此前，瑞幸曾推出奶皮子咖啡，乐乐茶半个月前曾推出名为"雪顶山楂草莓奶皮子"的新品，奶皮子糖葫芦爆火后，有消费者观察到外卖平台上这款新品被 额外加上了"奶皮子糖葫芦"的后缀。 而在层出不穷的奶皮子食品席卷北上广的时候，有没有人关心，奶皮子家乡人的看法？ 作者 | 十寒音 编辑 | 苏炜 题图 | 《我的阿勒泰》 这款动辄50元一根的网红美食，在网友们堪比饕餮的热情研发之下迅速进化出了最新形态，掀起又一轮热潮。 它像能塞进万物的瑜伽裤一样被加入了超多原料，外形被改造成厚实大饼。围观者们惊叹这是把整个水果摊都用糖裹起来了吗，调侃"没偷摸着把我二舅 裹进去吧？" 不只是糖葫芦，近期的外卖平台、社交平台早已化作奶皮子宇宙。 左图源博主@佳佳来口不，右图源博主@荷包蛋。 这个冬天，糖葫芦遇上奶皮子就像是终于找到属于自己的蒙娜丽莎。传统的糖葫芦就是把水果串成一串，好无趣好无聊，受限于竹签造型最多进化出"一 米糖葫芦"。 而奶皮子加入后，它成为了每个超标违建糖葫芦的坚实地基，使水果们紧紧粘连在一块。 当下，奶皮子俨然成为了今冬第一火的甜品元素，不仅与糖葫芦组合出道，还被品牌商家们紧急加入了咖啡、奶茶、蛋糕当中。 作为出身于草 ...

Investment Rating - The report maintains a "Buy" recommendation, focusing on opportunities arising from Hainan's customs closure and new duty-free policies [1]. Core Insights - The implementation of the new duty-free policy in Hainan has led to a significant increase in tourism consumption, with duty-free shopping amounting to 506 million yuan and a 34.86% year-on-year growth in shopping amounts during the first week of November [4][36]. - The Hainan Free Trade Port's policies are expected to stimulate regional economic development and industry upgrades, enhancing the performance of related companies such as China Duty Free Group, Wangfujing, and Caesar Travel [4][36]. - The consumer services sector showed a slight increase of 0.11% this week, underperforming compared to the broader market indices [7][26]. Summary by Sections Industry Basic Data - The consumer services industry consists of 55 listed companies with a total market capitalization of 498.8 billion yuan and a circulating market value of 457.1 billion yuan [1]. Relative Index Performance - The absolute performance over the last month was -7.7%, with a 12-month performance of 9.2% [2]. Weekly Industry Performance - The consumer services sector's weekly performance was 0.11%, while the broader indices like the CSI 300 and the Hang Seng Index showed gains of 0.82% and 0.77%, respectively [7][26]. Important Announcements - Guangzhou Restaurant repurchased 6.3184 million shares, accounting for 1.11% of its total share capital [31]. - Changbai Mountain reported a net profit of 150 million yuan for Q3, a 19.43% increase year-on-year [31]. Upcoming Shareholder Meetings - Notable upcoming meetings include China Duty Free Group on November 24 and Zhonggong Education on November 25 [35]. Industry News - The duty-free shopping market in Hainan is expected to grow significantly due to the new policies, with a notable increase in the variety of goods available [36]. - The trend of fresh dining experiences continues, with companies like Haidilao introducing new product lines to enhance competitiveness [36].

东京烘焙职业人每周准时摘取烘焙行业最重要的、最有价值的新品信息、品牌资讯，行业热文和海外信息，一切你想知道的，都在这里。 在这里不需要恰饭，只需要更新鲜的资讯！ 1、叮咚买菜【0蔗糖杂粮谷豆膳食贝果面包/保萝工坊迁西栗子可可软欧面包】 2、 Family Mart全家 【两款三明治】 3、 Costco开市客 【科克兰香肠芝士丹麦面包】 4、ALDI奥乐齐【巴旦木奶酪维也纳式面包】 5、LAWSON罗森【三款可露丽】 1、莫卡乡村【南瓜芝士吐司】 2、 菽麦谷屋【己早蛋糕】 3、 好芙利 【 厚米乳三明治蛋糕 】 4、都市甜心CitySweet【三款栗子季蛋糕】 5、 小香港 【 「馥桂满盈」桂花蛋糕 】 6、丁香西饼屋【九层巧克力糕王】 7、一鸣真鲜奶吧【一鸣多谷物系列】 8、可言可颂【脆巧芋泥可颂挞】 9、 布朗先生 【三款秋冬蛋糕】 10、麦德莲【英式奶皮子拿破仑】 11、 金元朗EARLY BAKER 【红枣板栗南瓜吐司】 12、红星前进面包牛奶公司【两款咸口贝果】 13、UEIDUO优壹朵【黑金芝士爆汁肠】 14、 山崎面包 【3款秋季面包】 15、崎本的店【限定暖秋吐司】 16、Delicake悠 ...