香飘飘奶茶

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从泡面到文创雪糕,一节车厢,浓缩二十年食品饮料消费变迁
3 6 Ke· 2025-10-09 01:00
气味是立体的,它总能轻易唤起被封存许久的记忆。 拥挤闷热的车厢,五湖四海的口音。此时,泡面的水要比往常少,最好没过面饼就收手,如果放了榨菜和火腿肠,那可以适当再增加一点。但,水稍多一 点,这一路上就得更加小心慢慢挪动。 图片来源:央视新闻 捧着泡面碗,从车厢有热水供应的这头挪到自己的位置,是一项高难度的挑战:人多、空间小,热水还不能撒。 "啤酒饮料矿泉水。" "花生瓜子八宝粥。" "来,腿收一下。" 有经验的,往往会挑准时机,默默推算小推车折返的时间,借机紧跟开出的"大道",用较为轻松的方式回到自己的位置。但无论如何,一路上,那碗被端 在手里的泡面,随着步伐摇晃出的香味,提醒着大家可以吃点什么了。 于是,嗑瓜子的咔咔声、啃泡椒凤爪的嘶哈声、吃泡面的吸溜声以及向列车员的询价声,与各种香味融合,在某节车厢里浓缩为了数代人的记忆。 1999年,中国国务院公布了新的《全国年节及纪念日放假办法》,决定将春节、"五一""十一"的休息时间与前后的双休日拼接,从而形成7天的长假。同 年的国庆,成为第一个"黄金周"。中国旅游研究院数据显示,这一年"黄金周"全国出游人数达2800万人次,旅游综合收入141亿元,假日旅游热潮席卷全 ...
从泡面到文创雪糕,列车车厢浓缩20年消费变迁
Xin Lang Cai Jing· 2025-10-08 11:08
Core Insights - The article discusses the evolution of food and beverage consumption on trains in China, highlighting the shift from basic sustenance to experience-oriented products that enhance travel enjoyment [4][6][20]. Group 1: Historical Context - In 1999, the introduction of the "Golden Week" holiday led to a surge in domestic travel, with 28 million trips taken and a total tourism revenue of 14.1 billion yuan [1]. - By 2024, domestic travel during the National Day holiday reached 765 million trips, generating a total expenditure of 700.8 billion yuan [2]. Group 2: Changing Consumer Preferences - Consumers now prefer visually appealing and emotionally satisfying food and beverage options during travel, moving beyond mere hydration and sustenance [4][6]. - The demand for experience-oriented products is expected to surpass last year's levels during the National Day holiday [6]. Group 3: Food and Beverage Innovations - The introduction of instant noodles, particularly the iconic Kang Shifu beef noodles in 1992, revolutionized train food consumption, meeting the needs of travelers for convenience and affordability [8][11]. - The rise of various snack options, such as spicy chicken feet and eight-treasure porridge, reflects a diversification in train food offerings, catering to modern consumer tastes [12][16]. Group 4: Packaging and Preservation Advances - The introduction of "modified atmosphere packaging" by brands like Zhou Hei Ya has extended the shelf life of ready-to-eat products, making them more suitable for train travel [22][23]. - The growth of portable and fresh options, such as freeze-dried coffee and instant fruit teas, indicates a trend towards convenience and quality in travel snacks [25][26][28]. Group 5: Cultural and Regional Influences - The emergence of cultural-themed ice creams and regional snacks on trains highlights a growing emphasis on local experiences and culinary diversity during travel [34][36]. - Passengers are increasingly exposed to regional specialties, enhancing their travel experience and connecting them to local cultures [38][41].
香飘飘紧急公告“暂停绕地球”,网友懵了:啥情况?真相来了
Mei Ri Jing Ji Xin Wen· 2025-09-14 08:05
9月13日,香飘飘发文:"紧急公告:香飘飘暂停绕地球。" 网友们纷纷在评论区表示不解:"这是在搞抽象吗?""我有点看不懂。" 正当该消息在网上猛烈发酵时,13日晚间,香飘飘再次通过官方微博发文称,经过紧急排查,香飘飘暂停绕地 球的真相终于浮出水面,原来是……治愈星萌龙@奶龙Nailoong 来了!香飘飘要暂停绕地球,回到地上!香飘 飘称奶龙将担任"香飘飘绕地球治愈合伙人"。 有网友配图评论:"特意把大家喊出来,就是为了这点事呀。" 如果回望香飘飘的高光时刻,或许很多人会念出这样一条广告语——"杯子连起来可绕地球好几圈"。香飘飘, 这家成立于2005年的公司,推出的产品是很多"90后"乃至"80后"童年的回忆。在第三次冲击IPO后,最终于2017 年在上交所主板上市,轻而易举地抱上了"中国奶茶第一股"的名号。 然而,香飘飘并未风光太久。随着新茶饮在一二线城市爆发,导致奶茶从"冲泡时代"快步走向"鲜果、鲜茶、鲜 奶"占市场主流。喜茶、奈雪的茶、茶颜悦色等品牌,不仅在选材和口味上推陈出新,还通过品牌设计、社交媒 体等打造了标榜个性与年轻的全新形象,"排队两小时也要喝一口"的现象屡见不鲜。 近10年来,新的消费品牌借 ...
香飘飘紧急公告:暂停绕地球
财联社· 2025-09-13 14:07
Core Viewpoint - The company announced the suspension of the "around the world" campaign due to an unspecified urgent issue, emphasizing the importance of consumer trust and the brand's connection with its audience [4][5][6]. Group 1: Announcement Details - The "around the world" campaign has been a significant part of the brand's identity since its inception, symbolizing consumer affection and recognition [3][6]. - As of September 13, 2025, the campaign is temporarily suspended while the company investigates the underlying cause of the issue [4][6]. - A special task force has been established to quickly identify the core problem and provide timely updates to the public [4][5]. Group 2: Operational Status - Despite the suspension of the campaign, the company's product production, distribution, and after-sales services remain normal and unaffected [5][6]. - The company assures consumers that they will be informed of any developments regarding the investigation through official channels [5][6].
手里的奶茶不香了?香飘飘上半年业绩亏损,即饮业务首超冲泡业务
Qi Lu Wan Bao· 2025-08-27 03:36
齐鲁晚报·齐鲁壹点 李牧青 8月26日晚间,香飘飘(603711.SH)发布2025年上半年业绩报告,上半年公司实现营收10.35亿元,同比下滑12.21%;净利润亏损0.97亿元,同比下跌 230.13%。 | | | | 甲位: 元 巾秤:人民巾 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上年同 | | | (1-6月) | | 期增减(%) | | 营业收入 | 1.035.314.726.93 | 1.179.345.118.80 | -12.21 | | 利润总额 | -137.170.226.13 | -49.749.635.15 | 不适用 | | 归属于上市公司股东的净利润 | -97.390.890.65 | -29.501.134.54 | 不适用 | | 归属于上市公司股东的扣除非 | -111.240.613.43 | -43.152.797.30 | 不适用 | | 经常性损益的净利润 | | | | | 经营活动产生的现金流量净额 | -258.260.148.32 | -244.636.420.40 | 不 ...
香飘飘上半年亏损扩大,即饮业务占比首次超过冲泡业务
Di Yi Cai Jing Zi Xun· 2025-08-26 12:17
Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating challenges in its traditional brewing business while showing growth in its ready-to-drink segment [1][2] Financial Performance - The company achieved revenue of 1.035 billion yuan in the first half of 2025, a year-on-year decrease of 12.21% [1] - The net profit was a loss of 97 million yuan, representing a year-on-year decline of 230.13% [1] - The brewing business generated revenue of 423 million yuan, down 31.04% year-on-year [1] - The ready-to-drink business reported revenue of 591 million yuan, an increase of 8.03% year-on-year, accounting for 58.27% of total revenue [1] Market Trends - Consumer preferences are shifting towards ready-to-drink and freshly made beverages, which is impacting the market space for brewing products [1] - The competitive landscape for brewed tea has stabilized, with ready-to-drink and freshly made tea becoming mainstream [2] Strategic Response - The company has been launching new products in the brewing segment, but these have not yet significantly impacted overall performance [2] - The company is adopting a dual approach to business, focusing on both brewing and ready-to-drink segments, which is seen as a more stable strategy [2] - Future efforts will focus on reducing costs and improving efficiency in the ready-to-drink segment, which is viewed as the only viable path forward [2]
香飘飘: 香飘飘年报信息披露重大差错责任追究制度(2025年8月修订)
Zheng Quan Zhi Xing· 2025-08-26 09:17
香飘飘食品股份有限公司 年报信息披露重大差错责任追究制度 香飘飘食品股份有限公司 年报信息披露重大差错责任追究制度 第一章 总则 第一条 为提高香飘飘食品股份有限公司(以下简称"公司")规范运作水平, 增强信息披露的真实性、准确性、完整性和及时性,提高公司年度报告(以下简 称"年报")的信息披露质量和透明度,强化信息披露责任意识,加大对年报信 息披露责任人的问责力度,根据《中华人民共和国证券法》《上市公司信息披露 管理办法》等有关法律、法规、规范性文件和《香飘飘食品股份有限公司章程》 (以下简称"《公司章程》")等有关规定,结合公司实际情况,制定本制度。 第二条 公司董事、高级管理人员以及与年报信息披露相关的其他人员在年 报信息披露工作中违反国家有关法律、法规、规范性文件以及公司规章制度,未 勤勉尽责或者不履行职责,导致年报信息披露发生重大差错,应当按照本制度的 规定追究其责任。 (一)客观公正、实事求是原则; (二)有责必问、有错必究原则; (三)权力与责任相对等、过错与责任相对应原则; (四)追究责任与改进工作相结合原则。 第五条 公司证券事务部在董事会秘书领导下负责收集、汇总与追究责任有 关的资料,按制 ...
香飘飘: 香飘飘总经理工作细则(2025年8月修订)
Zheng Quan Zhi Xing· 2025-08-26 09:17
香飘飘食品股份有限公司 总经理工作细则 香飘飘食品股份有限公司 总经理工作细则 第一章 总则 第一条 为了明确香飘飘食品股份有限公司(以下简称"公司"、"本公司")总经 理的职责,保障总经理高效、协调、规范地行使职权,保障公司、股东、债权人的合法 权益,促进公司生产经营的可持续发展,根据《中华人民共和国公司法》和《香飘飘食 品股份有限公司章程》(以下简称"《公司章程》")等有关规定,特制定本细则。 第二条 总经理是公司的高级管理人员,负责贯彻落实董事会决议,主持公司的生 产经营和日常管理工作,并对董事会负责。 第三条 本细则所称的其他高级管理人员包括副总经理、董事会秘书和财务负责人 和《公司章程》规定的其他人员。 第二章 总经理的任免 第四条 公司总经理由董事长提名,董事会聘任或解聘;副总经理、财务负责人由 总经理提名,董事会聘任或解聘。总经理对董事会负责,副总经理、财务负责人对总经 理负责。 公司董事可受聘兼任公司高级管理人员。 第五条 公司设总经理一人,副总经理若干名。由总经理、副总经理、董事会秘书 及财务负责人组成公司总经理工作班子,总经理工作班子是公司日常经营管理的指挥和 运作中心。 第九条 其他高级 ...
香飘飘:上半年归母净利润亏损9739.09万元,同比亏损扩大
Xin Lang Cai Jing· 2025-08-26 08:57
香飘飘8月26日披露的半年报显示,公司上半年实现营业收入10.35亿元,同比下降12.21%;归属于上市 公司股东的净利润亏损9739.09万元,上年同期亏损2950.11万元;基本每股收益-0.24元。 ...
可口可乐低调上架多款“专供新品”,全球最大饮料商加入卡位1000亿量贩零食市场队列
3 6 Ke· 2025-08-21 00:04
Core Viewpoint - Coca-Cola and other brands are launching customized products specifically for the snack retail channel, adjusting product specifications and pricing to capture market opportunities and differentiate from traditional channels [1][3][9]. Group 1: Product Customization - Coca-Cola has introduced customized products in 400ml bottles for the snack retail channel, reducing the price from 2.8 yuan to 2.3 yuan to enhance market coverage [3][5]. - Other brands like Ferrero, Lays, Oreo, and Qiaqia are also developing tailored products for the snack retail market, indicating a broader trend in the industry [3][5][9]. - The snack retail channel is projected to grow significantly, with the number of stores expected to reach 45,000 by 2025, prompting brands to adapt their offerings [3][9]. Group 2: Market Dynamics - The snack retail market in China is estimated to reach approximately 104 billion yuan in 2024, with a year-on-year growth of 28.6%, and is expected to exceed 150 billion yuan by 2027 [9]. - Brands are leveraging the advantages of the snack retail channel, such as large-scale procurement and low-cost operations, to tap into under-served markets [9][11]. - Customized products help brands avoid channel conflicts and stabilize pricing across different retail environments [12][14]. Group 3: Consumer and Channel Reactions - Consumers have mixed reactions to the new products, with some appreciating the new packaging while others express concerns over reduced quantities and perceived price increases [5][17]. - Traditional distributors are experiencing reduced competition from the customized products, but they still face challenges due to the inherent price advantages of the snack retail channel [15][17]. - Brands must balance the needs of different channels and consumer expectations, which can lead to dissatisfaction among some stakeholders [17].