7月22日，茶咖日报的主要内容有： 茉莉奶白回应"售出过期奶茶"：涉事产品由顾客弃置，清理货架并非店员负责 北京商报7月22日报道，针对"茉莉奶白售出过期5天奶茶"一事，茉莉奶白方面回应称，经品牌自查及商场监控证实，涉事产品来源系顾客自行弃置于商场公 共自提区超96小时，非茉莉奶白管理区域，该区域管理权属上海绿地缤纷城商业管理有限公司。 该店坐落于北京核心商圈，是喜茶进入北京的首批门店之一，曾作为喜茶的全国销冠门店，是不少北京消费者认识喜茶的第一站。在步入门店九周年之际， 喜茶从品牌灵感出发，融合城市茶事人文，对该店的空间设计进行了重新演绎。 喜茶北京朝阳大悦城店 据悉，今年以来，喜茶持续回归灵感空间体验创造，已批量重装多城门店。截至目前，迄今开业的喜茶门店均已在"灵感茶禅"的空间设计实验探索下完成空 间升级，陆续带来成都春熙路DP店、昆明顺城购物中心店、海口友谊阳光城店、石家庄万象城店、深圳ONE AVENUE卓悦中心店、厦门SM城市广场店、 济南恒隆广场店等多个城市高势能商圈门店的空间焕新。 与此同时，喜茶也持续开出新店，带来上海环球港店、南京金陵中环店、武汉大学工学部店等。 此前相关报道视频中店员回复" ...

曾多次冲刺A股IPO均以失败告终的八马茶业，赴港上市获得了证监会备案通知书。 近日，中国证监会官网发布《关于八马茶业股份有限公司境外发行上市及境内未上市股份"全流通"备案通知书》，意味着八马茶业赴港上市及"全流通"备 案信息获得证监会确认。 据悉，八马茶业拟发行不超过2913.34万股境外上市普通股并在港交所上市。公司106名股东拟将所持合计4398.69万股境内未上市股份转为境外上市股份， 并在港交所上市流通。 在A股市场屡遭碰壁，八马茶业决定转向港股。今年1月，八马茶业正式向港交所提交上市申请，不过，由于递表六个月内未通过聆讯，根据港交所相关 规定，八马茶业的招股书已自动失效。后续八马茶业可以通过更新招股书，再次"激活"上市程序。 | < 八马茶业 H02080.HK > 0.000 0.00% 公司公告 | | | --- | --- | | 公告日期 | 标题 | | 2025-01-17 | co 20250117八馬茶業股份有限公司申請版本（第一次呈交）全文檔案 | | 2025-01-17 | 呵】 20250117八馬茶業股份有限公司整體協調人公告 - 委任 | 公开资料显示，八马茶业的商业模 ...

| < 八马茶业 H02080.HK > 0.000 0.00% 公司公告 | | | --- | --- | | 公告日期 | 标题 | | 2025-01-17 | rge] 20250117八馬茶業股份有限公司申請版本（第一次呈交）全文檔案 | | 2025-01-17 | ~20250117八馬茶業股份有限公司整體協調人公告 - 委任 | 曾多次冲刺A股IPO均以失败告终的八马茶业，赴港上市获得了证监会备案通知书。 近日，中国证监会官网发布《关于八马茶业股份有限公司境外发行上市及境内未上市股份"全流通"备案通知书》，意味着八马茶业赴港上市及"全流通"备案信 息获得证监会确认。 据悉，八马茶业拟发行不超过2913.34万股境外上市普通股并在港交所上市。公司106名股东拟将所持合计4398.69万股境内未上市股份转为境外上市股份， 并在港交所上市流通。 多次冲刺A股IPO未果 八马茶业冲击资本市场的历程可谓坎坷。资料显示，八马茶业于2015年在新三板挂牌，但在2018年主动终止挂牌。2019年7月，公司启动深交所创业板 IPO，并接受监管辅导。监管机构在审核过程中对八马茶业的行业定位、盈利模式及加盟模式提 ...

7月18日上午，"侨都茶香·香飘湾区"江门市开平大沙茶品牌推介活动在大沙里·欢茶谷举行，活动以茶为 媒，汇聚院士专家、行业协会及茶企代表200余人，通过品牌推介、科技赋能、战略签约等环节充分展 示了大沙茶全产业链发展成果，为推动大沙茶产业融湾发展注入强劲动能。开平市政协党组书记、主席 关耀东，市委副书记耿洪波等参加活动。 活动现场，开平市人民政府正式聘请乌克兰工程院、俄罗斯自然科学院外籍院士肖更生；广州中医药大 学教授、联合国-国际生态生命安全科学院院士刘焕兰，广东省农业科学院茶叶研究所所长、广东省茶 叶学会理事长唐劲驰，华南农业大学园艺学院教授、广东省茶叶学会副理事长兼秘书长曹藩荣，广东省 农业科学院茶叶研究所研究员马成英为江门市开平大沙茶产业发展与规划顾问。 院士专家团队将为大沙茶产业提供品种选育、工艺创新及品牌战略支持，持续助力大沙茶产业升级。同 时，广东省茶叶学会科技服务站正式落户大沙镇，标志着大沙茶产学研深度融合进入新阶段。广州中医 药大学教授、联合国-国际生态生命安全科学院院士刘焕兰表示，"我第一次来到开平市大沙镇，这里生 态环境优美，很适合茶产业发展。随着国家'健康中国'战略的推进和人们健康意识 ...

Core Insights - The tea industry in China is experiencing a transformation driven by health-conscious trends and the younger demographic, with the market expected to exceed 530.96 billion yuan by 2028 [2][5] - Traditional tea culture is evolving, with companies shifting from simple cultivation and wholesale to a full industry chain approach, focusing on product development and deep processing [3][4] Industry Trends - The demand for ready-to-drink tea beverages and innovative products like tea-flavored ice cream and beer is on the rise, reflecting a shift in consumer preferences [1][20] - The competition in the tea market has intensified, leading to issues like overproduction and product homogenization, prompting companies to innovate [5][6] Company Strategies - Companies like Hubei Tea Group are expanding their operations to include product research and development, creating a variety of tea derivatives and establishing marketing channels both domestically and internationally [7][8] - New Bao Tang, a century-old brand, has developed a complete industry chain around Chenpi (dried tangerine peel), integrating cultivation, processing, and retail [9][14] Market Opportunities - The rise of health-oriented tea products is creating new opportunities for tea and herbal medicine companies, with many now serving as suppliers for ready-to-drink brands [16][22] - The increasing popularity of health drinks has led to a significant rise in the number of related enterprises, with a reported 6.1 times increase in registrations for health tea companies compared to the previous year [22] Consumer Preferences - The integration of traditional tea with modern health concepts is appealing to consumers, as evidenced by the popularity of products like herbal teas and functional beverages [24][27] - Companies are recognizing the need to diversify their product offerings to meet the evolving demands of consumers, moving towards functional and personalized tea products [27][29]

IPO动态 - No IPO meetings were scheduled for A-shares this week [1] New Stock Listings - A new stock, Huadian New Energy (600930), was listed on the Shanghai Stock Exchange on July 16 [2] New Stock Subscriptions - Two new stocks, Shanda Electric Power (301609) and Jiyuan Group (603262), were available for subscription on July 14 [3] - Next week, Hanguo Group (001221) will be available for subscription on July 21, and Hansang Technology (301491) will be available on July 25 [3] Hong Kong Stock Market - Aux Electric submitted its prospectus to the Hong Kong Stock Exchange again on July 16 [4] Market Trends - Tasting's equity restructuring has attracted capital attention, with speculation about its potential IPO in Hong Kong [5] - Tasting Holdings Limited completed full control of Fuzhou Tasting Catering Management Co., Ltd. on June 18, with significant changes in registered capital and shareholder structure [5] - Tasting, founded in 2013, has positioned itself in the fast-food market with a unique product offering and competitive pricing [5] Company Performance - Huadian New Energy Group (600930.SH) officially listed on A-shares on July 16, marking the largest IPO of the year [6] - The company raised 18.171 billion yuan with an issuance price of 3.18 yuan per share and a price-to-earnings ratio of 15.28 [7] - The funds raised will be directed towards various renewable energy projects [7] - As of December 31, 2024, the company had a total installed capacity of 68.6171 million kilowatts, with wind and solar power capacities of 32.0245 million and 36.5926 million kilowatts, respectively [7] Financial Data - Huadian New Energy reported revenues of 24.673 billion yuan, 29.580 billion yuan, and 33.968 billion yuan for 2022, 2023, and 2024, respectively [8] - The company achieved a net profit of 8.314 billion yuan, 9.543 billion yuan, and 8.524 billion yuan during the same periods [8] - In Q1 2025, the company reported a revenue of 962.81 million yuan, a 16.19% increase year-on-year [8] Other Company Updates - Baima Tea Industry received approval from the China Securities Regulatory Commission for its fourth attempt at an IPO in Hong Kong [8] - The company has shown profitability but with a slowdown in growth, reporting revenues of 1.818 billion yuan, 2.122 billion yuan, and 1.647 billion yuan for 2022, 2023, and the first three quarters of 2024, respectively [9] - Sales expenses have remained high, with rates of 33.93%, 32.08%, and 31.55% for the respective years [9]

Group 1 - The Tianmu Mountain-Qingliang Peak Biosphere Reserve has been included in the World Network of Biosphere Reserves, showcasing the region's commitment to biodiversity protection and ecological sustainability [1] - The local government emphasizes the importance of strict ecological protection measures, enhancing monitoring capabilities, and building a robust biodiversity protection network to safeguard the area's ecological, scientific, and aesthetic values [1] - The government is encouraging the development of the "Tianmu Ecological Tea" brand by leveraging local ecological advantages and cultural heritage to enhance market competitiveness and brand recognition [1] Group 2 - The Fifth World Biosphere Reserve Conference is highlighted as a significant opportunity to showcase Hangzhou's ecological civilization achievements, with a focus on implementing Xi Jinping's ecological civilization thoughts [2] - The local government aims to enhance the transformation of "green water and lush mountains" into "golden mountains and silver mountains," promoting sustainable development and ecological branding [2] - The local political advisory body is tasked with contributing to biodiversity protection and rural prosperity initiatives, emphasizing the importance of research and collaboration for high-quality ecological development in Hangzhou [2]

Core Viewpoint - The article highlights the innovative financial assistant mechanism in Ningde City, Fujian Province, which aims to enhance financial services in rural areas, ensuring that financial resources effectively reach local businesses and farmers [4][5][12]. Group 1: Financial Assistant Mechanism - Since 2020, Ningde City has established a financial assistant mechanism, deploying 485 financial assistants across all townships to improve the connection between financial services and rural development needs [5][12]. - Financial assistants play a crucial role in facilitating communication between banks and local businesses, helping to address financial needs and promote inclusive financial services [5][11]. Group 2: Impact on Local Businesses - Financial assistants have successfully provided loans to local enterprises, such as the 720 million yuan loan to Shengshi Daxiang Tea Company, which has seen over 20% annual revenue growth [6][10]. - The mechanism has enabled financial assistants to understand the complexities of local businesses better, allowing them to provide tailored financial support, such as continuing loans for businesses in transition [7][12]. Group 3: Community Engagement and Education - Financial assistants engage with local communities to educate them about financial products and services, simplifying the loan application process and making it more accessible [9][10]. - Initiatives like village-wide credit education campaigns have been implemented to enhance financial literacy among residents, leading to increased loan approvals and financial participation [10][12]. Group 4: Future Developments - The Ningde City government plans to continue optimizing the financial assistant mechanism by enhancing training, improving selection processes, and promoting the latest financial policies to better serve rural revitalization efforts [13].

Group 1 - The sixth International (Leshan) Green Tea Conference and Emei Mountain Tea Supply and Demand Matching Meeting was held in Leshan, Sichuan, attracting representatives from over 15 countries and regions, with more than 80% being tea-consuming countries [1] - Leshan has developed 1.4 million acres of high-quality tea gardens, producing 150,000 tons of dry tea annually, with the "Emei Mountain Tea" brand value reaching 5.4 billion yuan, ranking among the top 20 in China's green tea regional public brand value [1] - Leshan's green tea exports account for half of Sichuan's total, and the tea industry significantly contributes to local tourism, attracting over 3.5 million visitors annually and increasing income for over 1 million people [1] Group 2 - The Chinese tea industry must focus on technological innovation to enhance efficiency in planting, harvesting, and processing, while also developing deep processing and diversifying product offerings [2] - The comprehensive output value of Sichuan tea has steadily increased, with Leshan playing a crucial role in the development of the tea industry, highlighted by the success of "Bamboo Leaf Green" tea and the inclusion of "Emei Mountain Tea" in the EU geographical indication protection list [2] - The FAO representative emphasized tea as a bridge for cultural exchange and trade, advocating for a green and low-carbon transformation of the global tea industry [2] Group 3 - The International Tea Committee's declaration called for global collaboration in the green tea industry, focusing on cultural exchange, product innovation, and technological support to enhance the tea industry's structure [3] - During the conference, Leshan signed nine investment cooperation agreements worth 2.41 billion yuan, and 14 purchase agreements totaling 459 million yuan and 8 million USD with international companies [3] - The conference serves as a significant platform for tea production and sales matching, cultural exchange, and international cooperation, aiming to elevate the global tea industry to new heights [3]

Core Viewpoint - Zhejiang Province is accelerating the development of its tea industry with a focus on high-quality exports, aiming to enhance its global market presence and diversify its product offerings [1][2]. Group 1: Export Performance - From January to May this year, Zhejiang's tea export value and volume both increased by over 20% year-on-year [1]. - The province's tea exports are primarily green tea varieties such as Zhu tea and Mei tea, with an expected export volume of 156,000 tons and an export value of $470 million in 2024 [1]. Group 2: Strategic Initiatives - Zhejiang plans to establish group standards for Zhu tea and Mei tea, enhancing quality control from cultivation to processing, and promoting international certification [2]. - The province aims to strengthen its export brand by promoting high-quality green tea globally and supporting tea companies in participating in international agricultural exhibitions [2]. - Efforts will be made to develop new tea products that meet international consumer demands, including tea foods and new-style tea drinks, to create a product system that integrates traditional and innovative tea offerings [2].