本报讯 （记者梁傲男）随着中秋、国庆双节临近，线上生鲜消费迎来了新一轮增长。无论是选择宅家小聚、走亲访友，还 是外出旅行，消费者对"黄金周"的期待始终未变。节前一周，大闸蟹、月饼、水果礼盒等关键词已逐步升温。"双节"期间，叮 咚买菜围绕健康、地域特色主题，为消费者上新低GI月饼、黄河口大闸蟹、螺蛳粉火锅等特色美味，以满足消费者的个性化需 求。 在经典口味方面，"保萝工坊×黑钻世家黑猪鲜肉月饼"受到消费者欢迎。该产品精选黑钻世家优质腿肉，融合上海老牌子 西区老大房的传统工艺，实现传统品类升级。 （编辑 张昕） 作为最早关注配料干净的国内生鲜电商平台，叮咚买菜推出的健康休闲零食系列近期增长迅速。禾花田澳洲谷饲和牛牛排 脆、低GI原切苹果脆、临安山核桃仁、黑猪肉脯等小包装产品，以及蔡长青系列的熟食卤味，预计将成为消费者假期出行的美 食搭子首选。 对于选择假期宅家的消费者，叮咚买菜通过丰富的"寻味中国"商品矩阵，让天南地北的佳肴轻松端上家庭餐桌。"叮咚王 牌菜"系列中的潮汕卤味拼盘、徽州臭鳜鱼等硬菜，可免去复杂烹饪，直击地道风味；若想吃上一顿火锅，即将上架的柳州鸭 掌猪蹄螺蛳粉锅、云南傣家酸菜牛肉锅、新疆阳光番茄锅等 ...

Core Insights - The trend of "0 sugar, 0 calories, 0 fat" has dominated the food and beverage industry, becoming a prominent symbol of health consciousness [1] - Consumers are beginning to realize that health is not solely defined by "0 sugar," leading to a more rational approach towards sugar consumption [3][4] - The industry is shifting towards "low sugar" products, balancing taste, health, and safety [4][10] Group 1: Market Trends - The rise of "0 sugar" products began with brands like Yuanqi Forest, which launched a zero-sugar sparkling water in 2018, sparking a trend in the beverage market [5] - Major brands are now introducing low-sugar options, such as Master Kong's "low sugar high fiber iced tea," which reduces sugar content by 50% to 4.5g/100ml [6][8] - The Shanghai sugar beverage grading standard will be implemented in 2024, indicating a shift in industry practices towards healthier options [10] Group 2: Product Development - New products are focusing on "reduced sugar" rather than "no sugar," with brands like Yuanqi Forest and Vita Lemon Tea launching low-sugar versions [11][20] - Brands are using natural juices and purees as sugar substitutes, which can create a perception of a cleaner label, although this may raise concerns about hidden sugars [23] - The popularity of prebiotic sparkling water in the U.S. has surged, with a tenfold market growth, emphasizing the importance of taste alongside health benefits [24] Group 3: Consumer Behavior - Consumers are becoming more discerning, preferring transparency in product labeling and the option to choose their sugar levels [16][17] - The concept of "half-sugar" is gaining traction, reflecting a desire for a balanced approach to health and indulgence [29] - The industry recognizes that both sugar and sugar substitutes have their roles, and a diverse, balanced diet is essential for true health [27]

Core Insights - A new wave of consumption for the Mid-Autumn Festival is emerging, characterized by refined product development, global gift selection, and convenient home dining solutions [3][4]. Group 1: Product Innovation - Sam's Club has developed 13 new Member's Mark mooncake gift boxes, including mini custard mooncakes and low-sugar grain mooncakes, reflecting a trend towards healthier options [3]. - The five-nut mooncake features a unique filling made with traditional drying techniques and over 30% nut content, catering to modern health-conscious consumers [3]. - The focus on reducing sugar in classic recipes aligns with contemporary dietary preferences, as seen in the low-sugar mooncake using health ingredients like Dendrobium and goji berries [3][4]. Group 2: Market Trends - There is a notable increase in personal and family consumption of mooncakes, with prices ranging from 59 to 150 yuan, making them more accessible [4]. - The integration of health management concepts into consumer behavior is driving product innovation in the mooncake market, with a growing variety of creative and trendy mooncake options [4]. Group 3: Gift-Giving and Convenience - Sam's Club offers a one-stop shopping experience for gift-giving, allowing customers to find unique and quality gifts in one location [5][8]. - The company has introduced a "mixed Western and Chinese" home dining solution, featuring easy-to-prepare gourmet meals, catering to busy consumers [11]. - Enhanced online services, including rapid delivery options, aim to ensure that consumers can enjoy a convenient and modern Mid-Autumn Festival experience, regardless of their location [15].

Core Viewpoint - The article discusses the recent strategic shift of dairy companies, particularly New Dairy (002946.SZ), entering the beverage market to address short-term performance anxieties and connect with younger consumers [1][3]. Group 1: Company Strategy - New Dairy announced its entry into the beverage sector during its investor conference on June 10, 2025, aiming to make beverages its third core business alongside low-temperature fresh milk and yogurt [1]. - The company reported a revenue of 10.67 billion yuan in 2024, a slight decrease of 2.9% year-on-year, while its net profit reached 540 million yuan, marking a 24.8% increase [1]. - The company plans to leverage its expertise in low-temperature products to enter the beverage market, focusing on low-sugar and no-sugar tea drinks, as well as products targeting weight management [1][2]. Group 2: Industry Trends - The new tea beverage market in China is experiencing significant growth, with a market size exceeding 350 billion yuan in 2024, reflecting a year-on-year increase of 6.4% [2]. - Major dairy companies are increasingly moving beyond their roles as suppliers, launching their own new tea and innovative beverage products [2][4]. - The dairy industry is facing a decline in traditional dairy product sales, with a 6.9% drop in overall dairy sales and a 7.1% decrease in liquid milk sales in the first quarter of 2025 [3]. Group 3: Consumer Insights - The shift towards new tea and innovative beverages is partly driven by the need to alleviate performance growth anxieties amid a declining dairy market [3][4]. - The changing consumer landscape, particularly among younger generations, emphasizes the importance of product quality, emotional value, and personalized expression, prompting dairy companies to adapt to these evolving demands [5].

Group 1 - The core viewpoint is that dairy companies are increasingly entering the innovative beverage market to connect with the challenging young consumer demographic [1][2] - New Dairy (002946.SZ) announced its official entry into the beverage sector during its investor conference, aiming to make beverages its third core business alongside low-temperature fresh milk and yogurt [2][4] - The company achieved a revenue of 10.67 billion yuan in 2024, a slight decrease of 2.9% year-on-year, while its net profit reached 540 million yuan, marking a growth of 24.8% [2][4] Group 2 - The new beverage market is experiencing rapid growth, with the new-style tea beverage market in China expected to exceed 350 billion yuan in 2024, reflecting a year-on-year growth of 6.4% [3] - Many dairy companies, including New Dairy, are no longer satisfied with being mere suppliers and are launching their own innovative beverage products [4][6] - The first quarter of 2025 saw a decline in the domestic dairy product market, with overall sales down by 6.9%, indicating a need for dairy companies to seek new growth avenues [4][6] Group 3 - Dairy companies are leveraging their regional brand influence, distribution networks, and cold chain logistics to enter the beverage market, which has relatively controllable entry costs [6] - The shift in consumer demographics is prompting dairy companies to adapt to the changing market, focusing on quality, emotional value, and personalized expression to meet the needs of younger consumers [6]