继冰茶之后，"冰奶"成夏季新爆款。 从头部品牌到区域连锁都在上，茶百道的荔枝冰奶，让店员"剥荔枝剥到手软"；奈雪的香柚抹茶冰奶，成消费者夏日新宠；茶瀑布的冰奶系列稳居销量 TOP3…… "冰奶"到底有什么玄机，怎么就成了流量担当？ "冰奶"集中上新，茶百道、奈雪都卖爆了 这个夏天，饮品圈掀起了一股"冰奶风"。 先是6月，茶百道推出荔枝冰奶、仲夏蜜瓜冰奶，直接把"冰奶"送上了C位。 其中"荔枝冰奶"成现象级爆品——新鲜荔枝榨汁入茶，再搭配牛奶，既有水果本味，又冰凉爽口，一口下去瞬间降温。 官方数据显示，包含荔枝冰奶、海盐荔枝冰茶的鲜荔枝系列，上线一个月累计销量超1200万杯，消耗鲜荔枝1.5亿颗。茶百道店员在社交平台感叹："荔枝 剥不完，根本剥不完"。 近日，奈雪上架了香柚抹茶冰奶，凭借"低甜清新"的标签，成为不少消费者的夏日新宠。 此前5月份"520"期间，奈雪的玳玳花蟠桃冰奶曾登上外卖平台热门趋势榜单TOP2，带动部分门店销售额环比上涨290%。 沪上阿姨旗下茶瀑布，上架抹茶茉莉冰奶、栖霞苹果冰奶、山野黄杏冰奶、葡萄荔枝冰奶等产品，直接把冰奶系列做成了"销量担当"。 据相关负责人介绍："冰奶系列产品目前占据 ...

以下文章来源于财经天下WEEKLY ，作者财经天下 财经天下WEEKLY . 《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 烂在树上无人摘。 作者 I 林木 编辑 I 吴跃 来源 I 财经天下WEEKLY （ID： cjtxweekly ） "一骑红尘妃子笑，无人知是荔枝来。" 过往，荔枝是贵族水果，就连唐朝皇帝都吃不上几颗。但今年夏天，荔枝却卖成了白菜价，一斤低至1 .98元，这让人们实现荔枝自由 的同时，也忍不住发问为何今年荔枝能卖这么便宜？ 这与产量的激增以及各大品种扎堆上市息息相关。而由于卖不上价，有种植户宁愿烂在树上，也不愿雇人采摘。 跌成了白菜价 今年夏天，荔枝的存在感出奇得高。不仅是因为电视剧《长安的荔枝》引发热议，更因为荔枝本身的价格不断下跌，让人忍不住多炫 几斤，否则就像吃了亏。 6月下旬，家住广东珠海的林舟发现，今年的荔枝价格跌起来没完没了。同样是家门口超市卖的妃子笑，一周前还是6元一斤，过两天 再去看，一斤只要2.98元。超市工作人员似乎认准了还会跌，只用一块白色硬纸板，写上" 2.98元/斤"几个数字，随意贴在货架旁。果 不其然，三天后，价签又换 ...

《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 "一骑红尘妃子笑，无人知是荔枝来。"过往，荔枝是贵族水果，就连唐朝皇帝都吃不上几颗。但今年夏天， 荔枝却卖成了白菜价，一斤低至1.98元，这让人们实现荔枝自由的同时，也忍不住发问为何今年荔枝能卖这 么便宜？这与产量的激增以及各大品种扎堆上市息息相关。而由于卖不上价，有种植户宁愿烂在树上，也 不愿雇人采摘。 01 跌成了白菜价 今年夏天，荔枝的存在感出奇得高。不仅是因为电视剧《长安的荔枝》引发热议，更因为荔枝本身的价格 不断下跌，让人忍不住多炫几斤，否则就像吃了亏。 以下文章来源于财经天下WEEKLY ，作者财经天下 财经天下WEEKLY . 6月下旬，家住广东珠海的林舟发现，今年的荔枝价格跌起来没完没了。同样是家门口超市卖的妃子笑，一 周前还是6元一斤，过两天再去看，一斤只要2.98元。超市工作人员似乎认准了还会跌，只用一块白色硬纸 板，写上"2.98元/斤"几个数字，随意贴在货架旁。果不其然，三天后，价签又换了个新的，上面写着"1.98 元/斤"。 "荔枝这是跌成白菜价了。现在随便买斤桃子、李子，都得六七元，这么对比起来， ...

Core Insights - The article highlights the significant increase in lychee production in Guangdong, attributed to favorable weather conditions and the popularity of the TV series "The Lychee of Chang'an" [1][2][3] - Despite the bumper harvest, farmers are facing challenges due to rising transportation and labor costs, which are impacting profitability [4][5][6] Production and Pricing - Guangdong's lychee production has more than doubled compared to last year, with estimates of 206.26 million tons for 2025, a 135.34% increase from the previous year [2][3] - The wholesale price of lychee dropped from a peak of 30 yuan per kilogram in May to as low as 3 yuan per kilogram in June, before slightly rising to 5-8 yuan per kilogram in July [1][2] Market Dynamics - The lychee market is characterized by short sales seasons, with different varieties peaking at different times; for instance, the "Xianjinfeng" variety is currently being sold at 23 yuan per pound [2][3] - The supply-demand imbalance, influenced by weather and production cycles, has led to significant price fluctuations [3] Transportation and Logistics - Transportation costs are a major concern, with cold chain logistics being 2-3 times more expensive than regular logistics; air freight costs can account for 30% of the selling price [5][6] - Farmers are exploring direct sales and live-streaming to reduce costs and reach consumers more effectively [6] Consumer Trends - There has been a notable increase in online orders for lychee, with a 1509% year-on-year growth in orders on Douyin from May 20 to June 25 [6] - Beverage brands are increasingly incorporating lychee into their products, indicating a growing consumer interest in lychee-flavored items [6]

Core Insights - Nayuki's Tea has achieved steady growth in performance through a series of innovative measures and health strategies, with significant market performance noted [1] - The launch of the new grapefruit matcha series has contributed to a substantial increase in stock price, reflecting positive market reception [1][3] Performance Metrics - In May, Nayuki's Tea saw a 35% year-on-year increase in average order volume per store, followed by a 26% increase in June, marking two consecutive months of double-digit growth [1] - The stock price surged by 34.92% following the launch of the new product line on July 2 [1] Product Innovation - The new grapefruit matcha series includes two beverages and one baked good, utilizing healthy ingredients such as South African white grapefruit and matcha [3] - Nayuki's Tea has introduced a "no added sugar natural nutrition+" initiative, emphasizing fresh ingredients and low-calorie options, marking a shift in the tea beverage industry towards a focus on natural nutrition [5] Marketing and Community Engagement - The "Little Snowflake Charity" initiative aims to support animals in need, showcasing Nayuki's commitment to social responsibility [7] - The "One Day Store Manager" events, featuring popular idols, have successfully engaged consumers and enhanced brand interaction [9] Strategic Positioning - Nayuki's Tea has effectively combined health concepts with youthful marketing strategies, aligning with the preferences of Generation Z consumers who seek both taste and health [11] - The company's focus on "light nutrition and low burden" product philosophy signifies a transition in the tea beverage industry from competition based on traffic to competition based on value [11]

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Core Insights - The launch of the TV drama "Chang'an's Lychee" has sparked a significant trend in lychee-flavored beverages, leading to a surge in sales across various tea brands [1][2][3] - The high demand for lychee drinks is attributed to both increased supply and the popularity of the drama, which has created a strong consumer interest [6][7] Sales Performance - Tea brand Cha Bai Dao reported that its new lychee products sold 50,000 cups within the first hour of launch, surpassing 100,000 cups by noon on the same day [1][3] - Luckin Coffee's lychee drinks also experienced rapid sales, with both new products selling out quickly, indicating a strong market response [3][6] Supply and Pricing Dynamics - This year, lychee production has increased by over 111% compared to last year, resulting in a drop in wholesale prices to 5 yuan per kilogram [6] - The availability of multiple lychee varieties has enhanced consumer choice, contributing to the trend of "lychee freedom" among consumers [6] Marketing and Consumer Engagement - The collaboration between Luckin Coffee and the TV drama has added emotional value to the products, making them more appealing to consumers [7][9] - The marketing strategy, including themed merchandise like the "turning horse" figurine, has resonated with consumers, creating a sense of connection to the drama [9][10]

Group 1: Luckin Coffee Expansion - Luckin Coffee, China's largest coffee chain, is planning to expand into the U.S. market, with its store count in mainland China already more than double that of Starbucks [1] - Despite a previous financial scandal that led to its delisting from NASDAQ, Luckin Coffee has made a strong comeback, leveraging unique flavors and significant discounts [1] - The company is set to open its first store in downtown Manhattan, which is seen as a critical test market for international brand expansion, particularly for Chinese brands [1][2] Group 2: Business Model and Challenges - Luckin Coffee's business model is centered around technology, allowing Chinese consumers to order via WeChat, which enhances efficiency compared to traditional coffee shop experiences [2] - Analysts estimate that while prices in the U.S. will still be lower than Starbucks, the price gap will be smaller than in China [2] - The high cost of labor and the need for diverse payment methods in New York could increase operational costs for Luckin Coffee [2] Group 3: Tea Industry Developments - Tea Baidao launched a new lychee drink series that sold 50,000 cups within an hour of release, showcasing strong consumer demand [3] - The company utilizes fresh lychee fruit from Guangdong, employing modern supply chain techniques to ensure freshness during transportation [3] - Tea Baidao has improved its supply chain efficiency, with 92% of stores achieving next-day delivery and 95% receiving multiple deliveries per week [4] Group 4: Campus Market Potential - Bawang Chaji opened its first campus store at Tsinghua University, achieving over 2,200 cups sold on the opening day, indicating strong potential in the student market [5] - The brand has established a presence in nearly 200 universities across China, with popular products making up a significant portion of sales [5] Group 5: Investment in Tea and Coffee Industry - Zhejiang Fino Group has initiated a tea and coffee industrial park project with an investment of approximately 4 billion yuan, expected to generate an annual output value of 5 billion yuan upon completion [6] - The project includes a smart factory focused on various beverage products, with a planned annual capacity exceeding 180,000 tons [6] Group 6: Lavazza's Strategic Partnerships - Lavazza has renewed its collaboration with Lamborghini, following a successful initial partnership, to create a unique coffee product tailored for the luxury automotive brand [7] - The brand has established a significant presence in China, opening over 100 stores in major cities since its entry into the market [7]

以港股上市的茶百道为例，6月12日，茶百道上新荔枝系列饮品"荔枝冰奶""海盐荔枝冰茶"，主打"只使 用荔枝鲜果现榨"。茶百道数据显示，荔枝系列上市一小时就卖出五万杯，当天中午销量突破十万杯， 登顶全国所有区域门店，成为今年夏季以来茶饮行业的爆款之一。 在业内看来，校园消费市场潜力巨大。从大学生群体对茶饮的消费习惯来看，健康与口感的双重需求、 消费场景的便利性，以及品牌联名等创新营销的吸引力，成为影响决策的主要因素。 据霸王茶姬相方面介绍，在高校市场，霸王茶姬的经典产品伯牙绝弦、桂馥兰香、万里木兰杯占比接近 60%，成为最受学生欢迎的三款饮品。同时，霸王茶姬3月推出的轻因·伯牙绝弦、轻因·花田乌龙等新品 也广受好评，反映出大学生群体对新品的强烈尝鲜意愿。截至2025年6月11日，霸王茶姬校园店会员数 已超200万，其中云南、四川、浙江三地学生会员数量位居全国前三。 值得一提的是，4月以来，京东、美团、饿了么纷纷宣布启动百亿补贴计划，低至个位数，甚至免单的 茶饮券使外卖平台日均订单量飞涨。与此同时，趋近饱和的茶饮行业凭借出餐速度快，受众群体多且正 值夏季饮品销售旺季等优势，头部品牌近期销量增长明显。 随着盛夏脚步 ...

Core Viewpoint - The recent popularity of the TV series "Lychee in Chang'an" has significantly boosted lychee-related consumption, leading to the successful launch of new lychee beverages by Cha Baidao, which quickly became a hit in the tea beverage industry [2][3]. Company Summary - Cha Baidao launched two new lychee drinks, "Lychee Ice Milk" and "Sea Salt Lychee Ice Tea," emphasizing the use of fresh lychee fruit for juice extraction without any pre-packaged juices [2]. - The company reported that within one hour of the launch, 50,000 cups were sold, and by noon on the same day, sales exceeded 100,000 cups, making it the first blockbuster in the tea beverage industry this summer [2]. - The lychee used in the drinks is sourced from the high-quality production area of Lianjiang, Guangdong, with each large cup of "Sea Salt Lychee Ice Tea" requiring approximately 19 fresh lychees [2]. Industry Summary - The challenge of preserving lychee freshness has been historically noted, but modern supply chain systems have improved this process significantly [3]. - Cha Baidao has implemented a supply chain strategy that includes early morning harvesting, immediate cooling with ice water, and transportation using temperature-controlled logistics to ensure freshness, reducing delivery time to as little as 48 hours from Guangdong to Xi'an [3]. - The company has accelerated its supply chain development, with approximately 92% of its stores achieving next-day delivery and about 95% receiving deliveries twice or more per week [3]. - Recent research indicates that Cha Baidao's focus on enhancing R&D and supply chain efficiency has led to successful product launches in various fruit and vegetable series since 2025 [3].