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霸王茶姬,全球开出7000家店
投资界·2025-09-04 06:58

Core Viewpoint - The article highlights the rapid international expansion of BaWang ChaJi, showcasing its growth in overseas markets and the strategic shift from "Made in China" to "Chinese brands" on a global scale [3][14]. Financial Performance - In Q2, BaWang ChaJi reported a total GMV of 8.1031 billion yuan, a year-on-year increase of 15.5%, with net income reaching 3.3319 billion yuan, up 10.2% [7]. - The overseas GMV for Q2 was 2.352 billion yuan, reflecting a significant year-on-year growth of 77.4% and a quarter-on-quarter increase of 31.8% [6]. Global Expansion - BaWang ChaJi has opened 208 overseas stores, with recent entries into the Philippines and Vietnam, and a total of 70,38 stores globally [5][6]. - The company has adopted a "1+1+9+N" model for international expansion, focusing on establishing local subsidiaries and a strong management structure before opening franchise stores [9]. Strategic Partnerships - In Thailand, BaWang ChaJi received an investment of 142 million Thai Baht from Thai President Foods, gaining a 51% stake, which enhances its local market integration [10]. - Collaborations with local giants in Malaysia and Indonesia are also in place to accelerate market penetration and brand localization [10]. Market Positioning - BaWang ChaJi has chosen not to engage in aggressive price competition, focusing instead on sustainable growth and innovative consumer experiences [6][12]. - The company emphasizes a long-term strategy of integrating into local markets rather than adopting a conqueror mentality, aligning with local partners for mutual benefit [15][16]. Future Outlook - The company aims to expand its global footprint by adding over 1,000 new stores by 2025, continuing to tell the story of Chinese tea on the world stage [12].