新茶饮下半场，茶百道正在抢攻供应链

Core Insights - The new tea drink industry has shifted from a focus on taste and marketing to a comprehensive supply chain strategy that encompasses planting, procurement, logistics, and information systems [7] Group 1: Product Innovation and Sales Performance - The launch of the new lychee drink series by Cha Bai Dao, including "Lychee Ice Milk" and "Sea Salt Lychee Ice Tea," achieved remarkable sales, with over 50,000 cups sold within the first hour and exceeding 100,000 cups by noon on the same day [1] - The "Ice Milk" series has become one of the most popular categories for Cha Bai Dao this summer, with cumulative sales nearing 20 million cups [1][2] - In the first half of 2025, Cha Bai Dao reported revenue and profit growth, with a significant increase in single-store daily GMV by approximately 15% compared to the previous quarter [2] Group 2: Supply Chain Efficiency - Cha Bai Dao's supply chain is characterized by its ability to source fresh lychee directly from Guangdong within 48 hours, ensuring high-quality ingredients for its products [1][3] - The company has established a nationwide supply chain network with 26 storage centers and over 300 temperature-controlled delivery vehicles, enabling efficient logistics and distribution [4] - The company has invested in self-production capabilities, with a tea factory in Fuzhou capable of producing 5,000 tons annually and a packaging base in Chengdu with the capacity to produce 400 million cups and 1 billion straws [4] Group 3: Industry Trends and Competitive Landscape - The Chinese ready-to-drink tea industry has transitioned from a phase of extensive growth to one focused on systematic capability competition, emphasizing fresh ingredients and health [6][7] - The ability to deliver high-frequency perishable products nationwide is a key indicator of supply chain maturity, with Cha Bai Dao being one of the few brands capable of achieving this [6] - The recent success of the "Ice Milk" category reflects Cha Bai Dao's robust supply chain foundation, showcasing a shift from mere coverage to refined operational capabilities [6][7]