生后，部分网友将矛头对准了"东方贡 茶"，随后该品牌进行回应称，公司运营品牌全称为"东方贡茶"及"眷寮贡茶"，"贡茶"二字为品类词并 不是商标，"贡茶"二字如同咖啡、柠檬茶。市场上有××咖啡、××柠檬茶，有个体小店直接叫贡茶，也 有这种东方贡茶的连锁店，请大家认准"东方贡茶"标识，以免混淆。 据了解，涉事店店长称，目前门店已经关闭，所有奶茶材料已全部扔掉，正在整改中，涉事店员也已被 带走调查。"该员工是第一天上班，事发时已经发现员工的不当行为。"当地市场监管部门称，已知晓此 事，会核实处理。东方贡茶方面称，食品安全问题是餐饮人的底线，也是不可动摇的坚守，强烈谴责任 何危害食品安全的行为。对于危害食品安全的人，相信监管部门会依法查处，并且让其付出沉重的代 价。 根据网友发布图片显示，涉事门店的门头上也标有"贡茶"的字样。对于本次闹出"乌龙"的贡茶，新京报 记者注意到，目前市场上有多家"贡茶"品牌，且品牌标识相似度极高。根据餐饮数据查询平台窄门餐眼 显示，搜索"贡茶"后 ...

9月4日，2025第十六届东莞台湾名品博览会（以下简称"2025东莞台博会"）媒体通气会举行。现场启 动"2025东莞台博会宣传周"，透露展会亮点、推荐特色打卡路线，提前掀起一波"台博会热潮"。 据了解，"2025东莞台博会"将于9月11日-14日，在广东现代国际展览中心举行。本届台博会以"强链融 合，智创未来"为主题，展览面积达3.3万平方米，共设8大主题馆、25个省（市）专馆，参展企业671 家，展位1881个，规模再创历史新高。 "2024东莞台博会"现场。 今年首次设立"亚洲台商主题馆" "2025东莞台博会"贯彻落实《东莞深化两岸创新发展合作总体方案》，致力打造台商台企融入新发展格 局、实现高质量发展的重要平台。展会面积从原规划的3.2万平方米扩大至3.3万平方米，会聚了来自大 陆25个省市、岛内22个县市及港澳地区的展商。 值得一提的是，今年首次设立"亚洲台商主题馆"，邀请印度、马来西亚、泰国、越南等十多个国家和地 区的实力台企参展，进一步扩大展会的影响力与"朋友圈"。 此外，本届台博会突出"六新"特色，全面升级展会体验。"海外新展馆"集结亚洲多国台企共同参 展；"岛内新朋友"新增台湾机械工业同业 ...

Group 1: Low Altitude Economy Logistics Ecosystem - China is rapidly developing a comprehensive low-altitude economic logistics ecosystem, including cargo drones, battery swap stations, and electric air taxis, enhancing delivery efficiency and reliability while reducing operational costs [1] - The country is focusing on establishing dedicated pilot zones, digital traffic systems, and new regulatory frameworks to manage potential challenges related to low-altitude airspace congestion [1] - The introduction of advanced technologies such as the world's first 7-seat, 3-ton electric vertical takeoff and landing aircraft (eVTOL) and hydrogen drones signifies China's ambition to lead the next generation of drone revolution, particularly in the delivery sector [1] Group 2: Chinese Brands Leading Fashion Trends - Emerging Chinese brands are adept at promoting brand concepts rather than just products, targeting consumers curious about new trends [2] - These brands, created by entrepreneurs from the post-80s and post-90s generations, leverage their global education and understanding of foreign brands to build rich narratives around their products [2] - The focus of these brands has shifted towards emotional value and experience, moving beyond mere product functionality [2] Group 3: Chinese Investment in Africa - Over the past 20 years, China has significantly increased investments in Africa across various sectors, including renewable energy, railways, ports, manufacturing, digital networks, and healthcare [3][4] - Investments such as the $1.4 billion upgrade project for the Tanzania-Zambia Railway are expected to revitalize key trade corridors and improve transportation efficiency in the region [3] - China's investment strategy is now more targeted, manageable in scale, and commercially viable, encouraging local and private sector participation while providing clearer investment returns [3]

Core Insights - The company, Mixue Group, reported record-high performance in its semi-annual report, achieving revenue of 14.87 billion RMB, a year-on-year increase of 39.3%, with gross profit of 4.71 billion RMB, up 38.3%, and net profit of 2.72 billion RMB, reflecting a growth of 44.1% [1][6][8]. Financial Performance - Revenue reached 14.87 billion RMB, marking a 39.3% increase year-on-year [6]. - Gross profit was 4.71 billion RMB, with a year-on-year growth of 38.3% [7]. - Net profit stood at 2.72 billion RMB, showing a 44.1% increase compared to the previous year [8]. Store Expansion - The company added nearly 10,000 new stores within a year, bringing the total number of global stores to 53,014 as of June 30, 2025 [51]. - The store network covers 12 countries, with significant growth in lower-tier cities in China, where 57.6% of stores are located [51][52]. Product Innovation - Mixue Group launched several new products, including a successful summer drink that sold over 7 million cups in three days [60]. - The company has a diverse product matrix, with top-selling items including fresh lemon water and various ice cream flavors [41][60]. Supply Chain and Operational Efficiency - The company has established five major production bases and over 70 smart production lines, ensuring 100% self-production of core beverage ingredients [19][63]. - A robust supply chain network supports the company's operational efficiency, covering 33 provincial-level administrative regions in China and four overseas countries [23][63]. Brand Development and Marketing - Mixue Group is actively enhancing its brand IP through innovative online and offline marketing strategies, including the launch of an animated series [55][59]. - The flagship store in Zhengzhou attracted over 240,000 visitors during the May Day holiday, showcasing the brand's strong consumer engagement [56][57]. Social Responsibility - The company has established over 20 standardized planting bases to support farmers, positively impacting approximately 144,000 fruit farmers [64]. - Mixue Group has engaged in various charitable activities, including donations for disaster relief and educational projects [65][66].

Core Viewpoint - The article highlights the significant growth and expansion of the company, Mixue Group, showcasing its impressive financial performance and strategic initiatives in both domestic and international markets [2][5]. Financial Performance - For the first half of 2025, Mixue Group reported a revenue of 14.87 billion RMB, a year-on-year increase of 39.3%. Gross profit reached 4.71 billion RMB, up 38.3%, while net profit was 2.72 billion RMB, reflecting a 44.1% growth [2]. - The company's cash and cash equivalents increased to 17.6 billion RMB, a 58.5% rise compared to the end of 2024 [3]. Store Expansion - As of June 30, 2025, Mixue Group's global store count reached 53,014, with an addition of 9,796 stores over the past year [5]. - The company has focused on expanding its presence in lower-tier cities, with 27,804 stores located in third-tier cities and below, accounting for 57.6% of its domestic store base [5]. Global Strategy - Mixue Group is actively pursuing globalization, with a focus on Southeast Asia and recent market entries in Indonesia and Vietnam. The company opened its first store in Kazakhstan in April 2025 [5][6]. - The brand Lucky Coffee, under Mixue Group, is also preparing for global expansion, having opened its first overseas store in Malaysia in August 2025 [6]. Supply Chain and Production - The company's procurement network spans 38 countries across six continents, enhancing its scale purchasing advantage. A significant procurement deal worth 4 billion RMB was signed with Brazil [8]. - Mixue Group has established five production bases in China and over 70 smart production lines, achieving 100% self-production of core beverage ingredients [9]. Operational Efficiency - The company has improved its logistics network, with 29 warehouses in China and a distribution network covering 33 provincial-level regions and over 300 cities [9]. - Smart dispensing machines have been tested in over 5,600 stores, enhancing operational efficiency and product standardization [9]. Product Innovation - In the first half of 2025, Mixue Group expanded its product offerings, with top-selling items including fresh lemon water and new product lines like the True Fruit Coffee series, which achieved over 100 million RMB in sales in its first month [11][13]. - The company is also focusing on brand IP development, with flagship stores attracting significant customer traffic and sales [12][14].

Core Insights - The core viewpoint of the articles highlights the significant growth and expansion of Mixue Group, driven by enhanced supply chain capabilities, brand IP development, and optimized store operations [1][2][3] Financial Performance - In the first half of 2025, Mixue Group achieved a revenue of 14.87 billion yuan, representing a year-on-year increase of 39.3% [1] - Gross profit reached 4.71 billion yuan, up 38.3% year-on-year [1] - Net profit was 2.72 billion yuan, reflecting a 44.1% increase compared to the previous year [1] Store Expansion - As of June 30, 2025, Mixue Group's total number of global stores reached 53,014, with an addition of 9,796 stores compared to the same period last year [1] - The number of stores in third-tier cities and below reached 27,804, accounting for 57.6% of the total stores in mainland China, with an increase of 5,707 stores year-on-year [1] International Expansion - Mixue Group opened its first store in Kazakhstan in April 2025, marking its entry into the Central Asian market [1] - The brand's coffee segment, Lucky Coffee, opened its first overseas store in Malaysia in August 2025, initiating its global expansion [1] Operational Efficiency - The company is enhancing store efficiency through technology, with over 5,600 stores testing and promoting smart dispensing machines since October 2024 [2] - Mixue Group has established a comprehensive end-to-end supply chain system, covering procurement, production, logistics, research and development, and quality control [2] - The company has signed a procurement agreement worth 4 billion yuan with Brazil to expand its global sourcing of quality raw materials [2] Brand Development and Product Innovation - Mixue Group's flagship store in Zhengzhou attracted over 240,000 visitors during the May Day holiday, showcasing its brand and product experience [3] - The "蜜雪冰城" topic on Douyin has accumulated over 54.2 billion views, indicating strong brand engagement [3] - New product launches, including "青提肉多多," achieved sales of over 7 million cups within three days of release [3] - Lucky Coffee's "真果咖" series generated over 100 million yuan in sales in its first month after launch [3]

Core Viewpoint - Recent evaluations by NetEase Finance have raised concerns about several tea beverage brands, revealing that products from brands like Heytea and Jasmine Milk White contain trans fatty acids, despite claims of "0 trans fatty acids" [1][2] Group 1: Trans Fatty Acids Findings - Five brands, including Heytea, Naixue, and Jasmine Milk White, were found to have trace amounts of trans fatty acids in their products, with levels ranging from 0.0117g/100g to 0.113g/100g [2][6] - Heytea's product, "Roasted Brown Sugar Bubble Milk Tea," had the highest trans fatty acid content at 0.113g/100g, while Naixue's "Golden Mountain Pearl Milk Tea" had 0.0144g/100g [2][3] - Brands claim that the detected trans fatty acids are naturally occurring from dairy products, not intentionally added [1][8] Group 2: Sodium Content Concerns - The evaluation also highlighted high sodium levels in several products, with Heytea's "Roasted Brown Sugar Bubble Milk Tea" containing the highest sodium level at 942mg/kg [3][4] - The sodium content in the tested beverages ranged from 100mg/kg to 942mg/kg, raising concerns about potential health risks associated with high sodium intake [3][4] Group 3: Sugar Content Analysis - All eight tested beverages had significant sugar content, with the highest being 7.7g/100g in the "Pearl Milk Tea" from Mixue Ice City, and the lowest at 3.0g/100g in Tea Baidao's "Signature Taro Milk Tea" [4][5] - The sugar content in the other brands ranged from 3.7g/100g to 6.4g/100g, prompting recommendations to limit daily sugar intake [4][5] Group 4: Brand Responses - Brands like Heytea, Naixue, and Jasmine Milk White have stated that their products meet national standards for trans fatty acids, asserting that the detected levels are compliant with the "0 trans fatty acids" claim [6][7] - The brands emphasize that the presence of trans fatty acids is due to natural sources in dairy products, and they do not add artificial trans fats [8][9][10]