Group 1 - The core viewpoint of the articles highlights the rising trend of kale-based beverages in the new tea drink industry, with brands like Heytea, Nayuki, and Luckin Coffee leading the charge in promoting health-focused products [1][9] - Kale is being marketed as a low-sugar, low-calorie ingredient, appealing to health-conscious consumers, and has become a significant trend in the beverage sector [1][9] - The new tea drink industry is not only innovating in product offerings but is also extending its focus to the agricultural supply chain, emphasizing the importance of sourcing high-quality, pesticide-free ingredients [1][4][14] Group 2 - The supply chain for fruits and vegetables in the new tea drink sector is undergoing a transformation, moving towards customized sourcing and cultivation to ensure consistent quality and flavor [2][4][5] - Companies like Heytea are establishing direct partnerships with farms to control the cultivation process, ensuring that their standards for pesticide use and fruit quality are met [5][14] - The trend of using niche ingredients, such as kale, is seen as a potential key to creating popular products, with many brands quickly following suit once a successful item is launched [9][10] Group 3 - The cultivation of kale in China is expanding, with a focus on its dual role as both a food ingredient and an ornamental plant, which has contributed to its popularity in urban areas [8][9] - The industry is facing challenges related to pesticide residues, particularly with kale's structure making it susceptible to pests, necessitating innovative pest control methods [10][14] - New tea drink brands are investing in advanced cleaning technologies and processes to ensure that their products meet zero pesticide residue standards, which is becoming a competitive differentiator in the market [10][13][14]

作者 | 涂淼 编辑 | 杨园园 视觉 | 诺言 从街头巷尾"台式奶茶大乱斗"时代的浅尝辄止，到不断创新添加小料一度成为"八宝粥"，再到以喜茶为 代表的品牌引爆新茶饮行业，经过十几年的发展，3000余个连锁茶饮品牌撑起了一条规模近5000亿元的 赛道，喝奶茶成为了现在人们日常生活的重要组成部分。 尤其是2024年以来，茶百道、古茗、蜜雪冰城、霸王茶姬以及沪上阿姨扎堆儿上市，新茶饮第二股、第 三股……接连诞生。可以说，这个行业已经悄然完成从0到1的阶段。正当行业玩家们"拔剑四顾新茫 然"，纷纷进入规模扩张、低价内卷的同时，在另一个层面，头部玩家们也展开了全新的竞争——新茶 饮品牌们开始在"健康"上做起了文章，比如喜茶在业内发起的"真茶"、"真奶"倡议、产品配方公开，霸 王茶姬对产品热量身份证的公布，以及奈雪的茶参与推行从A档到D档的"营养选择"分级标识。 到了2024年7月，喜茶发布了企业标准，明确其产品遵循四真七零的标准，即"真茶、真奶、真果、真 糖"，以及"0奶精、0香精、0果葡糖浆、0植脂末、0氢化植物油、0反式脂肪酸、0速溶茶粉"。而其他品 牌也都跟上了各种0的宣称。 喜茶"四真七零"健康茶饮标准 近日 ...

Core Insights - The rise of ice cups in China is driven by a combination of consumer demand for convenience and affordability, with sales increasing significantly compared to previous years [1][3][11] - The trend originated from South Korea and has been successfully adapted in China, where brands like Luckin Coffee and Heytea have introduced competitive pricing for ice cups [1][3] - The shift in consumer behavior towards ice drinks, particularly among younger generations, has transformed ice cups into a social currency and a staple in summer consumption [5][11] Industry Dynamics - Ice cup production has become highly industrialized, with factories like Guangzhou Ice Lida producing up to 200,000 cups daily at a low cost of 1.2 yuan per cup, making home ice production less competitive [3][9] - The market for ice cups is characterized by a supply chain competition, where leading manufacturers are establishing barriers through economies of scale, impacting smaller brands significantly [9][11] - The environmental impact of ice cup packaging is raising concerns, with projections indicating that packaging waste could reach 50,000 tons by 2024, prompting some companies to explore biodegradable materials and recycling initiatives [9][11] Consumer Behavior - The demand for ice cups is largely driven by the need for convenience, with 91% of orders being for immediate consumption, highlighting a shift towards "minute-level retail" [11][13] - Younger consumers, particularly those born in the 90s and 00s, are leading the charge in ice drink consumption, contributing to 85% of sales [5][11] - The perception of ice cups has evolved from a luxury item to a standard commodity, with prices making them accessible to a broader audience, thus reflecting a trend towards affordable indulgence [11][13]

Core Viewpoint - The rise of "light caffeine" tea products is a response to consumer concerns about caffeine-induced insomnia, with major brands like Bawang Chaji and Heytea leading the trend by launching low-caffeine options [1][6][20]. Group 1: Product Development - Bawang Chaji recently launched "Light Caffeine · Light Tian Oolong," with caffeine content controlled at 39mg per cup, approximately 50% lower than the regular version [1][3]. - The "Light Caffeine" series utilizes supercritical carbon dioxide extraction technology to reduce caffeine without using organic solvents, preserving the natural quality and aroma of the tea [3][20]. - Heytea has implemented a "caffeine traffic light" system categorizing drinks based on caffeine content, with "green light" products containing less than 50mg of caffeine [5][14]. Group 2: Consumer Trends - The discussion around "milk tea insomnia" has gained significant traction, with over 9.8 million views on the topic on social media platforms [6][8]. - Research indicates that tea is the primary source of caffeine intake for Chinese adults, accounting for 74.8% of their caffeine consumption, with milk tea being the top source for minors [11][20]. - The demand for low-caffeine options is not limited to a niche market; it appeals to a broad demographic, including children, pregnant women, and the elderly [22][25]. Group 3: Market Insights - A report by Kamen indicates that the introduction of low-caffeine beverages could open new growth avenues for brands, extending operating hours and attracting a wider customer base [25]. - The lack of standardized definitions for "light caffeine" products presents challenges for the industry, as consumer understanding of these products remains vague [16][25]. - Other regions, such as Taiwan and Japan, have already seen successful implementations of similar low-caffeine products, suggesting a potential for growth in the Chinese market [23][25].

Core Insights - The Fuyang District Market Supervision Administration conducted a food safety inspection, testing 28 batches of various food products, all of which passed the safety standards, indicating a 100% compliance rate [4]. Group 1: Inspection Results - A total of 28 food samples were tested, with all samples deemed compliant with national food safety standards, resulting in 0 non-compliant batches [4]. - The inspected food categories included restaurant foods, bean products, tea and related products, pastries, and grain processing products [4]. Group 2: Sample Details - The inspection included various products from local businesses, such as: - Passion fruit drink from Hangzhou Fuyang Yuting Drink Shop - Various milk tea flavors from Hangzhou Inspiration Tea Restaurant Management Co., Ltd. - Stinky tofu from Hangzhou Fuyang Stinky Tofu Shop - Tea products from multiple local tea processing workshops [4][5].

企查查数据显示，国内现存茶饮相关企业35.94万家。从成立年限来看，茶饮相关企业的成立年限多在 5-10年，占比33.96%。从注册量来看，2024年全年注册茶饮相关企业4.61万家。截至目前，今年已注册 1.47万家。从城市线级分布来看，今年以来新注册茶饮相关企业多分布在三线城市，贡献率为22.42%。 从地区分布来看，今年新注册茶饮相关企业多分布在华东、华南两地，贡献率分别达31.99%、 26.68%。 新茶饮品牌所使用茶叶量已占到中国茶叶总产量的近10% 5月19日，茶咖日报的主要内容有： 外卖大战助推茶饮迎新窗口，今年新注册茶饮企业多分布在三线城市 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迎来第二春，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，茶饮成为此次外卖大战的焦点。据媒体报道，截至5月7日，库迪咖啡在京东 外卖平台的累计销量已突破4000万单；淘宝闪购上线24小时，奈雪的茶在饿了么平台的订单量同比暴涨 超200%。 5月19日消息，胡润研究院发布《2025胡润中国新茶饮品牌TOP20 ...

-IPO动态- 近日，绿茶集团有限公司开启招股，将于5月13日结束，并计划于2025年5月16日正式以"6831"为股票代码在港交所主板挂牌上市。 绿茶集团计划在本次IPO中发行168364000股股份。其中，香港公开发售16836400股股份，国际发售151527600股股份。（北京商报） 小编评： 过去一年，在中国内地休闲中式餐厅品牌中，绿茶集团按餐厅数目计排名第三，按收入计排名第四，具备冲击IPO的市场规模及实力。 -收购动态- 绿茶集团招股 近日，路透社消息称，澳大利亚竞争与消费者委员会（ACCC）表示，已经开始对法国乳业巨头兰特黎斯（Lactalis）收购恒天然旗下资产的提议进行非正 式评估。据称，兰特黎斯已聘请罗斯柴尔德（Rothschild）作为顾问。 澳大利亚竞争与消费者委员会目前正就兰特黎斯的收购申请公开征求意见，并指出双方在原奶采购、乳品加工、乳制品生产以及对餐饮企业的原料供应 （如奶酪、黄油、奶油等）领域存在业务重叠。（乳业在线） 小编评： 此次收购可能会对消费者和市场产生一定的影响。一方面，兰特黎斯可能会利用其全球网络和资源来推广Mainland集团的品牌，这可能会增加这些品牌的 市场 ...

"五一"假期，广州气温上升，随之升温的，还有广州现制饮品市场的消费热度。昨日，记者调查市场获 悉，一股"山野风"悄然席卷本地饮品圈，成为年轻消费者的"新宠"，刷新了现制茶饮市场的竞争格局。 茶百道的鲜紫苏多肉葡萄、喜茶以木姜子配滇木瓜、奈雪的茶专门开辟一个"山野宝藏茶系列"……"山 野风"从"餐"传导到"饮"，此前，"山野系火锅"等开遍一线城市热门商圈，据公开资料显示，"山野"代表 一类具有地域性、自然感和原始风味特征的果蔬食材。小红书上"山野"相关词条阅读量超千万，更有不 少餐饮用植物、原木家私等营造山野自然氛围，从产品到场景，全方位塑造"山野"感。记者在喜茶的小 程序上看到，木姜子配滇木瓜目前处于售罄状态；奈雪的茶方面回应记者称，经典山野爆品"霸气杨 梅"一上市就成为品牌全国销售TOP榜。 为何"山野风"会在"五一"假期兴起？凌雁管理咨询首席咨询师、餐饮及食品行业分析师林岳分析，"山 野风"在饮品圈的爆火，实际是原生态与天然的特点踩中了新生代"缓解压力"的情绪需求，其饮品的组 成大部分以当季冷门水果、山野植物为卖点，加以原始的制作工艺如糖渍、蜜制、咸腌等，以此唤起家 乡的味道或童年的记忆，加上酸甜清爽的口 ...

其次是"广交会专属福利"——老外们拿着参展证件去品牌店能叠加折扣，再加上一些品牌店正在促销季，多种优惠叠加之下， 换谁谁能不心动？ 21世纪经济报道记者 唐唯珂 实习生 周家怡 广州报道 广交会一开，广州街头瞬间变成"小型联合国"。来自中东的土豪、拉美的采购商、印度的电子产品经销商，不仅来谈生意，更 把广州当成了"购物天堂"。他们挤地铁、打滴滴、砍价扫货、打卡奶茶店，用各种意想不到的方式拉动本地消费，让商家们笑 得合不拢嘴。 外国友人之所以在广州秒变"扫货达人"，利好政策、商家折扣、服务这三个因素功不可没，其有效结合的结果威力十足。 根据国家移民管理局政策，来自54个国家的客商持有效国际旅行证件和联程客票，经广州南沙客运港入境可享"240小时过境免 签"政策，其间可自由开展商务活动、参展洽谈及文旅考察。 4月27日，六部门下调离境退税起退点，境外旅客同日同店购买退税物品金额达到200元人民币，且符合其他相关规定的，可以 申请办理离境退税。 （21世纪经济报道记者拍摄于广州万国奥莱，外国来访者正在购物) 来自非洲的客商们，成群结队，扛着大袋小袋的斐乐运动服，脸上洋溢着满足的笑容。欧洲的采购商们也毫不逊色，金发碧 ...

实际上，随着消费者对于健康品质生活的追求日趋增强，新茶饮健康化已成趋势，头部品牌争相推出以 羽衣甘蓝、小麦草等健康植物作为原料的新品。同时，加入更加多样、新鲜的原料，也对茶饮品牌的研 发、供应、制作能力提出了更高要求。 茶百道相关负责人告诉记者，此次茶百道为"东方植物鲜养果茶"上市制定了很高的产品标准，以"鲜紫 苏多肉葡萄"为例，精选的白紫苏叶片必须鲜绿饱满，不能出现残缺烂叶；夏黑葡萄必须熟到发黑才能 采摘，要求糖度在15度以上、单果克重不低于5克，无残缺果。并且会根据不同食材的保鲜要求选择运 输方式，采用多温车辆，全程冷链运输保存。原料到门店后，坚持现点现制，确保口感最佳。 随着夏日逐渐临近，新茶饮行业即将迎来消费旺季，各大品牌纷纷摩拳擦掌，竞相推出新品抢占市场。 而不少头部品牌的新品一经上市，便迅速成为市场爆款。 美团数据也显示，4月20日以来全国饮品类订单量稳居餐饮各品类第一，其中"果蔬饮品""抹茶饮品""鲜 果冰茶"等更具夏季感的茶饮搜索量周环比激增110%。品牌商家也紧跟季节变换的步伐，上线一批新饮 品。 记者获悉，近日，港股上市的茶百道推出"东方植物鲜养果茶"新品类，首批上市"鲜紫苏多肉葡 萄"、 ...