多彩贵州网讯(本网记者 柴 睿 通讯员 庞爱忠 杜正曦 黄思蕾)"让云南的'奇才'和贵州的'智多星'碰撞出火花。"1月8 日下午，茶咖融合·黔滇联动——特色产业赋能乡村振兴交流会在贵州大学科技园举行，中国工程院院士、贵州大 学校长、省茶产业专家服务团团长宋宝安在会上如是说。 交流会现场 来自云南贵州两地学界、业界的150多人齐聚一堂，围绕茶咖文化的融合与创新、茶咖品牌构建与市场拓展策略， 抛金句、谈观点、讲想法，让茶和咖啡两大产业相互赋能、协同发展。 "左手咖啡右手茶" "茶文化有几千年的历史，而咖啡最早从云南边境传入。"云南农业大学教授莫力分享了云南茶咖融合在种植、消 费、加工等层面的多元形式，她希望未来"左手咖啡右手茶，云南之行很开心"。 "茶咖本是同根生" 围绕品牌构建与市场拓展，贵茶集团董事长蒙祖德与黑石咖啡创始人雷鸣不约而同以"茶咖本是同根生，可同根深 植，亦可立足贵州节节高升"表达期待，一位聚焦产品创新，一位侧重人才培育。 交流会现场 这一观点与"横贯咖啡"创始人刘开胜的实践不谋而合。"未来茶和咖啡会有更多空间共享的可能"，有着25年咖啡 从业经验的刘开胜认为，融合不必强行叠加产品，在同一个消费空 ...

Core Viewpoint - The resurgence of Hong Kong-style milk tea is evident, with new brands and innovative products attracting younger consumers, suggesting a potential return to mainstream popularity for this classic beverage [1][3][5]. Group 1: New Trends in Hong Kong-style Milk Tea - The introduction of "aged Hong Kong milk tea base" by Chuntian Mature Tea House has led to popular products like the 800 times hand-made Yuanyang and the invigorating Golden Brick Silk Stocking Milk Tea, appealing to younger demographics [1][3]. - New brands like "Puloo tea" are innovating by combining traditional milk tea with various flavors, such as pistachio and mango, creating unique offerings that enhance the drinking experience [3][5]. Group 2: Challenges Faced by Traditional Hong Kong-style Milk Tea - Traditional Hong Kong milk tea, characterized by its simple ingredients and complex preparation methods, has struggled to maintain its market position due to the rise of new beverage trends like cheese tea and fruit tea [7][9]. - The "intangible cultural heritage" status of Hong Kong milk tea has created a double-edged sword, limiting innovation and leading to perceptions of the beverage as outdated and less appealing to younger consumers [11][13]. Group 3: Opportunities for Revitalization - There are three key opportunities for the revival of Hong Kong milk tea: leveraging its rich flavor profile to attract consumers seeking robust taste experiences, optimizing traditional recipes with new ingredients and standardized processes, and innovating product forms to create a diverse product matrix [14][19][20]. - The market is seeing a shift towards "Hong Kong milk tea +" concepts, which could include variations like milk tea with cheese toppings or milk tea slushes, expanding the appeal to a broader audience [22]. Conclusion - The Hong Kong milk tea industry stands at a crossroads, with the potential to either cling to tradition or embrace innovation to meet contemporary consumer demands. The success of this revival will depend on addressing health concerns and enhancing the overall drinking experience [23][24].

Core Viewpoint - Investing in companies with a strong history of dividend payments can lead to financial freedom, particularly if these companies can grow their dividends over time [1] Group 1: Coca-Cola - Coca-Cola owns 30 brands that generate over $1 billion in annual revenue, providing an attractive yield for passive income [2] - The company has increased its quarterly dividend by 52% over the last decade, with a 5% increase announced for the end of 2024, marking its 64th consecutive annual dividend increase expected in Q1 2026 [2] - Coca-Cola's market cap is $303 billion, with a current stock price of $70.51 and a dividend yield of 2.89% [4][3] - Despite a challenging consumer spending environment, Coca-Cola reported a 5% year-over-year revenue increase in Q3, attributed to marketing and innovation [5] - The company has a gross margin of 61.55% and has paid out about two-thirds of its earnings in dividends over the past year, allowing room for future growth [4] Group 2: Home Depot - Home Depot is the largest home improvement retailer and has paid dividends for 38 years, with a 288% increase in dividends over the last decade [8] - The current dividend yield is 2.46%, with a quarterly payment of $2.30, and the company has paid out less than two-thirds of its earnings in dividends [10][13] - Home Depot's market cap is $373 billion, with a current stock price of $374.64 [9][10] - The company experienced a 2.8% year-over-year sales increase in Q3, although comparable store sales grew by only 0.2% [10] - Management estimates a $50 billion underspending in routine repairs and home remodeling, indicating significant pent-up demand for its services [12] - Home Depot operates in a $1 trillion addressable market, presenting substantial growth opportunities for earnings and dividends [13]

Group 1 - Celsius Holdings, Inc. (NASDAQ:CELH) has a current stock price around $50, with a price target of $70 suggested by Needham, indicating potential for growth despite being considered aggressive [1] - The company sells energy and hydration drinks under brands such as CELSIUS, CELSIUS Originals, and CELSIUS ESSENTIALS [2] - A recent earnings miss has raised concerns, leading to a recommendation to wait for another quarter before making investment decisions [2]

Core Viewpoint - Oriental Rise (ORIS) Holdings has entered into a non-binding letter of intent to acquire the PoDu white tea beverage brand, aligning with its long-term strategic objectives to enhance its white tea category and diversify product offerings [1] Group 1: Proposed Transaction Details - The acquisition involves PoDu, a ready-to-drink botanical tea beverage brand from Zherong County, Fujian Province, focusing on high-altitude white tea [1] - The transaction is subject to comprehensive due diligence, satisfactory results, and the execution of definitive agreements [1] - The completion of the transaction is contingent upon customary closing conditions [1] Group 2: Strategic Alignment and Benefits - The proposed acquisition is expected to complement Oriental Rise's existing tea garden resources in Zherong County, furthering its strategy of expanding across the tea value chain [1] - The company aims to enhance its product innovation, branding, distribution, and consumer product development through this acquisition [1] - Expected benefits include a diversified product mix, increased exposure to higher-margin consumer products, and improved ability to capture health-oriented demand trends [1] Group 3: Market Position and Growth Potential - Zherong County is recognized for its high-altitude tea-growing environment, which contributes to the production of premium tea leaves [1] - The combination of Oriental Rise's resources and PoDu's brand positioning is anticipated to strengthen brand presence and enhance operating leverage for future growth initiatives [1]

来源：品饮汇观察 「品饮汇观察」每周追踪整理各大品牌在饮品领域的创新之举，带来最前沿的资讯，预见潮流，掌握行业脉动。 盒马双米饮品焕新登场 近期，盒马全新上架「大米饮」与「小米饮」两款谷物饮品。其中「大米饮」严选北纬45°五常优质大米，经慢萃工艺提炼，最大程度保留天然谷物清 香，适配早餐、办公、休闲等多元场景。目前该新品已登陆盒马App，230g*4瓶的组合装定14.9元，为消费者提供健康便捷的饮用选择。 图源：小红书用户@嘉嘉ziya 元气森林拓局凉茶新领域 1月4日，元气森林正式官宣进军凉茶植物饮料赛道，全新单品"好自在清凉茶"同步亮相。这款新品以"传统功效打底、现代工艺赋能、清洁配方加持"的创 新思路，不仅补齐了品牌在草本清凉饮品的品类短板，更给长期缺乏新意的凉茶市场注入鲜活动力，为消费者带来全新草本饮用体验。 农夫山泉推出马年生肖典藏版玻璃水 1月5日，农夫山泉限量推出马年生肖典藏版玻璃瓶水。据了解，本次共计筹备十六万套该款生肖水，采用"只送不卖"的回馈模式。消费者只需打开微信搜 索"农夫山泉生肖水"，参与官方抽奖活动，即有机会免费获取这款兼具收藏价值与纪念意义的限定饮品。 加多宝推出联名包装潮范升级 ...

Group 1 - Constellation Brands, Inc. (STZ) reported relatively weak fiscal Q3 results for the September-November period, although not as weak as anticipated [1] - The company focuses on identifying mispriced securities by understanding the drivers behind financials, often revealed through a DCF model valuation [1] Group 2 - The investment philosophy of the company encompasses a broad approach that does not limit itself to traditional value, dividend, or growth investing, but rather evaluates all prospects to determine risk-to-reward [1]

Core Viewpoint - The Chinese liquor industry is undergoing an unprecedented deep adjustment in 2025, characterized by tightening policies, weakened consumption, price inversion, and high inventory levels, leading to collective anxiety within the industry. However, Kweichow Moutai is boldly advancing its strategy of transforming towards the consumer end (C-end) in a manner that disrupts traditional industry logic [3][4]. Industry Survival System - The prosperity of the liquor industry over the past two decades has largely relied on a complex "non-consumer-oriented" system, where sales are driven by channels rather than direct consumer engagement. The pricing is controlled by intermediaries, and the focus has shifted to financial speculation rather than genuine consumption needs [4][5]. - The industry has seen a proliferation of story-based marketing, emphasizing historical and cultural narratives over actual product quality and contemporary taste preferences [4]. Moutai's Strategic Shift - Kweichow Moutai is dismantling its traditional business model by enhancing its direct sales through the "i Moutai" digital platform, increasing its direct sales ratio to over 50% by 2025, significantly higher than the industry average [6][9]. - The company recognizes that the previous model of relying on inventory pressure for growth is unsustainable, especially as dealer inventory turnover exceeds 200 days and price inversions spread [9]. Consumer Engagement and Market Trends - Younger consumers, particularly Generation Z, exhibit low brand loyalty and prioritize experience, transparency, and social value over traditional narratives. They are less likely to be swayed by historical claims and more inclined to appreciate quality and shareable experiences [9][11]. - Moutai's shift towards the C-end is not merely about e-commerce or live streaming; it involves a comprehensive restructuring of the value chain, focusing on product transparency, reasonable pricing, experiential marketing, and direct consumer feedback [11][12]. Industry Impact and Future Outlook - Moutai's actions are seen as a significant disruption in the liquor industry, challenging companies that rely on storytelling and stock price manipulation. It compels competitors to reconsider their value propositions beyond capital operations [12][14]. - The future of the liquor industry will favor those who understand consumers rather than those who excel at marketing. Moutai's transformation signifies a return to creating genuine value rather than merely manufacturing scarcity [14].

Core Insights - Warren Buffett's investment strategy focuses on owning great businesses and allowing time for growth, contrasting with the market's tendency to chase high yields and flashy stocks [1][2] - Buffett transformed Berkshire Hathaway from a struggling textile manufacturer into the first non-tech trillion-dollar company by prioritizing consistent and dependable performance over time [2] Company Analysis - Coca-Cola Company (KO) is highlighted as a top dividend stock, recognized globally with a diverse portfolio of over 500 products [5][7] - The company pays a forward annual dividend of $2.04, yielding approximately 3%, with a notable 5-year dividend growth rate of 21.25%, making it attractive for long-term income-focused investors [8] - A consensus among 25 analysts rates Coca-Cola as a "Strong Buy," indicating a potential upside of around 25% if the stock reaches a target price of $87 within the next 12 months [8]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Primo Water Corporation and Primo Brands Corporation during specified periods about a class action lawsuit and the upcoming lead plaintiff deadline on January 12, 2026 [1][2]. Group 1: Class Action Details - Investors who purchased Primo Brands securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the court to serve as lead plaintiff by January 12, 2026 [3]. - The lawsuit claims that defendants misrepresented and failed to disclose key facts about the merger between Primo Water and BlueTriton Brands, leading to investor damages when the true details emerged [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been ranked highly for its performance in securities class action settlements [4].