Core Viewpoint - The company, Cha Bai Dao (02555), announced a mid-term dividend of HKD 0.18 per share for the six months ending June 30, 2025, to be distributed on October 28, 2025 [1] Group 1 - The mid-term dividend is set at HKD 0.18 per share [1] - The dividend distribution date is scheduled for October 28, 2025 [1] - The dividend pertains to the financial period ending June 30, 2025 [1]

Group 1 - The company, Cha Bai Dao (02555), announced a mid-term dividend of HKD 0.18 per share, which will be distributed on October 28, 2025 [1] - The dividend pertains to the six-month period ending on June 30, 2025 [1]

以前打工人对一杯奶茶最大的赞美是"不甜"，现在变成了"还有点咸"。 从十八线小县城到北上广，都纷纷往杯子里撒起咸味奶酪乳。 左手是街边小摊全国统一包装的"泰式咸法酪"，右手拎着各大茶饮品牌名字越卷越长的"乐乐茶咸法酪泰奶维也纳""喜茶咸酪泰奶冰""茶百道宫廷咸法 酪""茉莉奶白针王葡萄咸酪乳""春莱泰式咸酪红奶茶""邓氏阿嬷手作锡兰咸法酪""另茶泰式咸法酪"，向这一年被羽衣甘蓝果蔬茶重新养了一遍的胰岛素发 起冲锋的号角。 不过，就是这样一个小小的改动，就让它身价倍增，甚至在下沉市场走起了高端路线，成为了奶茶界的「县城婆罗门」——十八线小县城的不知名奶茶店 也能卖到30多块钱一杯，一个文字配方更是炒到1000多元，在消费降级的大浪潮下，连上海人都直呼怎么敢的。 图源：小红书@小熊维尼 图源：小红书@小萌七设计工作室、公众号@乐乐茶LELECHA、小红书@OTHER TEA 另茶 根据饮力实验室月度饮品报告，取样的55个连锁品牌上新情况调查中，几乎每月都有咸法酪、生酪类饮品推出；小红书上"泰式咸法酪"话题高达3115万浏 览、21.4万讨论；多篇行业媒体报道更是押注它会成为今年秋冬的"爆款基底"。 寡淡的菜汁儿嘬 ...

热门综艺《一饭封神》上周刚刚收官，节目中斩获亚军的"人气主厨"杨艳彬，其首个联名饮品一经上市 便热销了近90万杯。 据悉，此次联名是杨艳彬与新茶饮头部品牌茶百道合作，推出主打"浓奶茶"的咸法酪系列饮品——"宫 廷咸法酪"和"千目咸法酪"。 笔者发现，这不仅是杨艳彬在《一饭封神》后的首次联名，更是作为米其林年轻厨师的他第一次与新茶 饮品牌跨界合作。品尝过的网友纷纷表示，"就像在喝一块入口即化的轻乳酪蛋糕""没想到有一天在茶 百道也能喝到米其林大厨做的饮品"。 编辑：林森 在谈及此次与茶百道"结缘"的原因时，杨艳彬表示："作为主厨，我一直想打破传统甜品的边界，把更 轻盈、更有层次的风味带给大家。感谢茶百道团队的信任，让这次的创意得以实现。"此外，网友还扒 出了茶百道和杨艳彬更多的"隐藏缘分"，原来两者不仅都是从成都起步的 "创业老乡"，在杨艳彬的老 家福建，茶百道还拥有6000余平方米的原叶茶生产基地。 资料显示，1993年出生的杨艳彬，是成都米其林一星餐厅"福满楼"的主理人，并于2024年荣获"成都米 其林指南年轻厨师奖"。（资讯） 杨艳彬告诉笔者："从后厨到茶饮店，我把对甜品的理解做进了这杯茶里。特调的咸香奶 ...

Group 1 - The popular variety show "Yi Fan Feng Shen" recently concluded, and the runner-up "popular chef" Yang Yanbin launched his first co-branded beverage, which sold nearly 900,000 cups shortly after its release [1][3] - Yang Yanbin collaborated with leading new tea brand Cha Bai Dao to introduce a series of "salty milk tea" drinks, including "Palace Salty Milk Tea" and "Thousand Eye Salty Milk Tea" [1][3] - The collaboration marks Yang Yanbin's first cross-industry partnership with a new tea brand, showcasing his innovative approach to blending dessert concepts into tea beverages [3] Group 2 - Consumers who have tasted the drinks described them as reminiscent of a light cheesecake, highlighting the unique flavor profile created by Yang Yanbin [3] - Yang Yanbin emphasized his intention to break traditional dessert boundaries by offering lighter and more layered flavors through this collaboration with Cha Bai Dao [3] - Both Yang Yanbin and Cha Bai Dao share a common entrepreneurial background from Chengdu, and Cha Bai Dao has a significant tea production base in Yang's hometown of Fujian [3]

Core Viewpoint - Yihuo Tang has strategically expanded its presence by opening 500 new stores across 25 provinces during the summer back-to-school season in 2025, marking a significant step towards its goal of reaching a "ten thousand store" scale [1] Group 1: Market Expansion - The new 70 stores in the Greater Bay Area cover over ten cities, including Guangzhou, Shenzhen, and Dongguan, highlighting the brand's commitment to this key market [2] - Since its first store opened in Guangdong in 2016, Yihuo Tang has steadily expanded from first-tier cities to second and third-tier city business districts, with over 1,500 stores now in the Greater Bay Area [2][3] - The brand's focus on product innovation is evident, with local favorites like scented lemon tea and brown sugar pearl milk tea being well-received by consumers [2] Group 2: Targeting Young Consumers - Yihuo Tang's strategy emphasizes campus consumption, with 175 of the new stores located in educational districts, reinforcing its connection to student life [3][4] - The brand has over 1,600 stores in universities nationwide, achieving a coverage rate of over 70%, making it the leading new tea drink brand in the campus market [5] - During the college entrance examination period, Yihuo Tang provided free special mint lemon water near exam sites, showcasing its commitment to social responsibility and understanding of young consumer needs [5] Group 3: Marketing Strategies - The brand's marketing approach for the back-to-school season includes promotions that resonate with Generation Z, focusing on social interaction and value [6] - Data indicates a 40-50% increase in foot traffic in educational districts around the back-to-school period, prompting Yihuo Tang to implement targeted promotional strategies [6] - Engaging activities such as "0.99 yuan mint milk green tea" and group purchase options were designed to attract different customer segments [6][8] Group 4: Product Innovation and Cultural Engagement - Yihuo Tang has shown agility in responding to social trends, such as launching a free giveaway of mint milk green tea after its appearance in a popular skit, achieving over 200,000 cups sold in a single day [9] - The brand integrates local culture into its offerings, such as seasonal drinks for university events and themed packaging during exam seasons [9] - Collaborations with popular anime IPs have helped Yihuo Tang connect with younger audiences, expanding its influence within this demographic [9]

Core Viewpoint - The beverage industry is experiencing a creative product explosion, with innovative drinks gaining significant consumer attention and sales momentum, indicating a shift in product development strategies [5][15][39]. Group 1: New Product Trends - Recent collaborations, such as the "Mushroom Ice Cream" by Heytea and a celebrity chef, have led to immediate sell-outs, showcasing the appeal of unique flavor combinations [4][7]. - Creative drinks like "Drunken Milk Tea" and "Bean Juice Milk Tea" are becoming popular, suggesting a trend towards more adventurous flavor profiles [12][15]. - The introduction of visually striking toppings and ingredients, such as whole fruits or unique textures, is becoming a key factor in attracting consumers [19][24]. Group 2: Flavor Innovation - The integration of local flavors into beverages, such as the "Bean Juice Milk Tea" inspired by traditional recipes, is creating buzz and driving consumer interest [25][28]. - The use of basic ingredients like rice and grains is emerging as a new trend, with products like rice-based drinks gaining popularity and high sales [30][32]. - Alcohol-infused beverages are also making a comeback, with significant sales reported for products like "Drunken Milk Tea" [34]. Group 3: Market Dynamics - The beverage industry is shifting focus from mere marketing tactics to enhancing product quality, taste, and health benefits, indicating a move towards "productism" [38][40]. - Continuous creative output is essential for brands to maintain relevance and consumer interest in a competitive market [41][42]. - The current trend emphasizes that innovative drinks are no longer optional but a necessity for brands to thrive [41].

Group 1 - The core viewpoint of the article highlights the decline of the company Bawang Chaji, which was once a popular brand in the new tea beverage industry, now facing challenges after its recent financial report for Q2 2025 [1] - Bawang Chaji was previously known as the "queue king" in shopping malls, with its product "Boyar Jue Xuan" being highly sought after, and it was often referred to as the "Eastern Starbucks" [1] - The company's valuation had been rising significantly, but the latest financial results have led to a stark contrast, indicating a downturn in its market performance [1]

部分茶饮股逆市上扬，截至发稿，古茗(01364)涨4.55%，报22.06港元；蜜雪集团(02097)涨3.52%，报 405.4港元；沪上阿姨(02589)涨1.3%，报124.8港元；茶百道(02555)涨0.24%，报8.34港元。 消息面上，中泰证券（600918）指出，经历了24年全行业短暂的增速放缓后，今年上半年茶饮行业再次 迎来复苏。头部品牌蜜雪、古茗今年上半年收入同比增速达到40%左右。该行认为，一方面以蜜雪冰 城、古茗、霸王茶姬为代表的茶饮品牌25年初上市有助于提升茶饮行业整体渗透率，提升门店客流；另 一方面，上半年开启的外卖大战，茶饮作为核心补贴品类，也进一步提升单店单店销售。整体看该行认 为，开店节奏好的品牌核心原因是加盟门店的单店模型出色，因此未来品牌的势能仍强烈依赖于加盟店 的单店模型。 ...

消息面上，中泰证券指出，经历了24年全行业短暂的增速放缓后，今年上半年茶饮行业再次迎来复苏。 头部品牌蜜雪、古茗今年上半年收入同比增速达到40%左右。该行认为，一方面以蜜雪冰城、古茗、霸 王茶姬为代表的茶饮品牌25年初上市有助于提升茶饮行业整体渗透率，提升门店客流；另一方面，上半 年开启的外卖大战，茶饮作为核心补贴品类，也进一步提升单店单店销售。整体看该行认为，开店节奏 好的品牌核心原因是加盟门店的单店模型出色，因此未来品牌的势能仍强烈依赖于加盟店的单店模型。 智通财经APP获悉，部分茶饮股逆市上扬，截至发稿，古茗(01364)涨4.55%，报22.06港元；蜜雪集团 (02097)涨3.52%，报405.4港元；沪上阿姨(02589)涨1.3%，报124.8港元；茶百道(02555)涨0.24%，报8.34 港元。 ...