文 | 娱乐资本论 亚娜 烈日炎炎之下，饱受争议的冰杯又火了一把。 "是我颠了吗？山姆新品上了农夫山泉冰块"、"山姆这个新品你是认真的吗？" 近日，#山姆2公斤冰块卖22.8元#冲上微博热搜，有消费者反映这款农夫山泉纯透食用冰"定价过高，并 将其称为"冰杯刺客"，冻2公斤冰块需要4瓶500ml的农夫山泉瓶装水，相当于每瓶水售价约为5.7元。 但亦有另一派声音认为，"明码标价也不是卖天价，属于合理范围"" 比买水冻冰块省事，且自己冻不出 这么不规则的冰块，这种冰块确实融化的更慢。" 引发争议意味着，冰杯行业正在加速普及，被记入更多年轻人的日常购物清单中。 在农夫山泉的官方介绍中提到，该冰杯主打"纯透食用冰"，经过洁净过滤消杀后的杭州千岛湖水源，采 用24-32小时的超低速缓冻凝结工艺制成。相比流水冰工艺冰块，在相同条件下，该产品的融化速度降 低约20%，且冰晶纯透，适合专业品酒、微醺调饮、自制冷饮等多种场景。 | 2025年品牌/平台冰杯产品 | | | | --- | --- | --- | | 价格体系(不完全统计) | | | | 品牌/平台 | 冰杯产品 | 价格 | | 蒙牛 | 冰+食用冰 160g ...

以下文章来源于深氪新消费 ，作者郑栾 深氪新消费 . 深氪新消费成立于2016年，聚焦新经济，关注新消费、新零售等领域的商业进化。 将投中网设为"星标⭐"，第一时间收获最新推送 隐藏着哪些商业逻辑和机会？ 作者丨 郑栾 来源丨 深氪新消费 夏日冰品也开始消费降级了。 几年前，夏季的消费热点，是钟薛高的天价雪糕，是 20多块一杯的高价奶茶，是火锅店动辄3、40 元，承担拍照道具功能的绚丽冰品。 如今，钟薛高早已消失，高价奶茶降级成 "雪王"4块钱一杯的柠檬水，就连火锅店的甜品，也变成 了10元以下的冰汤圆、冰粉，主打一个量大管饱。 抖音、小红书等社交媒体上，琳琅满目的 "自制冰品"成为热门话题，既有令人惊叹、堪称"艺术 品"的复杂冰品，也有几块钱成本、有手就行的简单搭配。 于是，冰杯、柠檬等，曾经的边角料商品，在这个夏天成了畅销单品，供不应求。 夏日冰品的消费降级背后，隐藏着哪些商业逻辑和机会？ 冰杯 卖的是情绪价值和长尾流量 进入夏季，冰杯成了各大商业品牌跨界竞争的新热点。一杯水冻成冰卖，不仅单价升高了，还让消费 者趋之若鹜。 便利店里，农夫山泉 4.5元/杯的冰杯相当畅销，以克重计算，冰杯的单价是矿泉水的7 ...

封面新闻记者 姚瑞鹏 一块由饮用水凝结而成的透明立方体，正以高出瓶装水数倍的价格在便利店和超市热卖，甚至引发了一场关于"冰块刺客"的全民讨论。 "山姆2公斤冰块卖22.8元"的话题近日登上微博热搜。消费者计算发现，冻制这些冰块所需的4瓶500毫升农夫山泉瓶装水平时仅售8元，而如今在冰块形态 下却卖出了22.8元的高价。面对质疑，山姆客服回应称，价格合理。 9日，记者走访多个便利店，冰杯已经占据店门重要展位。在此争议背后，是一次性冰杯在中国消费市场的爆发。从便利店到外卖平台，冰杯成为这个夏 天最热门的商品之一。 消费新宠，冰杯市场的爆发性增长 2025年的盛夏，冰杯成为便利店冰柜里的明星商品，记者走访成都多个便利店，某连锁便利店甚至设置了两个专门存放冰杯的冰柜。"两个冰柜能装80个 冰杯，基本一天都能卖光。"店员告诉记者。 数据印证了这一火热景象，罗森2024年6月冰杯销量同比上升超过144%。而随着欧洲杯开赛，饿了么平台冰杯外卖量同比增长10倍。《2025中国都市消费 行为白皮书》显示，冰杯销量连续两年增速超300%，消费主力集中在一线城市。企查查数据显示，近五年制冰相关企业存量规模持续增长，自2020年末 ...

Core Insights - The outdoor temperature rise has led to increased sales of ice products in supermarkets and tea shops, with Farmer Spring launching a new 2kg ice product to capture the "ice cup economy" [1][2] - The demand for ice products is driven by consumer preferences for cold beverages, with a projected growth rate of 39% in the instant retail channel for ice products over the next three years, significantly outpacing the overall channel growth of 8% [2][3] - The popularity of ice cups is also linked to social sharing and emotional resonance, as consumers seek new experiences and products to share [2][4] Company Developments - Farmer Spring has expanded its product line to include a 2kg bag of pure ice, priced at 22.8 yuan, which can make approximately 13 cups of cold drinks, resulting in a cost of about 1.7 yuan per cup [1] - The company previously introduced a 160g cup of ice, with prices ranging from 0.01 yuan to 5.5 yuan on delivery platforms, indicating a strategic focus on various packaging and pricing options [2] Market Trends - The "2023 Instant Retail Ice Products and Beverages Consumption Trend White Paper" indicates a strong consumer demand for cold beverages, with ice products expected to see a market size exceeding 63 billion yuan by 2026 [2] - The sales of ice cups have significantly boosted related beverage categories, with delivery volumes for ice cups paired with drinks like cola and beer increasing by approximately 300% [3] - New tea shops and retail platforms are actively promoting ice cups, with innovative pricing and flavor options to attract consumers [3][4]

Core Insights - The rise of ice cups in China is driven by a combination of consumer demand for convenience and affordability, with sales increasing significantly compared to previous years [1][3][11] - The trend originated from South Korea and has been successfully adapted in China, where brands like Luckin Coffee and Heytea have introduced competitive pricing for ice cups [1][3] - The shift in consumer behavior towards ice drinks, particularly among younger generations, has transformed ice cups into a social currency and a staple in summer consumption [5][11] Industry Dynamics - Ice cup production has become highly industrialized, with factories like Guangzhou Ice Lida producing up to 200,000 cups daily at a low cost of 1.2 yuan per cup, making home ice production less competitive [3][9] - The market for ice cups is characterized by a supply chain competition, where leading manufacturers are establishing barriers through economies of scale, impacting smaller brands significantly [9][11] - The environmental impact of ice cup packaging is raising concerns, with projections indicating that packaging waste could reach 50,000 tons by 2024, prompting some companies to explore biodegradable materials and recycling initiatives [9][11] Consumer Behavior - The demand for ice cups is largely driven by the need for convenience, with 91% of orders being for immediate consumption, highlighting a shift towards "minute-level retail" [11][13] - Younger consumers, particularly those born in the 90s and 00s, are leading the charge in ice drink consumption, contributing to 85% of sales [5][11] - The perception of ice cups has evolved from a luxury item to a standard commodity, with prices making them accessible to a broader audience, thus reflecting a trend towards affordable indulgence [11][13]