今年大会上，品牌建设也被反复提及。在部分品类山寨现象仍存的背景下，元气森林强调将继续加 强品牌规范、渠道秩序和市场监管能力，以提升产品与运营体系的长期稳定性。管理层认为，品牌一致 性有助于降低渠道风险、提升经销商信心，并构筑更稳固的市场壁垒。 截至目前，元气森林的产品已进入全球 40 多个国家和地区。在社交平台，"全世界偶遇元气森 林"的分享正在增多，部分新品也在海外终端测试中获得初步反馈。唐彬森在大会尾声表示："我们坚定 相信中国市场，相信中国人会吃得更好、喝得更好。" 2025年11月17日，元气森林全国经销商大会在珠海闭幕。会上公布的数据显示，2025 年品牌整体 业绩同比增长26%，连续三年保持双位数提升，增速约为快消行业整体水平的四倍。在竞争加剧、消费 结构快速变化的行业环境中，这一表现尤为引人关注。 今年大会的一个关键信号，是产品力与研发体系的持续深化。根据尼尔森数据，气泡水、电解质 水、中式养生水、减糖茶等健康化饮品在2025年仍保持较高水平增长，这些恰是元气森林多年前便开始 深耕的赛道。今年，外星人电解质水同比增长 34%，冰茶系列同比增长 56%，维生素水增幅更达到 128%。在大会现场，唐 ...

眼看气泡水市场收缩，元气森林也变了。 "我叫唐彬森，无糖饮料的'唐'，元气森林的'森'"，2021年，元气森林创始人唐彬森在央视《对话》栏目中这样介绍自己，当时他的公司仅成立5年， 就创造出气泡水这一现象级大单品。 有零售店老板在与《国际金融报》记者交流中直言，"元气森林现在不高端了"，他指的是冰茶的定价，这是公司目前第二大单品。 公司在会上宣布一则战略调整，北海牧场将从集团主体中拆分独立，后续会引入经验丰富的管理团队，推动品牌独立运营，而元气森林将聚焦于饮料 产品的研发。 业绩方面，今年以来元气森林整体业绩同比增长26%，连续三年保持双位数增长。 据公开信息，2023年其就实现百亿规模，去年约117亿元，以此粗略推算，今年元气森林业绩将在140亿元以上。这一规模可以跻身中国饮料行业前 十，在同类上市公司中，怡宝母公司华润饮料的体量与之最接近。 与华润饮料不同的是，元气森林已不再依赖一款单品。"现在的产品组合更加多元、稳健，包含无糖产品、低糖减糖产品，产品结构也更有前景。"唐 彬森在经销商大会上如是说。 元气森林正努力减少对原有大单品气泡水的依赖，一个细节在于，经销商大会上展示了一批数据：外星人电解质水今年销 ...

Core Insights - The article highlights the strategic decision by Yuanqi Forest to split its dairy brand Beihai Pasture from the main group, aiming to focus on its core beverage sector while allowing Beihai Pasture to specialize in the health dairy market [1][3]. Group 1: Strategic Focus - Yuanqi Forest will concentrate resources on core beverage categories such as sparkling water, electrolyte water, and iced tea, while Beihai Pasture will focus on low-temperature yogurt products [3][5]. - The split is seen as a typical practice in the consumer goods industry to "focus on the main track and strengthen productism," reinforcing Yuanqi Forest's core competitiveness after exploring multiple categories [1][5]. Group 2: Development and Innovation - Beihai Pasture aims to innovate around health, committing to developing functional and enjoyable yogurt products to meet consumer demands for healthier dairy options [3][5]. - Yuanqi Forest plans to maintain a humble approach by learning from industry veterans and ensuring product quality through an internal "accompaniment testing" mechanism, where new products are tested by employees before market release [5]. Group 3: Market Position and Growth - Yuanqi Forest's products are now available in over 40 countries, with core products like sparkling water becoming popular among international consumers [5]. - The company expresses confidence in the potential of the Chinese market, believing that more excellent health brands will emerge in the beverage industry [5].

宗馥莉未出席娃哈哈经销商大会 行业动态 21世纪经济报道新消费工作室综合报道 伊利举行投资者日活动 今日消费参考的主要内容有：汉堡王日本业务将被高盛收购；宗馥莉未出席娃哈哈经销商大会；百胜中 国计划到2030年突破3万家门店；遇见小面被指目标集资1亿美元。 11月18日，伊利股份在北京举行2025年投资者日。伊利集团董事长兼总裁潘刚提到，行业的结构性增长 机会主要有三个方面：第一，随着国民健康意识的不断提升，乳制品的需求还会持续释放，这也是行业 增长最根本的支撑。第二，高线城市需求升级推动多元化增长。乳制品已经从基础饮食，全面融入休闲 社交、代餐佐餐、健康管理等多元场景。第三，品类差异化赛道潜力巨大。目前看，差异化核心增长机 会主要在成人营养品、奶酪、B2B及乳深加工等领域。预计2030年成人营养品的整体规模将超过3000亿 元，市场空间非常广阔。 日前，据茶颜悦色集团总经理助理熊晓青分享，目前茶颜悦色在湖南、湖北、重庆和江苏等地拥有超过 1200家自营门店，并推出多个子品牌，包括鸳央咖啡、古德墨柠（青柠乳茶）、小神闲茶馆以及昼夜诗 酒茶·艺文小酒馆，旨在覆盖消费者全天消费需求。茶颜悦色也在零售方面有所进展， ...

Core Insights - The article highlights the strong performance of Yuanqi Forest, which achieved a 26% year-on-year growth in 2025, significantly outpacing the fast-moving consumer goods (FMCG) industry growth rate of 4.8% [2][4]. Product Strategy - Yuanqi Forest is transitioning from a "single hit product" strategy to a "full product matrix," introducing various beverages such as sparkling water, electrolyte water, vitamin water, and reduced-sugar tea to meet the rising health consciousness among consumers [4][5]. - The company emphasizes the importance of product quality and innovation, with a focus on creating functional and healthy beverages. The R&D team has conducted over 500 iterations to enhance their sparkling water offerings [5][6]. Innovation and Development - Yuanqi Forest employs a unique production process, such as using -196°C liquid nitrogen technology for its iced tea, ensuring a balance between taste and health by reducing sugar without compromising flavor [6][14]. - The company has established a mechanism called "accompaniment testing," where employees regularly consume new products and provide feedback, ensuring continuous improvement [15]. Market Expansion and Channel Strategy - The company has a clear channel strategy, focusing on digital management and optimizing product offerings based on consumer preferences. This approach enhances channel efficiency and supports product development [7][11]. - Yuanqi Forest has expanded its market presence globally, with products available in over 40 countries, gaining recognition and popularity among international consumers [7][8]. Long-term Vision and Philosophy - The founder emphasizes a long-term commitment to creating "loving good products," adhering to six principles that prioritize meaningful ingredients and consumer health [13][14]. - The company aims to maintain a humble approach, learning from industry veterans while focusing on product quality and brand integrity [16][17].

Core Insights - Yuanqi Forest has achieved double-digit growth for three consecutive years, outpacing the fast-moving consumer goods (FMCG) industry growth rate of 4.8% by four times [1] - The company has strategically positioned itself in the health-oriented beverage market, with significant growth in categories such as sparkling water, electrolyte water, and reduced-sugar tea [3] Group 1: Performance and Growth - In 2025, Yuanqi Forest reported impressive growth rates: Alien Electrolyte Water increased by 34%, Vitamin C Orange and Summer Black Grape Sparkling Water by 52%, Ice Tea series by 56%, and the Good Self series by 36%, with Vitamin Water achieving a remarkable 128% growth [3][5] - The brand's commitment to product innovation is evident through the use of advanced technologies, such as -196°C liquid nitrogen freezing for Ice Tea and a multi-formula approach for Alien Electrolyte Water [5] Group 2: Market Strategy and Partnerships - Yuanqi Forest emphasizes the importance of building partnerships with distributors to enhance market reach and efficiency, implementing a "five-in-one" digital system for precise promotions and inventory management [6] - The company has successfully created a feedback loop for product optimization based on market responses, ensuring that its offerings align with consumer needs [6] Group 3: Future Outlook - Facing market challenges in 2026, the company plans to focus on core competencies and maintain a rigorous product testing mechanism to ensure quality [7] - Yuanqi Forest is confident in the potential of the Chinese market and aims to establish itself as a leading health beverage brand globally, with products already available in over 40 countries [7]

Core Insights - Yuanqi Forest announced a 26% year-on-year growth in overall performance for 2025, maintaining double-digit growth for three consecutive years, which is four times the fast-moving consumer goods (FMCG) industry average growth rate of 4.8% [1] Company Performance - The company has successfully validated the long-term value of the health beverage sector over five years, transitioning from early trial products like corn silk tea to successful offerings such as red bean and coix seed water [1] - Key product categories showing significant growth in 2025 include: - Alien Electrolyte Water: 34% growth year-on-year - Vitamin C Orange and Summer Black Grape Sparkling Water: 52% growth year-on-year - Ice Tea Series: 56% growth year-on-year - Good Free Series: 36% growth year-on-year - Vitamin Water: 128% growth year-on-year [1] Industry Trends - According to a Nielsen report, categories such as sparkling water, electrolyte water, traditional health drinks, and reduced-sugar tea are experiencing continued explosive growth, aligning with Yuanqi Forest's strategic focus on these core segments [1]

在产品方面，元气森林正从"单一爆款"向"全线产品矩阵"转变。打造爆款后，元气森林研发团队打造出 全新升级的气泡水；外星人电解质水发展"稳扎稳打"，在功能性饮料市场已构建起电解质产品矩阵，同 时外星人维生素系列也迎来了爆发式增长。 未来，元气森林将通过气泡水的口味升级和外星人电解质水的体验升级巩固基本盘，并借助含气苏打水 和外星人超能水开辟全新赛道。自2019年起，元气森林积极推动好产品"走出去"，目前已在全球40多个 国家和地区上架，其气泡水等产品获得海外消费者广泛认可。 在大会上，元气森林创始人唐彬森强调 "做饮料是慢活，需以耐心和信心沉淀，为中国人创造传递有爱 的好产品"。他进一步表示："饮料公司的核心就是'品牌 + 好产品'，坚守这些常识与正道，做好基础工 作，就会有未来。" 责任编辑：何俊熹 11月18日，近日，元气森林召开了2025年经销商大会，其整体业绩实现同比26%增长，连续三年保持双 位数增长。 ...

Core Insights - The founder of Yuanqi Forest, Tang Binsen, announced a significant strategic adjustment during the 2025 dealer conference, which involves the separation of the dairy brand Beihai Pasture from the main group to operate independently [1] - Beihai Pasture will focus on low-temperature yogurt and enhance research and development to provide better functional yogurt experiences for consumers [1] - Yuanqi Forest will concentrate its resources on its core beverage categories, including sparkling water, Alien Electrolyte Water, and iced tea, while increasing investment in product development [1] Company Strategy - The decision to split Beihai Pasture is part of Yuanqi Forest's strategy to strengthen its core beverage market competitiveness after exploring multiple product categories [1] - The focus on "focusing on the main track and strengthening productism" is seen as a crucial direction for consumer goods companies to enhance operational certainty [1] - Yuanqi Forest is expected to maintain double-digit growth in 2025, driven by its relentless pursuit of product quality and deep resonance with young consumers regarding health, functionality, and emotional value [1]

Core Insights - The founder of Yuanqi Forest, Tang Binsen, announced a significant strategic adjustment during the 2025 dealer conference, which involves the independent separation of the dairy brand Beihai Pasture from the main group [1] - Beihai Pasture will focus on low-temperature yogurt and enhance research and development to provide better functional yogurt experiences for consumers [1] - Yuanqi Forest will concentrate its resources on core beverage categories such as sparkling water, Alien electrolyte water, and iced tea, while increasing product development investments [1] Company Strategy - The separation of Beihai Pasture is seen as a key step for Yuanqi Forest to strengthen its competitiveness in the core beverage market after exploring multiple product categories [1] - The company aims to enhance operational certainty by focusing on its main beverage track and reinforcing product-centric strategies [1] - Yuanqi Forest is projected to maintain double-digit year-on-year revenue growth in 2025, driven by its relentless pursuit of product quality and deep resonance with young consumers regarding health, functionality, and emotional value [1]