本报讯 （记者李静）2025年的饮品行业，已告别盲目的"流量争夺"和"数量竞赛"，转向对消费需求的精准洞察与价值锚定。 面对需求分层、场景碎片化的市场环境，真正的破局者开始向更深维度探索——通过系统性、可持续的"价值深耕"，开辟高质量增长新路径。 "2"的战略赛道强势崛起："果汁"与"植物蛋白"两大品类在2025年迎来了产品力的集中爆发。窑果立果汁以"大果粒"为核心卖点，诠释好产地与好产品的统 一；植物蛋白领域，继战略级新品"宜养说"（六种坚果乳、栀香茉莉奶茶、花生露）成功切入市场后，"醇香"系列植物蛋白饮品进一步锚定节礼市场，巩固 了在该赛道的布局深度。 "N"的创新探索持续涌现：围绕健康、风味与体验的多元化创新不断拓展边界。查元香无糖茶/果茶系列，精准卡位高速增长的无糖茶饮赛道，满足了全时 段、多场景的佐餐与即饮需求；冰红茶可乐凭借劲爽口感及"低糖零脂"的轻饮定位，切入健身、控糖等细分人群市场。这些产品也体现了大窑饮品对市场前 沿趋势的敏锐捕捉和快速响应能力。 中国食品产业分析师朱丹蓬对大窑饮品的产品扩容与"1+2+N"战略有着深入的观察。他认为，大窑饮品的产品布局，与其一直倡导的"五多战略"（即多品 牌 ...

Core Viewpoint - The carbonated beverage market, valued at over 1 trillion yuan, is facing new challenges as domestic brands like Daya Beverage introduce innovative products such as Ice Red Tea Cola, directly competing with Coca-Cola and PepsiCo, which dominate the market [1][5]. Group 1: Market Dynamics - Daya Beverage announced the launch of Ice Red Tea Cola, combining flavors of iced tea and cola, aiming to compete with Coca-Cola and PepsiCo [3]. - Domestic brands like Yuanqi Forest, Zhenzhen, and Unification are increasingly introducing new cola products, intensifying competition in the soft drink market [1][4]. - The carbonated beverage market in China was valued at approximately 123.2 billion yuan in 2023, with cola accounting for 45%-50% of the market, indicating a significant opportunity for growth [5][6]. Group 2: Consumer Trends - There is a growing consumer demand for innovative flavors and local brands, leading to a shift in market dynamics as domestic brands leverage their local advantages to capture market share [4][6]. - The trend towards health consciousness is prompting major players like Coca-Cola and PepsiCo to adapt by introducing low-sugar and no-sugar options [8][9]. Group 3: Competitive Landscape - Coca-Cola and PepsiCo reported stable performance in the Chinese market, but acknowledged the challenges posed by rising local competition and changing consumer preferences [8][9]. - Daya and Zhenzhen are focusing on differentiated products to attract younger consumers seeking unique flavors, thereby avoiding direct competition with the core products of Coca-Cola and PepsiCo [6][7]. - The rise of domestic brands is contributing to a significant shift in market share, with traditional carbonated drinks facing competition from ready-to-drink tea and other beverage categories [7].