十年深耕，从江门老街铺到全国650家门店，赵记传承用一碗手冲姜撞奶打破了"糖水不出两广"的魔 咒。 2025年夏末，沈阳铁西万象汇，一群年轻人正在一家装修雅致的店前排队。菜单上是琳琅满目的广式糖 水：手冲姜撞奶、香滑双皮奶、陈皮红豆沙……这对嗜好咸口的东北人来说，是一种新奇体验。 从2015年江门开出第一家店至今，赵记传承已在全国开设了650家门店，成为广式糖水全国化的领军品 牌。 01 五代传承，从非遗技艺到全国品牌 赵记传承的故事始于一门家传手艺。赵氏家族五代人传承糖水技艺，其独门绝活——手冲姜撞奶制作技 艺，在2022年和2023年先后被列入江门市蓬江区区级和江门市市级非物质文化遗产代表性项目名录。 "我从小就看着家里长辈做姜撞奶，每一个步骤都讲究得很。"赵崇宽回忆道。2015年，赵崇宽在江门江 华路开出第一家赵记传承门店，将家传手艺带入大众市场。 "要选用云南高山小黄姜，去皮榨汁，再将广西水牛奶加热到70-80度，在一定高度冲入姜汁中，靠蛋白 质与姜蛋白酶的自然反应凝固成形。"赵记传承起初只是街边小店，但凭借出色的口味和独特的制作工 艺，赵记传承很快积累了一批忠实顾客。 品牌的快速发展引起了资本市场的 ...

Core Viewpoint - The new Chinese-style dessert market is experiencing rapid expansion, particularly in the East China region, with many brands opening hundreds of stores within a year, indicating a significant growth trend in this sector [4][5][6]. Expansion of New Chinese-style Dessert Brands - Several new Chinese-style dessert brands have opened over 300 stores in the past year, with a notable concentration in East China. For instance, 麦记牛奶公司 has over 400 stores, with nearly 350 opened in the last year, marking a growth rate exceeding 700% [5]. - 糖叙手作糖水铺 has also expanded rapidly, surpassing 100 stores, with nearly 70% opened this year. Brands from Guangdong are increasingly targeting the Jiangsu-Zhejiang-Shanghai market [5][6]. - Established brands like 赵记传承 are accelerating their expansion in East China, adding nearly 100 new stores in the past year [6]. Market Trends and Consumer Behavior - The popularity of dessert shops is rising, with significant engagement on social media platforms regarding "dessert training" and "dessert franchising," indicating a growing interest in this business model [7]. - The average price of desserts has increased to around 20 yuan, with many brands focusing on enhancing product presentation and visual appeal to attract consumers [8][16]. Changes in Store Strategy and Product Offering - New dessert brands are shifting from street-side locations to shopping centers, which offer higher foot traffic and visibility. This strategic change is evident in the locations of new stores for brands like 麦记牛奶公司 and 赵记传承 [8][10][11]. - The store designs emphasize a modern aesthetic, incorporating elements that enhance the dining experience, such as greenery and warm lighting, while also focusing on the quality of ingredients used [12][15]. - The product offerings have diversified, with many brands introducing fusion items alongside traditional desserts, catering to evolving consumer preferences [16][18]. Economic Viability and Investment Potential - The dessert category shows strong profitability potential, with gross margins typically exceeding 65%. Some stores report monthly revenues of up to 160,000 yuan, with net profits exceeding 50,000 yuan [22]. - The investment required for opening a dessert shop is significant, often exceeding 500,000 yuan, but the low technical barriers make the market attractive for new entrants [25]. Regional Market Dynamics - East China is seen as a critical market for dessert brands due to its strong consumer spending power, with per capita disposable incomes in Shanghai, Zhejiang, and Jiangsu exceeding 50,000 yuan [21]. - The local preference for sweet flavors provides a favorable environment for dessert brands, contrasting with the competitive landscape in Guangdong, where established brands dominate [21]. Challenges in Expansion - Despite the growth potential, dessert brands face challenges in expanding beyond their initial regions, including high initial investment costs and seasonal demand fluctuations, particularly in winter [24][26].

Core Viewpoint - The dessert shop industry, particularly new-style sugar water shops, is experiencing a resurgence after years of stagnation, driven by innovative products and changing consumer preferences [7][24]. Group 1: Industry Trends - The new-style sugar water brand, 麦记牛奶公司, has opened over 60 stores since its establishment in 2021 and plans to expand to around 500 stores this year [8]. - RUXU 入续鸳鸯糖水铺 aims to open 20-30 new stores, focusing on the Guangdong region [10]. - The dessert market is growing, with over 200,000 dessert-related enterprises in China as of April 2025, a 21% increase since 2021 [22]. Group 2: Market Dynamics - Sugar water has evolved from being a standalone dessert to a complementary product in tea and hot pot restaurants, which has helped reintroduce it to consumers [26][27]. - The saturation of the tea and hot pot markets has created an opportunity for sugar water shops to regain market share [29]. - The rise of health-conscious consumers, particularly among the Z generation, has led to increased demand for health-oriented dessert options [34][36]. Group 3: Consumer Preferences - New sugar water brands are targeting health-conscious consumers by introducing "health desserts" that incorporate traditional health ingredients [35][40]. - The concept of "food therapy" is gaining traction, with brands integrating medicinal ingredients into their dessert offerings [36][40]. Group 4: Business Model and Challenges - Many new-style sugar water brands adopt a "third space" model, creating social environments in their stores, which appeals to younger consumers [43][45]. - The focus on aesthetic and experiential elements in store design increases operational costs, particularly in high-rent areas [47][48]. - The complexity of sugar water production compared to tea makes it challenging to achieve high standardization and rapid innovation [49][50].