点击上图▲立即收听 " 现在酒店的房量可以满足全国 6 亿人出行，平均 700 人拥有一家酒店。 " 文 / 巴九灵（微信公众号：吴晓波频道） 餐饮业与住宿业是一对难兄难弟，在努力振兴消费的大环境下凌乱。 相较于餐饮业，住宿业的动荡更为激烈。 以北京市场一窥：8月，北京市统计局发布2025年1—6月限额以上住宿和餐饮业法人单位主要经济指标。 共5135家法人单位，营业收入同比下降3.7%，营业成本同比下降1.2%，但利润总额同比下降67%。 尤其是，北京住宿业1613家单位营业收入同比下降7.3%，利润总额仅5980万元，降幅达92.9%，平均下来，上半年每家只赚了三万七，堪称"领 跌"餐饮住宿业。 这一数据呼应了上半年核心城市五星级酒店纷纷发展"摆摊卖菜"业务——在成都、郑州、常州、杭州、济南， 五星级酒店 纷纷向市场推出平价美 食，包括炒面、烧鸡、鸭脖、榴莲酥、东坡肉、蛋挞、大蒸包等等。 "每家情况不一样，更多在餐食做动作，比如自助早餐减配。成本比较高的酒店冲击大。比如，喜来登等老牌高端酒店被橘子水晶、全季等新兴国 潮冲击最厉害，在价格端区分上已经不太明显。"《旅界》主编张浩熙对小巴说道。 去年，博主"勃 ...

在美食之都广州，广府茶楼不仅是老广"饮早茶"的场所，更是氤氲着浓厚人文情怀的精神家园。 惠如楼开业一周以来，人流如织。8月23日，记者走进茶楼，看到非遗竹编灯笼点缀的走廊，以红黑金主调的店面装潢，空间融汇南洋风情与岭南骑楼元 素，再以木棉与荔枝树点缀其间，满眼广府情韵。 阔别老城区三十年后，惠如楼红灯重燃，从清朝光绪元年潘家会馆的麻石小巷中起步，到白云区设计之都的高楼大厦，以新址新貌续写本土老字号的百年历 史。这也是广州国资老字号振兴发展战略的一次重要落子。 据悉，焕新的惠如楼由广州国有资产管理集团旗下的广州老字号投资控股有限公司（简称"老字号公司"）操盘运营。"我们要让惠如楼既守住 150 年的手艺 根脉，又长出适应现代生活的新枝。" 广州国资管理集团董事长夏雨表示。 数据显示，截至2024年底，广州餐饮商事登记市场主体总数达24.8万家，网点密度居全国之首。面对激烈竞争与消费升级，叠加政策利好，拥有众多餐饮老 字号的广州国资如何擦亮"金字招牌"？ 创新机制体制 "食在广州"不仅是对美食的描述，更意味着这里是餐饮业的大擂台。8月22日下午，广州市高规格召开了餐饮业发展座谈会，市委、市政府主要领导面对面 听取 ...

Core Viewpoint - The beverage industry is innovating by integrating baked goods, particularly egg tarts, into their product offerings, enhancing customer engagement and increasing sales potential [20][22][34]. Group 1: Egg Tart Innovations - Beverage stores are creatively using tea-making techniques to produce egg tarts, with brands like Heytea introducing flavors such as taro mud and brown sugar [8][15]. - The average price of these egg tarts is around 30 yuan, which, while not cheap, attracts consumers due to unique flavors and appealing presentations [15][20]. - The trend of egg tarts is gaining traction, with various brands like Lele Tea and Grandpa's Tea launching their own versions, including innovative designs like "box tarts" and "giant tarts" [19][20]. Group 2: Expanding Product Lines - Beverage brands are diversifying their offerings by introducing low-cost baked goods, such as freshly baked bread priced under 10 yuan, to attract customers and increase foot traffic [24][26]. - New store formats, like Nayuki Green, are focusing on fresh and healthy ingredients, aiming to capture a broader market by offering tea, baked goods, and light meals [27][29]. - The introduction of Chinese-style snacks, such as baked buns paired with coffee, is appealing to local tastes and enhancing customer interest [31][33]. Group 3: Market Strategy - The integration of baked goods into beverage menus is seen as a strategic move to combat price competition in the beverage market, allowing stores to maintain profitability [34][35]. - The emphasis on freshly made products rather than factory-produced items is intended to create a unique selling proposition and strengthen brand loyalty [35].

Core Viewpoint - The high-priced bakery market is rapidly expanding in first and second-tier cities, with significant price increases and a growing consumer interest in premium baked goods [2][3][4]. Market Situation - High-priced bread is quickly occupying shopping malls in first and second-tier cities [3]. - In the past year, several premium bakery brands have aggressively expanded their presence in major cities [4]. Consumer Behavior - The average spending per person at these premium bakeries is around 60 yuan, surpassing the cost of a regular meal [5]. - The scarcity marketing strategy, such as limited-time offers and purchase limits, creates a sense of urgency and drives consumer demand [6]. - Consumers often feel compelled to buy more after waiting in long lines, driven by loss aversion psychology [7]. Industry Trends - Despite a general trend towards rational consumption, the popularity of high-priced bread aligns with the "lipstick effect," where affordable luxury items thrive during economic downturns [8][9]. - The target demographic for these brands primarily includes young consumers aged 20-35, who value aesthetics and social attributes in their purchases [9]. Business Challenges - The bakery industry's business cycle is shortening, with a significant number of new openings being outpaced by closures; approximately 58% of new stores close within two years [10]. - Recent incidents, such as food poisoning linked to a popular bakery, highlight the risks associated with rapid expansion in the premium bakery sector [10].

Core Viewpoint - The article discusses humorous and relatable observations about daily life, pets, and human behaviors, emphasizing the light-hearted nature of these experiences. Group 1 - The article features various humorous anecdotes about pets, particularly cats, and their interactions with humans, highlighting the affection and quirks of pet ownership [4][19][50]. - It includes playful commentary on food experiences, such as the enjoyment of frozen egg tarts, showcasing the joy found in simple pleasures [24]. - The text reflects on the absurdity of human behaviors and societal norms, using humor to critique and entertain [63][65]. Group 2 - The article presents a series of light-hearted observations about human life, such as the peculiarities of daily routines and the amusing aspects of social interactions [11][72]. - It captures the essence of human emotions and experiences, often through a comedic lens, making it relatable to a wide audience [45][58]. - The content encourages readers to find humor in everyday situations, promoting a positive outlook on life [19][64].

Group 1 - The 15th National Games and the Special Olympics are being co-hosted by Macau for the first time, with Macau responsible for five events in the National Games and two badminton events in the Special Olympics [1][2] - The cycling event will uniquely connect the three regions of Guangdong, Hong Kong, and Macau, marking it as the only event that spans all three areas [1] - The Macau organizing committee has successfully completed operational tests for the five events, meeting expected performance goals [1][2] Group 2 - Comprehensive simulations of the event organization have been conducted, covering aspects such as customs clearance, venue facilities, audience entry, and emergency response protocols [2] - A total of 5,000 volunteers have participated in practical training during the project tests, contributing to various roles including reception, guidance, and media support [2] - Macau's hospitality sector is well-prepared, with over 140 hotels offering more than 43,000 rooms, providing diverse accommodation options for visitors [2]

Group 1 - The core viewpoint of the articles highlights the competitive advantage of supermarkets in the bakery product sector, emphasizing their supply chain efficiency and product quality over traditional bakery chains [1][3][11] - Sam's Club's Swiss roll has become a representative product, achieving annual sales of 1 billion yuan, with some stores reporting that it accounts for about 10% of total store revenue [1] - Hema's bakery products contribute approximately 30% to daily store revenue, with daily sales exceeding 400,000 yuan during new store openings [2] Group 2 - Supermarkets are increasingly adept at producing bakery items, with a focus on cakes, leveraging their strong supply chain capabilities to source high-quality ingredients like flour and eggs [5][7] - The supply chain's strength allows supermarkets to offer competitive pricing and quality for seasonal products like strawberries and durians, enhancing their product offerings [6][10] - The larger store size of supermarkets facilitates higher customer traffic and sales volume, with 60% of bakery product buyers also purchasing other items [9][10]

Group 1 - The retail industry is facing both challenges and opportunities, with new business models like instant retail and discount stores intensifying competition, while consumers demand higher quality and service experiences [1] - The 2024 China Retail Development Report indicates a shift from consumption upgrade mode to a cost-performance-oriented era in the retail market [1] - Three Squirrels (300783) is providing a paradigm case by launching its first self-branded all-category lifestyle store, focusing on health-conscious consumers and covering a wide range of products [1][2] Group 2 - The Three Squirrels lifestyle store aims to become a leading all-category, all-channel self-branded retailer in China, emphasizing quality, experience, and affordability [2] - The store covers approximately 560 square meters, with 90% of products being self-branded, including categories like fresh food, baked goods, and daily necessities [2] - The store's opening saw over 1,000 products generating significant sales, with total sales exceeding 1 million yuan in just three days [1][3] Group 3 - The opening event attracted around 25,000 visitors, with significant sales in freshly baked goods and other high-demand items [3] - The lifestyle store also extends its services online, offering rapid delivery within a 5-kilometer radius and plans for nationwide online purchasing [3] - Three Squirrels plans to open 20 new lifestyle stores this year, alongside expanding into convenience and discount store formats [3] Group 4 - The ultimate goal for Three Squirrels is to become a super supply chain company, focusing on supply chain output for various products [4]

Group 1 - Haagen-Dazs and Starbucks are reassessing their strategies in China due to intense competition from local brands that have established strong connections with consumers [1] - The shift in strategy is driven by changing consumer preferences, particularly among younger Chinese consumers who prioritize value for money and emotional resonance [1] - Starbucks has recently lowered prices on tea and Frappuccino beverages in China, contrasting with its strategy in the U.S. where it simplified its menu to emphasize coffee [1] Group 2 - International companies, even those with decades of experience in China, are considering new partnerships to address current challenges [2] - The Chinese market has matured, with consumers becoming more educated and discerning, leading to rapid changes in tastes and low brand loyalty [2] - There is an increasing trend of international companies engaging in equity restructuring to introduce local strategic partners, which may help them thrive and capture new growth opportunities in China [2]

Core Viewpoint - The rise of "grass chicken egg cake" stores across various cities in China has sparked consumer interest, with many stores experiencing long queues and high demand, suggesting a potential trend in the baking market [1][3][12]. Group 1: Market Trends - Numerous specialized stores for grass chicken egg cakes have emerged in cities like Shenzhen, Guangzhou, and Gansu, with reports of long waiting times for customers [1][3]. - The average price for grass chicken egg cakes is around 20 yuan per kilogram, making them more affordable than traditional baked goods, which may contribute to their popularity [1][12]. - The stores typically focus on a limited product range, primarily selling grass chicken egg cakes, with a few additional common baked items [4][6]. Group 2: Product Differentiation - The key differentiator for these grass chicken egg cakes is the use of "grass chicken eggs," which are claimed to be sourced from free-range chickens, enhancing the perceived quality of the product [6][7]. - Many stores emphasize the use of high-quality ingredients, often sourced from Sam's Club, and promote a clean ingredient list to attract health-conscious consumers [7][9][11]. Group 3: Business Model and Challenges - The business model relies on low prices and simple production methods, which lowers the barrier to entry for new stores but also leads to a lack of differentiation among brands [12][14]. - High operational costs, particularly in prime locations, pose a significant challenge for profitability, especially given the low average transaction value [14]. - The potential for market saturation and increased competition could lead to price wars, further compressing profit margins and threatening the sustainability of many stores [13][14].