Core Insights - The article highlights a global shortage of Japanese matcha, driven by increased demand from tourism and social media, while supply cannot keep pace due to the nature of matcha cultivation and processing [1][3][4]. Supply and Demand Dynamics - The demand for matcha has surged, with Japan expecting 36.87 million tourists in 2024, a 47% increase year-on-year, and a 33.3% rise in matcha search interest on Google Trends from 2019 to 2025 [3][4]. - The mismatch between supply and demand has led to a shortage of Japanese matcha, prompting some brands to limit purchases to ensure supply to important sites [1][4]. China's Emerging Role - China is becoming the largest producer and consumer of matcha, with Guizhou Province's Tongren City contributing 25% of the country's matcha production [4][5]. - Guizhou's matcha production has rapidly increased, with over 1,000 tons produced in 2023, equating to 25% of Japan's total matcha output [5][7]. Export Trends - Guizhou's matcha has begun to be exported to Japan, with 4 tons shipped in the first half of 2025 and an additional 6 tons expected [5][7]. - The export value of powdered tea, primarily matcha, increased by 68% year-on-year in the first five months of 2025, indicating strong demand despite supply constraints [7]. Cultural and Market Development - Guizhou's matcha industry is still in its early stages of brand development and cultural integration, lacking the established aesthetic and experiential elements that characterize Japan's Uji region [14][24]. - Efforts are underway to enhance the cultural experience around matcha in Guizhou, including the establishment of tea culture experience centers and collaborations with retail enterprises [12][24]. Competitive Landscape - Uji, Japan, has developed a comprehensive tea culture and tourism strategy over the past 20 years, which has significantly enhanced its global reputation as a matcha hub [14][24]. - The article suggests that Guizhou has the potential to become a significant player in the global matcha market, but it requires further development in branding and cultural experiences [24].

打破"高冷"，活人营销。 文 ｜ 蟹蟹 编辑 ｜ 徐大大 来源｜ 咖新社（ID： newdrinks ） 封面来源 ｜ 企业官方 这两天茶饮圈闹得沸沸扬扬的大瓜，莫过于 "咖啡顶流瑞幸" 和 "圈外人士多邻国" 的商业联姻。 其中的爱恨纠葛堪比八点档电视连续剧，前任？小三？抢婚？孩子？"活人感"要多重有多重。 以下文章来源于咖新社 ，作者蟹蟹 咖新社 . 中国饮品行业专业新媒体。定向邀约超 140+新茶饮连锁品牌创始人关注本平台。 同步在｜小红书 | 视频号 | 今日头条 | 等平台发布。 就连伊利、安慕希、海尔、舒肤佳、心心相印等一众为国民所熟知的大品牌也皆现身现场担任"嘉宾"，而这场全球直播的世纪婚礼更是获得上万网民们的 全程围观。 不过，在这大喜的日子，弹幕却是清一色的...... "瑞，你糊涂啊，这渣鸟已经八婚了！"、"它早已脚踏两条船！"、"倒要看看他们俩啥时候离婚。"、"犯重婚罪了吧！" 瑞幸×多邻国大婚 联名演变成大型联姻现场 一个擅长营销，一个擅长抽象，两人皆在各自领域构筑一番商业版图，既是联姻，也是强强联合。 7月3日，瑞幸短短数字"好事将近，缘来是你@多邻国"，并释放关键信息" 联名鹿透， ...

Core Insights - The company, Cha Yan Yue Se, officially announced its entry into the overseas retail market through e-commerce on July 9, 2023, establishing independent online stores on platforms like Shopify, Amazon, TikTok Shop, Walmart, Weee, and Yami [1][2] Group 1: E-commerce Expansion - The decision to expand into overseas e-commerce was influenced by customer feedback indicating the presence of Cha Yan Yue Se products in international markets, particularly in the United States [2] - As of July 9, 2023, the company has launched its e-commerce stores, marking its first step into the U.S. market [1][2] Group 2: Retail Strategy - Cha Yan Yue Se operates nearly 1,000 offline stores across Hunan, Hubei, Jiangsu, and Chongqing, focusing on high-frequency repurchase categories like tea and snacks [2] - The company has developed a "beverage + retail" model to drive customer traffic to physical stores, creating a brand ecosystem that integrates beverages and retail products [2][3] Group 3: Product Development and Sales Performance - By May 2025, Cha Yan Yue Se plans to launch over 500 SKUs, including tea, snacks, stationery, and daily necessities, supported by a new R&D production base [3] - The company has seen significant growth in its online sales, with its Tmall flagship store ranking among the top three in its category and retail e-commerce sales exceeding 100 million yuan in 2024, a 12-fold increase year-on-year [3][4] Group 4: Consumer Engagement and Brand Positioning - The company has attracted over 2.272 million followers across various e-commerce platforms, with specific snack products achieving monthly sales exceeding one million [4] - Cha Yan Yue Se aims to enhance consumer interaction and convey its brand values through product quality and flavor, positioning itself as a significant player in the overseas market [4][6]

清晨的阳光漫过茶园，紫金县龙窝镇彭坊村的茶山上便热闹起来，茶农们指尖翻飞间，带着露水的蝉茶 嫩芽便落进篓中。 "以前采了茶得自己扛去镇上卖，现在合作社直接来收，'绿叶子'成了'金叶子'。"65岁的采茶人邓阿婆 挎着竹篓穿梭在茶垄间，采撷鲜嫩芽尖。 据介绍，近年来，龙窝镇以"企业+村集体+农户"的发展模式，将3000余亩零散茶山、闲置地块"串珠成 链"，19家茶叶企业和合作社连片扩张释放规模效应。华南农业大学等科研力量的技术加持，推动金 萱、翠玉等品种改良升级，让茶叶品质与售价同步提升。 龙窝镇多措并举打造优质"茶罐子"，推进农户与企业连接、产品与市场对接，持续扩大销售市场版图。 此外，龙窝镇建设河源市首家镇级茶文化展示中心，为散户拓宽茶叶销路打通"最后一公里"。6家茶企 主动"触网"拓市，借力电商平台与流量资源，让龙窝蝉茶香飘大湾区。 （文章来源：中国新闻网） 步入龙窝圩镇，11面墙体连成的巨型山水茶园墙绘映入眼帘。画中云雾缭绕的茶园层层叠叠，采茶女的 身影点缀其间，与远处真实的茶山相映成趣，成了"中国蝉茶之乡"最鲜活的名片。 近年来，龙窝镇立足优越的生态环境，大力发展茶产业。目前，龙窝镇茶叶种植面积约3.5 ...

Core Insights - Feishu's ambition is to redefine enterprise collaboration through AI, aiming for practical applications rather than mere concepts [2][8][21] - The monthly active users of Feishu's multi-dimensional table are approaching 10 million, marking it as a significant player in enterprise software [2][11][12] - Despite impressive commercialization results, profitability remains a challenge for Feishu, DingTalk, and WeChat Work [3][20] Company Developments - Feishu has launched a suite of AI products, including knowledge Q&A, AI meetings, Aily, and Feishu Miaodai, targeting real enterprise pain points [2][8] - The multi-dimensional table has seen significant updates, including a single table capacity increase to 10 million rows and improved loading speeds [9][10] - Feishu's enterprise-level agent development platform, Aily, allows users to create customized agents for various business needs [14] Market Position - Feishu is competing with DingTalk and WeChat Work, forming a triad in the collaborative software market [17] - In the new energy vehicle sector, 60% of the top 30 brands are using Feishu, showcasing its strong market presence [19] - In the consumer sector, Feishu has captured significant market share, with 5 out of 6 listed tea brands and 7 out of 10 listed domestic beauty brands using its platform [20] Industry Trends - The B-end market is accelerating the commercialization of generative AI, with enterprises expected to invest $4.6 billion in 2024, an increase of nearly 8 times [16] - The competitive landscape for enterprise software is shifting from single-function products to ecosystem building, driven by AI advancements [15]

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]

针对调整后的喜茶 Logo ，网友纷纷发表自己的看法。有网友认为新版Logo和旧版Logo很难看出 差别；也有部分网友调侃这是让"大家来找茬"；另有网友指出，新版Logo"嘴变大了，眼睛直了， 刘海平了，耳朵大了""新的看起来更协调"等。 据悉，这并非喜茶 Logo 第一次"变脸"。2022年9月底，有报道称，从喜茶多个社交平台的头像可 见，品牌悄悄改变了Logo的图案：涂黑的头发没了，握杯子的手指也不见了。网友调侃：喜茶的 Logo一夜"秃"了。今年3月，喜茶的Logo又一步步换回了经典的黑发造型，并留有握住茶杯的手指 呈现细节。 有评论认为，品牌频繁更换Logo"太折腾"。也有评论认为，喜茶的Logo调整并非仅限于视觉层 面。在品牌文化层面，喜茶通过频繁的Logo更新，与消费者建立了更紧密的互动关系。例如，喜茶 曾发起"Logo变装"征集活动，鼓励用户进行二次创作，加深了用户对品牌的认知，也增强了品牌的 亲和力。 今年2月，喜茶曾发布主题为《不参与数字游戏与规模内卷，回归用户与品牌》的内部全员邮件称， 要强化品牌与用户的深度连接，回归用户与品牌。 2025.07. 10 本文字数：1052，阅读时长大约2 ...

最近两周的外卖大战，比高温的天还要热。 随着外卖市场"三国杀"的加剧，新老玩家进入"短兵相接"的相持阶段。在庞大的市场补贴面前，用户可谓"羊毛薅到手软"——在刚刚过去的七月 第一个周末，奶茶等夏季高频食品，在一些平台上甚至达到了"零元购"的地步。 在社交平台上，不少网友感慨"外卖大战，没领到就是输"，"一代人有一代人的鸡蛋要抢"。 奶茶店"爆单"景象社交媒体截图 外卖市场的火热，是中国消费潜力巨大的现实印证。 但同样不应该忽视的是，中国消费市场不仅需要数量，更需要质量。 从市场情况来看，大量的补贴在短期内达成了一个"四赢"的局面：消费者拿到实惠、商家增加生意，骑手获得更多收入，平台冲击更高规模，看 似每一方都获得了自己想要的。但是，历史无数次证明，"羊毛盛宴"背后往往隐藏着危机。 毫不客气地讲，这种四赢的局面只是暂时的——好生意不是"烧"出来的，也不是"卷"出来的。 中国外卖市场，或许是应该冷静一下了。 好生意不是"烧"出来的，警惕被补贴催熟的虚假繁荣 外卖市场的疯狂补贴，让不少人想到了多年前的"共享单车泡沫"。 在资本的狂热追捧下，共享单车平台开启烧钱模式，通过高额补贴吸引用户。结果纸面上的繁荣，掩盖了市场 ...

7月10日，茶咖日报的主要内容有： 喜茶偷偷调整了logo？多处细节被网友揪出 因新旧版本logo差异细微，部分网友调侃堪比小米当年的"磨圆直角"式换标，是让"大家来找茬"。 据了解，喜茶logo是一个手持茶饮的简笔人物侧脸形象，诞生于品牌创立之初，灵感源自中外铸币上经典的人物侧脸肖像，以及饮用喜茶首创产品芝士茶时 倾斜45度的招牌动作。 而这也并非喜茶logo第一次"微调"，2022年9月就有媒体报道，品牌logo的图案中涂黑的头发没了，握杯子的手指也不见了。今年3月，logo又换回了经典的 黑发造型，并留有握住茶杯的手指呈现细节。 茶话弄位于洛杉矶的美国首店即将开业 日前，小红书"茶话弄ChaHalo Rowland"账号宣布，品牌位于洛杉矶的美国首店即将开业，地址位于17823 Colima Rd, City of Industry, CA 91748。 7月10日，"喜茶偷偷调整了logo"相关话题引发关注，登上微博热搜。据新浪财经报道，喜茶官方客服回应称logo确实有更换，但未对此次调整进行更多说 明。 针对调整后的喜茶logo，网友纷纷拿出显微镜，有眼尖的发现，此次调整涉及多处细节：耳朵变大、头型 ...

"入行十年来，第一次见到这么贵的黄柠檬。" 近日，"柠檬疯涨似黄金""柠檬水成本飙升" 等话题频现社交平台，据「央视财经」报道，今年夏季柠檬价格大幅上涨，部分品种较去年同期涨价3至5 倍，四川安岳等地柠檬价格波动剧烈。 农业农村部全国农产品批发市场价格信息监测数据显示，去年6月至今，全国柠檬的批发价格始终保持上涨态势，2025年7月已达到14.47元/公斤，而去年 同期价格仅为7.76元/公斤，同比涨幅超过80%。 更直观的对比是，柠檬的价格已经超过了被称作是"水果贵族"的荔枝——在小象超市APP中，500g的安岳黄柠檬价格为13.8元，而同样500g的玉荷包荔枝 仅需9.9元。 从最早英国发源的柠檬红茶，到20世纪香港茶餐厅的冻柠茶，再到如今各大新茶饮品牌......"流水的新品，铁打的柠檬"。这颗酸涩的小水果，始终是饮品 界不可或缺的一员。 市面上常见的柠檬，除了当下涨价最猛的黄柠檬，还有青柠檬、香水柠檬和小青柠等。作为手打柠檬茶主要原材料的香水柠檬也曾经历过一波价格的爆 发。 2019到2022年，因手打柠檬茶持续出圈，香水柠檬的价格涨幅曾达30倍，价格甚至一度飙升到35元/斤。然而，到了2024年夏天 ...