Di Yi Cai Jing·2025-12-09 09:38Core Insights - The "warm economy" is driving consumer spending in winter, with hot pot and warm beverages becoming popular choices as temperatures drop across the country [1][4]. Group 1: Hot Pot Consumption - Hot pot has emerged as the leading dining choice this winter, with online transaction volumes for hot pot restaurants ranking first across all categories [2]. - Since the start of winter, the number of group purchase orders for hot pot on Meituan has increased by over 330% compared to the same period last year [2]. - Popular hot pot flavors this year include nourishing and health-focused options, with online transaction volumes for black goat hot pot, mushroom hot pot, and hot pot chicken each growing by over 70% year-on-year [2][3]. - Customer traffic at Ba Nu Mao Du hot pot has significantly increased, with peak wait times exceeding 2 hours during weekends [2]. Group 2: Beverage Trends - The demand for warm beverages has doubled since the onset of winter, with tea brands prominently displaying their new winter hot drink offerings [3][4]. - Tea Baidao reported that the sales proportion of hot drinks has doubled in the past month, with their new product "Bean Milk Black Qilin" selling nearly 200,000 cups on its first day [3]. - The trend towards health-conscious consumption is reflected in the increased sales of tea drinks containing grains, nuts, and seasonal fresh fruits [3]. Group 3: Market Dynamics - The winter tea drink market is showing diverse changes, driven by the "warm economy" and a growing focus on light health concepts [4]. - Tea brands are innovating products and creating engaging consumption scenarios to meet consumer demands, thereby energizing the winter consumption market [4].