全球抹茶产业链话语权

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日本抹茶短缺,贵州小城能否成为下一个「宇治」?
36氪· 2025-07-17 00:00
Core Viewpoint - The article discusses the rising demand for matcha globally, particularly due to a shortage in Japan, and highlights the potential of Tongren, Guizhou, to become a leading matcha production hub, surpassing Uji, Japan [3][5][6]. Group 1: Market Dynamics - The shortage of Japanese matcha is attributed to a mismatch between supply and demand, with a projected 47% increase in tourists to Japan in 2024, reaching 36.87 million [5]. - Google Trends indicates a 33.3% increase in matcha search interest in 2025 compared to its peak in 2019, reflecting growing global demand [5]. - Japan's matcha exports, particularly powdered tea, saw an 80% share of total green tea exports in early 2025, with a 68% year-on-year increase [11]. Group 2: Production and Export - Guizhou province, particularly Tongren, has emerged as a significant matcha producer, contributing to 25% of China's matcha output, with 1,000 tons produced in 2023, equivalent to a quarter of Japan's total matcha production [8][9]. - In 2025, Tongren exported 4 tons of matcha to Japan, with an additional 6 tons expected, establishing itself as a supplier for major restaurant chains [9]. Group 3: Cultural and Historical Context - Matcha originated in China during the Wei and Jin dynasties, but its popularity waned in China while it flourished in Japan [8]. - The development of matcha in Guizhou has been recent, with significant investments and the establishment of the world's largest matcha refining facility in 2017 [8]. Group 4: Local Brands and Market Penetration - Local brands in Tongren, such as "去茶山," are gaining traction, with nearly 60 stores nationwide, although they remain relatively small compared to larger chains [16]. - Major tea brands have begun incorporating Tongren matcha into their products, enhancing its visibility in the market [17]. Group 5: Future Prospects and Challenges - Tongren's matcha industry is still in its early stages of brand development and cultural integration, lacking the cohesive aesthetic experience that Uji offers [31][32]. - The local government is actively promoting matcha tourism and cultural experiences to enhance the region's appeal and establish a unique identity [32][33].