订单如海啸般涌来，产业链每个环节都迎来一场前所未有的压力测试。 三米长的订单小票、过千的订单号、奶茶店内拥挤的顾客和他们手中的"盲盒奶茶"，还有忙到直不起身 的店员……刚刚过去的周末，这样的场景在大街小巷的奶茶店、咖啡餐饮店复制。 如此规模的盛况源于外卖平台的"撒券"补贴。 7月5日，阿里率先吹起冲单号角，撒券范围涵盖商超和餐饮大部分店家。美团在晚间"应战"，突然发布 大量"25-20""18-18"高折扣券，甚至有针对性地撒在了高频复购品类——奶茶饮品上。 大量用户收到了奶茶0元喝的补贴券——只要下单，就能去最近的门店免费领奶茶，用券时间截止到7月 6日0点。因此，不少门店直到深夜还人山人海。 至此，这场外卖大战迎来高潮。中国互联网史上最激烈的即时零售对决，也在夏夜高温中爆发出惊人数 字。 3月起，这场竞争从餐饮烧到即时零售，又回到最为常规的品类——奶茶；从京东与美团的争夺，到饿 了么重新加入战局，又演化出全新的竞争格局；消费者们从调侃"加入商战"，到戏谑自己"血糖都升高 了"。 这样有活力的、全民参与的消费热潮，似乎很久没有过了。 不过短时间内订单如海啸般涌来，平台数据指数级增长，背后产业链每个环节也迎来 ...

Core Points - The arrival of the "Small Heat" solar term indicates that the "Three伏" (Three Folds) period is approaching, which is characterized by high humidity and heat [2][3] - Traditional customs during this period include eating dumplings and "伏羊" (eating lamb), which are believed to help replenish energy and improve appetite [3][5] - The practice of "食新" (eating new food) during Small Heat signifies the harvest of new grains and encourages people to maintain energy balance by consuming fresh produce [5] Summary by Category Seasonal Significance - "Small Heat" serves as a reminder that the hottest days of summer, known as "Three Folds," are near, prompting preparations for the upcoming heat [2] - The overlap of "Small Heat" and "Three Folds" indicates that the weather will become increasingly hot and humid [2] Traditional Customs - Eating dumplings is a common practice during this period, particularly on the first day of "Three Folds," as it is believed to aid digestion and replenish energy [3] - The custom of eating lamb during "伏天" is rooted in the belief that it provides warmth and nourishment during the hot and humid weather [3] Agricultural Practices - The "食新" custom involves consuming newly harvested grains and vegetables, which reflects the agricultural cycle and the importance of fresh produce in maintaining health during the summer [5] - The saying "小暑黄鳝赛人参" highlights the nutritional value of eel during this time, suggesting it is particularly beneficial for health [5]

今天分享的是：艺康集团：2025年餐饮消费洞察报告 01 CATERING CONSUMPTION INSIGHT 2025 报告共计：16页 《艺康集团：2025年餐饮消费洞察报告》围绕餐饮消费新逻辑与行业新趋势展开分析，核心内容如下： 报告指出餐饮消费呈现五个新逻辑。性价比逻辑方面，00后通过代际溢出效应改变消费市场，他们注重高性价比与情绪价值，如"剩菜盲盒"受追捧，且对传 统营销"群体免疫"，善用工具筛选高性价比商家。大单品逻辑下，产品取代流量成为关键，成功大单品靠性价比或特色取胜，还能培养消费者口味忠诚度， 但需平衡创新与经典。预制加现制逻辑中，工业化预制成趋势，同时头部品牌注重现场感知度，兼顾效率与"烟火气"。多引擎逻辑体现为全渠道模式发 展，"堂食+零售"提升坪效，公域私域混合运营增强用户粘性。轻社交逻辑下，线上社交主导消费决策，年轻人偏好小规模聚会与个性化空间，聚餐更重兴 趣联结。 此外，报告认为连锁小店模式成行业新趋势。其核心优势在于成本低、效率高，适配碎片化社交，私域运营空间大。竞争点集中在五个能力：爆品迭代创 新，需建立"核心单品+动态创新"系统；供应链的弹性与柔性，以应对风险和市场需求； ...

Core Points - The article highlights the collective efforts of the agricultural sector in Huai Ji County to provide aid to victims of severe flooding caused by continuous heavy rainfall [2][9][23] - The Huai Ji County Agricultural and Rural Bureau, along with the Green Agricultural and Sideline Products Industry Association, initiated a campaign to gather resources and support for affected residents [3][12][23] Group 1 - The Green Agricultural and Sideline Products Industry Association mobilized over ten member enterprises and charitable organizations to distribute essential supplies to disaster-stricken residents on June 22 [4][5][12] - The flooding has severely impacted 19 towns and streets in Huai Ji County, with agricultural facilities damaged and residents facing significant challenges [7][8][9] - The response included a rapid collection of donations, including food items such as watermelons, noodles, and cooking oil, demonstrating the community's solidarity [14][15][16] Group 2 - The distribution of aid was organized efficiently, with volunteers and representatives from the agricultural sector ensuring timely delivery of supplies to those in need [17][18][20] - Beneficiaries expressed gratitude for the essential items, which provided immediate relief and showcased the community's support [19][21] - The association emphasized its commitment to continue supporting recovery efforts and rebuilding the community post-disaster [25]

这是新消费智库第 2 6 5 3 期文章 新消费导读 1. 水獭吨吨官宣首款茶鲜萃液「东方茉莉」 2. 安缦推出全新网球服饰系列 3. 野人日记踩中速冻饺子新风口 4. Zegna 于迪拜发布 2026 夏季系列 5. 喜茶上新时令新品 6. Antonia 在中国内地连开两家旗舰店 7. 爷爷不泡茶宣布李昀锐为空山栀子系列代言人 8. 海底捞推出首家脆鲩鱼主题店 9. 库迪咖啡与卢旺达建立战略合作 10. 泡泡玛特申请注册 80 余枚 "Labubu" 相关商标 11. 陕西天宠获 Pre-A 轮数千万级融资 12. 英国百年 香氛品牌 Yardley London 被收购 13. 仙饼嫂完成千万级天使轮融资 . . . . . . 一周新品 1. 水獭吨吨官宣首款茶鲜萃液「东方茉莉」 水獭吨吨官宣首款茶鲜萃液「东方茉莉」，东方人喝东方茉莉，新品精选广西横州双瓣茉莉花，七次窨制，原叶低温萃取，保留花香的同时自 然释放茶香， 0 糖 0 香精配料干净，且 0 添加碳酸氢钠。 （ FDL 数食主张） 2. 安缦推出全新网球服饰 系列 图片来源：腾讯公共图库 安缦旗下生活方式品牌 Aman Es sential ...

原产西亚的小麦等麦类作物，自4500年前后传入中国后，麦饭、馄饨、面条、馒头、包子、饺子和烧饼 等，相继从先秦历经汉唐呈现在国人餐桌上，成为亚欧大陆东西麦类谷食美美与共的中华佳品，闪耀着 中华谷食文明的融合性之光。 除了强化五谷为养的认知，书中也蕴含着作者对谷食传承发展的忧虑。"随着工业化浪潮的冲击，中华 小吃糕点主食数千年来形成的工艺传统正在逐渐消失。尽管国家推出了一系列保护非遗的举措，但出自 传统工艺的精品已成为日常市场上难以寻觅的稀世食珍。很多食物名称与样式依旧，口感与味道却与昔 日的相差甚远。"作者对湮没已久或鲜为人知的传统工艺进行深度挖掘和整理，希望将这份宝贵的文化 遗产留存后世。 与旁征博引的文字相得益彰，全书589幅珍贵图片包括考古食物遗存、历代炊具、古墓壁画、简帛文 字、小吃操作场景和小吃糕点标准照片等12类，其中不少为珍贵的考古类图片，可一窥4000年来面条、 馄饨、饺子、馒头、包子和粽子等当时的真实模样。比如汉代拉面庖厨俑，是迄今发现的世界上最早的 小麦面团线条形制品的考古证据，证明中国面条远远早于意大利面和阿拉伯面。 这部85万多字的著作，是继作者《国菜精华》之后，又一部探索中华饮食文明 ...

Group 1 - The third "Le Gou Hubei 616 Sanhao Festival" will be held from June 16 to August 31, with the opening ceremony taking place in Yichang, marking the first time the event is hosted outside Wuhan [1] - Yichang will focus on various consumer sectors including trade-in programs, food, shopping, trendy products, and college student consumption, featuring over 40 themed promotional activities [1][3] - The festival aims to enhance Yichang's commercial appeal, promoting local cuisine and cultural events to attract visitors and boost nighttime economy [1][3] Group 2 - The festival will include a series of entertainment and cultural events, such as the 2025 China Yichang Chao Tian Hou Extreme Rafting Competition and the 2025 Yangtze River Three Gorges eSports Master Competition [3] - Notable performances will feature artists like Zhou Huajian, alongside various themed sports and tourism events to create an immersive consumer experience [3] - The festival will also launch the "2025 Digital Shopping Season" to support youth and provide new shopping experiences through collaborative promotions across multiple cities [5] Group 3 - Yichang has been actively working to establish itself as a regional consumption center, having organized over 150 promotional activities this year, generating more than 2 billion yuan in consumer spending [5]

Core Insights - Longchamp has opened a pop-up store in Beijing's Sanlitun Taikoo Li after two years, utilizing celebrity endorsements and adding bakery and coffee products to attract consumers [1][2] - The brand has experienced double-digit growth in recent years, contrasting with the general decline in the performance of luxury brands, but is projected to see a decrease in growth rate from 44% in 2023 to 20% in 2024 [1][4] - Longchamp's positioning as a necessity for high-end consumers has contributed to its stable growth, but the brand must continue to innovate and meet consumer expectations to maintain its market share [1][7] Company Performance - Longchamp's sales in China reached three times the 2019 figures by 2022, with a sales increase of 84% in 2023 and plans to expand from 40 to approximately 60 stores by 2025-2026 [3][4] - In 2024, Longchamp's sales are expected to rise by 20%, with significant growth in various regions: Europe (33%), the U.S. (27%), South Korea (93%), and the Middle East [4][5] - Despite the growth, the 20% increase in 2024 is a decline from the previous year's 44% growth, indicating potential challenges ahead [4][5] Market Context - The luxury goods market in China is projected to decline by 17% in 2024, leading to a reshuffling of brands, with high-end brands likely to benefit from consumer upgrades while others may fall into the mass market [5][7] - The opening of the pop-up store comes amid a shift in the Sanlitun Taikoo Li area, where several trendy brands have exited, indicating a changing retail landscape [5][6] Strategic Positioning - Longchamp's differentiation from other luxury brands lies in its focus on high-end consumers, whose purchasing power is less affected by economic fluctuations [1][7] - The brand's strategy of opening pop-up stores instead of permanent locations allows for lower costs and greater flexibility, enhancing customer experience and potentially increasing sales [7][8] - To sustain its market position, Longchamp must continue to innovate its product offerings and enhance operational efficiency through technology [7][8]

Core Insights - Uniqlo's first city flagship store in Southwest China opened in Chengdu, featuring a new two-story layout and exclusive products tailored for local consumers [1][4][5] - The store's opening day saw high consumer enthusiasm, with special limited-edition items, including a panda-embroidered dumpling bag, gaining significant popularity [1][15] Group 1: Store Opening and Consumer Engagement - The Chengdu flagship store represents a milestone in Uniqlo's regional strategy, enhancing its presence in Southwest China and catering to local consumer preferences [4][5] - The store's design incorporates local cultural elements, such as bamboo art and traditional Sichuan motifs, creating a unique shopping experience [27][15] - Uniqlo aims to provide a one-stop shopping service with a wide range of products, including exclusive items that resonate with Chengdu's culture [6][20] Group 2: Market Potential and Consumer Demographics - Chengdu has attracted over 1.56 million young talents in the past three years, with more than 500,000 expected to move there in 2024, highlighting its vibrant consumer base [5][30] - The city ranked among the top five domestic tourist destinations during the recent holiday, receiving over 15.5 million visitors, indicating strong consumer spending potential [5][30] Group 3: Product Strategy and Local Customization - The flagship store features three exclusive Chengdu-themed products, including a mini dumpling bag and a special UT series that reflects local culture [8][20] - Uniqlo's product offerings are tailored to the local climate and lifestyle, with items designed for the humid and variable weather typical of Southwest China [13][17] Group 4: Community Engagement and Future Plans - Uniqlo is committed to community engagement, exemplified by its collaboration with local artists and environmental initiatives, such as a plastic reduction campaign [32][34] - The company plans to open two more stores in Chengdu by the end of May, expanding its footprint in the region to 46 stores, with 33 located in Chengdu [34]

Core Insights - Uniqlo's strategy in China focuses on local market engagement and product localization, as evidenced by the launch of exclusive products in Chengdu [2][5][6] - The opening of the flagship store in Chengdu highlights the city's strong consumer potential and Uniqlo's commitment to expanding its presence in China [3][4][6] - Uniqlo's collaboration with local brands and cultural elements reflects its adaptation to the Chinese market, enhancing its appeal among consumers [5][7][8] Company Expansion - Since entering the Chinese market in 2002, Uniqlo has expanded to over 900 stores across various city tiers, demonstrating a robust growth strategy [3][6] - The company plans to open additional flagship stores in cities like Changsha and Kunming, indicating a targeted approach to market penetration [5][6] Product Localization - Uniqlo has introduced localized products, such as the "mini dumpling bag" and exclusive Chengdu-themed items, to better connect with local consumers [5][6] - The integration of local cultural elements into product design, such as Sichuan motifs, showcases Uniqlo's commitment to regional customization [4][5] Supply Chain Collaboration - Uniqlo's success in China is closely tied to its collaboration with local suppliers, particularly Shenzhou International, which has grown significantly alongside Uniqlo [6][7][8] - Shenzhou International's recent financial performance, with a revenue of 28.663 billion yuan and a net profit of 6.241 billion yuan, underscores the strength of this partnership [7][8]