2025 年 11 月26日，浅醺猫品牌升级发布会在江西赣州落幕。品牌创始人潘福强在会上发布 "AIoT 重构酒饮消费" 核心战略，直言便利店调酒赛道需警惕 乱象、建立标准，并披露品牌 87 天落地 3000 个智慧点位的成果，同步公布未来一年 10 万个点位的扩张计划。 "便利店调酒这两年确实火，但赛道看似门槛低，实则暗藏隐忧，想做好必须慎入。" 发布会现场，潘福强开门见山，直指当前行业痛点。他表示，调研 显示，当前便利店调酒市场存在三大问题：品类识别模糊，真假基酒混杂；场景覆盖不足，夜间营业时间缺失；体验流于表面，缺乏专业调配标准。"很 多所谓的便利店调酒，只是把酒和配料堆在角落，既没有品质保障，也没有消费仪式感，这不是长久之计。" "浅醺猫创始人潘福强" 作为深耕酒饮消费领域多年的创业者，潘福强认为，便利店调酒的核心潜力在于 "便捷 + 品质" 的结合，而浅醺猫的升级战略正是瞄准这一缺口。"我们要 做的不是简单跟风，而是重构这个赛道的规则。" 他介绍，浅醺猫的升级核心是 "硬件 + 算法 + 私域" 三位一体模式，通过 AIoT 技术将传统酒柜升级为 "24 小时自助自调鸡尾酒便利店"。 在产品端，潘福 ...

Core Viewpoint - The article discusses the phenomenon of consumption downgrade in summer ice products, highlighting the shift from high-priced items to more affordable options, and the emerging business opportunities within this trend [3][5][10]. Group 1: Ice Products Market Trends - The summer ice product market has seen a significant shift, with high-priced items like premium ice creams and drinks being replaced by more affordable options such as ice cups and simple homemade ice drinks [3][4][5]. - Ice cups have become a new competitive hotspot for various brands, with sales of ice cups in convenience stores like Nongfu Spring reaching 4.5 yuan per cup, which is seven times the price of bottled water [6][10]. - The market for ice cups has experienced over 300% growth for two consecutive years, with urban consumers averaging 48 cups per year, surpassing traditional beverages like coffee [6][10]. Group 2: Lemon Market Dynamics - The price of lemons has surged significantly, with reports indicating a 3-5 times increase compared to the previous year, driven by supply shortages due to adverse weather conditions [12][14]. - Major tea brands with their own lemon production bases have managed to control costs, while smaller brands are struggling to maintain profitability due to rising lemon prices [12][14]. - The upcoming harvest season in September and October is expected to bring some relief to lemon prices, although high prices may persist for the next couple of months [13][14]. Group 3: DIY Ice Drinks and Social Media Influence - The trend of DIY ice drinks has gained immense popularity on social media platforms, with over 40,000 related posts on Xiaohongshu and 40 million views on Douyin [17][18]. - Convenience stores are capitalizing on this trend by offering a variety of ice cup flavors and products, positioning themselves as key players in the DIY ice drink market [17][18]. - The synergy between ice cups, fruits like lemons, and beverages has created a thriving summer commercial ecosystem, appealing particularly to younger consumers [18][19]. Group 4: Future Opportunities - There are significant untapped commercial opportunities in the ice cup market, especially as it expands into lower-tier cities and towns [20]. - The ability to provide emotional value to consumers, similar to what ice cups offer, will be crucial for businesses looking to succeed in a saturated market [20].