柠季创始合伙人汪洁：以数智化与全链路深耕新茶饮行业

Core Viewpoint - The "14th Five-Year Plan" emphasizes strengthening domestic circulation and expanding service consumption, providing a clear direction for chain brands like Ningji to achieve stable growth in a complex market environment [1] Group 1: Opportunities in the Market - The new development pattern is accelerating, with continuous release of domestic demand potential. Key opportunities identified include optimizing existing resources to stimulate consumption and driving industrial upgrades through digital intelligence [1][2] - Ningji achieved a 20% growth in GMV and a 63% increase in average monthly revenue from takeout services in 2025, demonstrating the growth potential for private enterprises by aligning with policy directions and tapping into existing market potential [1] - The new tea beverage industry is transitioning from scale expansion to quality and efficiency upgrades, with Ningji focusing on health and functionality in its product offerings [2] Group 2: Strategic Initiatives - Ningji is investing heavily in foundational capabilities, with over 100 million yuan invested in the past three years to build a technology team and develop AI sales forecasting and intelligent warehousing systems [3] - The company is shifting from a focus on the number of stores to single-store profitability, indicating a deeper emphasis on supply chain construction and refined operational models [3] - Ningji is adopting a "benefit-sharing franchise" model to provide comprehensive support to franchisees, promoting sustainable development in the industry [3] Group 3: Policy and Support - The company calls for improved policy support for private enterprises during the "14th Five-Year Plan" period, emphasizing the need for a favorable environment for high-quality development [3][4] - Encouragement for brands to enhance quality rather than engage in price wars is highlighted, along with the need for a comprehensive evaluation system for service industry quality [4] - Support for the development of digital intelligence tools and internationalization services is essential for enhancing overall industry efficiency and confidence in global expansion [5]