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茶咖日报|停牌风波后澜沧古茶补交“答卷”:2024年亏损逾3亿元
Guan Cha Zhe Wang· 2025-07-02 12:42
7月2日,茶咖日报的主要内容有: 澜沧古茶今起复牌,2024年亏损逾3亿元 7月2日,澜沧古茶公告,公司的H股股份恢复买卖。 今年4月1日,澜沧古茶曾公告,由于公司处于管理层人员和业务运营的调整期,需要更多时间复盘相关 的经营及管理事项,故延迟刊发2024年全年业绩,并因此停牌。6月30日晚间,澜沧古茶补发了截至 2024年12月31日止年度的全年业绩,并公告其股份即将恢复买卖。 财报显示,2024年全年,澜沧古茶的营业收入为3.61亿元,同比下滑31.5%;毛利为1.88亿元,同比下 滑46.8%;公司拥有人溢利由2023年的盈利0.8亿元,转变为2024年的亏损3.08亿元。 澜沧古茶表示,公司营业收入的下降,一方面是由于市场仍处于缓慢复苏过程,线下实体门店经营困 难。另一方面,公司产品销售主要通过线下实体经营门店完成,而电商和直播带货的快速发展对线下实 体门店的经营造成较大冲击,且近年来白牌产品凭借市场供应链资源和价格优势迅速布局,获得了部分 消费者的青睐,进一步影响了品牌产品的经营和销售。 元气森林冰茶进军印尼市场,覆盖超3万零售网点 港股茶饮股走强,奈雪的茶涨超33% 7月2日,港股茶饮股集体走强, ...
“八仙过海!”8家英德茶企邀塞北人民喝英德红茶啦!
Nan Fang Nong Cun Bao· 2025-07-02 08:05
"八仙过海!"8 家英德茶企邀塞 北人民喝英德红 茶啦!_南方+_ 南方plus 盛夏呼和浩特, 茶香正浓。广袤 的内蒙古草原有 着悠久的饮茶传 统,醇厚的砖茶 奶茶是牧民生活 中不可或缺的滋 味。 蒙古族牧民煮奶茶。 如今,随着生活 水平提升和交通 日益便捷,越来 越多名优好茶正 丰富着内蒙古人 民的茶桌。这个 夏季,素有"世 界高香红茶"之 称的英德红茶, 将再次跨越山 水,为塞北茶友 带来独特的岭南 茶韵。7月4日-7 日,2025第十三 届中国(呼和浩 特)茶产业博览 会将在内蒙古国 际会展中心举 行,8家英德茶 企将携优质产品 亮相T18展位, 全面展现英德红 茶的品质魅力与 产业风采。 广东清远英德有 着"世界红茶之 乡"的美誉,产 出的英德红茶汤 色红亮、香气高 扬,"浓醇甜 香"的特质深受 国内外市场的认 可。在2025年中 国茶叶区域公用 品牌价值评估报 告中显示,英德 红茶公用品牌价 值达51.78亿 元,位居全国红 茶类第1位。 7月4日下午 14:00-15:00, 中国红茶品牌价 值第一——英德 红茶品茶斗茶会 将在会场主舞台 举行,诚邀各界 爱茶人士亲临现 场,亲身感受英 届英德红 ...
14年全球化征程,CoCo都可坚守长期主义赋能合作伙伴
Bei Ke Cai Jing· 2025-07-02 07:47
CoCo都可的出海始于2011年,是新茶饮行业第一批出海的企业,这一年喜茶还未诞生,古茗也仅仅成立一年,CoCo都可将自己的海外第一站定在了美国。 曾经在CoCo都可全球第一家店——淡水店打工的Wei,与品牌又重新有了交集,伴随着CoCo都可不断开拓国际版图,2016年Wei跟随公司前往澳大利亚悉尼 设立分公司,管理CoCo都可的澳洲区域,并于同年7月开出第一家直营门店。 同样作为区总的David与Wei的时间线类似,他负责的是CoCo都可在加拿大多伦多的区域。经历过早期新茶饮行业在国际市场开疆破土的不易,如今David也 陪伴CoCo都可在加拿大共同成长了12年。翻看CoCo都可海外市场发展的历史,"陪伴式成长"贯穿始终,从新茶饮在国际市场品类拓荒到多元深耕市场,从 产品潮流更迭到经营管理的迭代,CoCo都可与海外市场的合作伙伴唇齿相依、细水长流。 如今CoCo都可已经成为全球门店覆盖亚洲、欧洲、美洲、大洋洲、非洲五大洲的品牌,在品牌与合作伙伴的摸索下,一条属于CoCo都可自己的、友商无法 复制的海外拓张样本正在生成。Wei和David都认为,秉持着长期主义的CoCo都可,最终会成为奶茶行业的百年品牌。 " ...
秒到账、扫货省一笔……入境游“磁吸力”攀升 境外游客惠享优质服务“买买买”
Yang Shi Wang· 2025-07-02 07:02
Core Points - The implementation of the tax refund policy for international travelers in Hubei and Dalian, starting July 1, aims to enhance the shopping experience for foreign tourists and stimulate inbound consumption [1][12] - The policy allows travelers to receive VAT refunds on purchases made in designated stores, with a lowered minimum purchase threshold from 500 yuan to 200 yuan, making it easier for small purchases to qualify for refunds [2][5] - Dalian offers an "immediate refund" service, allowing travelers to receive their tax refunds on the spot after completing the necessary documentation [10][12] Summary by Sections Hubei Province - Hubei has included 57 tax refund stores across 8 cities, including Wuhan, Yichang, and Enshi, under the new policy [1] - A British tourist experienced the process, purchasing electronic products and receiving a refund of approximately 177 yuan [2] - The policy is expected to attract more international customers to Chinese products [7] Dalian City - Dalian has initiated the tax refund policy with a focus on immediate refunds for international travelers, enhancing the shopping experience [12] - The city has five comprehensive shopping malls and over 40 brand merchants participating in the initial rollout of the policy [16] - A Russian tourist expressed excitement about the new policy, planning to purchase tea to take back home [13] Tax Refund Process - Travelers must hold a credit card capable of pre-authorization and must leave the country within 25 days of making a purchase to qualify for the immediate refund [18] - The refund process involves obtaining a shopping invoice, signing a tax refund application, and submitting necessary documents via a QR code [16][18] - The local tax authority aims to optimize the layout of tax refund stores to improve the consumer experience and expand the inbound consumption market [20]
茶饮店跨界卖“菜”一杯难求成新宠 解码“以茶会友”具象化“新”表达
Yang Shi Wang· 2025-07-02 05:44
Core Viewpoint - The tea beverage market is experiencing a surge in demand for green vegetables like kale and bitter melon, leading to increased prices and new opportunities for growers [1][4]. Group 1: Market Trends - The tea beverage market is incorporating more vegetable ingredients, with kale becoming a popular choice among consumers [1]. - The market's growth has led to a significant increase in the planting and harvesting of kale, with a farm in Shandong producing over 8,000 tons annually [3]. - Major tea brands are directly partnering with farms to secure supplies, indicating a shift towards more integrated supply chains [4]. Group 2: Agricultural Innovations - To meet rising demand, local farms are enhancing their planting techniques, focusing on mechanization and standardization to improve quality and yield [5]. - In Yunnan, smart farming systems are being utilized for precise management of soil and resources, showcasing advancements in agricultural technology [7]. Group 3: Industry Development - The booming tea beverage market is fostering the growth of related industries, including packaging and equipment manufacturing, with a production capacity of around 20 million sets annually [8]. - The establishment of a tea beverage industrial park in Henan has attracted over 20 related enterprises, creating more than 4,000 jobs [10]. Group 4: International Expansion - Chinese tea brands are rapidly expanding in Southeast Asia, with significant growth in countries like Indonesia, Vietnam, and Malaysia [10][12]. - A Chinese milk tea brand in Indonesia has opened over 2,000 stores since its entry four years ago, reflecting the strong demand for these products [12]. - The successful entry of Chinese tea brands into international markets highlights the cultural appeal of tea and its role in enhancing China's soft power [19].
霸王茶姬“无声门店”入选信息无障碍优秀案例
Xin Lang Cai Jing· 2025-07-02 03:53
7月2日,近日,第七届科技无障碍发展大会(以下简称为"2025TADC")在北京举行。本届大会公布 了"2025'可及'信息无障碍优秀案例",对国内无障碍领域的优秀产品、项目进行表彰。 霸王茶姬"'线上+线下'全渠道无声门店,助力特殊人群经济和银发经济打造新质生产力"项目,凭借在 线下门店完善无障碍设施,帮助听障人士就业,对线上点单系统实施无障碍、适老化改造等举措,入 选"2025'可及'信息无障碍优秀案例",获成果影响力奖。据了解,霸王茶姬是获得此奖项的唯一新茶饮 品牌。一同入选成果影响力优秀的案例还有:"南方航空官网无障碍适老化改造"、"滴滴无障碍出行服 务"、"京东APP无障碍适配及机制创新"、"vivo信息无障碍:大模型驱动的行业实践"。 霸王茶姬"无声门店"项目自2024年启动。全球首家无声门店已于2024年1月在浙江杭州开业,随后拓展 至广州、上海、长沙、兰州等地。霸王茶姬无声门店的店员主要由听障人士组成,他们被称为"无声伙 伴"。无声伙伴不只从事后厨工作,还可以直接面对消费者。2025年4月17日,霸王茶姬在纳斯达克上 市,现场敲钟的5位一线员工代表中,有2位是听障员工,分别来自中国湖南和新加坡 ...
霸王茶姬“无声门店”入选信息无障碍优秀案例 成唯一入选新茶饮品牌
Guan Cha Zhe Wang· 2025-07-02 03:43
近日,第七届科技无障碍发展大会(以下简称为"2025TADC")在北京举行。本届大会公布了"2025'可 及'信息无障碍优秀案例",对国内无障碍领域的优秀产品、项目进行表彰。 霸王茶姬"'线上+线下'全渠道无声门店,助力特殊人群经济和银发经济打造新质生产力"项目,凭借在 线下门店完善无障碍设施,帮助听障人士就业,对线上点单系统实施无障碍、适老化改造等举措,入 选"2025'可及'信息无障碍优秀案例",荣获成果影响力奖。(注:"可及"是"可触达"、"可获得"的意 思,是信息无障碍领域中的核心概念。)据了解,霸王茶姬是获得此奖项的唯一新茶饮品牌。一同入选 成果影响力优秀的案例还有:"南方航空(600029)官网无障碍适老化改造"、"滴滴无障碍出行服 务"、"京东APP无障碍适配及机制创新"、"vivo信息无障碍:大模型驱动的行业实践"。 霸王茶姬无声门店的店员主要由听障人士组成,他们被称为"无声伙伴"。无声伙伴不只从事后厨工作, 还可以直接面对消费者。有的无声伙伴通过自身努力,从制茶师晋升为店长助理,负责员工排班、库存 管理等工作。值得一提的是,2025年4月17日,霸王茶姬在纳斯达克上市,现场敲钟的5位一线员工 ...
一杯奶茶如何重塑万亩良田?解码中国奶茶“地域密码”
Yang Shi Xin Wen· 2025-07-02 03:12
Group 1 - The tea beverage market is experiencing a trend towards incorporating green vegetables like kale and bitter melon, leading to increased demand and higher prices for these vegetables, creating new opportunities for farmers [1][5][9] - In Shandong, a kale farm has seen a surge in labor demand, employing around 150-160 workers daily and paying over 20,000 yuan in wages [3][5] - The kale farm is adopting advanced agricultural techniques, including mechanization and standardized planting methods, to enhance quality and yield, aiming for an annual production of over 8,000 tons [11][9] Group 2 - The new tea beverage trend is driving the development of a comprehensive industrial chain, with significant growth in related sectors such as coffee and jam production [14][16] - A tea beverage brand reported a sales increase of approximately 30% to 50% in the first quarter, leading to full utilization of production lines and boosting the growth of upstream and downstream enterprises [16][18] - The tea beverage industry is creating numerous job opportunities, with one county attracting over 20 related enterprises and generating more than 4,000 jobs [22] Group 3 - Chinese tea brands are rapidly expanding in overseas markets, particularly in Southeast Asia, with significant increases in store numbers and consumer demand [21][23] - A Chinese tea brand in Indonesia sold over 4,000 cups on its opening day and has expanded to five stores within four months, indicating strong market acceptance [25][27] - The success of Chinese tea brands abroad is attributed to their understanding of local consumer preferences and efficient supply chain management [29][31] Group 4 - The tea beverage market is witnessing a health trend, with a 507% increase in searches for "fruit and vegetable juice" and a 210% increase in order volume [35][39] - The demand for beverages containing kale has surged, with a 44-fold increase in delivery volume, while drinks with bitter melon have seen an 11-fold increase [37][39] - Regional specialty drinks are gaining popularity nationwide, with significant increases in search volumes for unique local ingredients [39]
72起IP联名,半年烧钱上亿,新茶饮营销为何“高投入低热度”?
3 6 Ke· 2025-07-02 03:09
Core Insights - The rise of IP collaborations in the new tea beverage sector has transformed from a simple marketing tactic to a core battleground for brand traffic acquisition [1][20] - Despite the apparent excitement, many collaborations are becoming financially unviable, with increasing marketing expenditures and insufficient product innovation leading to a "loss-making" scenario [1][20] - In the first half of 2025, there were 72 IP collaboration events in the new tea beverage industry, showcasing a mix of successful and failed partnerships [1][3] Industry Trends - The new tea beverage market is experiencing a significant increase in IP collaborations, with brands like Luckin Coffee and Heytea adopting different strategies, leading to a clear industry differentiation [1][12] - The majority of collaborations are driven by anime, game, and character IPs, which account for nearly 40% of the total collaborations [3][4] - The trend of using celebrity IPs is evolving, with brands moving towards emotional asset management rather than just image licensing, as seen in collaborations with stars like Wang Junkai [6][20] Marketing Dynamics - Marketing expenditures for new tea brands have surged, with companies like Luckin Coffee spending up to 1.92 billion yuan in Q1 2025, reflecting a 49.3% year-on-year increase [12][13] - The effectiveness of these marketing strategies is showing diminishing returns, with brands experiencing a decline in search volume despite initial spikes in sales [14][20] - The reliance on IP collaborations is leading to a cycle where brands may prioritize marketing costs over product innovation, risking long-term brand health [16][20] Strategic Shifts - Some brands are reevaluating their approach to IP collaborations, with Heytea notably adopting a "no collaboration" strategy in the first half of 2025 to focus on high-end market positioning [1][18] - The industry is witnessing a shift towards more sustainable and meaningful partnerships, as brands seek to align with IPs that resonate with their core values and customer demographics [20] - Future success in IP collaborations will depend on brands' ability to balance short-term traffic gains with long-term brand equity, emphasizing the need for strategic selection and value co-creation [20]
下半年的爆品是它?蜜雪、沪上阿姨都在押注柠檬奶
3 6 Ke· 2025-07-02 01:27
Core Insights - The sudden popularity of lemon milk has captured significant attention on social media, with over 9.3 million views on related posts, prompting major brands like Mixue and Hushang Auntie to introduce their own versions of lemon milk drinks [1][3][5] - Lemon milk is not a new concept, particularly in regions like Zhejiang and Guangdong, where it has been a staple beverage for years, leading to a surge in local store sales as the trend spreads nationally [7][12] Brand Responses - Mixue has launched new lemon milk products in select regions, including the Snow King Lemon Milk and Lemon Milk Coffee, responding to consumer demand for nationwide availability [1][5] - Hushang Auntie introduced the Modern Little Iron series, featuring refreshing lemon milk drinks that quickly became the second most repurchased item in the month of June [5][11] Market Trends - The trend towards lemon milk reflects a broader consumer shift towards refreshing flavors, particularly in summer, as consumers seek alternatives to traditional sweetened beverages [9][20] - The rise of lemon milk indicates a growing market for fruit-flavored dairy products, with brands exploring innovative combinations to enhance flavor profiles and consumer appeal [20][22] Technical Developments - Advances in production techniques have addressed the common issue of curdling in lemon milk, allowing for a smoother consumer experience and broader market acceptance [12][14] - Brands are utilizing methods such as temperature control and ingredient optimization to minimize curdling, which has historically limited the popularity of lemon milk [14][16] Consumer Preferences - There is a noticeable fatigue with traditional light milk tea flavors, prompting consumers to seek out new and exciting options like fruit-infused dairy beverages [16][18] - The introduction of fruit flavors into milk tea is expected to create a more dynamic and refreshing drinking experience, appealing to a wider audience [22]