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日本抹茶告急,贵州小城狂飙!铜仁正在成为下一个“宇治”?
创业邦· 2025-07-11 03:17
以下文章来源于刺猬公社 ,作者刺猬公社编辑部 刺猬公社 . 互联网内容行业观察与研究 -2.50 12454 作者拍摄 抹茶的种植与加工工艺决定了其产量无法在短期内大幅提升,而日本的旅游热潮以及海外社交媒体对于抹茶的追捧极大地拉升了需求量。根据日本国家旅游局统计,2024年赴日游客人 数为3687万,同比增长47%,达到历史新高。而在Google Trends上搜索"抹茶",其在2025年的热度值相比2019年的高峰时期也增长了33.3%,达到了历史巅峰热度。 供需两端的增速不匹配, 导致日本抹茶开始供不应求。 来源丨 刺猬公社(ID:ciweigongshe) 作者丨冰点 编辑丨陈梅希 图源丨Midjourney 今年,"日本抹茶短缺"的新闻引起了全球注意。 6月初,BBC的一名作者来到日本宇治——这个几乎和日本抹茶划上等号的城市。她在宇治著名的抹茶店"中村藤吉本店",亲眼见证了抹茶粉在开业5分钟内快速售罄的盛况。这家店没 有限制购买量,而有些宇治抹茶品牌为了保证对寺庙、神社等重要场所的供应,已经开始限制游客购买了。 与此同时,中国正悄悄成为世界上最大的抹茶生产国和消费国。其中,贵州省铜仁市,贡献了全国四分 ...
立顿黄山再投5000万,供应链升级能否撬动中国茶包市场?
Xi Niu Cai Jing· 2025-07-10 14:20
Group 1 - Lipton is optimizing its supply chain in China by investing over 50 million yuan in the Liheng Central Warehouse project, which is seen as a crucial step to enhance logistics efficiency and reduce costs in a competitive market [1][2] - The company faces challenges in the Chinese market due to the rise of sugar-free and freshly brewed tea, which has squeezed the growth potential of traditional tea bags [1] - Lipton plans to launch a caffeine-free Louis Bos tea in 2025, targeting caffeine-sensitive consumers, and is accelerating the introduction of new products like whole leaf tea and cold brew tea to change the perception of "broken leaf tea" [1] Group 2 - The Huangshan project has received strong local support, including rent-free factory space and reserved development land, which is expected to boost local tea farmers' income and upgrade the industry [2] - The company's sales strategy continues to focus on dining and office scenarios, with iced tea and milk tea powders performing well in fast-food chains, while e-commerce sales show a pattern of high demand during weekdays and low demand on weekends [1]
元气森林、盼盼盯上的“高浓度无糖茶”,在日本喝出77亿元规模
创业邦· 2025-06-30 10:49
以下文章来源于FBIF食品饮料创新 ,作者FBIF FBIF食品饮料创新 . 深度,创新 来源丨FBIF食品饮料创新(ID:FoodInnovation) 如今日本很多便利店的货架上,都摆着几瓶瓶身写有"濃い茶"字样的饮料。它们的占比虽然不高,但 在整体色彩鲜艳的饮料中,其深色的包装令人"眼前一暗"。 图片来源:小红书@了不起的麻其 这些深色包装的茶饮料,就是如今在日本消费者当中流行的"浓茶"。它们以使用比常规产品更高含量 的茶粉,或茶汤含有更高浓度的儿茶素 (茶多酚中的一种,是茶叶苦涩味的来源之一)为主要特点 。其中,浓郁型绿茶是最主要的类型。 据伊藤园方面分享的数据,目前日本浓郁型绿茶的市场份额,已经占到日本绿茶饮料市场的30%左 右。 [1] 据日本软饮料联合会提供的数据显示,2024年日本绿茶饮料市场规模为5252.19亿日元, 由此可以推测,浓郁型绿茶的市场规模约为1575亿日元(77亿人民币)。 [2] 2004年至今,日本市场上主要的绿茶品牌,都推出了其经典绿茶产品的"加浓版"。 比如伊藤园大单品Oi Ocha在2004年就推出了浓度更高的"Oi Ocha浓味(お~いお茶 濃い 味)"(后更名为 ...
消费一线 | 星巴克中国公布价格调整策略:打开下午茶市场
21世纪经济报道· 2025-06-09 04:56
冰 摇 茶 凭 借 冰 爽 的 口 感 与 独 特 的 果 茶 风 味 , 销 售 额 连 续 三 年 大 幅 增 长 。 茶 拿 铁 则 以 " 真 茶 真 奶"的真材实料,成为众多顾客在咖啡饮品外的不二之选。根据统计,三大王牌系列的人气前 三甲分别是抹茶星冰乐、冰摇红莓黑加仑茶和红茶拿铁。 周庄/文 星巴克调价了。 据了解,6月1 0日起,星巴克三大王牌品类——星冰乐®、冰摇茶、茶拿铁,共计数十款产品 将集体推出全新夏日"心动价"。以大杯为例,平均价格降幅达5元左右。顾客最低仅需2 3元, 就能在舒适惬意的门店空间,享用一杯高品质夏日特饮。 具体来看,在产品创新上,6月1 7日,星巴克中国将联动迪士尼的"疯狂动物城",推出3款全 新联名冰摇茶。很快,茶拿铁也将迎来更多全新口味。 以上种种,都只是星巴克打开新市场的一部分。 发力 "下午非咖" 星巴克强化系统性优势 客观上,此次"非咖"产品降价,力度不小。 在新产品端,也给市场留了想象空间。 6月1 7日起,星巴克冰摇茶将迎来上新。 星巴克中国将联动"疯狂动物城",与三位主角:兔朱迪、狐尼克和树懒闪电跨界碰撞,以主 角特点为灵感,推出三款主题冰摇茶——全橙胡 ...
研选 | 光大研究每周重点报告20250531-20250606
光大证券研究· 2025-06-06 14:09
特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 点击注册小程序 查看完整报告 发布日期: 2 0 2 5 / 0 6 / 0 3 分析师: 姜浩, 孙未未,朱洁宇 市场观点纷繁芜杂,光大研究荟萃本周重点报告,涵盖总量、行业、公司研究,为您筛选有价值的 声音。 每周六早8点,"研选"助您快速厘清投资"点线面"! 公司研究 百尺竿头更进一步,从单品牌单平台向多品牌全渠道集团化蜕变——上美股份(2145.HK)投资价值 分析报告 上美股份2 2年于港股上市,旗下拥有韩束、一叶子、红色小象、一页等多品牌。其中主品牌韩 束为2 4年线上GMV美妆国货品牌第二名、头部美妆品牌增速第一名。公司抓住了抖音平台的发 展机遇,2 3~2 4年业绩高增长。韩束主品牌提质增长,一页等小品牌构建多条增长曲线。 摘 自 : 百 尺 竿 头 ...
高端茶遇冷,5元茶救场? 小罐茶下沉,网友调侃“割韭菜换姿势” | BUG
Xin Lang Ke Ji· 2025-06-06 00:00
文 | 《BUG》栏目 张奥 近日,小罐茶又搞了一波"大事情"。 布局高端茶赛道多年后,小罐茶官宣推出战略级新品高香无糖茶,单瓶售价仅5元,是目前该品牌最便 宜的单品。一经推出,质疑声纷至沓来,"又是智商税?""换低端赛道割韭菜?" 但为什么此时推出低价茶?这或许与小罐茶的现状息息相关。 《BUG》栏目发现,在小罐茶淘宝官方旗舰店,千元以上的高端茶仅有少数卖出百单,其余多个品历 史成交不到30单,间接证明其高端化战略似乎受阻;此外,小罐茶正面临着"关店危机"——据极海品牌 监测显示,近90天内小罐茶新开门店58家,关闭门店同样达58家,而未正常营业30天以上门店占比高达 48%。 对于售价,小罐茶创始人杜国楹"卖个关子",称"DeepSeek给的建议零售价是15元/瓶,但综合考虑多方 因素,最终把零售价定在了5元/瓶。" 有网友认为这是杜国楹在为小罐茶营销炒作、博取流量,也有人认为这位"营销大师"要洗心革面做便宜 茶了。 公开资料显示,小罐茶成立于2014年,真正在市场打出知名度还是3年后,凭借一句"小罐茶,大师 作"的广告语刷屏大江南北。每一罐都是泰斗级制茶大师手工制作,配上采茶、烘火、翻茶叶等环节的 画面 ...
小罐茶高调入局无糖茶饮料,杜国楹说“智商税为0”|最前线
3 6 Ke· 2025-05-23 10:46
Core Viewpoint - The company, Xiaoguan Tea, has officially entered the sugar-free tea beverage market, launching its first three products during the International Tea Day event, marking a significant step for a professional tea enterprise in this category [1][3]. Group 1: Product Launch - Xiaoguan Tea launched three sugar-free bottled tea products: "Oriental Beauty," "Rose Black Tea," and "Jasmine Pu'er," with a suggested retail price of 5 yuan per bottle [1][3]. - Additional products, "Iceland White Tea" and "Lanxiang Green Tea," are currently under development [1]. Group 2: Market Context - The sugar-free ready-to-drink tea market is experiencing rapid growth, with sales in 2023 showing year-on-year increases exceeding 100%, and some months surpassing 250% [3]. - Despite a projected slowdown in growth due to high base effects in 2024, the market is expected to maintain over 10% growth in most months, with an increasing market share within the beverage category [3]. Group 3: Competitive Landscape - The market leader, Nongfu Spring, has maintained an average market share of over 70% in the sugar-free ready-to-drink tea segment from Q2 2024 to Q1 2025 [3]. - Xiaoguan Tea's founder, Du Guoying, acknowledged the contributions of Nongfu Spring in establishing the sugar-free tea market in China [5]. Group 4: Product Development and Quality - Xiaoguan Tea has invested 320 million yuan in research and development and 160 million yuan in smart equipment, resulting in 1,360 intellectual property rights [5]. - The company conducted over 1,000 tea tests and three rounds of blind sampling to refine its products, achieving the highest scores in color, aroma, and taste as evaluated by the Chinese Academy of Agricultural Sciences [5]. Group 5: Distribution and Future Plans - As of May 20, Xiaoguan Tea has 2,105 offline retail stores, with 609 new stores signed in 2024, marking the fastest store expansion in the company's history [6]. - The company plans to sell its bottled sugar-free tea and its "original leaf version" in its specialty stores and online platforms [6]. - Du Guoying envisions sugar-free tea as a "super beverage replacement" and aims to establish tea as a national drink in China [6].
实力研发赋能,小罐茶·高香无糖茶上市
Jing Ji Wang· 2025-05-22 08:13
Group 1 - The launch of "High Aroma Sugar-Free Tea" marks a breakthrough for the company in the tea beverage sector, leveraging its authentic tea enterprise foundation and technological research to transform traditional tea flavors into modern consumer experiences [1][2] - The product is based on natural tea leaves and aims to redefine the perception of sugar-free tea by offering rich floral and tea aromas, thus overcoming the stereotype that sugar-free equals tasteless [1] - The founder of the company emphasized the need for collaboration among tea producers to elevate the quality standards in the modernization journey of Chinese tea [1] Group 2 - The company aims to uphold the essence of tea culture while focusing on the craftsmanship of raw tea leaves, with a vision to reshape the value standards of tea beverages [2] - The innovative extraction process developed by the company ensures that the high-level aromatic components of the tea are preserved, even under high temperatures, resulting in a layered and rich flavor profile [1]
布局茶饮料赛道 小罐茶•高香无糖茶新品上市
Cai Jing Wang· 2025-05-22 05:35
Core Viewpoint - The launch of "High Aroma Sugar-Free Tea" by the company represents a significant innovation in the tea beverage market, emphasizing health and authentic tea flavor through advanced extraction technology [1][13]. Group 1: Product Innovation - "High Aroma Sugar-Free Tea" is developed based on the company's 13 years of expertise, utilizing a proprietary "Kung Fu Tea Extraction Process" to deliver a rich tea aroma and zero sugar formula [1][5]. - The product aims to meet the growing demand for "low sugar, high aroma" tea beverages among younger consumers, redefining the market's upgrade direction towards authentic tea flavor [3][8]. - The tea is made from natural tea leaves, overcoming the perception that "sugar-free equals tasteless," and offers a complex flavor profile with rich floral and tea aromas [3][5]. Group 2: R&D and Quality Assurance - The company emphasizes meticulous attention to detail in every production stage, from extraction time and temperature to tea-water ratios, ensuring a consistent and rich flavor profile even under high temperatures [5][10]. - According to a report from the Chinese Academy of Agricultural Sciences, the new product ranks first in three core indicators: color, aroma, and taste within the industry [5]. Group 3: Cultural and Market Positioning - The launch reflects the company's commitment to integrating Chinese tea culture with modern innovation, aiming to present a product that embodies both traditional tea essence and contemporary lifestyle [7][10]. - The company has established a full industry chain from tea garden to cup, leveraging the expertise of seasoned tea scholars to transform ancient tea-making wisdom into standardized production processes [8][10]. - The CEO highlighted the importance of collaboration among tea professionals to elevate the quality standards in the tea industry, acknowledging the contributions of other brands in pioneering sugar-free tea [8][10]. Group 4: Market Response and Future Plans - The initial stock of "High Aroma Sugar-Free Tea" sold out within two hours on online platforms such as JD.com and Tmall, indicating strong market demand [10][13]. - The company plans to continue exploring collaborations to promote the cultural significance of tea as a national beverage, aiming to reshape the value standards of tea beverages globally [13].
小罐茶战略新品“高香无糖茶”上市 正式进军快消饮品领域
Qi Lu Wan Bao· 2025-05-22 05:08
秉承"正宗茶企、正宗茶味"宗旨,小罐茶以对茶叶的深度沉淀与专业态度为根基,精准洞察茶饮料行业的断层机遇,在快消赛道的激烈竞争中,以从容姿态 应对行业加速度,坚守茶味本真。依托深厚的全产业链优势,小罐茶将十三年积累的制茶工艺转化为入局新赛道的核心竞争力,基于高标准原料甄选和"功 夫茶萃取工艺",创新性叠加厚重茶香与馥郁花香,萃取出层次高扬的复合香气,成功破解茶饮料"有糖无香、有香无韵"的行业瓶颈。此举不仅为瓶装茶注 入功夫茶的灵魂,更以品质突破为茶饮行业开辟价值升级新路径。中国农业科学院茶叶研究所检测报告显示,新品在汤色、香气、滋味三项核心指标上均居 行业首位。 小罐茶高香无糖茶不仅完美保留了茶叶的天然高香与纯粹本味,在研发配方上精准适配健康新主张,更将茶文化底蕴与东方美学基因巧妙融入现代潮生活理 念。在包装上,小罐茶依然秉持"在创新中传承"的原则,选用深入人心的传统中国色、功夫茶器型作为设计基础。同时,大胆跨界中国高定服装设计师劳伦 斯·许(Laurence Xu),从传统东方吉祥纹样中汲取创作灵感,打造小罐茶的专属"茶枝纹",赋予中国茶饮,独特的、可穿戴的、时尚艺术属性。 小罐茶创始人杜国楹在发布会上表示, ...