今年的十一假期，中国餐饮的热闹，回到了街头 如果你晚上八点去过长沙坡子街，你会理解"人从众"三个字的真正含义。 臭豆腐摊前一圈又一圈的队伍，黑色的油锅一边炸一边冒烟，老板手脚麻利地翻着臭豆腐，嘴里还在吆喝："要辣不？要脆的还是软的？" 空气里全是酸辣酱、碳火和笑声。 在青岛台东夜市，烤鱿鱼摊主的胳膊上全是油点子，他从下午四点烤到凌晨，脚都肿了，但人群还没散。 桂林正阳路的螺蛳粉摊，锅里汤底沸腾得像开会，老板娘用竹勺一边搅，一边骂她老公："快点快点，粉都煮烂了。" 而在江西景德镇，鸡排哥还在那口小摊上，穿着那件被油烟染成深褐色的T恤，一边炸鸡排，一边笑着和客人聊天。他没logo、没装修、没系统，甚至连 个像样的灯牌都没有。但他的摊子前，天天排队。 这一幕幕，几乎是这个假期中国餐饮的缩影。 人们不在商场，不在连锁，而是在夜市，在街边，在那口烟火里。 根据美团数据，今年国庆夜间餐饮订单同比上涨112%，地方小吃类更是暴涨165%。 大众点评上，"夜市""烧烤""地方小吃"的搜索量翻倍，县城夜市的热度第一次超过了一线商圈。 反观商场的餐厅，灯太亮、空调太冷，客人越来越少。北京、成都、杭州的很多餐饮人都在抱怨："人流没 ...

10月1日，在贺州市贺州广场，市民在"我爱你中国"打卡点合影，表达对祖国的热爱之情。 聂志 成 摄 10月1日，在南宁市邕江边，一场无人机表演秀为国庆佳节营造浓厚氛围。 周军 摄 10月5日，在柳州市风情港夜市，游客在品尝广西特色小吃酸嘢。 韦雨函 摄 国庆中秋假期热闹非凡的南宁市朝阳路。 徐天保 摄 9月30日至10月2日，2025年融安龙舟公开赛暨第二十四届长安龙舟大赛在柳州市融安县融江段举 行，来自全国各地的225支龙舟队为现场观众献上一场融合体育、文化与民俗的盛宴。 游拥军 摄 10月4日，众多游客在桂林市阳朔县乘坐竹筏畅游漓江，乐享假期。 刘峥 摄 10月6日中秋夜，在桂林市两江四湖景区，众多市民和游客前来观赏花灯。 傅清龙 刘济纬 摄 今年国庆、中秋长假期间，广西处处洋溢着喜庆与团圆的气息。八桂大地以其独有的烟火气，将壮 丽山河、多彩文化和家国情深，一一铺陈在世人眼前，奏响了一曲动人的盛世欢歌。 广西的美，美在自然风光，美在民俗文化，美在美食体验，也美在街头巷尾丰富的夜生活。 清晨的漓江，随着第一支竹篙划破平静的水面，成百上千艘竹筏载着全国各地慕名而来的游客驶离 码头，漓江上再现"千筏竞流"的盛景 ...

Core Insights - The narrative of Chinese enterprises' globalization has evolved from merely exporting products to offering culturally rich experiences and identities [1][9] - The recent event hosted by 36Kr focused on the theme of cultural export, gathering representatives from various sectors to discuss new paths, challenges, and opportunities for Chinese culture in the global market [1] Group 1: Globalization Trends - Chinese companies are increasingly seeking to expand into emerging markets like Southeast Asia and the Middle East to find a "second growth curve" amid domestic market saturation [3][4] - The food export from China to Southeast Asia is significant, with an estimated value of approximately 20 billion RMB in 2023, while the Southeast Asian restaurant market is projected to grow from 190 billion USD to 349 billion USD by 2029 [5] Group 2: Key Success Factors - Successful internationalization requires companies to "go out" and address localization challenges to thrive in foreign markets [4] - A pyramid model outlines the key elements for globalization: strategic reasons for expansion, differentiated operational models, and three supporting systems: global processes, adaptable organizational structures, and capable teams [5][6] Group 3: Case Studies and Models - Notable brands like Haidilao and Bawang Tea have successfully expanded overseas, with Haidilao establishing Singapore as its second-largest market after the U.S. [6] - The rapid growth of brands like Pop Mart and TCL in international markets is attributed to strategic location choices and sponsorship of major events [6][7] Group 4: Cultural and Market Adaptation - The ASEAN region serves as a crucial launchpad for Chinese companies due to cultural similarities and the rise of digital platforms like TikTok, which facilitate cultural influence [7] - The standardization of local delicacies, such as Liuzhou snail noodles, is essential for successful globalization, supported by government initiatives to enhance the industry [8]

Core Insights - The Guangxi Nanning National Advertising Industry Park is strategically positioned as an advertising industry cluster aimed at ASEAN, leveraging RCEP opportunities to integrate advertising with cross-border e-commerce, digital technology, and cultural sectors, thus creating a new "advertising+" industrial ecosystem for high-quality regional economic development [1][4] Infrastructure and Services - The park has invested in 120,000 square meters of industrial space, establishing a dual-center layout for cross-border e-commerce, including a comprehensive international logistics warehouse and an incubation center, which supports the entire supply chain from customs clearance to warehousing and distribution [1] - A public service platform for cross-border e-commerce has been developed, enabling online registration, import/export declaration, and logistics tracking, enhancing operational efficiency for businesses and providing precise data support for government regulation [1] Market Expansion - Guangxi's unique products are rapidly entering the ASEAN market, with a dedicated exhibition area showcasing local specialties like Huangshi Dairy and snail noodles, utilizing innovative marketing methods such as AI digital human live streaming to broaden international market channels [2] - The exploration of "advertising + cultural tourism" is notable, with the transformation of ethnic-style buildings into an immersive experience area, promoting local culture and tourism, which has become a new attraction in Nanning [2] Talent Development - The park collaborates with 16 universities to form the Guangxi Cross-Border E-Commerce Industry-Education Alliance, producing over 600 talents annually, and has established an ASEAN cross-border e-commerce industry college to enhance practical training [3] - Various events, including the China-ASEAN Expo and cross-border e-commerce forums, have been organized to foster industry cooperation between China and ASEAN [3] Economic Impact - By 2024, the park is expected to host 1,598 operating entities, with 1,199 in advertising and related industries, generating an annual revenue of 32.699 billion yuan, including 24.278 billion yuan from the advertising sector, and employing over 2,000 people [4] - The park has become Guangxi's first 10 billion yuan cross-border e-commerce industrial park, with significant innovations in film and animation, resulting in 18 independent research projects and 20 technology transfers [4] - The "advertising+" model has created a new pathway for branding, digitization, and internationalization of Guangxi's unique industries, serving as a replicable model for China-ASEAN cooperation and showcasing the integration of regional openness and industrial upgrading [4]

Core Points - The 10th China International Food and Catering Expo (referred to as "Food Expo") will commence on September 19, showcasing global cuisine in Changsha [1] - The event features a significant focus on local and international food offerings, with participation from 28 countries and regions [7] Group 1: Event Overview - The Food Expo will take place at the Changsha International Convention and Exhibition Center, covering an exhibition area of 81,000 square meters [11] - Over 1,400 enterprises will participate, presenting thousands of products, including local specialties and international delicacies [11] Group 2: Local and International Highlights - The "Taste of Hunan" exhibition area will highlight traditional Hunan cuisine, featuring live demonstrations by intangible cultural heritage inheritors [3] - The event will also include a special "African Goods Exhibition Area," showcasing over a hundred high-quality African products, including coffee and wine [7] Group 3: Activities and Forums - The Food Expo will host 15 high-quality economic and trade activities, including the release of the Changsha Metro Food Map and various industry forums [11] - Industry forums will focus on the high-quality development of Hunan cuisine and the promotion of healthy eating initiatives, aligning with the province's "reduce salt and oil" campaign [11]

Core Viewpoint - The popularity of Luosifen (snail rice noodle) has surged among consumers, leading to its recognition not only in China but also internationally, despite its distinctive odor [2] Group 1: Product Characteristics - Luosifen is characterized by its strong smell, which is a significant aspect of its identity and appeal [2] - The dish originates from Liuzhou and has become a beloved street food, attracting a diverse range of food enthusiasts [2] Group 2: Market Expansion - The growth of Luosifen has been notable, with increasing consumer interest contributing to its expansion across the country and even overseas [2] - Experts highlight the unique flavor profile and cultural significance of Luosifen as key factors in its rising popularity [2]

Industry Overview - The Chinese rice noodle industry has evolved over two millennia from a local snack to a national cuisine, focusing on technological innovation, full supply chain collaboration, and globalization as core development directions [1] - The market size of the entire rice noodle industry in China is expected to exceed 300 billion yuan by 2025, with online sales of pre-packaged instant rice noodles reaching 5.28 billion yuan [1][2] - The industry is characterized by diverse brand dynamics, with innovative consumer brands dominating the market, while traditional brands are also adapting to the fast-paced changes [1][2] Consumer Trends - Nearly 90% of consumers eat rice noodles weekly, with the post-85s to post-95s and working professionals being the primary consumer groups [2] - The demand for quality upgrades is driven by consumer preferences for taste, convenience, and cost-effectiveness, leading to an increase in the price range of pre-packaged rice noodles [2][45] - The trend towards social dining and experiential consumption is evident, with consumers favoring dining out for the atmosphere and social media sharing [48] Market Dynamics - The online sales channel for pre-packaged instant rice noodles is growing significantly, with over 60% of consumers purchasing through multiple channels, primarily e-commerce and large supermarkets [1][24] - The brand landscape is becoming more mature, with local time-honored brands revitalizing their offerings and new brands entering the market [27][30] - The supply chain is evolving, with upstream, midstream, and downstream sectors collaborating to enhance efficiency and product quality [38][41] Future Outlook - The global rice noodle market is projected to grow at an annual rate of 3.74%, reaching 24.5 billion USD by 2032, while the Chinese market is expected to exceed 80 billion yuan by 2025 [2] - Over 50% of consumers plan to increase their purchasing frequency, indicating a positive outlook for the industry [2] - The industry must focus on supply chain innovation, flavor and health improvements, and cultural integration to unlock further economic and cultural value [2][15]

Core Insights - Industrial tourism, particularly factory tours, is gaining popularity as a way to engage the public with modern manufacturing processes and cultural heritage [2][3] - The Ministry of Industry and Information Technology has initiated a survey to support the protection and development of industrial cultural resources [2] Group 1: Factory Tours - NIO's factory in Hefei has opened to the public, receiving nearly 50,000 visitors last year, with slots quickly filling up during holidays [3] - Visitors can experience the production process firsthand, including a unique "cyber journey" through the factory [3][6] - The factory features advanced technology, such as a large vehicle storage platform that can hold up to 753 car bodies [4] Group 2: Food Industry Tours - The Luoyang-based "Luo Wang" industrial park has become a representative of industrial tourism, attracting visitors to learn about the production of instant river snail rice noodles [7][8] - Since its opening in March 2021, the park has welcomed approximately 300,000 visitors, showcasing the integration of culture and industry [8] Group 3: Clothing Industry Tours - The Seven Wolves Industrial Park in Fujian has transformed old factory buildings into a museum, attracting around 300,000 visitors annually [10][11] - The museum features interactive experiences, including a program that allows visitors to see how clothing would look on them using augmented reality [11] - In the first half of the year, the total visitor count for nine observation factories in Quanzhou exceeded 220,000, generating over 10 million yuan in revenue [11]

Core Insights - Factory tours are gaining popularity as a new form of tourism, attracting visitors with the unique experience of seeing industrial production processes firsthand [1] - Companies are leveraging factory tours to strengthen consumer relationships and enhance brand loyalty through interactive experiences [1] - Government policies at both national and local levels are supporting the high-quality development of industrial tourism, encouraging businesses to capitalize on this trend [1] Group 1: Factory Tours - Factory tours provide a refreshing alternative to traditional tourist attractions, appealing to visitors' curiosity about industrial products and their production processes [1] - The experience of seeing how everyday products are made, such as milk, drones, and cars, is a significant draw for tourists [1] Group 2: Business Benefits - Companies are using factory tours to bridge the gap with consumers, fostering user engagement and loyalty [1] - Many businesses are incorporating unique features into their tours, such as hands-on activities, free tastings, and VR experiences, to deepen visitors' understanding of their products and corporate culture [1] Group 3: Policy Support - A series of policies have been introduced to promote the high-quality development of industrial tourism, providing opportunities for businesses to enhance their offerings [1] - Companies are encouraged to leverage these policies by focusing on their unique characteristics and meeting visitor demands to enrich industrial culture [1]

Core Viewpoint - The snack giant Three Squirrels (300783.SZ) reported a revenue increase in the first half of 2025 but faced a significant decline in net profit, indicating challenges in maintaining profitability despite revenue growth [1][6]. Financial Performance - The company achieved a revenue of 5.478 billion yuan in the first half of 2025, a year-on-year increase of 7.94% [2]. - Net profit attributable to shareholders was 138.4 million yuan, down 52.22% from the previous year [2]. - The net profit after deducting non-recurring gains and losses plummeted by 77.75% to 50.8 million yuan [2]. - The net cash flow from operating activities turned negative at -376.8 million yuan, a drastic decline of 1075.08% [2][4]. - Basic and diluted earnings per share both decreased by 52.05% to 0.35 yuan [2]. Revenue Growth Drivers - Revenue growth was attributed to three main factors: the early timing of the 2025 New Year goods festival, the implementation of a "D+N" omnichannel system leading to over 20% growth in Q2, and the exploration of new retail opportunities [1][2]. - The company expanded its offline distribution and saw a doubling of channel sales in Q2 [1][3]. Profit Decline Factors - Key reasons for the profit decline included rising raw material costs for nuts, changes in online platform traffic structures, increased market expenses for offline distribution, and higher depreciation and amortization costs [3][4]. - Marketing expenses surged to 1.119 billion yuan, a 25.11% increase, while management expenses rose by 57.89% to 156 million yuan, outpacing revenue growth [4]. Market Position and Challenges - The company has faced a decline in net profit despite a recovery in revenue, indicating ongoing profitability challenges [6]. - There have been frequent complaints regarding food safety issues, including product shrinkage and quality concerns [6]. Future Plans - Three Squirrels is advancing its plan for a Hong Kong IPO to enhance its global brand presence and improve its supply chain capabilities [8].