冲调饮品

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冲泡类饮品大撤退
3 6 Ke· 2025-08-15 00:17
Core Viewpoint - Traditional instant beverages like Xiangpiaopiao milk tea, Wewei soybean milk, and Southern black sesame paste are facing a collective crisis due to declining sales, primarily driven by a shift in consumer preferences towards more convenient and healthier options [1][4][10] Group 1: Market Performance - In 2024, Xiangpiaopiao's revenue from instant products was 2.271 billion yuan, a year-on-year decline of 15.42% [5] - Wewei's solid instant beverage revenue was 1.909 billion yuan in the previous year, down 3.02% [5] - Southern black sesame's instant beverage revenue was 854 million yuan, a decrease of 3.90% [5] - Xiangpiaopiao's peak sales in 2020 reached 3.067 billion yuan, but by 2024, revenue had dropped to 2.271 billion yuan, indicating a significant decline in market share [8][10] Group 2: Consumer Trends - The decline in instant beverage consumption is attributed to changing lifestyles, with younger consumers favoring immediate satisfaction and convenience [10][12] - Instant beverages were originally transitional products during a time of limited market supply, but as fresh and ready-to-drink options have become more available, traditional instant products have lost their appeal [10][17] Group 3: Company Strategies - Companies like Wewei and Southern black sesame are diversifying their product lines to include ready-to-drink options and other innovations to adapt to market changes [12][15] - Xiangpiaopiao has introduced new products like Meco fruit tea and other ready-to-drink beverages to capture market share [14][23] - Despite these efforts, the transition to ready-to-drink markets is challenging due to intense competition from established players in the beverage industry [15][23] Group 4: Historical Context - Wewei and Southern black sesame have a long history, with Wewei being established in 1992 and achieving significant market share in the soybean milk sector [8][21] - The traditional instant beverage market has been in decline for several years, with companies struggling to maintain their previous growth trajectories [5][6][10]
研判2025!中国藕粉行业市场政策、产业链、市场规模、竞争格局及发展趋势分析:海外市场有望成为行业新的增长点[图]
Chan Ye Xin Xi Wang· 2025-08-12 01:19
Core Viewpoint - The demand for low-calorie, high-nutrition foods is increasing due to rising health awareness among consumers, leading to significant growth in the lotus root powder market, which is projected to reach a market size of 2.629 billion yuan in 2024, with a year-on-year growth of 30.22% [1][15]. Market Overview - Lotus root powder is rich in dietary fiber and various vitamins, offering health benefits such as cooling blood and nourishing the body, aligning with current consumer health trends [1][15]. - The market for lotus root powder is expected to expand further as the "Belt and Road" initiative promotes Chinese dietary culture globally, opening new overseas markets [1][15]. Market Policies - The Chinese government has implemented strict standards for food safety, including GB/T25733, which took effect on May 1, 2023, ensuring quality and safety in lotus root powder production [4][6]. Industry Chain - The lotus root powder industry consists of upstream (lotus root cultivation, procurement, processing equipment, packaging materials), midstream (processing and production), and downstream (sales channels including supermarkets, specialty stores, and e-commerce) segments [9][11]. Upstream Supply - Lotus root is the primary raw material for lotus root powder, with significant production in southern provinces such as Jiangsu, Zhejiang, and Hunan. The production volume is projected to reach 13.231 million tons in 2024, reflecting a year-on-year increase of 1.58% [11][15]. Downstream Demand - The consumer demographic for lotus root powder is predominantly aged 18-35, accounting for 36% of the market, with a strong preference for low-sugar and convenient packaging options. Female consumers represent over 50% of the market, often seeking beauty and health benefits [13][15]. Competitive Landscape - The lotus root powder industry is characterized by a fragmented competitive landscape with numerous participants. Key players include Weiyi Food and Beverage Co., Ltd., Hangzhou Tiantang Food Co., Ltd., and Liangpin Shop, among others [17][20]. - Hangzhou Tiantang Food Co., Ltd. is recognized as a leading producer, known for its "Tiantang" brand lotus root powder, which is well-received domestically and exported to Japan, Europe, and Southeast Asia [17][20]. Development Trends - The industry is expected to trend towards high-end, functional foods, with an emphasis on quality raw materials and advanced processing techniques. Future products may include low-sugar, low-fat, and high-fiber options, as well as flavors that incorporate local ingredients [23].