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钟睒睒“打新” if 椰子水;多地柠檬价格上涨;飞天茅台价格回升 | 品牌周报
36氪未来消费·2025-06-29 15:28

Group 1: IFBH Coconut Water IPO - IFBH, the leading coconut water company in China, will be listed on the Hong Kong Stock Exchange next week, with a significant increase in its stock price during the dark market trading [2] - The company has maintained a market share of approximately 34% in the coconut water beverage market since 2020, according to a report by Zhi Shi Consulting [2] - IFBH operates with a light asset model, employing only 46 staff members, and has achieved a net profit of $16.75 million in 2023, projected to increase by 99% to $33.32 million in 2024 [2] Group 2: Lemon Price Surge - The wholesale price of lemons in China has risen from 9.94 yuan/kg in April to 12.83 yuan/kg in June, with specific markets like Beijing seeing prices double from 7.5 yuan/kg to 14 yuan/kg [5] - Global lemon production is expected to decrease by about 6% in 2025 due to extreme weather conditions affecting major producing regions [6] - The demand for lemons has surged, with China exporting 36,000 tons of lemons and lime juice in the first five months of 2025, generating an export value of 340 million yuan [6] Group 3: Bubble Mart's Expansion - Bubble Mart is reportedly hiring talent related to the home appliance sector, indicating a potential move into this industry, although the company has not confirmed this [7] - Analysts suggest that Bubble Mart may focus on designing and selling small appliances rather than competing in the mature home appliance market [7] Group 4: Moutai Price Fluctuations - The price of Feitian Moutai has shown volatility, with recent wholesale prices reported at 1,920 yuan/bottle for the 25-year version, reflecting a 50 yuan increase from the previous day [10] - Industry insiders note that the price drop below 1,800 yuan could trigger emergency interventions from Moutai to stabilize the market [11] Group 5: New Product Launches - Tea Baidao has launched a new lychee drink series, selling over 100,000 cups on the first day, highlighting the brand's strong cold chain logistics capabilities [17] - The company uses fresh lychees from Guangdong, ensuring high-quality ingredients for its products [17] Group 6: Market Entries and Investments - Nongfu Spring has officially entered the Hong Kong market, with plans to distribute its products across over 3,500 sales points [21] - Luckin Coffee has initiated the construction of a new coffee roasting factory in Xiamen, with an investment of 3 billion yuan, aiming to become the largest single coffee roasting facility in China [22]