回望2025年，咖啡与茶饮的故事，始终与平台的炮火硝烟紧紧捆绑。 从二、三季度外卖平台近乎疯狂的"千亿级补贴"，到年末AI平台撒下的红包雨，订单如潮水般涌向吧台，持续推高着行业的流量 水位。 "通过补贴，奶茶的拉新成本至多三五十元，还能顺带绑定支付卡。"一位熟悉互联网营销策略的人士向信风分析指出，"这比传 统方式的拉新效率更高，关键是能快速做出漂亮的GMV数字。" 外卖固然是巨大的变量，却非决定命运的唯一因素。 奶茶之所以屡屡成为平台营销和用户争夺的抓手，背后是茶饮咖啡店已在工业化流程的运作下，如毛细血管般渗透进城市肌理。 归根结底，店太多了，单杯的价格也太低了。 这种极高的渗透率，让奶茶店成了移动互联网进入存量时代后，为数不多还能高效触达大众的线下"网点"。 庞大规模孕育的热闹之下，品牌间的打法策略有了新的变化。 曾经刺刀见红的"9块9"大战在咖啡领域逐渐销声匿迹；瑞幸在其第3万家门店开出了占地420平米的旗舰大店，蜜雪冰城甚至传出 打造主题乐园的消息。 资本层面的博弈也在同步进行。过去一年，古茗、蜜雪冰城、霸王茶姬、沪上阿姨相继完成上市。但除蜜雪与古茗凭借极致供应 链稳住阵脚外，其余量价均在二级市场遭遇了 ...

自2025年底武汉首店亮相以来，「找茶」便以"冰萃方"工艺定义"喝不淡的茶"，成功开创"东方茶冰"新 品类。品牌深耕茗优茶赛道，甄选浙江龙井、安溪铁观音、云南冰岛普洱等五大核心茗茶，通过深度供 应链系统化管理，实现12-16元亲民价格带的高品质茶饮体验，让原本局限于专业品鉴的茗优茶，成为 消费者的日常之选。 广州三店不仅是「找茶」规模化复制的首站，更是其"一店一世界"在地化表达能力的集中展示。此次春 节档的热销，印证了「找茶」从产品创新到体验构建、从单店模型到体系复制的综合能力。作为一个以 技术为锚、以体验为帆的新茶饮品牌，「找茶」正通过"冰萃方"工艺与"五感六觉"系统，在高度同质化 的市场中走出一条差异化道路，持续为消费者提供兼具品质厚度与情绪温度的茶饮体验。 2026 年春节期间，新茶饮市场迎来消费高峰。东方茶冰特色茶饮品牌「找茶」广州三家试营业门店乘 势而上，迎来新春开门红。凭借硬核的产品实力、沉浸式的空间体验与系统化的运营支撑，实现客流、 销量与复购率的同步跃升，成为今年春节茶饮市场中备受瞩目的成长型品牌。 数据显示，春节期间「找茶」广州三店整体销售表现强劲，销量环比增长超350%，武夷金骏眉、浙江 ...

编辑 唐峥 新京报讯（记者王子扬）2月25日，新茶饮企业喜茶位于加拿大多伦多伊顿中心（Toronto Eaton Centre）的heytea lab门店正式开业。据了解，heytea lab是喜茶最具实验属性的概念门店，新店聚焦茶饮 风味与呈现方式的探索，这是喜茶首次将heytea lab这一先锋门店形态引入加拿大，也是继2025年初美 国纽约时代广场首家heytea lab店后，喜茶在北美市场的又一布局。 校对 柳宝庆 伴随着新店开业，也迎来喜茶tea lab板块在加拿大的首次亮相，为当地消费者带来8款全球独家限定新 品。该系列产品均以全新研发的岩兰乌龙为核心茶底展开，包括"岩兰鱼子酱""岩兰2""岩兰3""岩兰冷 萃"等创新茶饮。在门店内，消费者可以看到不同茶叶与植物原料的展示，以及用于萃取茶叶的研发器 具。通过这些陈列内容，让消费者直观看到一杯茶从原料选择、风味测试到最终呈现的完整过程。 喜茶于2023年在温哥华布局了加拿大首家门店，随后将门店网络逐步拓展至大多伦多地区。作为首个进 驻加拿大顶级商圈伊顿中心的新茶饮品牌，包括本次开业的heytea lab门店在内，喜茶目前已在加拿大 温哥华、多伦多两大 ...

广东奶茶的独特韵味，更源于岭南名茶的深度赋能。广东坐拥 290 个 "粤字号" 农业品牌目录茶叶产 品、14 个国家地理标志茶产品，英德红茶、凤凰单丛等镌刻着粤茶文化印记的名茶，纷纷走出传统茶 桌，成为新茶饮的核心茶基底，让每一杯广东奶茶都饱含地道岭南茶香。 广货行天下，既要靠产品魅力，更要靠产业实力。广东已构建起从田间到门店的完整产业链，拥有全国 最成熟的新茶饮供应链集群。从上游茶叶智能烘焙、水果标准化处理，到中游包装设计、产品研发，再 到下游设备制造、门店运营，各环节高效协同，让原料处理更高效、产品出品更标准、品牌扩张更顺 畅。 广货爆款开箱 开箱！解码广货。每期一爆款，开箱见真章。 从一部智能手机到一辆新能源车，"广货"早已是国民生活中的"硬核存在"。它到底有多能打？爆款背后 藏着怎样的创新密码？南都大数据研究院"广货爆款开箱"专栏上线！用数据带您透视广货从核心零件到 全球布局的真实战力，解码它如何风靡世界。 第11期，开箱一款中国茶饮新标杆——广东奶茶。 清晨的商圈奶茶店，刚开门就亮起满屏预约订单；午后的写字楼里，奶茶拼单的消息在群聊里刷屏，成 了打工人的专属默契；周末的街头巷尾，手捧一杯特色粤式奶茶 ...

Core Insights - The article highlights the rapid growth and cultural significance of milk tea in Guangdong, positioning it as a new benchmark for tea beverages in China [1][2][4] Industry Overview - As of September 2025, the number of ready-to-drink tea shops in China (excluding Hong Kong, Macau, and Taiwan) is projected to exceed 415,000, with Guangdong leading at over 82,000 stores [6][7] - Guangzhou alone has more than 14,000 stores, showcasing the highest store density and consumer activity in the country [8] Cultural and Historical Context - Guangdong's deep-rooted tea culture, influenced by its humid climate, has historically integrated tea into daily life, making it a social connector [14][15][20] - The region's tea industry is robust, with a projected tea garden area of 1.7659 million acres and a dry tea production of 203,500 tons by 2025 [21] Market Dynamics - The youth demographic (ages 18-40) accounts for over 50% of tea consumption in Guangdong, with new product forms like cold brew and ready-to-drink tea seeing sales double [26][27] - The rise of live-streaming sales channels has seen a 60% annual increase in transaction volume, reflecting a shift in consumer preferences towards convenience and experience [27][28] Innovation and Product Development - Local ingredients are driving continuous product innovation, with seasonal specialties becoming staples in the industry [39][63] - Notable examples include the use of Yingde black tea in new product lines by brands like Heytea, which has launched multiple innovative drinks featuring this tea [41][44] Supply Chain and Infrastructure - Guangdong boasts the most mature supply chain for new tea beverages in China, with a focus on creating a fully controllable system from production to retail [69][70] - Companies are investing in local raw material bases and collaborating with research institutions to enhance product quality and address industry challenges [73][75] Regional Brand Development - Regional brands leverage local cultural elements and unique ingredients to establish a strong market presence, such as "Yingge Soul" and "Ruo Gan Nian Hou" [50][52] - The city of Jiangmen has developed a comprehensive ecosystem for ready-to-drink tea, with over 3,000 national stores and significant employment in the sector [90][91] Conclusion - Guangdong's innovative approach to tea beverage production, combined with its cultural heritage and robust supply chain, positions it as a leading source of new tea drink trends in China, offering a replicable model for other regions [95][96]

Group 1 - The core idea of the articles emphasizes the cultural empowerment of tea, transforming it into a valuable commodity through innovative experiences and culinary integration [2][4][6] - In Fujian, the "Xiehui Tea Culture Museum" offers a unique menu that combines tea with various dishes, enhancing the dining experience and allowing consumers to engage with tea culture [2][3] - A survey indicates that 72% of respondents are willing to pay 20% more for brands with rich cultural connotations, highlighting the importance of cultural depth in branding [2] Group 2 - The integration of tea culture into modern lifestyles is evident in various innovative business models, such as "non-heritage tea spaces" and tea-themed cafes, which enhance consumer experiences [4][6] - In Yunnan, a tea-making experience center allows visitors to actively participate in the tea production process, fulfilling a deeper consumer desire for engagement and personal connection to the product [3][5] - The new tea beverage market is thriving, particularly among younger consumers, who are drawn to modern, stylish interpretations of traditional tea, blending it with contemporary flavors and cultural elements [6]

转自：衢州日报 深加工产能跃升成为增值核心。依托开化易晓等存量企业，衢州加快释放抹茶、速溶茶产能，积极开拓 欧美、东南亚市场；开化"芹阳新茶饮原料加工厂生产线建设项目"、龙游茗皇"年产1000T速溶茶改造提 升项目"建成投产，开化龙顶"三茶融合"创新园项目（一期）完成设备调试。更值得期待的是，浙江森 伴园抹茶项目计划2026年一季度投产，预计新增深加工产值6亿元，进一步壮大产业集群。 （来源：衢州日报） 本报讯 （记者 胡宗仁 通讯员 张鑫 毛莉华） 1月30日，浙江茗皇天然食品开发有限公司的抹茶生产车间 一片繁忙：24小时不间断运转的生产线上，翠绿抹茶粉源源产出，订单已排至3月份。"春节期间全员在 岗，全力保障国内外客户需求。"茶叶部经理朱文明介绍。这家深耕茶产业的企业，2025年总产值达4.3 亿元，其集种植、加工、销售、衍生品利用于一体的全茶产业链模式，正是衢州茶产业借新茶饮东风实 现全链条创新高的生动缩影。 2025年，衢州茶产业抓住新茶饮发展机遇，全链条发展跑出"加速度"。据市农业农村局统计，全市茶叶 全产业链总产值达58.42亿元，同比增长16.6%，其中二产（茶业加工）产值15.85亿元，同比增 ...

Core Insights - The new tea beverage market in China has become highly competitive, with established players dominating the landscape, yet there remains an untapped opportunity in the lemon tea segment [3][4]. Group 1: Market Overview - In 2021, the new tea beverage market appeared to be saturated, with major brands like Mixue Ice City, Heytea, and Nayuki competing fiercely [1]. - Despite the crowded market, there are over 6,000 lemon tea specialty stores in Guangdong alone, indicating a significant market potential [2][8]. - The annual sales of Vitas Lemon Tea reach several billion yuan, highlighting the lucrative nature of this category [2]. Group 2: Company Strategy - The company, founded by Wang Jie, opened its first lemon tea store in February 2021 in Changsha, focusing on product quality over prime location [4][11]. - The average number of stores per franchisee has reached 1:2.7, with over 3,000 signed stores, demonstrating successful expansion in a previously localized market [4][21]. - The company emphasizes a franchise model that requires franchisees to have their own funds and management experience, ensuring a commitment to the business [18][19]. Group 3: Competitive Landscape - The company faces challenges from intense competition and the ease of replicating lemon tea products, necessitating a focus on differentiation [5][13]. - Wang Jie views competitors as those who compete for talent rather than market share, indicating a unique perspective on competition [6][32]. Group 4: Product Development and Marketing - The company has developed specific products to participate in the ongoing delivery subsidy wars, aiming to maintain brand visibility while managing costs [29][30]. - The strategy includes a focus on health trends, with lemon tea being associated with health benefits, which is expected to sustain its market presence [12]. Group 5: Expansion Plans - The company is exploring international markets, having established a bubble tea brand in the U.S. to mitigate risks associated with entering new markets [36]. - Future plans include potential acquisitions of brands in Brazil, focusing on scalable beverage categories [41][44].

Core Viewpoint - The article discusses the rapid expansion and challenges faced by the dessert shop industry, particularly focusing on sugar water shops, which are becoming a hot topic among franchisees. Despite their growth, these shops face significant operational challenges and competition from established brands in the beverage sector [5][6][18]. Expansion and Market Dynamics - Sugar water shops are experiencing a surge in new brands, with companies like 麦记牛奶 planning to open over 800 stores by 2025, and 赵记传承 reaching 601 stores after investment from 喜茶's founder [5][12]. - The traditional dessert brands are also accelerating their expansion, with 满记甜品 aiming for 500 direct stores and over 2000 franchise stores in the next 3-5 years [5]. - New tea brands are entering the sugar water market, with products like "红豆沙牛乳" and "桃胶炖奶" being introduced to attract customers [5]. Operational Challenges - Sugar water shops are characterized by non-essential, low-frequency consumption, making it difficult to replicate the success of new tea drinks [6][7]. - The average monthly sales for some franchisees are around 200,000 yuan, with significant costs such as rent and labor making profitability challenging [7][11]. - The initial investment for opening a sugar water shop starts at 700,000 yuan, with additional costs for renovation and equipment [9][10]. Consumer Behavior and Market Saturation - The consumer base for sugar water shops overlaps less with that of tea shops, leading to strategic placement near high-end tea brands to attract young customers [7][12]. - The market is becoming saturated, especially in lower-tier cities, where many local shops compete with established brands, leading to price wars and reduced profit margins [17][22]. - The average gross margin for sugar water shops can reach 70%, but competition and external costs often lead to a recalibration of expected profits [11][22]. Product Diversification and Brand Strategy - New brands are diversifying their product offerings to increase customer spending per visit, with some combining sugar water with other food items like fried chicken and ice cream [15][16]. - The complexity of managing a diverse SKU (Stock Keeping Unit) range is higher for sugar water shops compared to tea shops, leading many brands to adopt a partnership model where franchisees focus on investment while the brand manages operations [15][17]. - The article notes that the sugar water market is facing challenges from new tea brands that can easily adapt their supply chains to include sugar water products, further intensifying competition [22].

Core Insights - The article discusses the return of the popular product "Yinghong Nuonuo" by Heytea, which combines Yingde black tea with cheese and other ingredients to create a unique beverage experience [2][3][5]. Product Launch and Popularity - "Yinghong Nuonuo" was officially relaunched on January 15, 2023, and is noted for its classic flavor combination that resonates with consumers' memories [2][3]. - Since its initial launch in April 2025, "Yinghong Nuonuo" has achieved remarkable sales, with 800,000 cups sold on its first day, indicating strong consumer demand and positive reception [8][9]. Product Development and Variants - Over the past year, Heytea has introduced five products utilizing Yingde black tea as a base, including collaborations with popular brands and limited edition offerings [12][13][15]. - The company has successfully brought Yingde black tea to international markets, including the United States, Singapore, South Korea, and Australia, enhancing its global presence [15]. Industry Impact and Market Position - Yingde black tea has a brand value of 5.178 billion yuan, ranking first among regional public brands in the black tea category in China [19]. - The tea industry in Yingde has a total tea garden area of 186,500 acres and a dry tea production of 18,000 tons, with the entire industry chain exceeding a value of 10 billion yuan, benefiting approximately 155,000 workers [20][21]. Future Development and Innovation - The local agricultural authority emphasizes the importance of innovative collaborations with companies like Heytea to enhance the market vitality of Yingde black tea [23]. - Future plans include strengthening the agricultural foundation, deepening technological innovation, and expanding both domestic and international markets to promote sustainable growth in the Yingde black tea industry [25][26].