餐饮、潮玩及家电行业周报

海通国际证券集...2025-08-04

本周行业新闻。（1）京东七鲜小厨“菜品合伙人”已收到超6.6 万份报名。7 月30 日消息，京东表示，在上周启动“菜品合伙人”招募后已收到超6.6 万份报名，将尽快推出“菜品合伙人”全国大赛。此外，七鲜小厨首店上线一周，日均订单超过1000 单，3 日复购率高于平均水平220%。（2）瑞幸咖啡公布2Q 业绩。瑞幸咖啡7月30 日公布2Q 业绩，收入124 亿元，同比增长47%；月均交易用户数...

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