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Core Insights - The "ice cup" has become a new focus in the consumer market, driven by its diverse forms and adaptability to various scenarios, with significant participation from brands like Sam's Club, Hema, and Mixue Ice City [1][2] - The competition surrounding ice cups is evolving from a social media phenomenon to a deeper exploration of industry models, raising questions about sustainability in the summer consumption sector [1][2] Market Dynamics - Various players in the instant retail and beverage sectors are launching ice cup products, with Sam's Club, Hema, and Dingdong Maicai introducing different offerings, such as Hema's flavored ice cups and Dingdong's ice cup and drink combinations [2][3] - The popularity of ice cups has surged, with social media engagement increasing significantly; for instance, related content on social platforms saw a 236.3% year-on-year growth in the first half of 2024 [3][4] Consumer Behavior - The rise of ice cups is attributed to their high adaptability and the DIY enjoyment they offer, appealing particularly to younger consumers who value emotional satisfaction and instant gratification [4][5] - Ice cups are seen as a convenient option for various social scenarios, contributing to a notable increase in convenience store orders, with a reported 80% rise in delivery orders from convenience stores to hotels [5] Pricing and Cost Structure - The pricing of ice cups has sparked debate, with products like the 2L ice cup from Sam's Club priced at 22.8 yuan, leading to discussions about the hidden costs in the commercial ice industry [6] - The production of commercial ice cups involves multiple hidden costs, including extensive filtration, special cutting techniques, and specialized packaging, which contribute to higher retail prices compared to homemade ice [6] Future Outlook - The ability of ice cups to maintain their presence in the beverage market and influence competitive dynamics remains to be seen, as the industry continues to evolve rapidly [7]