Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The freshly brewed drinks industry is experiencing rapid growth, with brand differentiation playing a crucial role in capturing market share [2][18] - The market for freshly brewed tea drinks is expected to exceed 1,700 billion yuan in 2024, solidifying its leading position in the beverage industry [18] Industry Overview - The freshly brewed tea drink industry is defined as beverages made from tea leaves or their extracts, combined with various ingredients, and prepared on-site for immediate consumption [7][10] - The industry has evolved significantly since its origins in Taiwan, becoming a globally favored beverage culture [2] Market Trends - The competition in the freshly brewed tea drink industry is intensifying, with leading brands like Mixue Ice City opening 6,090 new stores from January to September 2024, significantly outpacing competitors [5] - The introduction of new products is characterized by a trend towards diversified toppings and simplified ingredients, moving away from traditional complex mixtures [4][24] Product Innovation - In the first nine months of 2024, the number of new fruit tea products launched decreased to 477, while the number of new milk tea products increased to 364, indicating a shift in consumer preferences [3][21] - The use of toppings in new products has become more varied, with 75% of new drinks featuring only one type of topping, reflecting a trend towards simplicity [24] Consumer Insights - Over 90% of consumers are open to trying new freshly brewed tea products, with a significant portion preferring to taste new items with friends, indicating a social aspect to consumption [26][28] - The majority of consumers are from the Z generation, with a notable preference for afternoon tea consumption, highlighting a specific consumption pattern [28]
2024年中国挂壁乳酪及饼干酱奶茶行业：现制茶饮玩家快速增长，品牌差异化发展抢占市场（上）
Tou Bao Yan Jiu Yuan·2025-01-22 12:08