现制柠檬茶迈入百亿赛道，广东撑起“半壁江山”

Core Insights - The current ready-to-drink lemon tea market in China is projected to reach 11 billion yuan by 2025, with a year-on-year growth of 15.8% [3][4] - Guangdong province is leading the development of the ready-to-drink lemon tea industry, accounting for nearly 50% of the national market share [5][4] Industry Overview - The number of ready-to-drink lemon tea stores in China has increased from over 3,000 in 2020 to over 20,000 by 2025, representing a growth of approximately 7 times with a compound annual growth rate exceeding 47% [10][9] - More than 50% of the stores are chain brands, with the top three brands holding a market share of 22.7% [11][10] - The southern region of China shows a strong preference for lemon tea, with a high frequency of consumption and a solid market foundation [12][13] Regional Insights - By December 2025, the South China region will have the highest number of ready-to-drink lemon tea stores, accounting for 54.7% of the total, with Guangdong alone having over 9,000 stores, representing 45.3% [16][20] - Major cities like Guangzhou, Foshan, Shenzhen, Dongguan, Huizhou, and Zhanjiang rank among the top ten in store numbers, with Foshan having the highest density at approximately 13.52 stores per 100,000 people [21][22] Market Dynamics - The booming consumption atmosphere has led to an increase in the cultivation of fragrant lemons, attracting significant capital and entrepreneurs into the market [24] - Since 2021, the annual registration of companies related to ready-to-drink lemon tea has stabilized at around 1,000, with over 3,200 companies expected by December 2025 [25][26] Company Spotlight - LINLEE, a brand founded in Guangdong, has seen a net increase of over 400 stores in 2025, bringing its total to nearly 2,000 stores across 31 provincial-level administrative regions and over 200 cities, with annual sales exceeding 20 million cups [29][30] - The brand has developed a competitive edge through its "LINLEE Duck" IP system, enhancing interaction with consumers and distributing over 110 million "LINLEE Ducks" in 2025 [32][33] Supply Chain Impact - The strong market demand has positively impacted the upstream lemon cultivation industry, with fresh lemon consumption in China exceeding 2.7 million tons in 2023, and the ready-to-drink tea segment consuming over 150,000 tons [36] - In Guangdong, the planting area for fragrant lemons has surpassed 20,000 acres, with production expected to exceed 200,000 tons by 2025, reflecting a year-on-year growth of 154.7% [38]