固态速溶茶：“冻干黑科技”，固态速溶茶品牌通过创新满足需求 头豹词条报告系列

Industry Investment Rating - The report does not provide a specific investment rating for the solid instant tea industry [2] Core Views - The solid instant tea industry is experiencing growth due to rising demand for healthy and convenient beverages, particularly among younger consumers [2] - The industry is supported by government policies that encourage technological advancements in tea processing and the use of intelligent equipment [2] - The industry's supply chain is becoming more robust, with stable upstream raw material supply, efficient and intelligent midstream production, and diversified downstream sales channels [2] - The competitive landscape is intensifying, with companies focusing on technological innovation, brand building, and product differentiation to capture market share [2] - The industry is expected to continue growing, driven by health trends and the need to cater to the preferences of younger consumers [2] Industry Definition - Solid instant tea is defined as a solid beverage made from tea leaves or fresh tea leaves through processes such as water extraction, filtration, concentration, and drying [3] - It can be consumed directly as a beverage or used as an ingredient in tea drinks, food, and pharmaceuticals [4] Industry Classification - Solid instant tea can be classified based on the type of tea leaves, solubility, and drying methods [5] - Categories include instant black tea, oolong tea, green tea, and jasmine tea based on tea leaf types [6] - Based on solubility, it is divided into hot-soluble and cold-soluble types [8][9] - Drying methods include spray drying and freeze drying, with freeze drying offering better quality but higher costs [11][12] Industry Characteristics - Consumer Characteristics: Solid instant tea meets the demand of younger consumers for healthy and convenient tea products, addressing issues like bitterness and inconvenience associated with traditional tea [13] - Competitive Characteristics: The market is highly competitive, with traditional tea companies, new-style tea brands, and coffee companies entering the space [14] - Market Characteristics: Brands focus on innovative packaging and marketing, with products targeting different consumer segments through unique designs and health-focused features [15] Development History - The development of solid instant tea in China began in the mid-20th century, with significant milestones including the introduction of flavored tea drinks in the 1990s and the rise of new-style tea brands in the 2010s [16][20][21] - The industry has evolved from being primarily an industrial ingredient to directly targeting end consumers with diverse product offerings [21] Industry Chain Analysis - Upstream: The supply of tea leaves is stable, with steady growth in tea plantation area and production, ensuring a reliable supply for solid instant tea manufacturers [23][27] - Midstream: Production is becoming more efficient and intelligent, with major players like Da Min Food and Zhejiang Minghuang dominating the market [25][32] - Downstream: Sales channels are diversifying, with a focus on online and offline integration, and products are increasingly targeting younger consumers through innovative packaging and convenience [25][35] Industry Size - The solid instant tea market grew from 1.118 billion RMB in 2018 to 1.418 billion RMB in 2022, with a CAGR of 6.13% [38] - The market is expected to grow from 1.447 billion RMB in 2023 to 1.916 billion RMB in 2027, with a CAGR of 7.27% [38] - Growth is driven by consumer demand for convenience, health, and tea culture, as well as technological advancements in production [38][40] Policy Overview - Government policies support the development of the tea industry, emphasizing technological innovation, brand building, and the modernization of processing systems [42][49][51] - Policies also encourage the reduction of excessive packaging and the promotion of sustainable practices [57] Competitive Landscape - The industry is divided into three tiers, with major players like Da Min Food, Zhejiang Minghuang, and Yunnan Tianshili Dipoer leading the market [59] - Second-tier companies focus on market segmentation and innovative products, while third-tier companies rely on regional market penetration and low-cost strategies [61] - The competitive landscape is expected to become more concentrated, with leading companies leveraging technological and brand advantages to expand their market share [62] Company Analysis - Zhejiang Minghuang Natural Food Development Co Ltd: A major player in the solid instant tea market, with significant revenue growth and a focus on technological innovation [69][70] - Yunnan Tianshili Dipoer Biological Tea Group Co Ltd: Specializes in biological tea technology and has received funding from central enterprises [73][74] - Da Min Food (Zhangzhou) Co Ltd: A leading manufacturer with a strong market presence both domestically and internationally [75] - Shanghai Otter Ton Ton Food Technology Co Ltd: A new entrant focusing on innovative packaging and targeting young consumers [78]