整理｜李小霞 钟睒睒杀入600亿新赛道 钟睒睒这次瞄上了食用冰。 Big News 近期，据浙江省人民政府官网，农夫山泉计划投资2842万元，扩建杭州建德新安江饮品有限公司年产 7000吨的食用冰项目。据了解，该项目拟利用新安江街道朱家埠厂区现有闲置生产车间，购置国内外领 先的流水方冰生产线1条，高透冰制冰生产线1条，主要用来生产食用冰。 这两年，冰杯成为了夏日水饮新单品，也成为食品饮料行业高速增长的细分品类。《2025中国都市消费 行为白皮书》显示，冰杯品类的销量已连续两年保持300%以上的增速。 早在2023年，农夫山泉便开始布局食用冰产品。当年5月，农夫山泉申请了标贴（冰杯）专利。2024 年，农夫山泉首次推出食用冰产品，在便利店渠道上新了160g规格的冰杯，售价在3.5元～5元。在农夫 山泉的2024年年报中，首次提到了食用冰——"食用冰打开了冰、饮共生的新场景……" 据奥纬咨询预测，冰品冰饮有望成为即时零售的标志性品类，未来三年冰品冰饮在即时零售渠道增速预 计将达到39%，到2026年销售规模有望突破630亿元。 据了解，此次投资建设年产7000吨的食用冰生产线，主要以生产160g的冰杯为主。据公示 ...

钟睒睒杀入600亿新赛道 钟睒睒这次瞄上了食用冰。 近期，据浙江省人民政府官网，农夫山泉计划投资2842万元，扩建杭州建德新安江饮品有限公司年 产7000吨的食用冰项目。据了解，该项目拟利用新安江街道朱家埠厂区现有闲置生产车间，购置国 内外领先的流水方冰生产线1条，高透冰制冰生产线1条，主要用来生产食用冰。 这两年，冰杯成为了夏日水饮新单品，也成为食品饮料行业高速增长的细分品类。《2025中国都市 消费行为白皮书》显示，冰杯品类的销量已连续两年保持300%以上的增速。 早在2023年，农夫山泉便开始布局食用冰产品。当年5月，农夫山泉申请了标贴（冰杯）专利。 2024年，农夫山泉首次推出食用冰产品，在便利店渠道上新了160g规格的冰杯，售价在3.5元～5 元。在农夫山泉的2024年年报中，首次提到了食用冰——"食用冰打开了冰、饮共生的新场景……" 据奥纬咨询预测，冰品冰饮有望成为即时零售的标志性品类，未来三年冰品冰饮在即时零售渠道增速 预计将达到39%，到2026年销售规模有望突破630亿元。 整理 ｜ 李小霞 #Big News# 据了解，此次投资建设年产7000吨的食用冰生产线，主要以生产160g的冰杯为主 ...

以下文章来源于中国企业家杂志 ，作者胡楠楠 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 作者： 胡楠楠 来源：中国企业家杂志 钟睒睒又加码了新生意。 近期，据浙江省人民政府官网，农夫山泉计划投资 2842万元，扩建杭州建德新安江饮品有限公司年产7000吨的食用冰项目。据了解，该项目拟利 用新安江街道朱家埠厂区现有闲置生产车间，购置国内外领先的流水方冰生产线1条，高透冰制冰生产线1条，主要用来生产食用冰。 这两年，冰杯成为了夏日水饮新单品，也成为食品饮料行业高速增长的细分品类。《 2025中国都市消费行为白皮书》显示， 冰杯品类的销量已连 续两年保持 300%以上的增速。 据首创证券研报，冰杯是一种以透明塑料杯封装食用冰块的即时冷却容器，主要用于消费者自制冷饮，分为纯水冰杯和风味冰杯。 2024年以来， 冰杯在年轻人群中流行。因其满足了夏日即时解渴降温需求，与酒或饮料的组合搭配，也增加了口味探索及个性表达的属性，万物皆可"冰杯 +"——DIY冰品酒饮成为了年轻人群的一种线上社交潮流。《中国企业家》注意到，不少网友在社交平台上分享用冰杯自制饮品的笔记。 农夫山泉创始人钟睒睒自然不会错过这个高速增长的品类。 ...

Core Insights - The ice cup market in China is experiencing rapid growth, with a projected market size of 63 billion yuan by 2026, driven by increasing consumer demand and strategic investments from major companies like Nongfu Spring [1][10][15] Supply Side - Ice cup production is characterized by a low-profit margin, with manufacturers like Ice Power and Ice Extreme selling ice cups at around 1 yuan each, where packaging costs account for 65% of the total cost [2][3] - The production process involves specific water treatment and freezing techniques to ensure quality, which adds to the operational costs [2][3] Demand Side - Retail channels such as convenience stores and supermarkets are the primary sales avenues for ice cups, with a retail price of 3-6 yuan per cup, yielding a gross margin of 40%-70% for these retailers [5][6] - Tea beverage shops adopt a different strategy by selling ice cups at cost price (1 yuan) to drive sales of other products, with data showing that 35% of customers who buy a low-cost ice cup also purchase additional items [7][8] Competitive Landscape - Major food industry players like Mengniu, Yili, and Nongfu Spring are entering the ice cup market, with Nongfu Spring investing 28.42 million yuan to expand its production capacity [9][10] - The entry of large companies is expected to lead to increased competition and potential price wars in the ice cup market [10] Market Potential - The ice cup market in China is still underdeveloped compared to Japan and South Korea, where annual per capita consumption exceeds 100 cups [14][15] - The growth of instant retail channels for ice products is projected to outpace overall retail growth, with an expected increase of 39% over the next three years [15]

Core Insights - The ice cream industry is cautious and observing changes in consumer demand, but Mengniu has found a breakthrough with a 15% year-on-year growth in its ice cream business, significantly outperforming the industry average [1][12] - The combination of classic products and innovative new launches has been key to Mengniu's success, with its two main brands, "Sui Bian" and "Green Mood," accounting for 55.2% of sales in the first half of the year [3][4] Product Strategy - Mengniu employs a "guarding the classic while innovating" strategy, focusing on optimizing core products while continuously launching new hit products to drive growth [3][4] - In the first half of 2025, nine new products surpassed sales of 10 million units, with new products accounting for a record high of sales [4] Channel Strategy - The company has shifted from broad coverage to deep operation across all channels, adapting its product mix to meet the specific needs of different consumer segments [6][7] - New channels saw a 33% increase in sales, with fresh e-commerce sales growing over 40%, demonstrating Mengniu's effective response to online consumption trends [7] Marketing Strategy - Mengniu's marketing approach has evolved to create emotional resonance with consumers, particularly targeting the younger generation through integrated campaigns that combine product, content, media, and channels [9][10] - Collaborations with popular IPs and immersive experiences at music festivals have helped strengthen brand connections with younger consumers [9][10][11] Financial Performance - Mengniu's ice cream business has shown a 15% year-on-year growth, increasing its contribution to total revenue from 7.5% to 9.3%, indicating a strengthening strategic position [12] - The sustainable growth of Mengniu's ice cream business is attributed to the synergy of product strength, channel adaptability, and effective marketing strategies [12]

Core Insights - The sales of "ice cups," which are disposable sealed plastic cups filled with edible ice, have surged in Chongqing during the summer, with many stores reporting high demand [1] - Ice cups are often sold alongside other beverages, with a significant percentage of customers purchasing them as part of a larger drink experience [1] - The market for ice cups is expanding, with many stores dedicating specific areas for their display and sales [1] Industry Overview - Ice cups are categorized into two main types: pure water ice cups and flavored ice cups containing coffee or fruit [1] - The typical size of an ice cup is around 160 grams, with prices generally ranging from 2 to 3 yuan, and some stores offering them for as low as 1 yuan [1] - Regulatory bodies are actively monitoring the ice cup market, focusing on water source safety, production environment hygiene, and product labeling compliance [1] Consumer Behavior - Customers are increasingly drawn to low-priced ice cups as a promotional strategy by various beverage outlets, which use them to attract foot traffic [1] - The popularity of ice cups is evident in their sales performance, with some stores selling dozens in a single day [1] - The trend indicates a growing consumer preference for refreshing cold drinks during hot weather, despite health warnings regarding excessive consumption [2]

Core Insights - The ice cup market is transitioning from a "trendy product" to a "regular category," indicating a shift from initial trial consumption to high-frequency repurchase [1] - The increasing competition among listed companies in the ice cup sector suggests its potential to evolve into a substantial industry chain [1] Market Trends - Ice cup sales in China have seen a growth rate exceeding 300% for two consecutive years, with urban consumers averaging 48 cups per year [2] - The demand for ice cups is reflected in the significant increase in delivery sales, with a 350% year-on-year growth noted around the summer season [2] Consumer Behavior - Modern consumers prioritize quality and personalized experiences, which ice cups fulfill by allowing for customizable drink options [3] - The convenience of ice cups aligns with the fast-paced lifestyle of consumers, enhancing their appeal [3] - Social media plays a crucial role in driving consumer interest and purchase motivation through the sharing of homemade drinks [3] Industry Participation - Major beverage companies, such as Nongfu Spring and Yili, are actively entering the ice cup market, launching various products to cater to consumer preferences [4] - Retail channels, including supermarkets and convenience stores, are also expanding their ice cup offerings, with innovative flavors and combinations [5] Competitive Landscape - The ice cup industry is expected to trend towards personalization, refinement, and branding, leading to increased competition among companies [6] - Traditional ice-making companies are encouraged to focus on innovation and quality control, while channel distributors should enhance scenario integration to differentiate themselves [6]

Core Insights - The article discusses the rising trend of the "ice economy" in China, driven by high temperatures and consumer demand for ice products, particularly in urban areas [1][2] - Major retail players like 7-Eleven and Sam's Club are capitalizing on this trend, with ice cup sales experiencing over 300% growth for two consecutive years [1][2] - The cost structure of ice products reveals significant hidden costs, particularly related to packaging and environmental impact, raising questions about sustainability [4][5][6] Cost Analysis - The production cost of 1 kg of ice is estimated to be between 1.6 to 2 yuan, translating to approximately 0.3 yuan for a typical 160-gram ice cup [5] - Transportation costs for ice are high due to the need for cold chain logistics, adding an estimated 0.2 to 0.3 yuan per cup [5] - Packaging costs are substantial, with the cost of a single-use ice cup being around 0.6 to 0.7 yuan, which can exceed the cost of the ice itself [5][6] Environmental Impact - The environmental costs associated with single-use ice cups are significant, with lifecycle carbon emissions for a typical plastic cup estimated at 70-100 grams of CO₂e [7][8] - The recycling challenges posed by multi-material ice cups complicate waste management, leading to increased costs for waste collection and sorting [8][9] - The extended producer responsibility (EPR) framework is pushing brands to take accountability for the entire lifecycle of their packaging, including waste management [9] Sustainable Alternatives - The article highlights emerging models like "circular cups," which aim to reduce packaging waste through deposit and return systems, as seen in Taiwan's FamilyMart [10][12] - These models not only address environmental concerns but also create new business opportunities by transforming the consumer experience and brand engagement [13][14] - The shift towards reusable packaging is supported by government policies promoting sustainable practices, indicating a growing market for circular economy solutions [20][21] Industry Trends - The trend towards "circular+" models in the ice beverage sector is seen as a potential growth area, particularly in urban environments with high consumer traffic [14][19] - Companies are encouraged to innovate in their service models, moving from selling products to offering services that incorporate sustainability [19][20] - The article emphasizes the importance of aligning business strategies with environmental goals to gain competitive advantages in the evolving market landscape [20][21]

Core Viewpoint - The rising popularity of edible ice and ice cups in China is driven by high temperatures and changing consumer preferences, particularly among younger demographics who enjoy DIY beverages and unique drinking experiences [1][19][26]. Group 1: Market Dynamics - The price of edible ice and ice cups has surged, with products like 2 kg ice blocks from Nongfu Spring selling for 22.8 yuan and ice cups priced between 3.5 to 6 yuan, with some convenience stores charging up to 9.9 yuan [1][3][13]. - The number of ice manufacturing companies in China has increased significantly, with 10,922 companies reported as of July 3, 2023, up by 3,338 from the previous year [17]. - Major beverage companies and convenience stores are entering the ice cup market, indicating a trend where ice cups serve as complementary goods that enhance beverage sales [17][29]. Group 2: Production Insights - The production of ice cups involves complex processes, including the use of high-density ice made through industrial methods, which is more durable and slower to melt compared to homemade ice [6][7][10]. - The cost structure of ice cups includes expenses for water, packaging, and cold chain logistics, with a total production cost estimated at around 1 yuan per cup [13][11]. - The materials used for ice cups, such as PETG plastic, are primarily imported, which adds to the production costs and complexity [10][11]. Group 3: Consumer Trends - The rise of DIY beverage culture among young consumers has contributed to the popularity of ice cups, as they seek unique and customizable drinking experiences [19][26][30]. - Social media plays a significant role in promoting DIY drinks, with platforms like Xiaohongshu showcasing creative beverage combinations that encourage consumer engagement [20][24][27]. - The trend of DIY beverages is seen as a form of social currency, allowing consumers to share their creations and enhance their social interactions [27][29]. Group 4: Future Outlook - The market for ice cups is still in its early stages in China, with potential for growth as more innovative products, such as flavored ice cups, are introduced [30][36]. - The competition in the ice cup market is expected to intensify, with companies likely to explore new flavors, pairings, and designs to attract consumers [37][39]. - The "ice cup war" is anticipated to become a recurring theme each summer, driven by consumer demand for refreshing beverages in hot weather [40][41].

Group 1 - The ice cup market has rapidly developed in China, achieving significant brand growth and localization, with sales increasing over 300% for two consecutive years [1] - Ice cups are now commonly found in various retail environments, including convenience stores and supermarkets, indicating a shift from novelty to everyday consumption [1] - The ice cup industry features a diverse range of participants, including state-owned enterprises, private companies, and various brand categories, from major players to local brands [2][4] Group 2 - The relationship between ice cups and the liquor industry is acknowledged, with suggestions for liquor companies to explore the "ice + liquor" business model [4][6] - There is a growing demand for lower-alcohol beverages, with historical examples of successful low-alcohol products in specific markets [5] - The combination of ice cups and liquor caters to consumer desires for novelty, fun, and a younger drinking experience, aligning with current market trends [6][9] Group 3 - Ice cups serve to meet the convenience and novelty needs of consumers, particularly among younger demographics [7][9] - The integration of ice cups with liquor can help traditional brands connect with new consumers, enhancing brand perception and relevance [9] - The evolving landscape of consumer preferences necessitates a shift in how liquor brands communicate and engage with their target audience [9]