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聚焦“两高四着力”·一“县”观察丨温县 IP游创意圈粉
He Nan Ri Bao· 2025-10-04 23:28
温县发挥太极拳"根"文化优势和大咖国际"雪王"IP优势,凭借科技赋能、文化底蕴、创意灵感和融通中 外的情感价值,整合文旅工业资源,建设"太极·蜜雪文旅融合示范区",打造特色鲜明的世界旅游目的 地。 县计县策 一套传统太极拳法与一杯时尚新式茶饮,距离有多远?3000米。 在温县,一条3000米的甜蜜大道,将太极拳发源地陈家沟与全球最大现制饮品企业蜜雪冰城"中央工 厂"——大咖国际食品有限公司两大世界级IP"串连"起来。 大道北端是陈家沟,"喝喝陈沟水,都会跷跷腿",每年世界各地来此拜师学艺的太极拳爱好者络绎不 绝。 大道南端,大咖国际每天为全球4.7万家蜜雪冰城门店供应原料,周围分布着蜜雪冰城商学院、雪王市 集等,渐成网红打卡地。 "静中见动、动中求和,我喜欢在这里感受太极文化的魅力。"来自西班牙的太极拳爱好者陈少武,是陈 家沟的"常客"。10月2日,他说,练拳后喝一杯蜜雪冰城的饮品已经成了习惯。 如何将太极文化和"雪王"流量创新融合,实现"1+1>2"的文旅融合倍增效应? 省委十一届九次全会强调要推动文化繁荣兴盛。据了解,温县将围绕"行走河南·读懂中国"文旅品牌重 要部署,加快建设"太极·蜜雪文旅融合示范区" ...
蜜雪冰城致歉!
中国基金报· 2025-10-02 13:26
来源:扬子晚报、白鹿视频、荆楚网 目前,该门店已闭店,同时蜜雪冰城官方也已经联系了专业机构做全面消杀和整改,避免再 出现这种情况。 据此前报道,9月30日,网曝河南郑州一蜜雪冰城门店有多只老鼠横行,顾客发文称店员还在 喊同事来围观。 les & FR 点击下载中国基金报客户端 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 近日,网曝河南郑州一蜜雪冰城门店内出现老鼠,引发网友热议。 随后,该涉事门店致歉,其门店老板表示,该店每日执行严格消杀流程,24小时"明厨亮 灶"监控全程覆盖,且已按规范放置粘鼠板。 针对此次出现老鼠的情况,店长坦言:"此前从未遇到过老鼠问题,但如今出现这样的隐患, 确实是我们工作做得不到位,给大家带来了不好的消费体验。" ■ 中 ...
蜜雪冰城道歉
10月1日,涉事门店员工表示, 昨天老鼠已经处理了, 旁边都是饭店,它想进来我也没办法, 按照公 司标准赔偿的,公司每月都会抽查门店卫生,都是验收通过了的。 近日,网曝河南郑州一蜜雪冰城门店内出现老鼠,引发网友热议。 对此,郑州市市场监督管理局工作人员回应称,如果出现门店有老鼠的情况,会有工作人员去现场检 查,如果真的有违规行为,会处理。 随后, 该涉事门店致歉, 其门店老板表示,该店每日执行严格消杀流程,24小时"明厨亮灶"监控全程 覆盖,且已按规范放置粘鼠板。 旁边都是饭店 针对此次出现老鼠的情况,店长坦言:"此前从未遇到过老鼠问题,但如今出现这样的隐患,确实是我 们工作做得不到位,给大家带来了不好的消费体验。" 目前, 该门店已闭店, 同时蜜雪冰城官方也已经联系了专业机构做全面消杀和整改,避免再出现这种 情况。 据此前报道,9月30日,网曝河南 郑州一蜜雪冰城门店有多只老鼠横行, 顾客发文称店员还在喊同事来 围观。 如何避免老鼠进入店内? 欢迎在评论区支招 (来源 : 南方网) ...
一升装的“工地饮料”,成了打工人的营养液
创业邦· 2025-09-21 05:18
以下文章来源于三联生活实验室 ,作者tweety 三联生活实验室 . 来源丨三联生活实验室 (LIFELAB2020 ) 作者丨tweety 图源丨AI制作 瓶装饮料届,也有自己的鄙视链。中男靠东方树叶去油腻,中女只饮三得利乌龙茶减脂,冰红茶也从 屌丝饮料飞升为全民国窖…… 可无论什么口味,1L装大容量的饮料,向来位于金字塔最底端,江湖人称"工地饮料"。"喝着太齁 了,拿着不方便,它只能是外卖小哥们电驴脚下的移动水泵,工地大叔风吹日晒之后补充电解质的刚 需。" 谁能想到,如今谈糖色变的白领年轻人,却把1L的瓶装饮料,喝成了工位吊瓶。 Never Bored 城市Cool Guy生活样本 一开始,打工人只是图个便宜大碗,"3块多500ml的小甜水,加1块钱就能喝到1L,在如今的消费环 境之下,还有谁会这么宠你?" 图源:TITANS 图源:momo 当其他的饮料们要么涨价,要么减量时,唯有1L装的工地饮料,定价稳如泰山,甚至容量越大越便 宜。"团购的时候,有些饮料只要2.9就能拿下,比小瓶装的还便宜。" 有人质疑,工地饮料总归是不健康的,但上过班的才明白,"咖啡奶茶也不健康,喝得心脏直突突, 但你戒得掉吗?上一 ...
年均营收4000亿,高校成了连锁餐饮品牌疯抢的“香饽饽”?
Hu Xiu· 2025-09-19 08:01
Group 1 - The presence of popular dining brands such as Haidilao, KFC, Mixue, and Luckin Coffee near university campuses has increased significantly, indicating a shift in dining options for students [1] - Universities are increasingly welcoming these restaurant brands, suggesting a strategic move to enhance student experience and campus life [1] - The trend reflects a growing demand for diverse and convenient food options among college students, prompting major food chains to target this demographic [1]
西贝门店回应顾客公筷喂狗,宁德时代市值破1.7万亿,iOS26液态玻璃效果可关闭
3 6 Ke· 2025-09-17 12:31
Group 1: Company News - Ningde Times experienced a short-term surge of nearly 6%, reaching a historical high with a total market value exceeding 1.7 trillion yuan [4] - The solid-state battery concept gained momentum, with companies such as Yiwei Lithium Energy, Mengguli, Xinwangda, and Yinghe Technology collectively showing strong performance [4] Group 2: Industry Trends - The Shanghai and Shenzhen stock markets recorded a half-day trading volume of 1.54 trillion yuan, an increase of 628 billion yuan compared to the previous trading day [6] - The Hang Seng Technology Index reached a new four-year high, with an intraday increase of nearly 2% [6]
6000万花哪儿了?起底西贝“军师”华与华
新浪财经· 2025-09-15 09:44
Core Viewpoint - The article discusses the recent controversy surrounding the pre-made food industry, particularly focusing on the conflict between Luo Yonghao and the marketing consulting firm Hua Yu Hua, which has been a long-term consultant for the restaurant chain Xibei. The situation escalated with public criticisms and ended with an apology from Hua Yu Hua's founder. Summary by Sections - The conflict began on September 10, 2023, when Luo Yonghao criticized Hua Yu Hua during a live stream, calling their actions "nonsense" and suggesting that companies hiring them were not thinking clearly. This led to a public backlash against Hua Yu Hua [2][5][6]. - Hua Yu Hua has been working with Xibei since 2013, earning over 60 million yuan in consulting fees over the past decade. Specific fees from 2017 to 2019 were reported as 4.8 million, 3.6 million, and 4.2 million yuan respectively [3][12][13]. - The firm has a diverse client base, including well-known brands in various sectors such as internet, dining, and beverages. Notable clients include Haidilao, Huailaishi, and Miexue Ice City [3][11]. - Despite some successful marketing campaigns, Hua Yu Hua has faced criticism for controversial strategies and has been fined for violating advertising laws. Industry insiders have pointed out that Xibei's frequent brand repositioning may reflect poorly on Hua Yu Hua's effectiveness [3][12]. - Hua Yu Hua's founder, Hua Shan, has publicly stated that working with Xibei has been a significant opportunity for the firm, claiming it has become the largest consulting company in the restaurant sector due to this partnership [8][10]. - The article highlights that Hua Yu Hua's marketing strategies have included memorable slogans and campaigns, contributing to Xibei's brand identity. For instance, the slogan "Close your eyes and order, everything is delicious!" has become a key asset for Xibei [8][12]. - The firm operates on a unique business model, providing comprehensive annual marketing consulting services without engaging in project-based work or competitive bidding [11].
美团管理层两次会见圣保罗市长,加速进攻巴西;30亿美元预估市值,东南亚企业在美国规模最大上市交易或诞生丨Going Global
创业邦· 2025-09-14 11:38
Core Insights - The article highlights significant developments in the global expansion of various companies, focusing on their strategies, market performance, and regulatory challenges. Group 1: Company Developments - SHEIN responded to allegations of tax evasion in the UK, asserting compliance with local laws and reporting a global sales figure of $38 billion in 2024, an 18% increase from the previous year [5][6] - TikTok has initiated a new data center project in Finland to comply with EU regulations, with its monthly active users in Europe surpassing 200 million, a significant increase from 175 million the previous year [8] - Temu reported over 115 million monthly active users in the EU, with Germany and France being key markets, while also implementing price reductions in the US to regain market share after a sales decline [10][11] Group 2: Market Expansion and Investments - Meituan's Keeta is accelerating its entry into the Brazilian market, with plans to invest $1 billion over five years and expand its team to 1,000 employees by year-end [18][22] - Cainiao's CEO announced plans to replicate Chinese supply chain expertise in overseas markets, with a 200% increase in external orders for local express services since April [23][25] - Anta plans to open 1,000 stores in Southeast Asia over the next three years, with a focus on expanding its brand presence in the region [32][34] Group 3: Regulatory and Trade Issues - Nearly half of US companies surveyed are calling for the elimination of tariffs on Chinese goods, citing significant uncertainty in trade relations [37][39] - Mexico plans to impose a 50% tariff on key imports from countries without trade agreements, directly impacting Chinese imports [40][41] Group 4: Financing and IPOs - GIC and SoftBank are considering selling their stakes in Vietnamese fintech company VNLife, which could be valued at over $1 billion [51][52] - Carro, a major Southeast Asian used car platform, is planning to enter the Australian market and pursue a dual listing [53][55] - Lendbuzz has filed for an IPO in the US, reporting a 38% increase in revenue for the first half of 2025 [58]
“雪王”半年狂赚27亿,河南首富兄弟“闷声发大财”
创业家· 2025-09-03 10:09
Core Viewpoint - The article discusses the impressive financial performance of Mixue Group, highlighting its rapid expansion and the challenges it faces in maintaining sustainable growth amidst increasing competition and operational risks [5][15][21]. Financial Performance - In the first half of 2025, Mixue Group reported a revenue of 14.875 billion yuan, a year-on-year increase of 39.3%, and a profit of 2.718 billion yuan, up 44.1% from the previous year [10][11]. - The company’s gross profit reached 4.706 billion yuan, with a gross margin of 30.3%, slightly down by 0.2 percentage points compared to the previous year [10][12]. - As of June 30, 2025, Mixue Group had over 53,000 stores globally, with a net increase of nearly 10,000 stores compared to the same period last year [5][12]. Expansion Strategy - The growth in revenue is primarily attributed to increased sales of goods and equipment, which accounted for 97% of total revenue, while franchise fees and related services contributed only 2.6% [11][18]. - The company has a strong presence in lower-tier cities in China, with 57.6% of its stores located in third-tier cities and below [13]. - Mixue Group is also expanding its footprint in Southeast Asia, focusing on optimizing existing stores in Indonesia and Vietnam [14]. Challenges and Risks - Despite the rapid expansion, Mixue Group faces significant challenges, including a rising closure rate of franchise stores, which increased from 2.13% to 2.55% year-on-year [18][19]. - The Chinese ready-to-drink tea market is experiencing a slowdown, with growth rates expected to drop from 44.3% in 2023 to 12.4% by 2025 [19]. - The company’s low-price strategy has limited its product innovation, with a significant decrease in new product launches compared to competitors [20]. Founders' Wealth and Market Position - Founders Zhang Hongchao and Zhang Hongfu have seen their wealth double to 117.91 billion yuan, ranking them as the richest individuals in Henan province [22][23]. - The company’s market capitalization exceeded 100 billion HKD shortly after its IPO, reflecting strong investor interest despite the operational challenges it faces [25].
零售周报|9月服务消费新政;美团开线下超市;安踏、蜜雪冰城业绩亮眼
Sou Hu Cai Jing· 2025-09-02 01:33
Group 1 - The Ministry of Commerce will introduce several policy measures to expand service consumption in September, focusing on enhancing service supply capabilities and stimulating new service consumption [1] - The Ministry has already implemented various policies this year, including initiatives for elderly tourism, home services, health consumption, and green consumption [1] - The upcoming policies will utilize fiscal and financial tools to optimize service supply and drive actual results in service consumption [1] Group 2 - Li Ning has launched an immersive theater experience called "China Li Ning World" in Shanghai, featuring five themed theaters that blend drama, interaction, and product experience [4] - The experience showcases multiple co-branded series and introduces a new logo in a 3D format [4] Group 3 - The Nordic fragrance brand Yougift will open its first store in Nanjing on August 31, offering a range of products inspired by Nordic culture and nature [6] Group 4 - Anta Group has announced a joint venture with South Korea's Musinsa to establish "Musinsa China," with Anta holding 40% and Musinsa 60% of the shares [7][8] - Musinsa China will focus on developing its own brand "Musinsa STANDARD" and multi-brand stores in the Chinese market [8] Group 5 - Meituan has opened its first self-operated discount supermarket "Happy Monkey" in Hangzhou, marking its entry into the offline retail sector [11] - The company plans to open approximately 10 stores in major cities by 2025, with a long-term goal of reaching 1,000 stores nationwide [11][12] Group 6 - Hema's budget community supermarket Hema NB has been rebranded as "Super Box Calculation NB" to enhance its brand while maintaining its community budget positioning [15] Group 7 - Anta Group reported a 14.3% increase in revenue to 38.54 billion yuan for the first half of 2025, with operating profit rising 17% to 10.131 billion yuan [16] - FILA's revenue reached a record high, growing 8.6% to 14.18 billion yuan, driven by its "ONE FILA" strategy [16] Group 8 - Biyinlefen's revenue increased by 8.6% to 2.103 billion yuan in the first half of 2025, while net profit declined by 13.56% [17] Group 9 - Xiaocaiyuan plans to expand its store count to 1,000 by next year, with a goal of over 3,000 stores in the next decade [18] Group 10 - Mixue Ice City reported a 39.3% increase in revenue to 14.8748 billion yuan for the first half of 2025, with a profit of 2.718 billion yuan, up 44.1% [19][20] Group 11 - Gu Ming's revenue for the first half of 2025 reached 5.6629 billion yuan, a 41.2% increase, with net profit significantly rising [21][22] Group 12 - Tims Coffee reported a 4.9% decline in revenue to 349 million yuan for the second quarter, but food revenue reached a historical high of 35.2% [23] Group 13 - Nayuki's revenue decreased by 14.4% to 2.178 billion yuan in the first half of 2025, while adjusted net losses decreased by 73.1% [24][25] Group 14 - Aeon reported a 3.0% decrease in revenue to 3.931 billion HKD for the first half of 2025, with net losses widening to 226 million HKD [26] Group 15 - Anta and Bosideng have responded to reports of their interest in acquiring Canada Goose, clarifying that they are not potential buyers [27][29] Group 16 - Keurig Dr Pepper has agreed to acquire JDE Peet's for 57 billion euros, with the transaction expected to complete in the first half of 2026 [32] Group 17 - Coca-Cola is evaluating the sale of Costa Coffee, with initial discussions with private equity firms indicating a potential sale price of 2 billion pounds [33]