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咖啡茶飲

1,284.24

-11.9939-0.93%

漲家數：- -

跌家數：4

平家數：- -

市盈率：- -

高：1,296.29

開：1,296.29

低：1,284.00

收：1,296.23

成交量：2,135.47萬

成交額：25.86億

市值：7,062.43億

流通市值：6,667.57億

資料載入中...

總覽新聞資訊

霸王茶姬與廈門航空達成合作

瑞幸七夕聯名翻車！買咖啡被迫看陌生人戀愛，網友吐槽像隨份子

国际金融报

瑞幸七夕聯名「翻車」，為什麼焦慮的巨頭需要「防禦式卷聯名」？

中國咖啡一哥，換對手了

麥當勞（MCD）正式跨界進軍能量飲料市場

「買咖啡像在隨份子」瑞幸七夕聯名「翻車」：半數網友拒絕為素人情侶買單，店員透露「都沒賣出去幾杯」

卡夫亨氏和麥當勞聯手警告消費逼近極限

Gelato摸着新茶飲過河，但還沒上岸

中國茶飲出海飄紅

星巴克很尷尬，被迫瑞幸價，否認蜜雪化

瑞幸未必贏,星巴克未必輸

全套超700元的聯名洞洞鞋滯銷，瑞幸一點不慌

Viking Global第二季度減持特斯拉、迪士尼等

檢出禁用抗生素，兩款蝦堡在台灣下架！麥當勞回應

南方都市报

中國市場「磁力」躍升外資消費龍頭在華業務回暖

分析-印度塔塔集團董事長離職加劇了外界對其控股慈善機構權力的擔憂

不消費佔座，星巴克沒急網友急了

台灣麥當勞2款蝦堡停售：蝦排檢出硝基呋喃及其代謝物

大野心、做加法，瑞幸面臨更高不確定性

星巴克賣身、庫迪踩剎車，只有瑞幸不敢停

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18:23","pubTimestamp":1787134980,"startTime":"0","endTime":"0","summary":"为什么头部玩家看上“素人”？本次七夕联名最大的争议点，在于“错位感”。实际上，和瑞幸以往的联名对比，此次的七夕联名也属于比较“轻量级”的。据业界人士透露，目前瑞幸的联名合作模式多为“保底+分成”。不可否认，瑞幸目前的确拥有市场上最成熟的联名执行体系，这是它能支撑起几乎“每周一换”高强度联名的底气。尤其是在瑞幸做出爆款的情况下，这种“劝退”效应更为明显。","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":"http://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656194904&idx=4&sn=904d426d60aed63ee42e7b7f3709f6e8&chksm=670ae591a9f2ff498beed67792639679af7faacc2820b375bee95987c4520a75e6864fe0218c&scene=0#rd","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":"weixin_highlight","symbols":["BK4610","BK4209","LKNCY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660444560","title":"中國咖啡一哥，換對手了","url":"https://stock-news.laohu8.com/highlight/detail?id=2660444560","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660444560?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 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21:03","pubTimestamp":1786971813,"startTime":"0","endTime":"0","summary":"金吾财讯 | 麦当劳（MCD）宣布在其美国全美菜单中首次正式引入能量饮料品类，首款主打产品为“红牛龙莓能量饮料”。该产品由红牛、蓝莓风味及冻干火龙果碎调配而成，同时提供基于无糖红牛的低糖版本以及8.4盎司的单罐装标准红牛。此前，麦当劳已在部分美国本土门店进行了前期试点测试，鉴于消费者反响热烈，公司决定迅速将该品类推广至全美市场。摩根士丹利指出，能量饮料品类的成功引入或将成为投资者衡量麦当劳今年下半年业绩增长的重要“关键变数”。市场普遍认为，麦当劳此举旨在瞄准下午咖啡因需求高峰期，与星巴克、Dutch Bros等特饮及咖啡连锁品牌竞争，吸引年轻消费群体。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/MWZlOWI0Y2VlNGE3Yjk5M2Y5NzBkYzExODBlYTA4MTI1NDQ2NzI2NDIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MWZlOWI0Y2VlNGE3Yjk5M2Y5NzBkYzExODBlYTA4MTI1NDQ2NzI2NDIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303883","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4550","LU0868494708.USD","LU1074936037.SGD","LU0417517546.SGD","IE00BFSS8Q28.SGD","BK4585","LU1035773651.USD","IE00BJTD4V19.USD","LU1244550221.USD","LU2279689827.SGD","MCD","LU0256863811.USD","IE00BFSS7M15.SGD","LU2347655073.USD","LU1732799900.SGD","LU0795875169.SGD","LU1430594728.SGD","LU0726765562.USD","BK4566","LU0868494617.USD","LU2133065610.SGD","LU1244550494.USD","LU0912757837.SGD","IE00BJTD4N35.SGD","IE00BJJMRY28.SGD","IE00BJJMRX11.SGD","LU1718418525.SGD","BK4504","LU1069347547.HKD","IE00B7KXQ091.USD","BK4209","LU1244550577.SGD","LU1585245621.USD","LU1732800096.USD","IE0004445015.USD","BK4534","LU0795875086.SGD","BK4581","LU0942090050.USD","LU2347655156.SGD","BK4610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660201489","title":"「買咖啡像在隨份子」 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18:01","pubTimestamp":1786960860,"startTime":"0","endTime":"0","summary":"七夕节来临之际，擅长IP联名的瑞幸却“翻了车”。此次瑞幸联名的动画名为《王焕君和张缤智》，并在杯套、手提袋等物料中印满此动画的人物形象。联系瑞幸客服则表示，目前暂未收到将联动产品下线的通知，“将继续在联动时间内进行正常售卖”。瑞幸官方未对此事发表评价。近半网友不愿为“素人情侣”买单“感觉买咖啡，就是在给这对情侣随份子”，对于此次瑞幸“翻车”的IP联动，瑞幸重度用户闫女士很是迷惑。","market":"fut","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/chanjing/gsnews/2026-08-17/doc-ininrkkr7833359.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4209","BK4610","LKNCY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660910290","title":"卡夫亨氏和麥當勞聯手警告消費逼近極限","url":"https://stock-news.laohu8.com/highlight/detail?id=2660910290","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660910290?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 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11:15","pubTimestamp":1786936535,"startTime":"0","endTime":"0","summary":"彼时，一台合格的进口Gelato凝冻机、一台专用锁温冷柜，单价均需15万元起步。某种意义上，Gelato的爆红，是站在新茶饮的商业肩膀上完成的。此外，新茶饮品牌扎堆上线Gelato新品。Gelato的茶饮时刻，仍未真正到来2026年的盛夏，Gelato赛道人声鼎沸、热度空前。但，Gelato距离真正的品类成熟，仍有漫长距离。对比新茶饮主流 1020 元的价格带，Gelato 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23:04","pubTimestamp":1786892640,"startTime":"0","endTime":"0","summary":"新华社资料PingPong为多家中国茶饮品牌提供跨境收款服务。该公司亚太区副总裁、全球消费类业务负责人童见雷对第一财经表示，中国茶饮品牌在海外有明显优势。从开店到体系竞争公开数据显示，2026年，至少44个中国茶饮品牌在海外开出近1.5万家门店。童见雷表示，中国茶饮“出海”已经不再是简单地“把一家店开到海外”，而是进入了体系化经营阶段。在韩国首都首尔的中国茶饮品牌霸王茶姬龙山分店，顾客排队购买奶茶。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-08-16/doc-ininprzh9527882.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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17:35","pubTimestamp":1786872900,"startTime":"0","endTime":"0","summary":"星巴克中国对此回应，星巴克一直以来都没有强制消费入座。这些说法很快遭到否认。星巴克中国表示，“蜜雪冰城代工”“更换咖啡豆供应商”等信息严重失实。另有媒体援引知情人士称，蜜雪冰城目前没有接到与星巴克相关的订单。博裕持有星巴克中国零售业务60%的股权，星巴克保留40%，并继续拥有品牌和知识产权。在一线城市，星巴克因此陷入了一个尴尬的位置，向下比不过平价咖啡的价格和密度，向上又未必比精品咖啡更专业、更有个性。","market":"fut","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/2026-08-16/doc-ininpfmm7669549.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SBUX","BK4585","BK4535","IE00B3T34201.USD","LKNCY","BK4504","SBU","LU0823411888.USD","BREW","LU0882574139.USD","BK4588","BK4209","PBJ","BK4610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659120384","title":"瑞幸未必贏,星巴克未必輸","url":"https://stock-news.laohu8.com/highlight/detail?id=2659120384","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659120384?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 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15:27","pubTimestamp":1786606060,"startTime":"0","endTime":"0","summary":"资本市场也对这个结果满意，Q2财报公布后，瑞幸股价上涨5.9%。只有瑞幸还在加速奔跑。财报披露，Q2瑞幸共推出了28款现制饮品及十几款轻食。截至二季度末，在瑞幸25款累计销量突破亿杯的产品中，非咖品类已占据五席。星巴克中国的门店数则已经连续两个季度停留在7991家。本季度财报中，星巴克中国已经基本完成交割，未来的开店计划和速率还未知。除此之外，瑞幸也在寻求规模之外的突破。","market":"us","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/1785985407387594370","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":["BK4504","SBU","LU0882574139.USD","LKNCY","BK4209","SBUX","PBJ","BK4535","LU0823411888.USD","BREW","BK4585","IE00B3T34201.USD","BK4588","BK4610"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":3,"pageCount":2,"totalSize":53,"code":"91000000","status":"200"}]}}