时间到了8月中下旬，今年的夏季也即将迎来尾声。 在2025年夏天，雪糕/冰淇淋类目表现如何？相比2024/2023年同期，展现出了什么样的变化与趋势？在本周，马上赢将为您带来雪糕/冰淇淋类目的专题研 究，共同观察这一类目在今夏的走势。为了更加聚焦夏日这一类目销售旺季的表现情况，我们选取了2025年5-7月为观察时间段，同比时间段为2024年、 2023年同期。 复盘数据均来自于马上赢品牌CT，马上赢MSY150均衡模型及马上赢全量门店模型，使用的模型在数据图中均有标注。马上赢品牌CT数据覆盖了全国县 级以上各等级城市（不含乡、镇、村），并深度覆盖全国核心城市群，业态覆盖包括大卖场、大超市、小超市、便利店、食杂店。目前，马上赢品牌CT 中的品牌超30万个，商品条码量超过1400万个，年订单数超过50亿笔。 从 2023 年观察期至 2025 年观察期的销售额、销售量指数来看，以 2023 年观察期的销售额、销售量基准指数100作为标尺，可以看到，2024 年观察期销 售额指数下降至 90.54，销售量指数降至 95.35；2025 年，销售额指数继续下探至 86.67，而销售量指数降至 94.18，虽然销量下滑 ...

如何享冰品，才会更健康？ 陈永福 正值暑期，冰棍、雪糕、冰淇淋等各式冰品成为许多人的解暑"神器"。然而，在享受这份清凉的同时， 也需谨慎挑选、适量食用，避免对身体造成不良影响。不同类型的冰品有何区别？如何科学选购和食 用？ （作者为内蒙古农业大学食品科学与工程学院院长，本报记者赵景锋采访整理） 遇蛇出没怎么办？ 杨文明 周 倩 暑期，蛇类活动频繁。如何避免被蛇咬伤？被蛇咬伤怎么处置？记者近期采访了相关专家。 一、做好预防工作 野外旅游，做好防护。云南省第一人民医院急诊内科主任医师葛利表示，野外旅游、从事农业活动时要 穿覆盖身体的衣服、戴好手套，避免过多肢体裸露。 与蛇相遇，保持距离。"人怕蛇，蛇也怕人。"葛利说，跟蛇相遇时，不要突然做出跑、跳等大幅度动 作，避免蛇受激攻击人类，"尽量跟蛇保持一定的距离，让它自行离开；如果蛇被困在室内或人员密集 的小区等场所，建议报警求助，不要自行处置。" 目前，市面上的冷冻饮品五颜六色，许多消费者在选购时，可能对其中的食品添加剂存在顾虑。其实， 国家标准对食品添加剂的使用有严格的规定，只要符合规定，是可以放心食用的。如果想要追求更健 康，消费者可以选择添加天然色素的产品，比如 ...

Core Viewpoint - The recent comments by the chairman of Baiguoyuan, Yu Huiyong, regarding "educating consumers" have sparked significant public backlash, highlighting a crisis of consumer trust that is more severe than mere financial losses [2][4][5]. Company Overview - Baiguoyuan, once labeled as a "fruit assassin," is now facing its toughest survival challenge since its listing, with a notable decline in consumer trust and market share due to rising competition from community group buying and fresh e-commerce platforms [2][9]. - Despite a trend of "consumption downgrade," Baiguoyuan maintains its high pricing strategy, which has led to increasing consumer dissatisfaction and negative discussions about its fruit quality and pricing [2][4]. Financial Performance - Baiguoyuan's financial results reveal a significant downturn, with 2024 revenue at 10.273 billion yuan, a decrease of 9.8% year-on-year, and a net loss of 386 million yuan, marking a 206.7% decline compared to a profit of 362 million yuan in 2023 [10][12]. - The company's gross margin has dropped to single digits, from 11.5% in 2023 to 7.4% in 2024, indicating a severe compression of profit margins [10]. Market Dynamics - The competitive landscape is increasingly challenging, with traditional retail being pressured by low-cost fruit vendors and online platforms offering faster delivery services, leading to a decline in Baiguoyuan's customer traffic and average transaction value [9][10]. - The number of Baiguoyuan stores has decreased significantly, with a net reduction of 966 stores from the end of 2023 to the end of 2024, averaging 2.6 store closures per day [10]. Consumer Sentiment - The backlash against Baiguoyuan's "educational" stance has alienated consumers, who feel patronized and are increasingly vocal about their dissatisfaction with the brand's perceived arrogance and quality issues [4][5][14]. - The company's attempts to position itself as a high-end fruit provider are undermined by repeated quality control failures and negative consumer experiences, leading to a loss of trust [7][14]. Strategic Challenges - Baiguoyuan's ambition to achieve 100 billion yuan in revenue and expand its store count to over 10,000 is now in jeopardy due to the current crisis [11]. - The company's reliance on a franchise model complicates quality control, and its high pricing strategy is increasingly at odds with consumer expectations for value [12][14].

Core Insights - The article highlights Shenyang as the most cost-effective city for late-night snacks in Northern China, showcasing its vibrant night market culture and diverse food offerings [1][5][36] Group 1: Night Market Culture - Shenyang is recognized for its affordability and variety in late-night dining, with options like grilled chicken racks and self-service barbecues available at low prices [5][24] - The city attracts over 160,000 visitors daily during peak seasons, making it a popular destination for tourists seeking a lively nightlife experience [5][36] - The night market scene in Shenyang is characterized by a blend of traditional and modern culinary practices, reflecting the city's industrial heritage [21][24] Group 2: Signature Dishes - The grilled chicken rack is a staple of Shenyang's night market, known for its crispy texture and affordability, often priced between 8 to 15 yuan [12][21] - Barbecue offerings in Shenyang include a variety of meats and seafood, with self-service options available for around 80 yuan, emphasizing high value for money [25][26] - Unique local flavors are present in dishes such as spicy stir-fried chicken racks and various dipping sauces, showcasing the region's culinary diversity [26][28] Group 3: Local Beverages and Desserts - The "Bai Li" drink is a popular local beverage, often enjoyed by residents and visitors alike, serving as a refreshing option during hot summer nights [38][44] - Shenyang's ice cream offerings are diverse and innovative, featuring flavors that incorporate local ingredients and culinary traditions, appealing to a wide audience [44][47]

Core Insights - The ice cream market in China is experiencing a rational return, with affordable classic options remaining popular among consumers, while high-priced products are declining in market share [1][2][6] Market Trends - The majority of ice cream products sold this summer are priced between 1 to 6 yuan, with 3-5 yuan products accounting for approximately 45.41% to 45.97% of sales from 2023 to 2025 [1][2] - High-priced ice cream (over 12 yuan) is seeing a decrease in sales share, dropping from 5.99% in 2023 to 3.95% in 2025 [2] SKU Analysis - In terms of SKU distribution, 3-5 yuan ice cream had a 24.51% share in 2023, while 0-1 yuan ice cream surpassed it in 2024 with a 23.66% share, and further increased to 27.25% in 2025 [4] Consumer Behavior - Consumers are showing increased sensitivity to pricing, with a preference for lower-priced options, leading to low repurchase rates for high-priced ice cream [1][6] - The market is dominated by well-known affordable ice cream brands, indicating a shift in consumer preferences towards value for money [1][6] Industry Outlook - The Chinese ice cream market is in a phase of rapid growth, with a narrowing space for ultra-high-end and very low-end products, while the mid-range (3-5 yuan) continues to thrive [6] - High-end brands are facing challenges as their high-margin models are becoming less viable, necessitating innovation and quality improvements for sustainable growth [6]

Core Viewpoint - The "cooling economy" is thriving due to the increasing demand for cooling products and services in response to high temperatures, creating significant market opportunities [1][2][3]. Group 1: Cooling Products and Market Trends - Air conditioning sales have surged, with JD.com reporting a more than twofold year-on-year increase in air conditioner sales since July, and installation rates increasing over threefold [1]. - Other cooling appliances like portable fans, dehumidifiers, and ice makers have also seen sales double across various e-commerce platforms [1]. - The demand for cooling food and beverages has risen sharply, with carbonated drinks and ice cream sales increasing over 75% since the start of summer [2]. Group 2: Night Economy and Consumer Behavior - The night economy has become a significant aspect of the cooling economy, with 60% of urban consumption occurring at night, leading to a doubling of night orders in 127 cities since July [2]. - Various local governments are implementing policies to support night economy initiatives, enhancing consumer experiences through diverse nighttime activities [2]. Group 3: Innovation and Market Dynamics - The "cooling economy" is driven by both consumer demand for innovative and comfortable cooling solutions and suppliers' responses to market needs through new product development [3]. - Innovative products such as smart wearable air conditioners and graphene cooling patches are emerging, showcasing the integration of modern technology and materials into everyday items [3]. Group 4: Policy Support and Future Outlook - To further enhance the "cooling economy," local governments are encouraged to expand the supply of quality products and services, promote integration across various sectors, and support technological advancements [4]. - The "cooling economy" is viewed as a sustainable long-term economic model that can provide new growth opportunities for businesses and stimulate local economic development [4].

Core Viewpoint - The downfall of Zhong Xue Gao, once a leading high-end ice cream brand, is attributed to its failure to maintain product quality and integrity, leading to a loss of consumer trust and market position [2][4][7] Group 1: Company Performance - Zhong Xue Gao initially achieved significant success, selling ice cream at high prices and generating over 1 billion yuan in sales within a year [2] - The brand's image was severely damaged due to false advertising claims, such as "no added water," which were later proven to be misleading [4] - A viral video showing the ice cream not melting when heated further tarnished the brand's reputation, leading to consumer backlash [4] Group 2: Marketing and Consumer Trust - The founder's focus on marketing over product quality resulted in a disconnect with consumer expectations, particularly regarding health and ingredient transparency [4][5] - The brand's pricing strategy, which placed high-end products alongside cheaper options without clear labeling, contributed to negative consumer experiences and perceptions [4] Group 3: Industry Trends - The challenges faced by Zhong Xue Gao reflect a broader trend in the market where once-prominent brands are struggling due to a lack of respect for consumer needs and market dynamics [5][6] - Other luxury brands, such as BMW, are also experiencing significant sales declines, indicating a shift in consumer preferences towards value and quality over brand prestige [5] - The failure of brands like Zhong Xue Gao serves as a cautionary tale for companies that prioritize short-term gains over long-term consumer trust and product integrity [6][7]

Core Viewpoint - The Guangzhou Baiyun International Airport Co., Ltd. has launched a "Cool Summer" ice cream truck initiative to provide free ice cream to frontline employees during high temperatures, reflecting the company's commitment to employee welfare and safety [1][3][5]. Group 1: Initiative Details - The ice cream truck will operate daily from July 16, delivering 12 selected flavors to 20 high-temperature work areas for 45 days, with a planned distribution of over 75,000 ice creams, representing a more than 150% increase compared to last year [1][5]. - The initiative was initiated by the airport's labor union after conducting in-depth research on employee needs, extending the delivery period from 30 days to 45 days and increasing the number of delivery points from 16 to 20 [5][6]. Group 2: Employee Engagement - The first day of the initiative was attended by the company's leadership, who personally distributed ice cream to employees, emphasizing the importance of heat prevention while ensuring production safety [3]. - Employees expressed appreciation for the initiative, highlighting the emotional comfort provided by the gesture amidst the challenging working conditions [3]. Group 3: Broader Employee Support - The company has established over 160 "Love Stations" equipped with various facilities to support outdoor workers and frontline employees, aiming to address their urgent needs [5][6]. - In addition to the ice cream initiative, the company is also providing cooling beverages, heat prevention medications, and educational activities to enhance employees' self-protection awareness and capabilities [6].

Group 1 - The Ministry of Finance and the State Taxation Administration announced a reduction in the consumption tax threshold for super luxury cars from a retail price of 1.3 million yuan to 900,000 yuan, effective from July 20, 2025. Additionally, no consumption tax will be levied on the sale of second-hand super luxury cars [1][4]. - On July 17, TSMC reported a 60.7% increase in profits for the second quarter, marking a historical high and achieving profit growth for six consecutive quarters [11]. - The Shanghai International Tourism Resort is set to launch a "Dream Voucher" program with a total amount of 10 million yuan, aimed at boosting tourism consumption from July 18 to October 10, 2023 [2][7]. Group 2 - On July 17, Huaxia Fund (Hong Kong) announced the establishment of two tokenized money market funds: Huaxia US Dollar Digital Currency Fund and Huaxia RMB Digital Currency Fund, with the latter being the world's first RMB tokenized fund [1][13]. - The National Railway Group reported that in the first half of the year, the total number of passengers transported by rail reached 2.24 billion, a year-on-year increase of 6.7%, setting a historical record for the same period [5]. - The domestic TDI market average price reached 14,100 yuan per ton on July 17, up 613 yuan per ton from the previous day, marking a 4.56% increase [12].

Core Viewpoint - Zhong Xuegao Food (Shanghai) Co., Ltd. has entered bankruptcy review proceedings due to its inability to repay debts, with assets insufficient to cover liabilities [1][2]. Group 1: Company Overview - Zhong Xuegao was established in March 2018 with a registered capital of 1.2 billion [3]. - The company gained popularity for its high-priced ice cream products, with prices exceeding 50 yuan, and some reaching 66 yuan, earning the nickname "ice cream assassin" [2]. Group 2: Bankruptcy Proceedings - The bankruptcy review was initiated by Shanghai Zhenliao Trading Co., Ltd., and the case is being handled by the Shanghai Third Intermediate People's Court [1][2]. - Zhong Xuegao has multiple subsidiaries that have also been subjected to bankruptcy reviews, including its wholly-owned subsidiary, Pan Zhu Youxi (Shanghai) Biotechnology Co., Ltd. [4]. Group 3: Financial Distress - The company has been restricted from high consumption multiple times and is listed as a dishonest executor, with unpaid amounts exceeding 25.72 million yuan and an unpaid ratio of 99.98% [3].