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淘寶閃購激發消費活力,食品飲料與餐飲股集體走強
财经网
·
07-10
7月10日記者獲悉阿里旗下的跨境電商平台速賣通本月起在英國推出“小時達”外賣服務配送的商品包括零食、飲料、廚房調料及日用
智通财经
·
07-10
年銷30億元的大窯汽水,為何屢陷“賣身”傳聞?
市场资讯
·
07-10
研報掘金丨華創證券:燕京啤酒二季度業績高增兑現,維持“強推”評級
格隆汇
·
07-10
星級酒店擺攤,搶小攤販的生意?
蓝鲸财经
·
07-10
【浙數文化等投資成立旅遊服務公司】 公開資料顯示,近日,杭州潮向旅遊服務有限公司成立,法定代表人為陳超,註冊資本為30萬元,經營範圍包含:旅遊業務;票務代理服務;健身休閒活動;餐飲管理;休閒觀光活動等。股權數據顯示,該公司由浙數文旅發展有限公司全資持股,後者由浙數文化等共同持股。
金融界
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07-10
據報道阿里旗下的跨境電商平台速賣通AliExpress本月起在英國推出“小時達”外賣服務。大倫敦地區的消費者打開AliE
智通财经
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07-10
餐飲界是“瘋”了嗎?小票比“我的命”都長!
市场资讯
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07-10
餐飲業破局“內卷”:透明化溯源與品質升級成競爭新方向
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07-09
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07-09
淘寶閃購500億補貼首周:4124個餐飲品牌生意突破歷史峯值
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市场资讯
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广州日报
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07-09
港股午評:三大指數齊跌,恒指再失24000點,藍思科技首日上市漲約5%市值超千億港元
格隆汇
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07-09
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智通财经
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19:28","pubTimestamp":1752146880,"startTime":"0","endTime":"0","summary":"淘宝闪购上线以来,社会消费热情被极大点燃。暑期经济激活了食品饮料及餐饮消费,市场关注度持续升温。7月10日,港股和A股市场中食品饮料及餐饮板块表现活跃。7月2日,淘宝闪购宣布将在未来12个月内向消费者和商家发放总计500亿平台消费券补贴,旨在通过“让利”刺激内需、反哺线下服务业、提升商家生意增量,推动市场整体扩容。随着消费回暖预期增强,多家券商也相继看好食品饮料和餐饮行业的前景。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/hk/2025-07-10/doc-infeyxsf3572939.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:45","pubTimestamp":1752140758,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU1048596156.SGD","BK1132","08496","LU1051769294.HKD","LU1048588211.SGD","IE00BFMHRM44.USD","LU0328353924.USD","LU1235294995.USD","09988","ALBmain","LU0501845795.SGD","LU1515016050.SGD","BK4538","BABA","BK4548","LU0310800965.SGD","LU1046422090.SGD","LU1688375341.USD","BK4527","LU1880383366.USD","LU1152091168.USD","BK4533","BK4505","LU1823568750.SGD","LU0128525689.USD","LU0651947912.USD","LU1769817096.USD","LU0348816934.USD","BK4220","BK4535","LU0918141887.USD","LU1046421795.USD","BK4543","LU0979878070.USD","BK4588","BK4565","BK4579","LU1267930227.SGD","LU1282648689.USD","BK4587","LU0797268264.HKD","LU2226246903.HKD","BK4531","BK4502","BK4122","BK4575","LU1242518857.USD","LU0047713382.USD","BK4504","BK4534"],"gpt_icon":0},{"id":"2550453816","title":"年銷30億元的大窯汽水,為何屢陷“賣身”傳聞?","url":"https://stock-news.laohu8.com/highlight/detail?id=2550453816","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550453816?lang=zh_tw&edition=fundamental","pubTime":"2025-07-10 17:29","pubTimestamp":1752139740,"startTime":"0","endTime":"0","summary":" 大窑真正的必答题,是如何真正走出“酒替”“佐餐”等场景。如今,下半年已经到来,大窑IPO的消息迟迟没有新进展,反而再度传出了“卖身”的消息。 对于几乎每年都会有的“卖身”传闻,大窑已经有了足够的应对经验:不予置评。 2024年,大窑大汽水升级为果汁版,将原有经典口味与果汁需求融为一体,在保留“劲爽大气”核心卖点的基础上,加码果汁汽水品类。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/it/2025-07-10/doc-infeytki3667636.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0106261372.USD","LU2133065610.SGD","LU1868836914.USD","SG9999002232.USD","BK4177","LU1196500208.SGD","LU1894683348.USD","LU1732800096.USD","LU2237957811.SGD","LU2237443978.SGD","LU2506952097.USD","SG9999003800.SGD","SGXZ23171101.USD","SG9999015341.SGD","LU0289960550.SGD","LU1116320901.HKD","SG9999014559.SGD","IE00BDGV0183.EUR","BK4504","LU2347655156.SGD","LU0234572021.USD","08496","LU0175139822.USD","SG9999002224.SGD","SG9999015358.SGD","LU0323591593.USD","SG9999004303.SGD","LU1670710588.SGD","SG9999014575.USD","LU2125154935.USD","LU0950375773.USD","LU2125154778.USD","LU2237443382.USD","BK4581","BK4585","LU1116320737.USD","IE00BLSP4239.USD","LU0006306889.USD","LU0225283273.USD","BK1132","LU0738911758.USD","SG9999011175.SGD","BK4588","LU1670711040.USD","LU2237957902.USD","IE00BLSP4452.SGD","IE00BVYPNW00.USD","LU0661504455.SGD","LU2097829019.USD"],"gpt_icon":1},{"id":"2550992615","title":"研報掘金丨華創證券:燕京啤酒二季度業績高增兑現,維持“強推”評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2550992615","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550992615?lang=zh_tw&edition=fundamental","pubTime":"2025-07-10 15:22","pubTimestamp":1752132177,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK0188","BK1132","08496","000729","BK0028","BK0215","161027","BK0012"],"gpt_icon":0},{"id":"2550999876","title":"星級酒店擺攤,搶小攤販的生意?","url":"https://stock-news.laohu8.com/highlight/detail?id=2550999876","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550999876?lang=zh_tw&edition=fundamental","pubTime":"2025-07-10 11:32","pubTimestamp":1752118368,"startTime":"0","endTime":"0","summary":"截至7月7日,小红书上关于“酒店摆摊”“五星级酒店摆摊”等相关笔记数已超过百万。全国多地星级酒店集体“摆摊”星级酒店摆摊,当前正在热搜话题上的,是郑州的永和铂爵国际酒店。在这股星级酒店摆摊热潮下,也有部分酒店表示,摆摊带来的营收,并非酒店的主要目标,更多是想为酒店的其他业务引流。针对这股星级酒店摆摊热潮,红餐产业研究院院长唐欣指出,开通摆摊渠道虽看似拓宽市场,但实际上的利润空间并不大。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752044866206956198","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["08496","BK1132"],"gpt_icon":0},{"id":"2550452696","title":"【浙數文化等投資成立旅遊服務公司】 公開資料顯示,近日,杭州潮向旅遊服務有限公司成立,法定代表人為陳超,註冊資本為30萬元,經營範圍包含:旅遊業務;票務代理服務;健身休閒活動;餐飲管理;休閒觀光活動等。股權數據顯示,該公司由浙數文旅發展有限公司全資持股,後者由浙數文化等共同持股。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550452696","media":"金融界","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550452696?lang=zh_tw&edition=fundamental","pubTime":"2025-07-10 11:09","pubTimestamp":1752116980,"startTime":"0","endTime":"0","summary":"公开资料显示,近日,杭州潮向旅游服务有限公司成立,法定代表人为陈超,注册资本为30万元,经营范围包含:旅游业务;票务代理服务;健身休闲活动;餐饮管理;休闲观光活动等。股权数据显示,该公司由浙数文旅发展有限公司全资持股,后者由浙数文化等共同持股。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/07/10110951601410.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK0149","600633","BK0098","BK0188","08496","BK0028","BK0217","BK0094","BK0111","BK0083","BK1132"],"gpt_icon":0},{"id":"2550696588","title":"據報道阿里旗下的跨境電商平台速賣通AliExpress本月起在英國推出“小時達”外賣服務。大倫敦地區的消費者打開AliE","url":"https://stock-news.laohu8.com/highlight/detail?id=2550696588","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550696588?lang=zh_tw&edition=fundamental","pubTime":"2025-07-10 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10:52","pubTimestamp":1752115920,"startTime":"0","endTime":"0","summary":"以奶茶店为代表的餐饮店们,到底为啥非要卷小票长度啊?小票,简直是性价比爆表的宣传利器。餐饮小票采用的多是热敏打印,只需要一台小巧的热敏打印机和纸卷即可完成。热敏打印机的打印速度可达150~200毫米/秒以上,打印一张30厘米的超长小票,只需要1.5秒。在餐饮小票打印中,通常使用三芳甲烷染料与双酚类显色剂,产生较稳定的深蓝紫色字迹。但从健康方面考量,并不建议长期接触餐饮小票。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-10/doc-infeyanw0509468.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1132","08496"],"gpt_icon":0},{"id":"2550511546","title":"餐飲業破局“內卷”:透明化溯源與品質升級成競爭新方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2550511546","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550511546?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 23:42","pubTimestamp":1752075723,"startTime":"0","endTime":"0","summary":"面对同质化竞争与价格战“内卷”,中国餐饮行业正积极寻求突围之道。智能预警临期食材、构建从牧场到餐桌的“全程溯源”、打造全流程可视化的外卖“透明厨房”……越来越多餐饮企业与外卖平台,正通过源头严控和过程透明化,将竞争重心转向食品安全与品质保障。业内专家认为,这标志着餐饮业正从低效的“内卷”消耗,转向以信任和品质为核心的价值竞争。“我们将‘新鲜直供’作为核心竞争力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507093452528946.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1132","08496"],"gpt_icon":0},{"id":"2550582506","title":"即時零售戰局分化 淘寶閃購非餐飲訂單佔比超16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550582506","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550582506?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 21:22","pubTimestamp":1752067346,"startTime":"0","endTime":"0","summary":"刚刚过去的周末,淘宝闪购、美团突然发动“周末战役”来冲单。在双方晒出新成绩单的同时,战局也无可避免发生微妙变化。7月5日当天,美团宣布即时零售当日订单突破了1.2亿单,其中餐饮订单超过1亿单;淘宝闪购则表示,7月5日当天,单日订单数首次突破8000万单,日活跃用户数(DAU)达到2亿。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507093452412070.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4534","HBBD.SI","LU1267930227.SGD","LU0890818403.SGD","09988","LU0052750758.USD","SG9999014674.SGD","BK1249","BK4579","LU0823426480.USD","LU1316542783.SGD","SG9999001093.SGD","IE0034224299.USD","LU1023057109.AUD","LU1152091168.USD","LU0326950275.SGD","LU0132412106.USD","LU1051769294.HKD","LU0229945570.USD","SG9999001051.SGD","LU0642271901.SGD","IE00B3M56506.USD","LU0048597586.USD","HK0000320223.HKD","LU0320764755.SGD","LU1439103000.SGD","IE00B0JY6N72.USD","LU0143863784.USD","89988","BK4220","ALBmain","LU0611395673.USD","LU0320764243.SGD","LU0823426308.USD","08496","LU0315178854.USD","LU1211504680.USD","IE00B5MMRT66.SGD","BK4558","LU0214875030.USD","LU2399975544.HKD","IE00BMPRXR70.SGD","BABA","LU0211977185.USD","LU0345775950.USD","LU0577902454.USD","LU0577902611.USD","LU0572944931.SGD","LU1807302812.USD","LU0499858438.USD"],"gpt_icon":1},{"id":"2550788658","title":"外賣大戰的訂單衝爆咖啡奶茶店","url":"https://stock-news.laohu8.com/highlight/detail?id=2550788658","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550788658?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 21:02","pubTimestamp":1752066120,"startTime":"0","endTime":"0","summary":"京东黑板报宣布,6月底其日订单量超2500万。消费者蜂拥而至,这场“泼天流量”影响最大的是奶茶咖啡店。其中,上周六有城市外卖双平台订单量涨幅超345%;多店外卖双平台订单超过1500单,多城多店三日累计营业额超5万元。截至目前,益禾堂今年的外卖业务已超越去年“秋天的第一杯奶茶”时期的峰值2400万。此外,外卖单量的暴增也挤压了堂食点单的空间。而这场外卖大战或许不会在短期内收场。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-09/doc-infewuti2522126.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0737861772.HKD","SG9999001051.SGD","LU0588545490.SGD","BK1575","BK4614","09988","BK1502","IE00BZ08YS42.EUR","LU2357305700.SGD","LU1115378108.SGD","LU0359201612.USD","LU0348783233.USD","LU0531970944.HKD","LU1242518857.USD","LU0516422440.USD","ALBmain","LU1366334578.USD","09618","LU1719994722.HKD","LU0611395673.USD","BK1501","HMTD.SI","LU0577902298.EUR","BK1233","BK1584","LU0499858438.USD","LU1224709979.USD","IE00B0JY6N72.USD","METmain","LU0072913022.USD","LU0650527681.SGD","MPNGY","03690","LU0509642566.USD","LU1868838027.USD","BABA","LU2045819591.USD","BK4610","LU0396098781.USD","LU0127658192.USD","JD","LU1720051017.SGD","08496","LU0181495838.USD","89988","89618","IE00BGV7N243.SGD","SGXZ90724238.SGD","HBBD.SI"],"gpt_icon":1},{"id":"2550701631","title":"7月社服行業投資策略:三條主線:大眾茶餐飲、優質出行龍頭、AI教育","url":"https://stock-news.laohu8.com/highlight/detail?id=2550701631","media":"国信证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550701631?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 19:21","pubTimestamp":1752060101,"startTime":"0","endTime":"0","summary":"行情回顾:6月A股社服涨3.85%,港股社服跌4.64%,AI教育、景区、大众餐饮领涨。其中AI+教育、区域赛事受益景区、公务消费限制下性价比更突出的大众餐饮龙头整体表现领涨。关注社服板块三大主线:内在调整效果显现+外部平台助力,看好大众茶餐饮同店持续表现。暑期旺季,看好出行链优质龙头估值修复。此外7月豆神教育预计发布超练作文产品,延续6月AI教育产品密集发布节奏,AI教育有望持续催化,维持教育板块较高关注度。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709192143953c1411&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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行情回顾:6月A股社服涨3.85%,港股社服跌4.64%,AI教育、景区、大众餐饮领涨。其中AI+教育、区域赛事受益景区、公务消费限制下性价比更突出的大众餐饮龙头整体表现领涨。关注社服板块三大主线: 内在调整效果显现+外部平台助力,看好大众茶餐饮同店持续表现。2025年以来连锁消费行业逐渐走出低价竞争的内卷困境,以茶饮、快餐、部分大众餐饮品牌为代表的同店表现先后企稳。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-07-09/doc-infexfih0912205.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["002736","BK1132","BK0183","BK0028","BK0276","08496","BK0188"],"gpt_icon":0},{"id":"2550639014","title":"淘寶閃購500億補貼首周:4124個餐飲品牌生意突破歷史峯值","url":"https://stock-news.laohu8.com/highlight/detail?id=2550639014","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550639014?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 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