产业互联网，新茶饮的下一个金矿

Core Insights - The new tea beverage industry is transitioning from a growth phase to an industrial transformation phase, with players exploring various strategies such as international expansion, cross-industry collaboration, and supply chain optimization [2][3][4] - The focus is shifting from consumer-driven growth to industry-led development, indicating a significant change in the operational dynamics of the new tea beverage sector [2][4] Supply Side Developments - The supply side of the new tea beverage industry is releasing new potential, with players integrating and upgrading their supply chains to meet evolving consumer demands [3][4] - Players are investing in building their own supply chains, enhancing infrastructure from raw material sourcing to cold chain logistics, and upgrading equipment and digital capabilities in stores [3][4] Cost Efficiency and Upgrades - New tea beverage players are achieving cost reduction and efficiency improvements, amplifying scale effects and driving iterative upgrades within the industry [4] - This transformation is leading to a digital and industrialized supply side, which is expected to generate new growth opportunities and shift the focus from consumer demand to supply-side capabilities [4] New Imagination and Branding - The industry is witnessing innovative branding efforts, such as serialized novels on receipts and the creation of IPs and merchandise, exemplified by leading players like Mixue Ice City [5][6] - These initiatives reflect a broader trend of players seeking to redefine their brand identities and explore new avenues for growth [6][7] Demand Side Changes - The demand side is undergoing profound changes, with consumers increasingly seeking healthier options, such as sugar-free beverages, and showing interest in product derivatives [8][9] - This shift in consumer preferences is opening new market opportunities for players in the new tea beverage sector, necessitating a reevaluation of traditional supply models [8][9] Industry Internet as a Key Driver - The concept of industrial internet is emerging as a crucial factor for the new tea beverage industry, as players look to leverage it to meet new consumer demands and unlock growth potential [9] - The focus on industrial internet signifies a strategic pivot for players aiming to find new growth points and capitalize on the evolving landscape of the new tea beverage market [9]