Core Viewpoint - The article discusses the rapid expansion of the tea and snack industry in China, driven by low-cost, high-sugar products that have become a significant part of consumer habits, particularly among the youth. This trend raises concerns about public health, particularly regarding diabetes and obesity, as the industry thrives on a "sugar addiction" model that may lead to long-term health costs for society. Group 1: Industry Growth and Trends - The tea and snack industry has seen explosive growth, with brands like Mixue Ice City expanding to over 46,000 stores by the end of 2024, achieving a revenue of 24.83 billion yuan with a growth rate exceeding 22% [9][10] - The "0 yuan purchase" subsidy wars among major delivery platforms have led to increased consumption of sugary drinks, with many consumers unaware of the long-term health implications [2][6] - The rapid expansion of snack stores, such as Wanchen Group, which grew from 7,000 to 15,000 stores in less than a year, highlights the effectiveness of the low-cost, high-volume business model [11][12] Group 2: Health Implications - Excessive sugar intake from beverages and snacks poses significant health risks, including obesity, insulin resistance, and chronic diseases, which are becoming a public health crisis in China [5][35] - The average sugar consumption from tea drinks alone could lead to an additional 1.3 kg of sugar intake per person annually, contributing to rising diabetes rates [19][44] - The prevalence of insulin resistance has increased significantly, with a reported rate of 39.1% among adults, indicating a growing health crisis linked to high sugar consumption [38][42] Group 3: Economic and Social Costs - The healthcare costs associated with diabetes and related diseases are projected to reach 1.2 trillion yuan in 2024, reflecting the financial burden on the healthcare system due to rising sugar consumption [45][49] - The rapid growth of the tea and snack industry, while profitable for companies, is shifting health costs to the public healthcare system, creating a hidden burden on society [49][50] - The government's initiatives to manage weight and reduce sugar intake highlight the urgent need for intervention in the face of rising obesity rates and related health issues [41][60] Group 4: Consumer Behavior and Market Dynamics - The addictive nature of sugary products drives high-frequency consumption, particularly among young consumers, who are often unaware of the health risks associated with their habits [22][26] - The industry's focus on low prices and high availability has led to a significant shift in consumer behavior, with many opting for sugary drinks as a primary source of refreshment [31][32] - Despite some brands attempting to reduce sugar content, consumer preferences for sweet flavors complicate efforts to promote healthier options [51][52]

以下文章来源于信风TradeWind ，作者刘艺晨 郑敏芳 作者 刘艺晨 郑敏芳 编辑松壑 2025年入夏，福州的一名初中生小陈被激战正酣的奶茶"0元购"补贴所吸引，每日的奶茶点单量达到了3-4杯。 "好喝的奶茶太多，不喝感觉浪费。"小陈对此感慨。 6月中旬，原本体型偏胖的小陈开始出现口干、多饮等症状，空腹血糖达到了12.3mmol/L，达到正常值上限的2倍还多，最终被确诊为糖尿病。 在三家头部外卖平台砸下亿级补贴发起免费奶茶大战，更多消费者沉浸在这场低成本、甚至零成本的快乐水狂欢中。 一切过度甜蜜背后，总有隐形成本的代偿。 虽然奶茶"0元购"已在外卖大战的调停下熄火。 但不可忽视的是，数以万计的连锁茶饮、零食门店正在通过供应链集约化、点位争夺、下沉扩张的规模经济打法，将更多含糖的食饮以更廉价、流行且易 得的方式渗透进入普通消费者的日常生活。 可是超量含糖食饮摄入对于居民健康的威胁，早已成为世界卫生系统的共识—— 过量糖分会刺激血糖波动，容易诱发胰岛素抵抗，随之而来的肥胖、代谢综合征与内脏脂肪的堆积，正是人类许多慢性病的开端； 一旦出现群体性的血糖失控，不仅会给社会健康带来隐患，还会让原本并不宽裕的医保系统徒 ...