探寻蜜雪集团供应链密码：构建从田间到门店的竞争优势

Core Insights - The article highlights the success of Mixue Group in the competitive new tea beverage market, achieving over 1.1 billion cups sold in the past year and a market capitalization exceeding HKD 200 billion [1] - The company has built a robust supply chain system that supports its "high quality and low price" strategy, which is crucial for its rapid expansion [1][2] Supply Chain Development - Mixue Group operates a large supply chain factory, Daka International Food Co., Ltd., which provides stable and high-quality raw materials for over 46,000 stores [2] - The factory spans approximately 342,000 square meters with an annual production capacity of 1.21 million tons, supporting both Mixue and its subsidiary brand, Lucky Coffee [2] - The company has implemented a self-production model to control product quality and reduce costs, achieving a 49% reduction in procurement costs through strategic changes in packaging production [3][4] Raw Material Sourcing - Mixue Group has optimized its procurement and production processes, with over 60% of beverage ingredients sourced in-house and 100% of core ingredients produced internally [4] - The company employs a direct sourcing model, establishing close relationships with farmers to ensure stable income and high-quality raw materials [6][7] - As the largest lemon purchaser in China, Mixue's procurement costs for lemons are 20% lower than the industry average [7] Global Expansion - Mixue Group has rapidly expanded its overseas presence, with approximately 4,900 international stores by the end of 2024, focusing on Southeast Asia and entering markets like Japan and Australia [8] - The company utilizes a localized procurement and centralized distribution model to enhance logistics efficiency and responsiveness to local markets [8] - Plans are in place to establish a multifunctional supply chain center in Southeast Asia to optimize cost management and improve ingredient delivery to its store network [8][9]