食养 + 心养
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新茶饮陷同质化竞争,沪上阿姨打出“养生”牌
Guo Ji Jin Rong Bao· 2025-09-17 13:25
Core Viewpoint - The company "沪上阿姨" is launching a differentiated strategy called "五色慢养" to address the increasing homogenization in the new tea beverage market, aiming to integrate health and psychological well-being into its product offerings [1][2]. Group 1: Strategic Development - The company has evolved its strategic approach since entering the market in 2013, initially introducing blood glutinous rice milk tea, then shifting to fresh fruit tea innovations in 2019, and planning to release a dietary nutrition upgrade white paper in 2025 [2]. - The "五色慢养" plan is seen as a deepening of the company's health strategy, aligning with industry trends, with projections indicating the Chinese new tea beverage market will reach 354.72 billion yuan in 2024 and exceed 400 billion yuan by 2028 [2]. Group 2: Product Offerings - The company is launching the "五色慢养瓶" series, which includes the already released "五黄高纤慢养瓶" and the upcoming "五黑焕发慢养瓶" [2]. Group 3: Financial Performance - In the first half of the year, the company reported revenue of 1.818 billion yuan, a year-on-year increase of 9.7%, with a gross profit of 572 million yuan, up 10.4% from the previous year, and an adjusted net profit of 244 million yuan, reflecting a 14.0% growth [3]. - The company's store count reached 9,436 by the end of June, an increase of nearly 1,000 stores compared to the same period last year, with over 51.1% of stores located in third-tier cities and below [3].