最近，"苹果烤奶"刷屏 小红书。 "冬日来一杯热乎乎的苹果烤奶吧"话题已有 100万+人浏览 ，大量博主分享制作教程与成品图。 从苹果奶绿等果奶到解构苹果，再到苹果烤奶， "苹果才不是无聊的水果"，这句话的含金量还在上升。 社交平台上 "苹果烤奶"刷屏了 从博主们分享的教程来看，做法大致相似： 最近，社交平台上流行起一杯"苹果烤奶"。 "冬日来一杯热乎乎的苹果烤奶吧"这个话题，目前在小红书上已经有100万+浏览量。 和精致咖啡、复杂特调不同， 苹果烤奶的制作几乎没有门槛 ，原料易得、步骤也不复杂，这种随手可得 的DIY做法很快吸引了大批网友关注。 把苹果去皮去核切块，放进杯子或耐热容器中，加入少量蜂蜜和一小撮盐，先用微波炉加热2-3分钟，让 苹果变软出汁；取出后稍微压一压，再倒入牛奶，搅匀后继续加热1分钟左右，一杯热乎乎的苹果烤奶就 完成了。 评论区里，不少人一边晒成品，一边说： "一个放到无人问津的苹果终于有它的存在价值了" "很好喝， 像一杯热乎乎的甜点""谈不上惊艳，但喝起来很舒服"。 还有网友贴心给出不少"注意事项"，比如： 也正是这种 "看完就能自己复刻" 的特质，让苹果烤奶很快在平台上火起来。 苹 ...

Core Viewpoint - KCOFFEE is rapidly expanding in China, with over 1,300 stores and more than 600 new openings in the first half of 2023, positioning itself among the top ten coffee brands in the country [5][6]. Group 1: Market Potential and Strategy - Yum China is optimistic about the coffee market, viewing it as a fast-growing consumer category that can broaden its service offerings and drive sales [6][8]. - KCOFFEE leverages the existing KFC store network, which has over 12,000 locations across more than 2,430 cities, providing advantageous site selections for new coffee outlets [10][12]. - The strategic "shoulder-to-shoulder" model allows KCOFFEE to share resources with KFC, reducing operational costs and enhancing efficiency [6][14]. Group 2: Competitive Advantages - KCOFFEE has established competitive barriers through its unique resource advantages, including prime locations in high-traffic areas such as shopping malls and tourist attractions [9][13]. - The brand's innovative product offerings, particularly in bubble coffee, have outpaced competitors, with bubble coffee accounting for over half of KCOFFEE's beverage sales in June 2023 [20][15]. - KCOFFEE's strong supply chain management, developed over 30 years, provides significant bargaining power, allowing it to maintain competitive pricing and profit margins [24]. Group 3: Growth and Expansion - KCOFFEE is focusing on expanding into lower-tier cities, with over half of its new stores in the first half of 2023 located in third-tier and below regions [25]. - The integration with KFC's app allows KCOFFEE to tap into a large customer base, with KFC's membership exceeding 520 million, enhancing customer loyalty and brand strength [29][26]. - The brand's collaboration with KFC and other sub-brands under Yum China creates a robust ecosystem for customer engagement and retention [30].

Investment Rating - The report does not explicitly provide an investment rating for the restaurant industry Core Insights - The report analyzes the new product launch trends in the restaurant industry, focusing on six representative categories: Western fast food, noodles, tea drinks, coffee drinks, bakery, and hot pot. A total of 330 brands were monitored, with 177 brands launching new products in June 2025, accounting for 53.6% of the monitored sample. The total number of new products launched across these categories was 785, representing a 14.1% decrease compared to May 2025 [4][10][15]. Summary by Category Western Fast Food - In June 2025, 20 brands launched 66 new products, with dessert items leading at 24.2%. Innovations focused on filling and flavor, with 51.4% of new products emphasizing filling innovation, integrating local and healthy ingredients [24][17][22]. Noodles - Among 61 monitored brands, 21 launched 65 new products, with mixed noodles and dessert drinks forming a core launch strategy, together accounting for over 40%. The main innovation direction involved using local and wild ingredients as toppings, with 66.7% of innovations focusing on toppings [32][30]. Tea Drinks - A total of 64 brands launched 245 new products, with fruit tea leading the category. The report highlights the use of seasonal fruits and emphasizes the reduction of vegetable elements in new products. 73.1% of new products contained tea bases, with green tea being the most popular [35][36][40]. Coffee Drinks - 23 brands launched 78 new products, with fruit elements comprising 71.2% of the ingredients. Coffee liquid bases were predominant, making up 66% of new products. The report notes a trend towards complex flavor profiles in new coffee products [46][50][53]. Bakery - 33 brands launched 263 new products, with cakes being the most prevalent at 57.8%. The report indicates a focus on seasonal and health-oriented products, with a notable increase in the use of fruits and dairy ingredients [60][63]. Hot Pot - 16 brands launched 68 new products, with hot pot ingredients leading at 54.4%. The emphasis was on the quality of ingredients and traditional preparation methods, showcasing local specialties [66][64].

Core Insights - The "5th China Western International Investment and Trade Fair" (West Expo) has commenced in Chongqing, attracting global attention as a significant international economic and trade event [1] - Kenuo Coffee has emerged as a popular attraction at the West Expo, showcasing its growth and the evolving coffee consumption trends in Chongqing [3][5] Company Development - Kenuo Coffee, an independent brand under Yum China, debuted at the West Expo in 2024 and returned in 2025, indicating its growing popularity and market potential [5] - The number of coffee shops in Chongqing has surged from 80 in 2015 to 3,265 in 2024, positioning the city among the top ten in the country for coffee shop density [5] - Kenuo Coffee has successfully expanded its presence in Chongqing, opening multiple stores with the support of local business authorities [5][6] Market Trends - Kenuo Coffee has demonstrated a keen ability to identify consumer preferences, launching popular products such as matcha and fruit coffee, which have contributed to its market leadership [8] - The brand is rapidly expanding, with a goal of opening one store per day, reflecting its ambition to penetrate both urban and rural markets [8] - Kenuo Coffee aims to continue its growth in Chongqing by offering diverse and high-quality coffee products, thereby supporting the local coffee economy [8]