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36氪精选:这个南部自治区,奶茶店密度远超京沪
日经中文网·2025-10-25 00:33

Core Insights - The article highlights the rising trend of tea brands from Guangxi, particularly in the competitive milk tea market, showcasing their unique offerings and strong market presence [6][9]. Industry Overview - For a long time, Guangdong was the dominant region for tea brands, but in recent years, Guangxi's milk tea brands have gained significant momentum [7]. - The density of milk tea shops in Nanning is exceptionally high, with over 7,500 shops for a population of approximately 8.97 million, indicating a fierce competitive environment [9][10]. Brand Performance - A notable example is "阿嬷手作," which opened its first store in Beijing and experienced long queues, demonstrating strong consumer demand [7]. - Other emerging brands from Guangxi include "煲珠公," "萃茶师," and "梁小糖," which have also capitalized on the trend of ingredient-rich offerings [8]. Supply Chain Advantages - Guangxi benefits from a robust supply chain for milk tea ingredients, being a major producer of water buffalo milk (85% of national output) and various fruits, which supports the trend of using unique and abundant ingredients [9][10]. - The region's sugar production has been the highest in the country for 34 consecutive seasons, further enhancing its position as a key player in the milk tea industry [10].