新茶饮行业步入存量竞争期，门店更迭已成为市场常态。当蜜雪冰城、古茗等品牌持续巩固规模优势时，喜茶门店却进入收缩期——过去一年间，其新开 门店数量远不及关店数量，门店总量大幅下滑。 喜茶的加盟商们，正因盈利困局，开始撤场。 喜茶与加盟商之间的关系，正迎来新一轮"大考"：第一批加盟商的三年合约，将陆续到期。在现有生态下，双方是否会选择续约，尚不清晰。 "赚钱就干，亏钱就关。"喜茶加盟商李华（化名）接受大河财立方记者采访时这样说，他已经主动关停了一家商场店，亏损达100多万元。 事实上，过去一年间，全国范围内不少喜茶都关店落幕。据媒体报道及社交平台信息，今年以来，喜茶在山东、广东、河北、江苏等地门店出现闭店。极 海品牌监测数据显示，10月份，上海、重庆等一线城市也有喜茶门店关闭。 大河财立方记者进一步走访河南市场了解到，2025年，河南区域多家喜茶关店。在郑州，喜茶郑州正弘汇店、郑州大学店、郑州西亚斯学院店等消失；此 外，在县域市场，淮滨奥斯卡店也已撤场。 据极海品牌监测数据，2024年10月，喜茶全国总门店数为4610家；至2025年10月，门店总数减少至3930家，一年间门店净减少680家。另据壹览商业统计 数 ...

2025 年，消费行业正呈现出 "市场两极分化、组织精简重构、行业多点爆发、人才韧性突围" 的全景态势。无论是企业经营者、投资者，还是职场从业者， 读懂这些趋势背后的逻辑，方能在不确定性中把握确定性机遇。本文将基于《2025 消费行业年度趋势报告》核心内容，拆解四大核心趋势，解锁行业未来 发展密码。 一、消费品市场新趋势：分化中孕育新机遇 消费市场的变革从未像今天这样剧烈，"中间价格带" 遇冷，理性消费崛起，银发经济爆发，三大趋势共同勾勒出 2025 年消费市场的核心轮廓。 1. 消费两极分化：升级与降级并行，中间地带承压 疫情后，消费者收入与财富状况的差异进一步放大，直接导致消费市场呈现 "两极分化" 的显著特征 —— 高收入群体追求品质升级，中低收入群体侧重性价 比降级，曾经拥挤的 "中间价格带" 成为竞争最激烈、增长最乏力的区域。 | 品牌 | 价格区间 | 产品特色 | 选址策略 | 净利润 (亿元) * | 同比变化 | | --- | --- | --- | --- | --- | --- | | 蜜雪冰城 | 低价(约6元) | 果饮、茶饮、 冰淇淋、咖啡 | 街边店 | 44 | 利润增超40 ...

截至12月12日美东时间收盘，霸王茶姬（CHA）报收于13.65美元，跌幅0.44%，总市值25.05亿美元 （约合人民币176.57亿元）。截至12月15日收盘，天合光能（688599.SH）报收于16.9元，涨幅0.3%， 总市值395.89亿元。两家公司总市值合计约572.46亿元。 （文章来源：21世纪经济报道） 据中国蓝新闻报道，12月15日，霸王茶姬创始人张俊杰与天合光能联席董事长高海纯举办婚礼。婚礼现 场部分视频及图片流出，给宾客准备的饮品是大量霸王茶姬奶茶。 此前，张俊杰本人通过朋友圈对诸多谣言做出回应。他表示："我郑重声明：在我遇见我妻子（高海 纯）前，从未有过婚姻，也从未发生'茶叶富商残疾女儿'的任何故事。对那些为了博流量、博眼球没有 底线的造谣者，我们已通过法律手段进行了维权。" ...

12月15日，江苏常州中吴宾馆高朋满座。一场备受瞩目的婚礼正在这里举行。 新郎是张俊杰，新中式茶饮品牌"霸王茶姬"的创始人兼CEO；新娘是高海纯，全球光伏巨头"天合光 能"的联席董事长。此前，尽管双方公司都默契地表示这"属于个人事务，不涉及商业合作"，但资本市 场早已嗅到了不一样的气息。 一位是带领奶茶大军南征北战、将东方文化织入杯盏的青年才俊；一位是继承父辈衣钵、在周期低谷中 执掌光伏航母的实业公主。他们的结合，被外界解读为新消费与新能源的跨界融合，甚至是一场"心照 不宣"的品牌营销。 这场联姻的象征意义，远远超出了两个年轻企业家的个人范畴。它折射出中国商业版图上两条截然不 同、却又开始交汇的路径：一条是轻资产、高增长、流量驱动的消费"新贵"之路；另一条是重资产、强 周期、技术驱动的制造"老钱"之路。 当狂飙突进的"新贵"遇上正在艰难转型的"老钱"，当代表着未来的消费模式与代表着国之基石的制造业 家族结合。 一个深刻的问题摆在了所有众多中国企业家面前：在新旧动能转换的时代，企业该如何在实控人家族的 纵横捭阖和起伏变动之间，从组织层面实现稳定发展乃至做大做强。诸如一批霸王茶姬和天合光能样的 家族联合，或许是一 ...

2025.12. 15 本文字数：1158，阅读时长大约2分钟 封图｜ 左 张俊杰，右 高海纯 据中国蓝新闻，12月15日， 霸王茶姬创始人张俊杰与光伏龙头天合光能创始人高纪凡之女高海纯举 办婚礼。 婚礼现场部分视频及图片流出， 给宾客准备的饮品是大量霸王茶姬奶茶。 . 据红星资本局11月20日消息，天合光能创始人高纪凡和吴春艳发出婚礼邀请，邀请嘉宾参加新郎张 俊杰、新娘高海纯的婚礼。有知情人士确认，该请柬为真，霸王茶姬创始人张俊杰与天合光能的高海 纯结婚，还有网友透露婚礼酒店为天合光能所在的常州本地的一家宾馆。当天，记者从该宾馆确认了 此事。 此前，霸王茶姬创始人张俊杰婚礼一事，一度成为舆论焦点。 第一财经记者获悉，11月21日，张俊杰本人通过朋友圈证实了这一婚讯，并透露已于今年6月登记 领证。在感谢公众祝福的同时，张俊杰也表示：此前围绕他婚姻和创业的诸多谣言，让其本人及家人 受到了很大伤害，"有必要站出来说话"。 "我郑重声明：在我遇见我妻子（高海纯）前，从未有过婚姻，也从未发生'茶叶富商残疾女儿'的任 何故事。"张俊杰在他的朋友圈表示。 拟江廻九批0)安丁之門,八个月已相烟, 也从未发生过"茶叶富商残疾 ...

Core Viewpoint - The article highlights the union of two individuals, Zhang Junjie and Gao Haichun, who met at Chaos Academy, emphasizing their personal growth and shared journey rather than a focus on business achievements [2][11]. Group 1: Personal Growth and Connection - The wedding is portrayed as a significant moment where two life paths converge, symbolizing growth and connection [3]. - The founder of Chaos Academy, Li Shanyou, reflects on the couple's journey, noting Junjie's exceptional talent and Haichun's commitment to sustainable energy, showcasing their dedication to personal and professional development [5][6]. - The narrative emphasizes that their relationship is built on unconditional love, which has allowed them to reach a profound connection [8]. Group 2: Learning and Exploration - Both individuals are described as lifelong learners who shed their professional identities in the classroom, focusing on curiosity and the essence of knowledge [12]. - Haichun is noted for her enthusiasm and depth in discussions, while Junjie is recognized for his ambitious goals and strong will, illustrating their commitment to learning and growth [15]. Group 3: Spiritual and Emotional Resonance - The article suggests that their meeting was not coincidental but rather a necessary outcome of their mutual growth and introspection [16]. - The entrepreneurial journey is likened to an inward spiritual quest, where only like-minded souls can truly connect [17][18]. - Their union is characterized as a resonance rather than dependency, indicating a shared expansion of life boundaries [19].

Core Insights - The wedding of Zhang Junjie, founder of Bawang Chaji, and Gao Haichun, co-chairman of Trina Solar, has become a significant event, showcasing Bawang Chaji's brand through the wedding's extensive use of its milk tea products [1][4][12] - Zhang Junjie has transformed from a street child in Yunnan to the leader of a publicly listed company, while Gao Haichun, daughter of Trina Solar's founder, has a strong educational and professional background in the solar energy sector [4][6][13][14] Company Performance - As of December 12, 2023, Bawang Chaji's stock closed at $13.65, with a market capitalization of approximately $2.505 billion (about ¥17.657 billion) [4] - Trina Solar's stock closed at ¥16.9 on December 15, 2023, with a market capitalization of approximately ¥39.589 billion, bringing the combined market capitalization of both companies to about ¥57.246 billion [4][6] Background of Key Individuals - Gao Haichun, born in 1993, graduated from Brown University and has held various leadership roles at Trina Solar, including her recent appointment as co-chairman [6][7] - Zhang Junjie, born in 1993, faced significant hardships in his early life but eventually founded Bawang Chaji, which has rapidly expanded to over 6,440 stores globally by the end of 2024 [16][17] Business Growth - Bawang Chaji's sales reached a gross merchandise volume (GMV) of ¥10.8 billion in 2023, with projections for 2024 to exceed ¥20 billion, indicating a doubling of revenue [16] - The company has seen rapid expansion, growing from just over 1,000 stores at the end of 2022 to over 4,500 stores within a year and a half [16] Industry Context - The wedding has sparked interest in the potential collaboration between the tea and solar industries, although there are currently no formal business ties between Bawang Chaji and Trina Solar [9][12]

网上流出的照片中，二人在婚礼上穿着中式服饰，现场桌面上，摆满了霸王茶姬的奶茶。 12月15日，天合光能(688599.SH)创始人高纪凡之女高海纯，与霸王茶姬(NASDAQ:CHA)创始人张俊杰举办婚礼。 今年6月，光伏业内已经传出了两人结婚的消息，但一直未被证实。直至11月下旬二人的结婚请柬被曝出，当日一度冲上热搜。 随后，天合光能对智通财经证实婚礼消息的真实性，并表示双方相识于青年企业家学习活动，已登记结婚。同时，天合光能和霸王茶姬均为上市公司，目前 尚未有任何关联交易或商业合作。 张俊杰也在个人朋友圈发文，声明网络上的谣言不实，此前从未有过婚姻，也从未发生"茶叶富商残疾女儿"的任何故事。 之所以这场婚礼引发高关注度，背后有多重因素。 一方面，霸王茶姬是国内知名茶饮品牌，门店数量众多、分布广泛，且网上流传着诸多创始人张俊杰的个人经历。 另一方面，天合光能是国内光伏龙头企业。作为创始人高纪凡之女的高海纯，因高学历和高颜值，此前一直被称为是"最美光二代"。今年起，高海纯出任天 合光能联席董事长。 公开资料显示，高海纯出生于1993年，毕业于美国布朗大学，本科学历。2017年起，她进入天合光能体系历练。 此后八 ...

Core Insights - The event "Building a New Ecosystem, Creating the Future" highlighted the launch of innovative brands and economic scenarios in the Jinjiang District, including HADO, Bawang Chaji, and others, showcasing the district's commitment to fostering a vibrant consumer market and innovative economic development [1][3]. Brand Highlights - Bawang Chaji has established over 7,000 global stores since moving its headquarters to Jinjiang in 2021, successfully integrating local culture with tea consumption [4][20]. - HADO, a leading AR sports technology brand, has created a comprehensive industry chain that combines sports, education, and technology, appealing to a young demographic [15][17]. - Zigzag Mountain, a honey tea brand, has chosen Chengdu's Chunxi Road for its flagship store, aiming to establish a local supply chain and cultural IP [14]. Innovative Economic Scenarios - The "Robot World" platform in Jinjiang serves as a core hub for brand display and consumer experience, with plans for a 28,000 square meter development to create a full lifecycle ecosystem for products and services [8][10]. - The "Shishuo Wuyu" online platform, leveraging social media for product launches, has achieved over 100 million in sales, indicating a strong market presence [11]. Market Trends - The Jinjiang District has seen a surge in new store openings, with 266 new stores established from January to October 2023, accounting for nearly 40% of the city's total [25]. - The first city duty-free store in Chengdu has opened, blending international quality with local characteristics, further enhancing the consumer landscape [25].

Core Insights - The article highlights that Nayuki's Tea's flagship product, "Slim Green Bottle" fruit tea, has received global consulting firm CIC's authoritative certification as the first fruit tea in the industry to obtain a low GI (Glycemic Index) certificate, with a GI value as low as 37, significantly below the low GI standard of ≤55, reinforcing its position as a benchmark in healthy tea beverages [1][4][5] Product Performance - "Slim Green Bottle" has achieved remarkable sales, exceeding 20 million cups, maintaining the top position in both brand sales and repurchase rates, and has been recognized as the "Annual Star Ambassador" for Nayuki's 10th anniversary, receiving endorsements from celebrities like actress Gao Yuanyuan and Olympic champion Chen Meng, establishing itself as a symbol of healthy consumption in the tea beverage market [3][8] Health Benefits - The product's health advantages stem from two core strengths: the use of D-alloheptulose, a "perfect sweetener," which contributes to its low GI certification, and the incorporation of multiple superfoods, adhering to the "rainbow diet" and the recommendation of consuming 500g of fruits and vegetables daily, effectively creating a "liquid salad" that meets daily nutritional needs [5][7] Industry Impact - The low GI certification of "Slim Green Bottle" signifies a shift in the tea beverage industry towards "health value competition," providing consumers with quantifiable scientific bases for their choices and marking a fundamental transition in competitive dimensions from taste and collaborations to a focus on scientifically certified products, representing a key step towards professionalization and health-oriented development in the new tea beverage industry [9][10]