8.2 万家！广东新茶饮门店数量居全国首位

Core Insights - Guangdong province leads the nation in the number of new tea beverage stores, with over 82,000 locations, contributing to a total of more than 415,000 stores across China by September 2025 [3][4][9] Industry Overview - The "2025 Ready-to-Drink Tea Industry Research Report" indicates that the industry is transitioning from rapid growth to a more systematic competitive phase after over a decade of expansion driven by capital [9][10] - The number of registered businesses in the industry saw a significant increase from 2014 to 2019, but new registrations declined sharply by 41.2% in 2022, marking a shift towards growth adjustment and structural optimization [10][11] Regional Distribution - The distribution of ready-to-drink tea stores shows a pattern of "more in the south, less in the north, and strong in the east, weak in the west," with a notable correlation between store density and population density [15][17] - Eastern regions account for 94.8% of the national GDP and 95.4% of the store distribution, with a store density of 2.9 per 10,000 people, while western regions only represent 4.6% of the stores with a density of 2.3 per 10,000 people [17][18] Factors Contributing to Guangdong's Leadership - Guangdong's dominance in the tea beverage market is attributed to a combination of climate, culture, and economic factors, including a long-standing tea-drinking tradition and a strong consumer base supported by the province's leading GDP [23][25] - The province is not only a consumer hotspot but also a breeding ground for major brands like Heytea and Nayuki, as well as local brands that incorporate regional culture into their products [27][28] Supply Chain and Logistics - Guangdong's robust supply chain system enhances the competitive edge of its new tea beverage industry, with local agricultural products ensuring stable supply and reduced costs [34][36] - The adoption of standardized central kitchens and smart processing equipment has improved production efficiency, supporting product standardization and brand expansion [36][37] - Established delivery networks through platforms like Meituan and Ele.me, along with a mature cold chain logistics system, facilitate effective market penetration and expansion for local brands [38][39]