昨天(12月19日)，贵阳文旅邀请了20多位来自全国的网络达人和贵阳本土新业态主理人到阿云朵仓共进晚餐。 "现在就算是正餐开始了，希望今天在场各位大V、主理人给我们贵阳文旅发展提出宝贵意见。" 在现场体验了贵州美食后，随着贵阳市文旅局副局长邱俊松开始推介贵阳"五精十景"，这场"晚宴"正式开始。 "这次来贵阳体验已经是next level了，感觉这边有一点'潮到风湿'。"来自广东的有千万粉丝量的旅游博主宝妈可其对贵阳新业态大加赞赏。 "贵阳有青岩古镇，重庆有磁器口古镇，普通人看起来老房子都差不多，但背后承载的文化和情感，这就大不一样。文化走在前，贵阳文旅一定要讲好故 事。"经营账号"老黄带你去旅游"的资深媒体人黄锐建议。 "爽爽贵阳？烟火人间"贵阳市文旅创新发展主题活动现场 包整贵州小吃研究中心董事长彭潇禾则分享了瞄准米其林、黑珍珠级产品供应不停升级的新黔菜创新路径，建议政府在本地餐饮发展过程中注重香禾糯、酸 汤等贵州本土风物保护开发。 阿云朵仓主理人曹国梁讲述了深耕本土文化，在都市中营造"当代村落"的独特理念…… 2个多小时的交流干货满满，本地新业态主理人结合自身实践，生动推介了"五精十景"的鲜活内涵，网络大 ...

转自：贵州日报 自媒体博主"老黄带你去旅游"分享观点。 本报讯 12月19日，"爽爽贵阳·烟火人间"贵阳市文旅创新发展主题活动在观山湖区阿云朵仓举办。活动 聚集10余位来自全国的自媒体博主，以及贵阳本土精品咖啡、茶饮、精酿啤酒、文创等新业态品牌代 表，围绕冬季文旅发展核心议题展开深入探讨，为提升"爽爽贵阳"品牌影响力、挖掘城市烟火气凝聚智 慧。 （贵阳日报融媒体记者 董容语 文/图） 此次活动聚焦"冬季如何进一步提升'爽爽贵阳'品牌热度""如何借力新业态、新模式、新场景讲好贵阳烟 火故事"等议题展开。分享环节，各领域代表结合实践经验建言献策。阿云朵仓主理人曹国梁以"场景、 内容、运营"三大模型为核心，阐述了深耕本土文化、在都市中打造"当代村落"的独特理念； seekseeking主理人陈枭龙结合自身创业经历提出，咖啡馆作为日常公共空间，应秉持亲民定价策略，融 入本地风味，兼顾公共服务属性与社会责任感；贵州辰时记餐饮管理有限公司（包整贵州小吃研究中 心）总经理彭潇禾则基于全国餐饮行业调研经验指出，贵州菜在北上广深等一线城市已形成热销态势， 其长远发展需立足本土根基、贴合文旅需求，以现代手法提炼地域风味特色。 （ ...

在世界第一高桥塔尖喝冠军咖啡、在古村老宅中参与非遗手作工坊……近年来，一批批消费场景"上新"，成为激活消费的重要引擎。 消费新场景是消费新业态、新模式、新产品的系统集成。随着人们物质条件的日益富足，消费不仅是单纯的商品购置，还叠加了对情绪价值与身心愉悦的 追求。 场景之核，在于创造意义体验。真正优质的消费场景在于提供独特意义与深度体验，贵阳竞逐国家消费新业态试点，精品咖啡、新茶饮、精酿啤酒等新业 态升温，正是对年轻消费群体个性化、品质化需求的回应。 消费之争是场景之争，体验之争，价值认同之争。以场景为载体，让产品融入风土、技艺与情感，出售一片风景、一种情怀、一段值得珍藏的记忆，更能 有效激发消费潜力。 三审 马刚 编辑 金妮 二审 伍少安 贵州日报天眼新闻评论员 朱登芳 贵州加快消费场景的接续打造，目前已建成18个美酒美食街区、打造21个酒旅融合景区；"村BA""村超"商文旅体融合成效初显；上月，贵阳作为拟入选 消费新业态新模式新场景试点城市名单予以公示…… 场景之网，在于激活全域消费。消费活力贵在流动与接续，美酒美食街区汇聚人气、商气、烟火气；酒旅融合景区、白酒体验酒店将"过客"变为"留客"， 让消费从单一 ...

Core Viewpoint - During the "14th Five-Year Plan" period, Lincang City in Yunnan Province is committed to the "3815" strategic development goals, promoting the coordinated development of resource economy, park economy, and port economy, achieving an economic total exceeding 100 billion yuan, and enhancing the quality of life for its diverse population [1] Group 1: Party Leadership and Development - Lincang integrates party leadership into all aspects of economic and social development, advancing the construction of a border party building corridor [2] - The belief among various ethnic groups in the party's guidance has strengthened, promoting a culture of gratitude and unity [2] - Mechanisms for reporting work by leading cadres have been established, enhancing the entrepreneurial spirit among party members [2] Group 2: Innovation and Industrial Upgrade - Lincang is advancing the construction of a national sustainable development agenda innovation demonstration zone, with annual R&D investment growth averaging 17% from 2021 to 2024 [3] - The total output value of the highland characteristic agriculture industry chain has surpassed 200 billion yuan, with the "Lincang Tea" brand projected to exceed 38 billion yuan by 2025 [3] - The nut industry is expected to reach a value of 11.4 billion yuan by 2025, with farmers' annual income increasing by 3,000 yuan [3] - The tourism industry is growing, with an annual increase in total spending exceeding 17% [3] Group 3: Expansion and Infrastructure Development - In 2021, Lincang opened a new international passage through the Qing Shui River port, completing over 49,000 TEUs of container transport [4] - Transportation infrastructure is being upgraded, with the Kunming-Lincang railway achieving full-speed domestic operation and highway mileage reaching 468 kilometers [4] - The Qing Shui River port has undergone smart upgrades, reducing customs clearance time to 3.5 hours [4] Group 4: Ecological Protection and Public Welfare - Lincang is committed to ecological priority and green development, having created a national ecological civilization demonstration zone [5] - The city has designated 8.86 million acres for ecological protection and has achieved a forest coverage rate of 57.8% [5] - Public budget expenditures for livelihood areas exceed 80%, with per capita disposable income projected to reach 25,167 yuan in 2024 [5] Group 5: Governance and Community Building - Lincang has achieved full coverage in creating a national model for ethnic unity and progress [6] - The city has built 44 border happiness villages and established a comprehensive governance system [6] - A robust border defense mechanism has been implemented along nearly 300 kilometers of the border [6]

12月9日，新华社发布消息显示，商务部副部长盛秋平表示，"十五五"时期，要把零售业作为培育完整内需体系、做强国内大循环的关键着力点，推动行业 转向品质驱动、服务驱动，实现高质量发展。当前，北京商业市场进入了新阶段，老牌商场加速场内品牌升级，新项目持续引入吸睛活动和互动性强的体验 服务，带动了新一批的首店和旗舰店落位，京城商业正以多元、创新的路径高质量发展。 Apple亚洲首家最高级别旗舰店Flagship+等。 三里屯太古里总经理马泽丹表示，三里屯太古里致力于将国际代表性的时尚元素融入整个商业、品牌以及市场活动中，以推动潮流的创新衍变。通过融合设 计、潮流、音乐、艺术等元素，打造多元共生的时尚及文化购物集合地。 临近岁末，北京商业加速更新。北京商报记者走访看到，升级已久的太古里北区已经大变样，如今形成了以奢侈品矩阵为核心的新布局。其中，北京迪奥之 家由法国建筑大师克里斯蒂安·德·波特赞姆巴克设计，店内开设由米其林三星女主厨主理的中国首家Monsieur Dior餐厅；北京路易威登之家由现代建筑设计 大师青木淳操刀，融合零售空间与Louis Vuitton Café餐厅，该餐厅为路易威登继成都、上海后在中国开设 ...

Core Insights - In November 2025, 14 new consumer-related projects completed financing, totaling approximately 900 million RMB, with notable projects including "LAN" and "Thunderbird Innovation" not disclosing specific amounts [1] - The financing landscape includes 7 food and beverage projects, 3 in smart technology, and single projects in new retail, apparel, beauty, and pet sectors [1] Group 1: Food and Beverage Sector - The food sector saw 5 completed financings, with "Xianbing Sister" and "Houxishi" being restaurant chains, while "Maisen" is a professional sports nutrition brand under Mengniu Group, and "Ruiyun Cold Chain" and "Jiajixian" are backend supply chain companies [1] - Mengniu Group announced its entry into the professional sports nutrition market in February 2023, launching the "Maisen" brand, which has been recognized for its performance and market presence [2] Group 2: Supply Chain Innovations - "Ruiyun Cold Chain," established in 2020, focuses on enhancing cold chain logistics efficiency through digitalization and has established a cross-border cold chain network in Southeast Asia and Hong Kong [3] - "Jiajixian," founded in 2019, specializes in AI-driven fresh supply chain services, ensuring product freshness and quality through comprehensive monitoring from source to consumer [3] Group 3: Coffee and Beverage Brands - "Xinyue NEAVES" and "Bixing Coffee" have completed financing, with Bixing Coffee's recent round being particularly noteworthy as it marks its fourth financing amidst a competitive market [4][5] - Bixing Coffee has expanded its franchise model, surpassing 500 signed stores nationwide since opening its first store in Suzhou in 2022 [4] Group 4: Beauty and Personal Care - "LAN," a clean beauty brand, received minority investment from L'Oréal's Shanghai Meici Fang Investment Co., marking L'Oréal's first investment in a local skincare brand [7] - "LAN" has achieved significant sales success, leading the market in facial oil sales for two consecutive years, with its products entering the "billion club" [7] Group 5: Market Challenges and Trends - The bankruptcy of POLYVOLY Technology highlights the challenges faced by brands that rapidly scaled without sustainable foundations, indicating a shift away from the era of quick brand creation through capital and traffic [8] - In the pet sector, Yunnan Hezhong Lian Investment completed a 12 million RMB angel round financing, while "Paiteshengxian," a pet fresh food venture, announced the closure of all offline stores due to unsatisfactory performance [8][9]

Core Viewpoint - Manner Coffee is considering an IPO in Hong Kong by 2026, with the company remaining non-committal on the matter, indicating potential changes in its stance compared to previous denials of such plans [1][3]. Company Overview - Founded in 2015 in Shanghai, Manner Coffee has distinguished itself in the coffee market with a small store model and a strategy of making premium coffee affordable [3][5]. - Manner Coffee has expanded rapidly, growing from a 2-square-meter store to a significant presence in the market, with a total of 2,245 stores projected by November 2025 [7][10]. Financial Backing and Growth - In 2018, Manner received an investment of 800 million yuan from Today Capital, acquiring a 40% stake, which later yielded approximately 700 million USD in returns [5]. - Manner raised 200 million USD in 2021 from Meituan Longzhu Capital, leading to a post-investment valuation of nearly 2 billion USD [5]. - Despite the pandemic, Manner opened 264 new stores in 2022 and plans to open 666 more in 2024, nearly doubling its store count [7]. Business Model - Manner's unique business model focuses on minimizing costs through small store sizes, allowing it to offer handcrafted coffee at prices between 15 to 25 yuan [15][16]. - The average daily sales per store reached 8,000 yuan with a gross margin of 50%, and the company maintains a net profit margin exceeding 10%, surpassing that of Starbucks [15][16]. Industry Landscape - The Chinese coffee market is transitioning from rapid growth to refined operations, characterized by a three-dimensional competitive landscape: high-end premium, mid-range efficiency, and low-end scale [19][20]. - Major players include Starbucks in the high-end segment, Luckin and Kudi Coffee in the mid-range, and Mixue Ice City in the low-end market [20]. IPO Environment - If Manner proceeds with its IPO, it will navigate a reformed Hong Kong IPO market, which has introduced new rules aimed at enhancing pricing and distribution mechanisms for new stocks [23]. - The new regulations provide a more flexible environment for emerging consumer brands like Manner [23][25].

Core Insights - Japanese conveyor belt sushi restaurants, Sushi郎 and 濱寿司, have gained immense popularity in China, attracting long queues and demonstrating strong performance in the capital market, with Sushi郎's parent company, Food & Life, seeing a 2.7-fold increase in stock price over two years [2][3] - These companies have thrived despite the challenges faced by the local dining industry, showcasing their ability to adapt and innovate in a competitive environment [1][4] Industry Analysis - The success of Sushi郎 and 濱寿司 can be attributed to their high perceived value and entertainment aspects, such as interactive dining experiences, which appeal to families and groups [7][10] - Sushi郎's average customer spending is around 120 RMB, while 濱寿司 is about 80 RMB, which is relatively high compared to other dining options in China, indicating a unique market positioning [7][10] - The operational efficiency of these sushi chains is notable, with Sushi郎 achieving a table turnover rate of 6 during regular days and up to 15 during peak times, allowing for rapid return on investment [8][9] Cost Management and Efficiency - Japanese sushi restaurants have historically faced high operational costs, but in China, lower labor costs and higher customer spending have improved profitability [10][12] - Technological advancements have played a crucial role in reducing waste and improving efficiency, with modern sushi restaurants achieving a waste rate of around 1%, down from 13% in earlier years [20][22] - The business model of conveyor belt sushi restaurants emphasizes operational efficiency, transforming the dining experience into a streamlined production process [22][25] Market Trends and Consumer Behavior - The "lost 30 years" in Japan, characterized by economic stagnation, has led to a focus on cost control and efficiency in the restaurant industry, shaping consumer expectations and spending habits [27][41] - Japanese dining establishments have adapted to changing consumer preferences, emphasizing value and experience, which has resonated well in the Chinese market [27][42] - The rise of new dining concepts, such as conveyor belt barbecue and hot pot, indicates a trend towards innovative dining experiences in both Japan and China [26][51] Cultural and Operational Differences - The cultural nuances between Japan and China present challenges for Japanese brands entering the Chinese market, particularly in communication and operational standardization [73][75] - Japanese companies are encouraged to embrace flexibility and innovation in their business models to succeed in diverse markets like China [81][84] - The long-term stability of restaurant operations in Japan contrasts with the more volatile competitive landscape in China, suggesting different strategic approaches for market entry [84][86]

Core Insights - Japanese conveyor belt sushi restaurants, Sushi郎 and 濱寿司, have gained immense popularity in China, attracting long queues and achieving significant stock market success, with Food & Life's stock price increasing 2.7 times over two years and 泉膳控股's stock rising for 25 consecutive years [1] - These companies have thrived despite Japan's "lost 30 years," a period marked by economic stagnation and deflation, which forced them to develop cost-cutting and efficiency-enhancing strategies [1][13] - The unique dining experience offered by these sushi restaurants, characterized by entertainment elements and high perceived value, has contributed to their success in the competitive Chinese market [3][39] Group 1: Business Model and Performance - Sushi郎's average customer spending is around 120 RMB, while 濱寿司's is about 80 RMB, which is relatively high compared to other domestic dining options, indicating a strong value perception among consumers [3] - Sushi郎 has a table turnover rate of approximately 6 during regular days and can reach up to 15 during peak times, allowing for a quick return on investment, reportedly within 1 to 1.5 years [3][5] - In Japan, the average investment for a conveyor belt sushi restaurant ranges from 10 to 15 million yen, with a payback period of 5 to 6 years, while in China, the lower labor costs and higher customer spending enhance profitability [5] Group 2: Technological Innovations - Japanese conveyor belt sushi restaurants have implemented various technological advancements to improve operational efficiency, such as automated checkout systems and freshness management systems [6][7] - The reduction in food waste from approximately 13% to around 1% has been achieved through demand forecasting and customized services, showcasing the effectiveness of technology in enhancing operational efficiency [9] - The integration of RFID technology for inventory management has further optimized the supply chain and reduced losses [7] Group 3: Market Dynamics and Consumer Behavior - The "lost 30 years" in Japan has reshaped consumer spending habits, leading to a focus on high value for money, which has been successfully leveraged by companies like Sushi郎 and 濱寿司 [13][15] - The competitive landscape in China has prompted a shift towards cost efficiency and value perception, with Japanese restaurants adapting their models to meet local consumer expectations [1][39] - The success of these sushi brands in China highlights the importance of creating a unique dining experience that resonates with local consumers, balancing standardization with entertainment elements [39][41] Group 4: Challenges and Opportunities - Japanese companies face challenges in international markets due to cultural differences and communication barriers, which can hinder their operational effectiveness [41][42] - The potential for Japanese restaurants to expand in China exists, particularly for those that can offer unique experiences and adapt to local preferences [49][50] - The long-term stability of restaurant operations in Japan, despite lower profit margins, presents an opportunity for sustained growth in international markets [50]

Core Insights - Shenzhen is rapidly emerging as a new coffee capital in China, driven by a unique blend of speed and innovation in its coffee culture [1][2][20] - The city boasts the highest density of coffee shops in the country, with 16.7 coffee shops per square kilometer in the central district [1][2] - The coffee industry in Shenzhen is characterized by a diverse range of brands, from local startups to international giants like Starbucks, indicating a robust market [2][3] Group 1: Market Dynamics - Shenzhen has 9,926 coffee-related enterprises, the highest in the nation, and a coffee shop density of 2.23 per square kilometer in core urban areas [2][3] - Local brands such as Gee Coffee Roasters and KUDDO Coffee are gaining traction alongside established international brands, showcasing a competitive landscape [2][3] - The coffee consumption journey in Shenzhen has evolved rapidly over the past 30 years, transitioning from instant coffee to specialty brews [3][4] Group 2: Consumer Behavior - The city's coffee culture emphasizes quick experiences, with long queues at grab-and-go coffee windows and events like coffee festivals attracting significant participation [3][4] - A notable 82.5% of consumers in Shenzhen drink coffee primarily for its energizing effects, indicating a strong demand for functional beverages [9] - The average age of coffee consumers in Shenzhen is 32.5 years, with a significant portion of the population being young professionals [12][19] Group 3: Innovation and Technology - Shenzhen's coffee industry is marked by innovation, with local brands exploring unique flavors and brewing techniques, such as the introduction of "fruit coffee" and "rotary steaming" technology [5][6] - The city is also becoming a hub for coffee equipment manufacturing, with local companies developing coffee machines and robots that enhance the consumer experience [7][8] - Starbucks has established its China Innovation Technology Center in Shenzhen, focusing on digital innovation and enhancing customer experiences through technology [8][20] Group 4: Future Potential - The current market size of Shenzhen's coffee industry is estimated at 476.4 billion yuan, with projections to reach 1.78 trillion yuan in the next five years [8][12] - The city's unique demographic and cultural characteristics position it well for rapid growth in coffee consumption, particularly among young, high-income professionals [12][19] - There is a growing trend towards personalized and high-quality coffee experiences, with brands adapting to meet diverse consumer preferences [11][15] Group 5: Challenges and Opportunities - Despite its rapid growth, Shenzhen's coffee culture lacks deep-rooted traditions and established national brands, which may hinder its aspirations to become a global coffee hub [17][20] - The city is actively working to cultivate a coffee culture through innovative consumer experiences and educational initiatives [17][20] - Establishing local coffee evaluation standards could further enhance Shenzhen's position in the global coffee market [18][19]