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Core Viewpoint - Nongfu Spring is expanding its business by investing 28.42 million yuan to build a new edible ice production line with an annual capacity of 7,000 tons, indicating a strategic move into the edible ice market [2][4]. Investment and Production Plans - The new production line will primarily focus on producing 160g ice cups, with an expected output of 5,600 tons, while 2kg bags of high-transparency ice will account for 1,400 tons [4]. - The project will utilize existing idle production facilities in the Zhujiabu area of the Xin'an River, emphasizing the use of high-quality water sources from the Xin'an River Reservoir [4]. Market Entry and Product Launch - In 2023, Nongfu Spring began its foray into the edible ice sector, applying for a patent for ice cup labels in May and launching its first edible ice products in 2024, including a 160g ice cup priced between 3.5 to 5 yuan [2][4]. - In June 2024, the company introduced a 2kg bag of pure transparent edible ice in Sam's Club, priced at 22.8 yuan, which generated significant consumer interest despite its higher price point [2][4]. Industry Growth Potential - The ice cup category has seen a sales growth rate exceeding 300% for two consecutive years, indicating strong market demand [6]. - According to Oliver Wyman's forecast, the ice and beverage segment is expected to become a hallmark of instant retail, with a projected growth rate of 39% over the next three years, potentially surpassing 63 billion yuan in sales by 2026 [6].