农夫山泉、东鹏、元气森林建厂扩能，它们为何要“砸钱”？

Group 1 - Eastroc Beverage has laid the foundation for a new production base in Hainan, which will enhance its operational capacity and efficiency in the coastal regions [1][3] - The new facility will cover over 200 acres and involve an investment of 1.2 billion yuan in smart production lines, expanding Eastroc's production bases across twelve provinces [3] - In 2024, Eastroc Beverage's revenue is projected to exceed 15.8 billion yuan, with significant growth in sales from Hainan and coastal areas [3][8] Group 2 - Genki Forest is also expanding, having established the world's largest production base in Tianjin, which will serve the North China and Northeast markets [5] - Genki Forest has built factories in six locations across China, effectively covering the national market [5] - Nongfu Spring is investing 1.5 billion yuan to build a water plant in Hainan, alongside other production bases in Guangdong, Zhejiang, and Tibet [7] Group 3 - The trend of building factories among leading beverage brands is driven by strong performance in their financial results, providing confidence for capacity expansion [8] - Eastroc Beverage's net profit increased by 60%, while Genki Forest's sales are expected to exceed 10 billion yuan in 2024 [8][10] - Building factories allows companies to reduce logistics costs, improve regional penetration, and enhance product quality control [10][11] Group 4 - The article discusses the advantages of both heavy asset and light asset business models in the beverage industry [12] - Light asset models, like that of IFBH Limited, focus on outsourcing production and logistics, allowing for lower fixed costs and operational flexibility [14][15] - However, reliance on outsourcing can lead to risks in product quality and supply chain management, as seen in the case of IFBH [18] Group 5 - The experiences of brands like Genki Forest and Eastroc Beverage illustrate the importance of balancing light and heavy asset strategies as they grow [20][21] - Companies must assess their development stage to determine the appropriate investment in production capabilities [20][21]