“消暑美食”搜索量激增36倍 新茶饮迎消费热潮

Group 1: Market Performance - The Hong Kong stock market for new tea beverage sector experienced a collective surge, with Nayuki's Tea rising by 33.33%, and other brands like Gu Ming and Mi Xue Group also seeing significant increases [1] - Nayuki's Tea reported a 35% year-on-year increase in average order volume per store and a 28% increase in same-store sales in May [1] - During the "May Day" holiday, some Nayuki stores saw order volumes increase by over 300% month-on-month, with sales continuing to rise during the "Duanwu" and "June 1st" festivals, with some stores experiencing a 480% month-on-month surge in orders [1] Group 2: Strategic Developments - Nayuki's Tea is actively expanding its product line to include healthier options, launching new products like sugar-free matcha lemon drinks and focusing on health-oriented ingredients [2] - The company plans to remodel 200-300 stores in first-tier and new first-tier cities to cater to consumer dining needs and enhance profitability [2] - Nayuki's Tea has opened over 30 "Green" stores in major cities, offering a health-focused product matrix that combines tea, baked goods, and light meals [1][2] Group 3: Consumer Trends - The demand for refreshing beverages has surged due to rising temperatures, with a 36-fold increase in searches for "refreshing food" in June [3] - New tea beverages, characterized by natural ingredients and low sugar content, align well with the health-conscious preferences of younger consumers [3] - Other leading brands like Cha Bai Dao and Gu Ming are also experiencing strong sales, with Cha Bai Dao's new products achieving significant market success [4] Group 4: Supply Chain and Innovation - Cha Bai Dao has improved its supply chain efficiency, with 92% of its stores achieving next-day delivery and 95% receiving multiple deliveries per week [4] - The brand has launched several new fruit-based drinks that have performed well in the market, including a lychee series that sold over 7 million cups [4] - Multiple instant retail platforms have increased subsidies, boosting order volumes for new tea beverages and benefiting leading companies in the sector [4][5]