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Today’s Key News Recap

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1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. $Intel(INTC.US) Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...

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Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

NAYUKI released FY2025 9 Months earnings on March 26, 2026 (BJT), actual revenue HKD 3.536 B, actual EPS HKD -0.1133

NAYUKI released FY2025 Q3 earnings on March 26 (BJT), actual revenue HKD 1.176 B, actual EPS HKD -0.0389

NAYUKI released FY2025 annual earnings on March 26 During-Market (BJT), actual revenue HKD 4.734 B (forecast HKD 5.115 B), actual EPS HKD -0.153 (forecast HKD -0.1149)

NAYUKI released FY2025 Q4 earnings on March 26 During-Market (BJT), actual revenue HKD 1.196 B, actual EPS HKD -0.0396

NAYUKI to Release FY2025 Earnings on March 26 During-Market (BJT), Forecast Revenue HKD 5.205 B, EPS HKD -0.1169

Starbucks Increases Part-time Positions to Reduce Full-time Staff and Control Labor Costs

Nayuki's Tea US flagship store generates nearly $87,000 in revenue in first three days

Goldman Sachs Downgrades NAYEE'S TEA Revenue Forecast But Raises Target Price

Nayuki Tea Announces 2025 First Half Yearly Report with Reduced Net Loss

NAYUKI released FY2025 Q1 earnings on August 27, 2025 (BJT) with actual revenue of HKD 1.167 B and EPS of HKD -0.0367

NAYUKI released FY2025 Semi-Annual Earnings on August 27 During-Market (BJT), actual revenue HKD 2.361 B (forecast HKD 2.543 B), actual EPS HKD -0.0743 (forecast HKD -0.138)

NAYUKI released FY2025 Q2 earnings on August 27 During-Market (BJT), actual revenue HKD 1.241 B, actual EPS HKD -0.0383

NAYUKI to Release FY2025 Semi-Annual Earnings on August 27, 2025 (BJT), Forecast Revenue HKD 2.543 B, EPS HKD -0.1423

Nayuki's Tea Sees Single Store GMV Soar 775.1% During Start of Autumn Promotion

Morgan Stanley Raises Nayuki's Tea Target Price

Nayuki Tea Sees Continuous Sales Growth and Expansion Plans

Nayuki Tea Adjusts Nomination Committee

Nayuki Tea Launches Unsweetened Natural Nutrition Plus Plan

Nayuki Tea Holds 2025 Health Upgrade Press Conference

Nayuki Tea Found Suspected Frog Remains in Tea

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NAYUKI (2150.HK) 2024 Annual Performance Briefing

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Beijing's Chaoyang District Court ruled that NAYUKI subsidiary engaged in unfair competition by unauthorized use of POP MART's 'LABUBU' IP in marketing. NAYUKI was ordered to pay RMB320,000 in compensation and expenses. The judgment is now effective as neither party appealed.

- The Chaoyang District People's Court in Beijing ruled against NAYUKI in a case of unfair competition filed by POP MART.  
- The court ordered NAYUKI's subsidiary to pay POP MART RMB300,000 in economic losses and RMB20,000 in rights protection costs due to unauthorized use of similar branding.  
- Neither party appealed the ruling, which has now become effective.

AASTOCKS News

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POP MART HK SDR 20to1

NAYUKI Liable for Unfair Competition, Ordered to Compensate POP MART RMB320K

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The Hang Seng Index rose 220 points to 25,402 at midday, driven by gains in major tech stocks. Meituan surged over 6% ahead of results, while Tencent repurchased shares and Lenovo hit new highs. Conversely, AI concept stocks declined sharply, with Minimax slumping over 14% despite an A-share IPO announcement. Other notable movers included Laopu Gold up 9% and Innobio Bio down 3%.

- US stocks reached record highs for three consecutive sessions, influencing the HSI which opened lower but closed up 220 points at 25,402.  
- Major tech stocks like MEITUAN and TENCENT saw gains, while JD and BIDU slipped slightly; among blue chips, LENOVO and LAOPU GOLD recorded significant increases.  
- Conversely, several AI concept stocks, including MINIMAX and KNOWLEDGE ATLAS, experienced sharp declines amid negative market sentiment.

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HSI Up 220 pts at Half-day; MEITUAN-W  Surges Over 6% Ahead of Results; MINIMAX-W Slumps Over 14%

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US private equity firm TA Associates has initiated the sale process for tea drink brand Gong Cha, with a potential valuation of US$2 billion (approximately RMB 14 billion), and has appointed JP Morgan as its financial advisor. The transaction is currently in its early stages

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Huaan CSI SWS Food and Beverage ETF

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LANCANG TEA

Gong Cha Reportedly Selling for RMB 14 Billion

NAYUKI announced its 2025 annual performance, with revenue recorded at RMB 4.331 billion, a year-on-year decrease of 12%. The loss narrowed from RMB 917 million in the previous year to RMB 239 million, with a loss per share of 14 cents. No final dividend will be distributed

AASTOCKS

"NAYUKI" narrowed its annual loss to 239 million yuan

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NAYUKI Holdings Limited released its 2025 financial report, with revenue of 4.331 billion yuan, a year-on-year decrease of 12%. The main reason is the closure of some underperforming stores and a decrease in revenue from bottled beverages and other businesses. The annual loss was 243 million yuan, narrowing by 73.8% compared to the same period last year. As of December 31, 2025, NAYUKI had 1,646 stores, with 1,288 directly operated stores, and the average daily sales per store were 7,700 yuan, an increase of 5.2% compared to the previous year

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NAYUKI's revenue in 2025 is 4.3 billion, a year-on-year decrease of 12%, with a net loss of 240 million

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TA Associates is preparing to sell its controlling stake in Gong Cha, with a valuation potentially reaching $2 billion. Potential buyers include Chinese milk tea brands such as Bawang Chaji and CHABAIDAO, which have shown intentions to expand into overseas markets in recent years. Acquiring Gong Cha would give them access to a network of over 2,200 stores across 33 global markets. TA Associates has hired JP Morgan to explore the sale, and the specific shareholding ratio has not been disclosed

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CHABAIDAO

Which milk tea giant will acquire Gong Cha?

A bank executive Martin Berry resigned from his high-paying position to start the bubble tea brand Gong Cha. Since 2013, he has devoted himself fully, and after more than a decade of effort, Gong Cha has become a global brand with over 2,000 stores in 30 countries, with projected revenue of $578 million in 2024. Berry believes that a high salary cannot bring satisfaction and emphasizes that "affordable pricing" and "strategic location" are the keys to success

Stheadline

A banker gave up a high salary to sell bubble tea. The boss thought he was "crazy," but now it has become a global brand with an annual income of 4.5 billion

NAYUKI(02150.HK)