美团龙珠创始人自曝竞购星巴克股权首轮出局，看好5大餐饮机会

瑞财经2025-12-04

瑞财经吴文婷12月2日，据媒体报道，美团龙珠创始人朱拥华在“咖门·2026万有饮力年度大会”上透露，美团龙珠曾参与今年早些时候的星巴克中国股权竞购，但因验资未能通过，最终在第一轮便退出了竞标。图片来源：银莕财经视频号朱拥华指出，中国茶饮行业在发展到4000亿元规模后增速将明显放缓。“今年市场规模大概率接近3000亿元，外卖大战让市场规模向上冲了一波。”而对于咖啡市场，朱拥华的判断更为乐观，他预计...

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金猪宝宝
2025-12-04
金猪宝宝
我也是，钱不够

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钱不够","text":"我也是， 钱不够","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507061420073200","repostId":2588072889,"repostType":2,"repost":{"id":"2588072889","kind":"news","pubTimestamp":1764817307,"share":"https://www.laohu8.com/m/news/2588072889?lang=zh_CN&edition=full","pubTime":"2025-12-04 11:01","market":"hk","language":"zh","title":"美团龙珠创始人自曝竞购星巴克股权首轮出局，看好5大餐饮机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2588072889","media":"瑞财经","summary":"瑞财经 吴文婷12月2日，据媒体报道，美团龙珠创始人朱拥华在“咖门·2026万有饮力年度大会”上透露，美团龙珠曾参与今年早些时候的星巴克中国股权竞购，但因验资未能通过，最终在第一轮便退出了竞标。而对于咖啡市场，朱拥华的判断更为乐观，他预计市场规模将达到6000亿元。另外，朱拥华称更看好奶茶、咖啡、炸鸡、火锅、汉堡五大餐饮消费机会。","content":"<html><body><article><p><strong>瑞财经 吴文婷</strong>12月2日，据媒体报道，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>龙珠创始人朱拥华在“咖门·2026万有饮力年度大会”上透露，<a href=\"https://laohu8.com/S/03690\">美团</a>龙珠曾参与今年早些时候的<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>中国股权竞购，但因验资未能通过，最终在第一轮便退出了竞标。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251204110153605d163xyo31ufnpjm\"/><p>图片来源：银莕财经视频号</p><p>朱拥华指出，中国茶饮行业在发展到4000亿元规模后增速将明显放缓。“今年市场规模大概率接近3000亿元，外卖大战让市场规模向上冲了一波。”</p><p>而对于咖啡市场，朱拥华的判断更为乐观，他预计市场规模将达到6000亿元。“咖啡与奶茶最大的差异是频率，但现在咖啡最大的问题是客单价。”</p><p>不过，其预计，咖啡的价格最早在下个季度将会回归正常。未来5-10年中国咖啡与茶饮合计市场规模将达到万亿元，同时未来5年将增加6家上市公司。</p><p>另外，朱拥华称更看好奶茶、咖啡、炸鸡、火锅、汉堡五大餐饮消费机会。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团龙珠创始人自曝竞购星巴克股权首轮出局，看好5大餐饮机会</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团龙珠创始人自曝竞购星巴克股权首轮出局，看好5大餐饮机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-04 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204110158978f04c5&s=b><strong>瑞财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞财经 吴文婷12月2日，据媒体报道，美团龙珠创始人朱拥华在“咖门·2026万有饮力年度大会”上透露，美团龙珠曾参与今年早些时候的星巴克中国股权竞购，但因验资未能通过，最终在第一轮便退出了竞标。图片来源：银莕财经视频号朱拥华指出，中国茶饮行业在发展到4000亿元规模后增速将明显放缓。“今年市场规模大概率接近3000亿元，外卖大战让市场规模向上冲了一波。”而对于咖啡市场，朱拥华的判断更为乐观，他预计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204110158978f04c5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","08496":"环球友饮智能","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","MPNGY":"美团ADR","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0287142896.SGD":"Fidelity China Focus 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ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204110158978f04c5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588072889","content_text":"瑞财经 吴文婷12月2日，据媒体报道，美团龙珠创始人朱拥华在“咖门·2026万有饮力年度大会”上透露，美团龙珠曾参与今年早些时候的星巴克中国股权竞购，但因验资未能通过，最终在第一轮便退出了竞标。图片来源：银莕财经视频号朱拥华指出，中国茶饮行业在发展到4000亿元规模后增速将明显放缓。“今年市场规模大概率接近3000亿元，外卖大战让市场规模向上冲了一波。”而对于咖啡市场，朱拥华的判断更为乐观，他预计市场规模将达到6000亿元。“咖啡与奶茶最大的差异是频率，但现在咖啡最大的问题是客单价。”不过，其预计，咖啡的价格最早在下个季度将会回归正常。未来5-10年中国咖啡与茶饮合计市场规模将达到万亿元，同时未来5年将增加6家上市公司。另外，朱拥华称更看好奶茶、咖啡、炸鸡、火锅、汉堡五大餐饮消费机会。","news_type":1,"symbols_score_info":{"MPNGY":0.6,"03690":1.5,"HMTD.SI":0.6,"08496":1.5,"METmain":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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