1500亿郑州奶茶帝国准备夺食迪士尼

21世纪经济报道02-05

“雪王”要抢迪士尼的生意了？　　2月初，蜜雪冰城在BOSS直聘上，放出了数条和“乐园项目”有关的招聘信息。岗位包括乐园演艺统筹、乐园工程管理、乐园周边产品统筹等。　　这些岗位的月薪，在1.1万到2.4万元之间，地点位于蜜雪的大本营——河南郑州。官方未正面回应，关于雪王跨界主题乐园的讨论已然发酵。　　“打造实体乐园，能进一步挖掘IP的商业潜力，拓展衍生品、互动娱乐等收入来源。”丝路社会科学研究院...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2609630154?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-05 22:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2609630154","market":"sh","top_or_hot":-1,"title":"1500亿郑州奶茶帝国 准备夺食迪士尼","media":"21世纪经济报道","content":"<div>\n<p>“雪王”要抢迪士尼的生意了？　　2月初，蜜雪冰城在BOSS直聘上，放出了数条和“乐园项目”有关的招聘信息。岗位包括乐园演艺统筹、乐园工程管理、乐园周边产品统筹等。　　这些岗位的月薪，在1.1万到2.4万元之间，地点位于蜜雪的大本营——河南郑州。官方未正面回应，关于雪王跨界主题乐园的讨论已然发酵。　　“打造实体乐园，能进一步挖掘IP的商业潜力，拓展衍生品、互动娱乐等收入来源。”丝路社会科学研究院...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202602053643114888.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>1500亿郑州奶茶帝国 准备夺食迪士尼</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n1500亿郑州奶茶帝国 准备夺食迪士尼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202602053643114888.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“雪王”要抢迪士尼的生意了？　　2月初，蜜雪冰城在BOSS直聘上，放出了数条和“乐园项目”有关的招聘信息。岗位包括乐园演艺统筹、乐园工程管理、乐园周边产品统筹等。　　这些岗位的月薪，在1.1万到2.4万元之间，地点位于蜜雪的大本营——河南郑州。官方未正面回应，关于雪王跨界主题乐园的讨论已然发酵。　　“打造实体乐园，能进一步挖掘IP的商业潜力，拓展衍生品、互动娱乐等收入来源。”丝路社会科学研究院...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202602053643114888.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1267930573.SGD","symbol_name":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","start_time":0,"source_url":"http://finance.eastmoney.com/a/202602053643114888.html","article_id":"2609630154","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602053643114888.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609630154","pubTimestamp":1770302572,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"“雪王”要抢迪士尼的生意了？2月初，蜜雪冰城在BOSS直聘上，放出了数条和“乐园项目”有关的招聘信息。岗位包括乐园演艺统筹、乐园工程管理、乐园周边产品统筹等。这些岗位的月薪，在1.1万到2.4万元之间，地点位于蜜雪的大本营——河南郑州。官方未正面回应，关于雪王跨界主题乐园的讨论已然发酵。“打造实体乐园，能进一步挖掘IP的商业潜力，拓展衍生品、互动娱乐等收入来源。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4588":"碎股","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4550":"红杉资本持仓","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4507":"流媒体概念","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4598":"佩洛西持仓","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4561":"索罗斯持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD"},"translate_title":"150 billion Zhengzhou milk tea empire is ready to seize Disney","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"“雪王”要抢迪士尼的生意了？　　2月初，蜜雪冰城在BOSS直聘上，放出了数条和“乐园项目”有关的招聘信息。岗位包括乐园演艺统筹、乐园工程管理、乐园周边产品统筹等。　　这些岗位的月薪，在1.1万到2.4万元之间，地点位于蜜雪的大本营——河南郑州。官方未正面回应，关于雪王跨界主题乐园的讨论已然发酵。　　“打造实体乐园，能进一步挖掘IP的商业潜力，拓展衍生品、互动娱乐等收入来源。”丝路社会科学研究院投资部主任王守博告诉《21CBR》记者。　　据悉，蜜雪冰城已注册“雪王动画”“雪王学堂”“雪王牧场”等商标，涵盖餐饮住宿、教育娱乐等领域。　　做大“雪王”IP，张红超、张红甫兄弟是认真的。　　落子郑州　　蜜雪发布的乐园岗位任职要求，多次提到了迪士尼、环球影城的名字。　　乐园内容编剧岗，要求熟悉国内外知名IP乐园，如迪士尼、环球影城的演艺内容逻辑。　　周边产品统筹岗，要求了解国内外文旅IP周边市场趋势，如泡泡玛特、迪士尼、环球影城等。　　工程管理岗，则要求完整操盘过至少1个投资额超2亿元的主题乐园项目，熟悉游乐设备安装和沉侵式体验项目（如VR、特效剧场）的工程实施。　　这些细节都指向，张氏兄弟真的打算建一座主题乐园，而且对标两大乐园巨头。蜜雪乐园可能会围绕“雪王”IP，设立游乐项目、主题区域、互动巡游等。　　“项目地勘已完成，或落地郑州中牟。”有网友爆料称，不过信息未获官方确认。　　实体乐园投入大、回本慢、运营重，不是一门好做的生意。低调的张氏兄弟，走了一条行业内没人走过的路。　　王守博告诉《21CBR》记者，蜜雪冰城在下沉市场积累了庞大客群和IP认知度，可为乐园提供潜在客流。而郑州作为大本营，也具备供应链和成本控制优势。　　财务上“不差钱”，张氏兄弟有试错的空间。2025年1-6月，蜜雪冰城就净赚27亿，截至当年6月底，其手头的流动资金储备超176亿元。　　2月5日，蜜雪集团收报397港元/股，总市值超过1500亿港元。　　真正的挑战或许不在于资金，而是乐园的长期运营能力和IP内容的持续吸引力。　　自造明星　　CEO张红甫曾表示，“雪王”已成为中国现制饮品行业唯一的超级IP。　　在他的战略里，蜜雪冰城的核心竞争力，是“供应链+品牌IP+门店运营”，力争实现“三位一体的总成本领先”。　　其中，打造“深受消费者喜爱的IP”，顺序甚至排在“健全健康、可持续发展的加盟模式”前面。　　“这显示，其希望摆脱单一茶饮依赖，向泛娱乐消费生态转型。”　　王守博分析，茶饮行业进入存量竞争阶段，IP运营能延长品牌的生命周期，并通过跨界联动，如主题乐园、联名产品等，突破行业天花板。　　张氏兄弟持续加码IP运营，有迹可循。　　2023年起，其陆续推出原创动漫《雪王驾到》《雪王之奇幻沙洲》。此外，自制短剧《雪王在古代卖咖啡》《雪王的穿越日记》，在抖音的播放量达到数百万。　　IP热度越来越高，周边产品开发跟上。　　过去一年，兄弟俩在郑州、成都、杭州等地，铺开“超级大店”。　　一楼为常规饮品售卖区，二楼则售卖零食和盲盒、毛绒、保温杯、积木等周边。兄弟俩意在通过周边产品，拉高客单价。　　“雪王”为自己代言，也能省大量营销经费。　　据蜜雪的招股书，2024年1-9月，品牌推广开支占收入的比例仅为 0.9%，远低于行业平均水平。　　蜜雪上市时，兄弟俩就准备安排4.56亿港元，用于深耕品牌IP和数字化，挖掘雪王的文化潜力，并加强消费者的认知度。　　落地主题乐园，是张氏兄弟迈出的重要一步。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609630154","isCrawlerRequest":true}

1500亿郑州奶茶帝国 准备夺食迪士尼

精彩评论

1500亿郑州奶茶帝国准备夺食迪士尼