范增平说，年轻一代对红茶的需求，不仅在于口感，更在于体验与文化的共鸣。因此，两岸红茶融合发 展应以创新为驱动，推动红茶从"产品"走向"品牌"，从"品牌"走向"文化"。 他建议，两岸业界开发适合年轻消费者的创意茶品，打造"红茶＋"跨界生态，让"喝红茶"成为一种时尚 的生活方式，一种文化态度。 2015年从台湾来到四川的张孝亨，现任四川蜀茶数字科技有限公司总经理，已从事茶饮品牌孵化10年， 让茶产业和年轻人的消费市场接轨，是他一直致力的方向。 两岸红茶共拓"新茶饮"蓝海 中新社福建宁德11月25日电 题：两岸红茶共拓"新茶饮"蓝海 作者 叶茂 吴允杰 一片茶叶，跨越山海，联结两岸。台湾中华茶文化学会理事长范增平25日在福建省福安市表示，无论是 福建的正山小种、"坦洋工夫"，还是台湾的日月潭红茶、阿里山红茶，皆以红润汤色、甘醇口感著称于 世，映照着两岸同根同源的文化底蕴。 闽台茶文化具有深远渊源。从茶树种植的起源上看，台湾茶树与福建茶树同根同种。经两岸茶业专家考 证，闽台两地茶的关系最早可追溯到宋朝。 "可以说，台湾的茶香里，有福建的风骨；福建的茶魂里，有台湾的情谊。"范增平在出席2025年两岸 (福安)红茶交流活 ...

从长期看，渗透率提升空间仍大，连锁化率与集中度持续提升。2023年，国内人均现制茶饮年消费量为 11杯，而中国香港及中国台湾地区则均超50杯。现制茶饮的渗透率成长空间广阔，随着未来新客群渗 透、消费频次提升，现制茶饮规模有望实现进一步增长。尤其是下沉市场的空间潜力大，2023年国内一 线城市的人均消费为27杯，二线及以下城市为不到10杯，引发龙头企业关注和深挖。从结构来看，行业 连锁化率与集中度持续提升，2023年中国现制茶饮连锁化率（门店口径）为56.1%，较2018年提升17.1 个百分点。近年来各头部品牌保持快速拓店，而中小品牌持续出清，预计行业集中度仍将持续提升。 中国拥有悠久的茶文化和庞大的茶消费群体，但繁琐的传统沏茶步骤限制了消费者，特别是年轻群体对 茶的消费。现制茶饮的出现大大简化了制作过程，并通过不断优化产品获得更多年轻人青睐。在这一过 程中，产生了"珍珠奶茶"等经典产品。2015年，新茶饮概念横空出世，现制茶饮品牌开始使用原叶茶、 鲜奶、鲜果等优质原料，产品品质明显提升。尤其是随着头部茶饮品牌规模化发展和供应链升级，更多 消费者能够通过实惠的价格享受高品质产品，行业逐步实现结构性升级。 近些 ...

Core Insights - The new tea beverage industry is experiencing a slowdown in store expansion, with a total of 13.38 million existing stores and a net increase of 186 stores in October 2025, reflecting a month-on-month growth rate of 0.14% [2][4]. Store Opening and Closing Summary - In October, 30 chain brands opened a total of 3,247 stores while closing 3,062, resulting in a net increase of 186 stores [2][4]. - The leading brand, Mixue Ice City, closed 804 stores, resulting in a net decrease of 68 stores, while maintaining 44,166 existing stores, a decline of 0.15% month-on-month [4][9]. - Gu Ming achieved a net increase of 215 stores, with a month-on-month growth rate of 1.69%, totaling 12,905 existing stores [4][9]. - Eleven brands reported positive net growth, with Hu Shang A Yi leading with a net increase of 271 stores, and Yi Dian Dian showing the fastest growth rate of 3.59% with a net increase of 140 stores, surpassing 4,000 stores [7]. Brand Performance - Significant closures were noted among brands, with Mixue Ice City leading in closures, followed by Tian La La with 341 closures and Gu Ming with 226 closures [9][14]. - Other brands like Shuyi Burned Immortal Grass and Bawang Tea Princess also saw closures exceeding 100 stores [14]. Market Expansion Trends - The expansion is primarily concentrated in second and third-tier cities, which account for 65.1% of new store openings, with third-tier cities leading with 754 new stores (23.2% of total) [17]. - In contrast, first-tier cities only saw 302 new stores, representing 9.3% of the total, indicating a continued penetration of new tea brands into lower-tier markets [17]. Special Location Insights - Campuses emerged as a key battleground for brand expansion, with Gu Ming adding 35 campus stores and Tian La La adding 30, contributing to a total of 125 new campus stores, which accounted for 71.84% of the total increase in campus stores for October [20]. - In shopping centers, brands like Bawang Tea Princess, Yi Dian Dian, and Hu Shang A Yi showed strong expansion, with net increases of 57, 43, and 40 stores respectively, while brands like Tea Hundred Road and Xi Tea experienced significant reductions [21]. Transportation Hub Expansion - Brands exhibited cautious expansion in transportation hubs, with only Bawang Tea Princess achieving a double-digit net increase, while other brands did not exceed six new stores [22].

Core Insights - The tea industry is experiencing a shift with new consumption scenarios and marketing strategies aimed at younger consumers, as evidenced by the recent IPO of Baima Tea in the Hong Kong market, where its stock price doubled from the issue price [1][2] - The overall tea market in China is projected to grow from CNY 288.9 billion in 2020 to CNY 325.8 billion in 2024, with a compound annual growth rate of approximately 3% [5] Company Performance - Baima Tea, founded in 1997, has expanded to 3,585 stores nationwide, with 3,341 being franchise outlets, contributing significantly to its revenue [2] - In contrast, other listed tea companies like Lancang Ancient Tea and Tianfu have reported declining revenues due to a sluggish market and challenges faced by physical stores [2][3] - Baima Tea's revenue for 2024 was CNY 2.143 billion, with a net profit of CNY 224 million, although it experienced a 4% decline in revenue and a 17.8% drop in net profit in the first half of the year [3] Market Trends - The tea market is facing challenges from e-commerce and live-streaming sales, which have impacted traditional physical store operations [3] - The market share of the three listed tea companies (Baima Tea, Lancang Ancient Tea, and Tianfu) combined is only 1.2% of the overall tea market, indicating a low market penetration [5] - The rise of new tea brands and the growth of ready-to-drink tea products are creating new opportunities for established tea companies to diversify their revenue streams [6] Strategic Opportunities - Companies are increasingly focusing on online sales channels to reduce reliance on traditional distribution methods [6] - Baima Tea's e-commerce sales accounted for 23.6% of its revenue in 2024, highlighting the importance of digital sales strategies [6] - The tea industry is exploring various segments, including traditional tea, liquid tea beverages, and new-style tea drinks, which collectively represent a significant market potential [6][7]

Core Insights - Bawang Chaji, a new tea brand, has achieved significant milestones in Southeast Asia with the opening of the world's "tallest" store in Bangkok and the 200th store in Malaysia, marking a shift from "single-point exploration" to "scaled deepening" in overseas markets [1][2] Group 1: Store Openings and Market Expansion - The new store in Thailand is located on the 74th floor of the King Power Mahanakhon Tower, which is 314 meters tall, providing a unique tea-drinking experience combined with stunning city views [1] - In Thailand, Bawang Chaji plans to open 5 additional stores this month, bringing the total to 13, accelerating its nationwide network [1] - The brand has opened its 200th store in Malaysia, maintaining its status as a leading tea brand in the region [2] Group 2: Product Development and Localization - Bawang Chaji has successfully launched the "Hojicha Genmai Milk Tea," which became a phenomenon in Malaysia, selling out within two weeks of its release [2] - The brand adapts its products to local tastes, such as introducing region-specific items like "Imshan Matcha" in Malaysia and "Orchid Bi Luo Chun" in Singapore [3] - A dedicated R&D team in the Asia-Pacific region ensures that products retain their Eastern tea essence while appealing to local preferences [3] Group 3: Strategic Partnerships and Business Model - Bawang Chaji employs a "deep joint venture" model to integrate into local ecosystems, partnering with major companies in Thailand and Malaysia to enhance supply chain and market access [2] - The brand's strategy of "exchanging equity for resources" has proven effective, as evidenced by the successful launch of three stores in the Philippines, which sold 23,000 cups on the first day [2] Group 4: Globalization and Cultural Impact - Bawang Chaji has expanded its global footprint to cover seven overseas countries, with over 200 stores, and has recently entered the U.S. market, achieving over 5,000 cups sold on the first day in Los Angeles [3] - The rise of new tea drinks reflects a growing demand for healthy beverages and emotional connections, particularly among younger consumers, serving as a bridge to traditional Chinese tea culture [3] - The brand aims to continue its expansion in overseas markets, promoting Chinese tea culture as a new symbol of international cultural exchange [4]

Core Insights - The traditional tea industry in Anxi, Fujian, is undergoing significant transformation through the integration of technology and modern practices, leading to increased productivity and quality [1][6][10] Industry Overview - Anxi is recognized as the top county in the "2025 Hurun China Tea Industry Top 100 Counties" list, with nearly 20% of its GDP derived from the tea industry, making it a crucial tea trading hub in China [1][5] - The county has a tea production area that accounts for 1.2% of the national total, producing 2% of the country's tea and trading nearly 10% of it [5] Technological Integration - The tea cultivation process in Anxi is evolving with the use of satellite remote sensing, big data, and modern optical technologies, allowing for more precise and efficient farming practices [2][6] - The introduction of intelligent systems in tea production has reduced labor requirements significantly, with automated processes achieving results previously dependent on manual labor [6][10] Market Dynamics - Anxi's tea sales volume reaches approximately 300,000 tons annually, with a robust local trading market featuring over 1,800 stores and 3,000 trading stalls [3][5] - The online tea sales market is thriving, with over 100 billion yuan in annual retail sales, and e-commerce practitioners exceeding 70,000 [4][5] Economic Impact - The comprehensive output value of Anxi's tea industry grew by 10.6% year-on-year in the first half of 2023, highlighting the sector's resilience and growth potential [5] - The tea industry has created a complete industrial chain in Anxi, encompassing sales, machinery, packaging, and processing, with over 300 enterprises generating an annual output value of 6.5 billion yuan [5] Cultural and Educational Initiatives - The establishment of the Anxi Tea Industry Management Committee and partnerships with educational institutions aim to cultivate talent and support the sustainable development of the tea industry [8][12] - Anxi is also exploring innovative products, such as tea-infused beverages, to attract younger consumers and diversify its market offerings [11][12] Future Challenges and Opportunities - The aging labor force poses a challenge for the tea industry, prompting the adoption of smart technologies to alleviate labor shortages [10] - Anxi is focusing on expanding its market reach and enhancing its competitive edge in the global tea industry by leveraging its rich tea culture and innovative practices [11][13]

Group 1: Honey Snow Ice City - Honey Snow Ice City has launched a serialized novel titled "The Snow King Sells Coffee in Ancient Times," which is printed on purchase receipts, creating an interactive experience for consumers [1][4] - The novel consists of 20 chapters and was released in a daily update format from September 17 to October 6, with plans for a cyclical update to ensure all customers can read the complete story [4] - A short drama based on the novel has been produced and is available on platforms like Douyin and Bilibili, with future content updates planned based on consumer feedback [5] Group 2: Bawang Tea Princess - Tennis player Zheng Qinwen has been appointed as the first global brand ambassador for Bawang Tea Princess, previously serving as the global health ambassador [6] - The brand aims to strengthen its connection with the health and sports sector, having previously partnered with major tennis events [6] Group 3: Nayuki Tea - Nayuki Tea has opened its first store in the U.S. in Flushing, New York, generating nearly $87,000 (approximately 620,000 RMB) in sales within the first three days, setting a record for the brand [7] - The company plans to open a second store in Long Island and is expanding its presence in Southeast Asia while maintaining growth in the domestic market [7] Group 4: Tianrun Dairy - Tianrun Dairy is set to complete a new 200,000-ton factory by the end of 2025, focusing on long-term dairy products for markets outside Xinjiang [8] - The company is enhancing its e-commerce strategy, including partnerships with major platforms and leveraging social media for brand exposure [8] Group 5: Bawang Tea Princess - Golden Week Performance - During the recent Golden Week, Bawang Tea Princess experienced a surge in customer traffic, particularly in transportation hubs and popular tourist areas [9] - The product "Light Cause: Bo Ya Absolute String," which features reduced caffeine, saw a significant increase in sales, highlighting consumer preferences for lower caffeine options [9] Group 6: Cha Baidao - Cha Baidao opened its first store in France in late September, achieving over 1 million RMB in sales by the National Day holiday [10] - The brand is benefiting from increased foreign tourist interest in Chinese tea drinks, with significant sales growth reported during the holiday period [10]

Group 1 - The core viewpoint highlights the surge in outbound tourism during the "Golden Week" due to favorable policies like visa exemptions and flight recoveries, with South Korea being a primary destination for Chinese tourists [2] - During the National Day holiday, the tea brand Cha Bai Dao experienced significant customer traffic in its overseas stores, particularly in South Korea, where long queues were common [2] - Cha Bai Dao's first store in France achieved over 1 million yuan in sales from its opening in late September to the National Day holiday, indicating strong international market performance [2] Group 2 - The popularity of Chinese new tea drink brands is increasing globally, with Cha Bai Dao's flagship store in Chengdu becoming a popular spot for foreign tourists [3] - Foreign tourists are expressing interest in Chinese new tea drinks, with one German visitor noting the surprise and delight in tasting local flavors during their visit [3]

Core Insights - The article discusses the evolution of the new tea beverage industry over the past decade, highlighting significant product innovations and trends that have shaped consumer preferences [2][3]. Industry Evolution - The new tea beverage industry has experienced a "golden decade" from 2015 to 2025, marked by the emergence of "super milk teas" and innovative product offerings [2][4]. - Key products that defined this period include cheese milk cap tea, fresh fruit tea, and various unique flavors that have captured market attention [4][6]. Major Trends and Innovations - 2016 saw the rise of cheese milk cap tea, with brands like Heytea and Naixue introducing fresh fruit tea combinations, which became a hallmark of the new tea beverage era [4][6]. - The introduction of brown sugar drinks in 2017, such as the "dirty tea" from brands like Dujiaoxiang, created a new market segment and led to widespread popularity [8][10]. - By 2018, the market witnessed a surge in niche products, with brands like Shuyi and Hushang Ayi focusing on unique ingredients like grass jelly and red bean milk tea, leading to rapid expansion [14][16]. Product Highlights - Notable products from 2019 to 2020 included the introduction of creamy toppings and the "eight-treasure porridge" style drinks, which redefined consumer expectations for beverage complexity [19][21]. - The trend of using lesser-known fruits in beverages gained traction in 2021, with products like oil citrus and yellow skin fruit becoming popular, showcasing a shift towards unique flavor profiles [21][24]. - The introduction of health-focused beverages in 2023, such as light milk tea and avocado yogurt smoothies, reflects changing consumer preferences towards healthier options [29][31]. Future Outlook - By 2025, the industry is expected to continue evolving towards richer flavors and healthier options, with products like mint milk green tea and Thai salted yogurt gaining popularity [33][35]. - The article emphasizes that despite market saturation, true product innovation and quality will drive the industry's future growth, highlighting the importance of continuous improvement in ingredients and flavor profiles [35].

Core Viewpoint - The marketing campaign "suspending the Earth" by Xiangpiaopiao highlights the company's ongoing struggles, with significant losses and declining sales in its core instant tea business, which has shrunk by 75% over four years [1][3][4]. Financial Performance - In the first half of 2025, Xiangpiaopiao reported revenue of 1.035 billion yuan, a year-on-year decrease of 12.21%, and a net loss of 97.39 million yuan, worsening from a loss of 29.5 million yuan in the same period last year [3][4]. - The instant tea business generated revenue of 423 million yuan, down 31.04% year-on-year, marking a significant decline compared to the previous peak [3][4]. - The company's losses in the first half of 2025 reached the highest level in three years, marking the sixth consecutive year of losses in the first half [3][4]. Market Dynamics - The instant tea market is facing intense competition from fresh tea drinks, which have rapidly gained popularity since 2012, leading to a shift in consumer preferences [4][6]. - The number of distributors for Xiangpiaopiao decreased by 92 in the first half of 2025, indicating a contraction in sales channels [5]. Marketing and Strategy - Xiangpiaopiao invested 331 million yuan in marketing in the first half of 2025, accounting for one-third of its revenue, but this strategy has not translated into sustainable growth [6][7]. - The company is exploring new growth avenues by developing functional products and new categories of instant products, while also pushing existing products towards healthier options [8][10]. Product Development - The ready-to-drink segment showed better performance, with revenue of 591 million yuan in the first half of 2025, a year-on-year increase of 8.03%, surpassing the instant tea business for the first time [8][10]. - New product launches include healthier options with no trans fats, no plant-based fats, and no artificial flavors, aiming to align with current consumer health trends [8].