从春天火到秋天，饮品圈的"抹茶浓度"还在飙升。 9月以来，蜜雪冰城、奈雪、古茗、茶百道、沪上阿姨等头部品牌集中推抹茶新品。 多款产品冲上热销榜，"闭眼冲！""被抹茶拿捏了"等好评持续刷屏。 从清爽到浓郁，抹茶的爆款逻辑变了？ 古茗、茶百道、沪上阿姨都在推，入秋后抹茶再爆发 比如，9月3日沪上阿姨上新"千目抹茶芝芝米麻薯"和"千目抹茶生椰大福"。前者将抹茶结合米麻薯和芝士奶盖，后者则搭配生椰乳、米麻薯和顺滑奶冻， 带来清新的浓口感。 紧接着，9月5日奈雪推出"浓抹干酪米布布鲜奶茶"，把抹茶与干酪、米布结合，醇厚的干酪中和抹茶的微苦，被不少网友称"好喝到姥姥家"。 9月11日，古茗推出"生椰抹茶麻薯""抹茶开心椰"两款新品，生椰乳的甜香与抹茶的清香融合，麻薯提升饱腹感，满足秋冬消费者"温暖浓郁"的需求。随 后19日又上新"双重芝士抹茶"，加码抹茶系列。 9月16日，茶百道推出咸法酪系列新品——"千目咸法酪"，超千目径山抹茶搭配咸香法酪，很快在社交平台刷屏，不少消费者直呼"必须焊死在菜单上！" 图片来源于小红书博主：熬夜委员会，已获授权 此外，茶救星球也推出了"一抹厚顶"和"抹香柚子奶"；蜜雪冰城回归了抹茶冰淇淋、 ...

天眼查App显示，近日，上海水中水健康饮品有限公司成立，法定代表人为沈华平，注册资本100万人 民币，经营范围为一般项目：食品销售（仅销售预包装食品）；实验分析仪器销售；农副产品销售；食 用农产品零售；新鲜水果零售；自动售货机销售；直饮水设备销售；日用百货销售；家用电器销售；化 妆品零售；日用化学产品销售；电子产品销售；物联网设备销售；互联网销售（除销售需要许可的商 品）；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；新材料技术研发；医学研究 和试验发展；生物化工产品技术研发；生物基材料技术研发；健康咨询服务（不含诊疗服务）；市场营 销策划；广告制作；广告设计、代理；广告发布；企业管理；企业管理咨询。（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - Tea Baidao has launched freshly brewed coffee products in select stores, generating significant consumer interest [1] - The coffee trial is currently limited to specific regions, namely Guangdong and Sichuan, with an average cup volume increase of 10% in trial stores [1] - In Guangzhou, out of 40 Tea Baidao locations, only one offers coffee, featuring a menu with 10 coffee products primarily focused on fruit coffee, priced between 6.9 yuan and 12.9 yuan [1] Group 2 - The average daily sales of coffee products at the trial store are approximately 40-50 cups, with peak times requiring a wait of about 15 minutes [11] - Promotional pricing for new users allows for coffee products to be purchased at lower prices, providing discounts of about 5-6 yuan compared to regular tea drinks [12] - This is not the first time Tea Baidao has entered the coffee market, as it previously launched a coffee sub-brand "Kafei" in 2023, indicating a strategic move to integrate coffee into its existing tea beverage offerings [12] Group 3 - The move reflects a broader trend in the beverage industry, shifting from single-category offerings to all-day competition, with coffee brands penetrating afternoon tea markets and tea brands targeting morning coffee sales [12] - Data shows that beverage consumption from 2 PM to 5 PM is now second only to morning hours, with fruit coffee and tea lattes becoming popular among office workers [12]

Core Insights - Shenzhen Changxiaoyang Beverage Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Chen Jieling [1] Business Scope - The company engages in various general business activities including restaurant management, brand management, and food sales (only pre-packaged food) [1] - Additional activities include toy sales, clothing retail, delivery services, fresh fruit retail, internet sales (excluding items requiring permits), pet food and supplies retail, daily miscellaneous goods sales, outdoor products sales, packaging materials and products sales, rubber products sales, sports goods and equipment retail, daily glass products sales, plastic products sales, daily necessities sales, luggage sales, and hat and shoe retail [1] - The company is also permitted to provide catering services, subject to approval from relevant authorities [1]

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Core Viewpoint - Recently, Yueyang Runxi Beverage Co., Ltd. was established with a registered capital of 1 million RMB, indicating a new player in the beverage industry focusing on drinking water and related products [1] Company Summary - The legal representative of Yueyang Runxi Beverage Co., Ltd. is Hong Gangqin [1] - The company has a registered capital of 1 million RMB [1] - The business scope includes licensed projects such as on-site drinking water sales, food sales, and production of plastic packaging containers for food [1] - The company is also involved in general projects like sales of direct drinking water equipment and plastic processing equipment [1] Industry Summary - The establishment of Yueyang Runxi Beverage Co., Ltd. reflects ongoing developments in the beverage industry, particularly in the drinking water segment [1] - The company’s operations will require approval from relevant authorities for certain activities, indicating regulatory considerations in the food and beverage sector [1]

Core Viewpoint - Several beverage franchise owners have reported that their stores at Zhongyuan University of Technology (Xuchang campus, Henan) have been shut down due to the school's implementation of a "plastic restriction order" [1][2]. Group 1: Impact on Beverage Stores - The franchise owner of a Kudi coffee shop stated that their store opened on August 30 and was informed on September 1 that they could not use their own cups and bags, but must use those specified by the school [1]. - Other beverage stores on campus, including Tea Baidao, Mixue, and Luckin, have also closed due to the same restrictions [2]. - At least five beverage stores are confirmed to have closed due to the "plastic restriction order," with some stores using cups that comply with the school's regulations while others face penalties for non-compliance [2][4]. Group 2: School Regulations and Compliance - The school has emphasized the "plastic restriction order" but previously allowed beverage stores to operate without strict enforcement [4]. - Students reported that the situation has occurred before, with previous instances of stores closing frequently due to similar regulations [4]. - The school’s official website indicates that Zhongyuan University of Technology is a full-time public undergraduate institution approved by the Ministry of Education, with a history dating back to 2003 [5]. Group 3: Ongoing Negotiations - Beverage stores are actively seeking to negotiate with the school and brand owners to comply with both the school's regulations and brand requirements in order to resume normal operations [5].

Overall Industry Performance - In the first half of 2025, 70 out of 106 companies reported varying degrees of performance decline, with 57 experiencing revenue drops and 48 facing net profit declines, indicating a trend of prioritizing profit preservation over revenue growth [1][2] - The consumer market remains weak, leading to supply-demand imbalances, intense competition, and price wars [1] Dairy Industry - The dairy sector is significantly impacted, with 25 out of 33 listed companies reporting performance declines, primarily due to falling liquid milk sales [1][3] - Major players like Yili and Mengniu saw substantial revenue drops in their liquid milk segments, with Yili's liquid milk revenue decreasing by 7.61 billion yuan and Mengniu's by 40.48 billion yuan [3][4] - Conversely, the milk powder segment shows signs of structural recovery, with some companies reporting revenue growth due to market consolidation and subsidy policies [3][5] Snack Industry - Snack companies are largely struggling, with brands like Liuyinpuzi and Laiyifen reporting losses, while others like Qiaqia and Three Squirrels experienced significant profit declines [1][2] - The challenges stem from channel transformations and rising costs, particularly in raw materials, leading to increased customer acquisition costs [1] Beverage Industry - The beverage sector shows mixed results, with companies like Nongfu Spring and Dongpeng achieving record net profits, while others like China Resources Beverage faced revenue declines [9][10] - Nongfu Spring's tea beverage segment surpassed 10 billion yuan in revenue for the first time, indicating strong market performance [9] Seasoned Food Industry - The seasoning industry is experiencing increasing differentiation, with leading companies like Haitian maintaining stable growth while others like Zhongju Gaoxin face significant declines [7][8] - Many companies are adjusting their channel strategies in response to market saturation, with a focus on international expansion [8] Convenience Food Industry - The convenience food sector shows slight recovery among leading companies, with Shuanghui Development reporting a revenue increase of 2.97% [13] - Notably, Guoquan Foods achieved remarkable growth, with revenue and net profit increasing significantly [14] Overall Conclusion - The food industry is facing a challenging environment with more companies reporting declines than gains, but there are still structural growth opportunities for those willing to adapt and innovate [14]

Core Insights - The "Rebuy" promotional campaign, which previously drove significant sales in the beverage market, has faced challenges due to fraudulent activities and market saturation [2][3] - The shift from physical bottle caps to QR codes represents a technological advancement aimed at reducing fraud and enhancing consumer engagement [3][4] - Companies are focusing on creating lasting consumer relationships through innovative marketing strategies that prioritize quality and genuine consumer interaction [4][5] Group 1: Market Dynamics - The "Rebuy" campaign initially thrived by leveraging consumer psychology, but the rise of counterfeit caps led to its decline [2] - The beverage market is becoming increasingly saturated, necessitating new strategies for consumer engagement and retention [2][3] Group 2: Technological Innovations - The implementation of QR codes serves as a protective measure against fraud, allowing companies to safeguard their interests and reduce unnecessary expenditures [3] - QR codes also facilitate better data collection on sales and consumer behavior, enabling companies to optimize their marketing strategies [3] Group 3: Consumer Engagement Strategies - New promotional tactics, such as delayed rewards and low-cost upgrades, are designed to foster ongoing consumer interaction rather than one-time purchases [3] - Building a strong brand reputation through quality products and sincere consumer engagement is essential for long-term success in the market [4][5]

Group 1 - The "Rebuy" marketing strategy initially drove significant sales in the beverage market by leveraging consumer psychology related to loss aversion and small-stakes gambling [1] - The sudden decline of the "Rebuy" campaign was attributed to the proliferation of counterfeit bottle caps, leading to increased redemption rates and financial losses for companies [1] - The beverage market is becoming saturated, prompting a shift towards new marketing strategies, including the use of QR codes for consumer engagement and verification [1] Group 2 - The implementation of QR codes serves as a protective measure against counterfeiting, safeguarding company interests and reducing unnecessary expenses related to fraud prevention [2] - QR codes create a digital connection between products and consumers, allowing companies to gather precise sales data and enhance brand loyalty through consumer engagement [2] - New marketing tactics, such as delayed rewards and low-cost upgrades, are designed to retain consumers and transform one-time buyers into loyal customers [2] Group 3 - Companies aim to achieve market share through small rewards, emphasizing that the competition is not solely about marketing tactics but also about product quality and genuine consumer engagement [3] - Building a strong brand reputation through quality products and sincere consumer interactions is essential for companies to succeed in the competitive landscape [3]