新华社福州10月10日电 题：在这座闽南小城，最传统的茶业正发生最新锐的变化！ 新华社记者项开来、庞梦霞、黄景鸿 《2025胡润中国茶业百强县》榜单中，这个"铁观音"发源地位居榜首，全县近两成的地区生产总值 来自茶产业，是全国重要的茶叶交易集散地和贸易中心……它是安溪，位于福建东南部的一座县城。 在闽南俗语中，茶叶又叫"茶米"。对安溪人而言，茶叶如同米粮，约八成人口从事与茶有关的产 业。这个曾经的福建最大贫困县，正实现富民兴县的蝶变。而传统茶业，也从"看天做青"走向与卫星遥 感、大数据、现代光学技术相关。 种茶卖茶靠智能、看数据 秋日的安溪县桃源有机茶场，目之所及绿意浓郁。 得益于独特的制作技艺和深厚的茶文化，2022年，安溪铁观音先后被联合国粮农组织和教科文组织 认定为"全球重要农业文化遗产"和"人类非物质文化遗产"，成为茶界少有的"双世遗"。 如今，在科技赋能下，传统茶叶种植模式正在改变，安溪的茶产业不断向智能化、精准化方向转 型。 苍穹之上，"安溪铁观音一号""安溪铁观音二号"两颗卫星正"俯瞰"全县茶园。在数字福建（安溪） 产业园，太空传回的光谱完整显示茶园长势。 泉州中科星桥空天技术有限公司项目经理吴 ...

10月9日，茶咖日报的主要内容有： 蜜雪冰城小票藏连载小说，同名短剧已在多平台上映 10月9日，"蜜雪冰城小票藏连载小说"词条登上热搜，原因是近日有网友在社交平台发帖称，其在购买蜜雪冰城时发现小票上印有连载小说，讲述了"雪 王"与伙伴小柠檬穿越至古代经营咖啡店的轻喜剧故事。 对此，蜜雪冰城通过微博官方账号进行了回应，称《雪王在古代卖咖啡》共20章，并附上全部章节内容，供消费者一次性畅读。 另据九派财经的消息，此次《雪王在古代卖咖啡》小票小说连载，是蜜雪冰城结合品牌特性与消费者趣味性打造的互动活动，希望通过这种故事化、连载化 的互动形式，持续营造新鲜感，用更生动的方式向大家传递"雪王卖咖啡"的品牌信息。 该小说采用每天更新一章的节奏进行，首个更新周期为9月17日—10月6日，首个连载周期完成后会进入循环更新阶段，以保证顾客可以看到完整的故事内 容。 同时，蜜雪冰城还拍摄了同名短剧《雪王在古代卖咖啡》，在抖音、B站、视频号等平台"蜜雪冰城"官方账号上映，后续也会根据消费者的反馈和需求，考 虑适时推出其他新颖的内容和形式。 霸王茶姬宣布郑钦文为首位全球品牌代言人 据了解，霸王茶姬近年来一直在加强与运动健康领域的深度 ...

值得关注的是，除出境游热度攀升外，入境市场也延续暑期态势，在十一期间持续升温，外国游客日益 钟爱"China Travel"。茶百道数据显示，国庆假期全国门店接待的外国游客较平日增加两成。 近年来，中国新茶饮企业"走出去"的步伐加速，"中国奶茶"变得越来越流行。位于成都宽窄巷子景区 的"茶百道·探川觅饮"旗舰店，成为很多外国游客的热门打卡地。来自德国的游客告诉记者，这是他首 次来中国，"中国新茶饮在国外非常有名，这次和朋友品尝到了极具四川风味的'三大炮糯糯'，非常惊 喜。" （文章来源：证券日报） 今年"十一"碰上"中秋"，在免签政策与航班恢复等利好推动下，出境游成为许多国内消费者的长假首 选。 以韩国为例，其在中秋和国庆假期前对中国团体游客试行免签，明显带动了国内游客赴韩旅游的热度。 十一期间，首尔的茶百道门店前常出现大排长龙的景象。准备入店选购的中国游客姚女士告诉记者，自 己是奶茶的"重度用户"，"出门旅游只要有机会就会买一杯，在国外看到咱们中国品牌，很有亲切感、 很自豪。" "不仅在韩国，国庆假期我们海外门店接待了大量来自国内的游客。"茶百道相关负责人表示，茶百道已 经在海外多个国家布局，并打下了良好的 ...

Core Insights - The article discusses the evolution of the new tea beverage industry over the past decade, highlighting significant product innovations and trends that have shaped consumer preferences [2][3]. Industry Evolution - The new tea beverage industry has experienced a "golden decade" from 2015 to 2025, marked by the emergence of "super milk teas" and innovative product offerings [2][4]. - Key products that defined this period include cheese milk cap tea, fresh fruit tea, and various unique flavors that have captured market attention [4][6]. Major Trends and Innovations - 2016 saw the rise of cheese milk cap tea, with brands like Heytea and Naixue introducing fresh fruit tea combinations, which became a hallmark of the new tea beverage era [4][6]. - The introduction of brown sugar drinks in 2017, such as the "dirty tea" from brands like Dujiaoxiang, created a new market segment and led to widespread popularity [8][10]. - By 2018, the market witnessed a surge in niche products, with brands like Shuyi and Hushang Ayi focusing on unique ingredients like grass jelly and red bean milk tea, leading to rapid expansion [14][16]. Product Highlights - Notable products from 2019 to 2020 included the introduction of creamy toppings and the "eight-treasure porridge" style drinks, which redefined consumer expectations for beverage complexity [19][21]. - The trend of using lesser-known fruits in beverages gained traction in 2021, with products like oil citrus and yellow skin fruit becoming popular, showcasing a shift towards unique flavor profiles [21][24]. - The introduction of health-focused beverages in 2023, such as light milk tea and avocado yogurt smoothies, reflects changing consumer preferences towards healthier options [29][31]. Future Outlook - By 2025, the industry is expected to continue evolving towards richer flavors and healthier options, with products like mint milk green tea and Thai salted yogurt gaining popularity [33][35]. - The article emphasizes that despite market saturation, true product innovation and quality will drive the industry's future growth, highlighting the importance of continuous improvement in ingredients and flavor profiles [35].

Core Viewpoint - The marketing campaign "suspending the Earth" by Xiangpiaopiao highlights the company's ongoing struggles, with significant losses and declining sales in its core instant tea business, which has shrunk by 75% over four years [1][3][4]. Financial Performance - In the first half of 2025, Xiangpiaopiao reported revenue of 1.035 billion yuan, a year-on-year decrease of 12.21%, and a net loss of 97.39 million yuan, worsening from a loss of 29.5 million yuan in the same period last year [3][4]. - The instant tea business generated revenue of 423 million yuan, down 31.04% year-on-year, marking a significant decline compared to the previous peak [3][4]. - The company's losses in the first half of 2025 reached the highest level in three years, marking the sixth consecutive year of losses in the first half [3][4]. Market Dynamics - The instant tea market is facing intense competition from fresh tea drinks, which have rapidly gained popularity since 2012, leading to a shift in consumer preferences [4][6]. - The number of distributors for Xiangpiaopiao decreased by 92 in the first half of 2025, indicating a contraction in sales channels [5]. Marketing and Strategy - Xiangpiaopiao invested 331 million yuan in marketing in the first half of 2025, accounting for one-third of its revenue, but this strategy has not translated into sustainable growth [6][7]. - The company is exploring new growth avenues by developing functional products and new categories of instant products, while also pushing existing products towards healthier options [8][10]. Product Development - The ready-to-drink segment showed better performance, with revenue of 591 million yuan in the first half of 2025, a year-on-year increase of 8.03%, surpassing the instant tea business for the first time [8][10]. - New product launches include healthier options with no trans fats, no plant-based fats, and no artificial flavors, aiming to align with current consumer health trends [8].

Core Viewpoint - Eight Horses Tea Co. is attempting its fifth IPO, aiming to list on the Hong Kong Stock Exchange after multiple failed attempts in the A-share market [2][6][5]. Company Overview - Eight Horses Tea plans to issue up to 29.13 million shares and convert 43.99 million shares held by 106 shareholders for overseas listing [2]. - The company has faced significant challenges in its previous IPO attempts, including three failed attempts in the A-share market and a recent failed submission due to regulatory issues [6][4]. Financial Performance - Eight Horses Tea reported revenues of 18.18 billion yuan in 2022 and 21.22 billion yuan in 2023, with a modest growth of 0.98% in the first three quarters of 2024 [9][10]. - The company's gross margin for franchise sales has declined from 51.25% in 2019 to 43.8% in 2022, indicating a significant drop of 8.86 percentage points over two years [10]. Market Position and Challenges - The company has seen a slowdown in the growth of its franchise network, with only 39 new franchisees added in the first three quarters of 2024, compared to 106 in 2022 [10]. - Despite the challenges in offline growth, Eight Horses Tea has experienced notable online revenue growth, achieving 5.53 billion yuan in the first three quarters of 2024, a 14.49% increase year-on-year [11]. Strategic Initiatives - Eight Horses Tea plans to expand its store network by adding 1,500 new stores over the next three to five years and has launched a sub-brand "Little Horse Tea Fun" to diversify its product offerings [10]. - The company is attempting to adapt to market trends influenced by the new tea beverage sector, which has seen a dual-channel growth model [11].

9月13日，香飘飘发文："紧急公告：香飘飘暂停绕地球。" 网友们纷纷在评论区表示不解："这是在搞抽象吗？""我有点看不懂。" 正当该消息在网上猛烈发酵时，13日晚间，香飘飘再次通过官方微博发文称，经过紧急排查，香飘飘暂停绕地 球的真相终于浮出水面，原来是……治愈星萌龙@奶龙Nailoong 来了！香飘飘要暂停绕地球，回到地上！香飘 飘称奶龙将担任"香飘飘绕地球治愈合伙人"。 有网友配图评论："特意把大家喊出来，就是为了这点事呀。" 如果回望香飘飘的高光时刻，或许很多人会念出这样一条广告语——"杯子连起来可绕地球好几圈"。香飘飘， 这家成立于2005年的公司，推出的产品是很多"90后"乃至"80后"童年的回忆。在第三次冲击IPO后，最终于2017 年在上交所主板上市，轻而易举地抱上了"中国奶茶第一股"的名号。 然而，香飘飘并未风光太久。随着新茶饮在一二线城市爆发，导致奶茶从"冲泡时代"快步走向"鲜果、鲜茶、鲜 奶"占市场主流。喜茶、奈雪的茶、茶颜悦色等品牌，不仅在选材和口味上推陈出新，还通过品牌设计、社交媒 体等打造了标榜个性与年轻的全新形象，"排队两小时也要喝一口"的现象屡见不鲜。 近10年来，新的消费品牌借 ...

Core Insights - Bawang Chaji is celebrating its two-year anniversary in Beijing with an art exhibition titled "CHA・Color" in Sanlitun, showcasing the evolution of tea-making techniques through a vibrant color palette [1] - The company has gained significant recognition among local consumers, having opened its first store in Beijing at Chaoyang He Sheng Hui in August 2023 [1] - Bawang Chaji is actively expanding its presence in Beijing, launching various themed stores, including a flagship store in Wangfujing and a campus store at Tsinghua University [2] Group 1 - The "CHA・Color" art exhibition features a core color theme of red and blue, representing traditional Chinese culture and the evolution of tea-making [1] - Bawang Chaji has partnered with ceramic artist Ran Xiangfei to create a co-branded gift box, enhancing its brand visibility and consumer engagement [1] - The company has initiated offline activities across multiple themed stores, allowing consumers to experience the brand's growth and connect with its story [1] Group 2 - The flagship store in Wangfujing, opened on July 2, 2023, marks a significant milestone in Bawang Chaji's expansion strategy in Beijing [2] - The company is diversifying its offerings by introducing unique themed stores, such as the "Book Fragrance Tea Rhythm" and music-themed stores, to enhance consumer experiences [2] - Bawang Chaji is focused on exploring new consumption scenarios to enrich the offline experience for local consumers [2]

Core Viewpoint - Lipton has appointed Mark Bousquet as CEO effective October 1, following a series of leadership changes, indicating potential growth challenges amid competition from local tea brands and new tea beverage trends in China [1][3] Company Overview - Lipton, founded in 1890, is the world's largest tea brand and was acquired by Unilever in 1973. It entered the Chinese market in 1992 and quickly became the leading brand in the tea bag segment [3] - In 2021, Unilever sold Lipton's global tea business for €4.5 billion to CVC Capital Partners, leading to a decline in Lipton's performance [3] - In 2023, Lipton reported revenues of €1.74 billion and profits of €580 million, significantly lower than the €2 billion reported by Unilever in 2020 [3] Market Dynamics - Consumer preferences in China have shifted, with a growing demand for diverse and health-oriented tea products, challenging Lipton's traditional image as a "broken leaf tea" brand [4][5] - Local brands and new tea beverage companies are gaining market share by offering innovative products and experiences that resonate with younger consumers [5][6] Strategic Initiatives - Lipton is investing in the Chinese market, including a ¥50 million project to build a central warehouse aimed at improving logistics and supply chain management by 2027 [6] - The company plans to launch new products, including the "Louis Bousquet Tea," to better align with market trends, although similar products already exist from local competitors [6] - A global brand upgrade has been initiated, emphasizing the health benefits of tea and introducing new packaging and product lines [6] Competitive Landscape - The tea market is facing increased competition from the growing coffee market, which is impacting tea's market share [5] - Analysts express skepticism about Lipton's ability to innovate and connect with younger consumers, given its current product and marketing strategies [7] - Local brands are leveraging unique flavors and attractive packaging to capture the attention of younger demographics, further squeezing Lipton's market space [5][7]

Group 1 - The core viewpoint of the news is that Gu Ming Holdings Co., Ltd. has shown significant growth in both revenue and net profit in the first half of 2025, indicating strong operational performance and market expansion potential [2] - In the first half of 2025, Gu Ming achieved a revenue of 5.663 billion yuan, representing a year-on-year growth of 41.2%, and a net profit of 1.625 billion yuan, which is a 121.5% increase compared to the previous year [2] - As of June 30, 2025, Gu Ming's store network has expanded to 11,179 locations across over 200 cities in China, marking a 17.5% increase from 9,516 stores as of June 30, 2024 [2] Group 2 - The proportion of stores in second-tier cities and below accounts for 81% of Gu Ming's total, with the share of town stores increasing to 43%, highlighting the potential for further market development [2] - Revenue from franchise stores constituted 95.8% of total revenue, with product and equipment sales reaching 4.496 billion yuan, a 41.8% increase, and franchise management service revenue at 1.159 billion yuan, up 39.2% [2] - The total gross merchandise volume (GMV) for Gu Ming reached 14.09 billion yuan, with average daily GMV per store increasing from 6,200 yuan to 7,600 yuan, and average daily cup sales rising from 374 to 439 [2] Group 3 - Gu Ming launched 52 new products in the first half of 2025 and expanded its coffee category, with over 8,000 stores now equipped with coffee machines [3] - As of the end of June, Gu Ming's mini-program registered 178 million members, with approximately 50 million active members per quarter, indicating increasing user engagement [3] - The company plans to continue expanding its store network, strengthen its supply chain, and optimize its product matrix while seeking development opportunities in uncharted provinces and overseas markets in the second half of the year [3]