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一分钟了解日本|日本饮料行业的发展趋势
野村东方国际证券·2025-07-18 09:51

Core Viewpoint - The Japanese beverage industry is experiencing a phase of simultaneous growth in both volume and price, with a compound annual growth rate (CAGR) of 1.8% from 2010 to 2023 according to the Japan Soft Drink Association [1]. Production Side: Diversified Iterative Development - The Japanese beverage industry has undergone three distinct phases: - Rapid development period (1945-1979) focused on carbonated drinks and juices - Maturity period (1980-1999) marked by the rapid growth of tea and coffee - Current phase (2000-present) dominated by tea and mineral water [1]. Consumption Side: Stage-wise Evolution of Consumer Characteristics - The consumption characteristics in the Japanese beverage market have evolved in stages, reflecting changing consumer preferences and trends [1].