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透视八马茶业纳税“双冠”资本叙事:从销量第一到产业共生
Jin Tou Wang· 2026-01-09 02:36
在"十四五"与"十五五"规划衔接的关键阶段,乡村振兴与县域经济发展已成为国家战略的重点。在此背 景下,龙头企业如何与地方经济深度融合、实现共同成长,成为检验其社会价值与商业韧性的重要标尺。 1月5日,八马茶业在福州发布"双第一·六连冠"纳税成绩单:连续13年位居安溪茶企纳税榜首,连续6年蝉联 武夷山茶企纳税第一。这一成绩不仅创造了茶行业罕见的"纳税双冠·六连冠"纪录,更揭示了一家龙头企 业如何通过系统性战略,在实现商业成功的同时,深度赋能产区,构建可持续的产业共生生态。 纳税"双冠"本质:市场认可的财务投影 在商业经济逻辑中,纳税额常被视为企业市场地位的"财务镜像"。八马茶业连续六年稳居安溪、武夷山 两大核心茶产区纳税榜首,其背后是企业强劲的市场表现与品牌号召力。 根据弗若斯特沙利文报告,按2024年销售收入计,八马茶业在中国乌龙茶和红茶市场排名第一。截至2024 年公司的铁观音销量连续10多年位居全国第一、岩茶销量连续5年位居全国第一、红茶销量连续4年位居 全国第一。其市场地位直接转化为企业营收与税收贡献,形成了"销量领先—业绩增长—纳税贡献"的良 性循环。 八马茶业董事长王文礼在发布会上表示,纳税第一"并 ...
六年纳税双冠 八马茶业以“共生模式”重构茶业价值
Zheng Quan Ri Bao Wang· 2026-01-08 06:46
本报讯 (记者梁傲男)1月5日,八马茶业在福州发布"双第一·六连冠"纳税成绩单:连续13年位居安溪茶企纳税榜首,连 续6年蝉联武夷山茶企纳税第一。这一成绩不仅创造了茶行业的"纳税双冠·六连冠"纪录,更揭示了一家龙头企业如何通过系统 性战略,在实现商业成功的同时,深度赋能产区、构建可持续的产业共生生态。 企业供图 一是标准化体系:从"经验制茶"到"科学制茶"。八马茶叶将茶叶品质归纳为"安全、对口、正宗、稳定"四大标准,建立起 覆盖种植、加工、仓储、销售的全流程标准体系,使茶叶从依赖个人经验的"手艺活",升级为可管控、可追溯、可复制的"标 准化产品"。 二是科技赋能:智慧产业链构建新质生产力。八马茶叶推动"智慧茶园+智慧工厂+智慧供应链"综合体建设,通过物联网、 大数据、人工智能等技术,实现从茶园到物流的全流程数字化管控。 三是品牌深化:从"产品销售"到"文化体验"。八马茶业在全国拥有超3700家门店,新一代门店定位为"城市会客厅",将茶 叶销售延伸至文化体验与社交空间。线上全网粉丝超4000万,构建起立体化的品牌传播与销售网络。 夯实国内市场的同时,八马茶业的国际化战略呈现出清晰的"品牌+文化"输出逻辑。公司多 ...
第六届悉尼茶博会开幕 澳民众体验中国茶文化
Zhong Guo Xin Wen Wang· 2025-12-05 07:51
第六届悉尼茶博会开幕 澳民众体验中国茶文化 中国贸促会驻澳大利亚代表处首席代表马磊表示,茶产业对中澳经贸合作的推动作用日益凸显。中国是 全球最大的茶叶生产国和出口国,澳大利亚消费者对中国茶的品质认可度逐年攀升,为两国企业创造了 广阔商机。以本届茶博会为契机,期待更多澳企与中国茶企深化合作,共同开发茶衍生品、茶文旅融合 项目,将"茶船古道"延伸为"经贸新航道"。 本届茶博会由澳中文化艺术促进会、华侨茶业发展研究基金会主办,汇聚30多家来自中国和澳大利亚的 茶企参展,展示岩茶、普洱、白茶、乌龙、绿茶、红茶等六大茶类,以及多款创新茶饮与精致茶器。现 场设有专业的品鉴区,当地民众可体验多款中国茶品。 据介绍,悉尼茶博会于2011年首次举办,已逐渐成为中澳文化交流中最具代表性的活动之一。(完) 来源:中国新闻网 编辑:王永乐 广告等商务合作,请点击这里 中新网悉尼12月5日电 (记者 薄雯雯)为期三天的2025第六届悉尼茶博会5日在澳大利亚悉尼市政厅开 幕,吸引众多当地民众前来体验中国茶文化。 当地时间12月5日,2025第六届悉尼茶博会在澳大利亚悉尼市政厅开幕,吸引众多当地民众前来体验中 国茶文化。记者 薄雯雯 摄 ...
2025中国茶品牌价值双榜发布:八马茶业登顶中国茶企品牌价值第一
Zheng Quan Ri Bao Wang· 2025-11-28 10:17
Core Insights - The 21st China Tea Economic Annual Conference and the 2025 China Tea Brand Construction Forum were held in Xinchang, Zhejiang from November 26 to November 28, highlighting significant developments in the tea industry [1] Company Achievements - Eight Horse Tea Co., Ltd. was recognized as a "2025 Comprehensive Influence Backbone Enterprise" by the China Tea Circulation Association due to its strong brand power and industry influence [1] - Eight Horse Tea ranked first in the "2025 China Enterprise Brand Survey TOP50" and won the "2025 Foreigners' Favorite Chinese Tea Brand" award, further establishing its global competitiveness [4] - The company achieved a score of 961 in the International Brand Academy's "World Tea Brand Evaluation List," placing it second globally and first in China, alongside other top Chinese tea companies [4] Industry Standards and Evaluation - The evaluations were based on comprehensive assessments according to the "Tea Industry Key Enterprises Comprehensive Evaluation Standards" and involved scientific analysis of over 2,100 tea representatives [4] - The brand survey emphasized multiple dimensions, including brand influence, market leadership, and innovation capabilities, focusing on quality, innovation, and service [4] Market Position and Performance - Eight Horse Tea leads the national market in the number of tea chain stores and ranks first in revenue across high-end tea, Oolong tea, and black tea markets [5] - The company has maintained the highest sales revenue for Tieguanyin tea for over ten years, Wuyi rock tea for five years, and black tea for four years [5] Technological Advancements - The company has invested in smart, digital, and information-based production lines, establishing a "super factory" that includes the sixth-generation intelligent production line and the world's first intelligent, digital, and information-based Wuyi tea processing line [5] Global Influence and Marketing Strategy - Eight Horse Tea has hosted over 100 global tasting events in more than 30 countries, promoting Chinese tea as a cultural ambassador [6] - The company has been recognized by international organizations, including the United Nations, for its quality and has received the "International Tea Day Recommended Tea" honor [6] - The chairman emphasized a balanced development strategy focusing on product standardization, intelligent production, digital operations, and brand internationalization to enhance the Eight Horse brand [6]
八马茶业登顶2025中国茶企品牌价值TOP50
Zhong Guo Jin Rong Xin Xi Wang· 2025-11-28 03:27
Core Viewpoint - The 21st China Tea Economic Annual Conference was successfully held in Zhejiang, focusing on tea brand building, cross-industry integration, and international expansion [1][2]. Industry Insights - The China Tea Circulation Association announced key findings from the 2025 tea industry survey, highlighting the importance of brand strength and industry influence [2][9]. - The "2025 China Tea Enterprise Brand Survey Results TOP 50" was jointly evaluated by the China Tea Circulation Association and Xinhua News Agency, emphasizing a scientific and fair assessment of over 2,100 tea representatives [11]. Company Highlights - Bama Tea Co., Ltd. (八马茶业) was recognized as a "2025 Comprehensive Influence Backbone Enterprise" and ranked first in the "2025 China Tea Enterprise Brand Survey Results TOP 50" [2][4]. - Bama Tea achieved a brand value of 120.12 billion yuan, leading the brand value rankings among Chinese tea companies [7]. - The company was also ranked second globally in the World Tea Brand Evaluation List, with a score of 961, further establishing its competitive position [8][9]. Market Performance - Bama Tea leads the market in the number of tea chain stores, with over 3,700 locations across all provinces in mainland China, and ranks first in revenue for high-end tea, oolong tea, and black tea markets [11][15]. - The company has maintained top sales in key tea categories, including Tieguanyin, Wuyi rock tea, and black tea for over a decade [11]. Product Quality and Innovation - Bama Tea's strong foundation is attributed to nearly 300 years of tea-making heritage, with its chairman being a representative inheritor of the national intangible cultural heritage of oolong tea production [11][12]. - The company actively participates in setting industry standards and has invested in smart, digital, and information-based production lines, establishing a leading "super factory" in the industry [12]. International Recognition - Bama Tea was awarded the title of "Foreigners' Favorite Chinese Tea Brand," reflecting its influence in the global market [15]. - The company has hosted over 100 global tasting events in more than 30 countries, promoting Chinese tea as a cultural ambassador [15][16].
武夷山茶农数字化转型:从短视频直播到“低代码”运营客户
Mei Ri Jing Ji Xin Wen· 2025-11-24 07:53
每经记者|刘玲 每经编辑|魏官红 武夷山是世界红茶和乌龙茶的发源地,中国著名的茶乡。正所谓"茶必武夷、壶必孟臣、杯必若琛",武夷茶已然成为好茶的代名词。 据了解,目前武夷山市现有茶园14.8万亩,茶企已经达到3500多家。好茶产量足,但是销路难寻。"在电商发展之前,我们都是开着货车,远至山东等地寻 找经销商,一去就是几个月,还经常吃闭门羹,在小旅馆看着卖不出去的茶叶叹气。"武夷山老徐茶厂老板徐道权告诉《每日经济新闻》记者。 最近两三年,短视频电商和直播带货火热,也给武夷山茶叶厂带来了新的销售通道。不过,随着平台流量红利见顶,茶叶电商老板们的获客成本越来越高, 营销成本成为了茶叶销路上新的"大山"。 "大茗茶仓"创始人黄平炜是武夷山最早一批茶叶短视频电商创业者,在平台流量见顶之下,他开始在钉钉应用开发平台上自学低代码开发,试图通过"私域 流量"运营寻找茶叶生意的突破口。 武夷山一家茶厂 图片来源:每经记者 刘玲 摄 流量红利消退,茶叶电商寻求突围 从武夷山机场驱车五公里,便到了黄平炜的"大茗茶仓"。茶仓是一栋三四层楼的平房,在一楼的仓库里,工人们正在打包要发出的茶叶。 黄平炜告诉《每日经济新闻》记者,他2008 ...
八马茶业港股上市后股价连跌六日
Sou Hu Cai Jing· 2025-11-07 08:29
Core Viewpoint - Baima Tea's stock price has experienced significant volatility since its listing on the Hong Kong Stock Exchange on October 28, with an initial surge followed by a sharp decline, reflecting investor concerns about liquidity and performance [1][4]. Group 1: Stock Performance - On its first trading day, Baima Tea's stock surged by 86.7%, closing at 93.35 HKD per share, but subsequently fell nearly 50% to 58.05 HKD by November 7 [1][4]. - The stock reached a high of 115 HKD shortly after listing, indicating initial strong market interest [1]. Group 2: Company Announcements - On October 30, Baima Tea announced a plan for full circulation of H-shares, which involves converting 31.93 million domestic shares into H-shares, potentially increasing the circulating shares by 60% [4][5]. - This plan has raised concerns among investors about increased selling pressure in the secondary market [5]. Group 3: Financial Performance - Baima Tea's revenue projections show a growth from 1.818 billion HKD in 2022 to 2.143 billion HKD in 2024, but the growth rate is expected to drop sharply from 16.72% in 2023 to just 0.99% in 2024 [5]. - In the first half of 2025, the company reported a revenue decline of 4.2% year-on-year, with net profit down 17.8% [5]. Group 4: Business Model and Challenges - The company heavily relies on franchisees, with franchise income accounting for about 50% of total revenue [7]. - The growth of franchise numbers has slowed, with a net increase of only 86 franchise stores in the first half of 2025, compared to 475 in 2023 [7].
三百年制茶世家的资本答卷:八马茶业上市背后的三重飞轮
Bei Ke Cai Jing· 2025-10-29 06:31
Core Viewpoint - Eight Horses Tea, known as the "first high-end Chinese tea stock," has officially listed on the Hong Kong Stock Exchange, demonstrating strong market demand with an oversubscription of 2,680.04 times and a first-day closing surge of 86.7% to HKD 93.3, resulting in a market capitalization of nearly HKD 8 billion [2][22]. Group 1: Market Position and Business Model - Eight Horses Tea has established itself as a leading player in the fragmented Chinese tea market, which consists of over 1.6 million companies, with the top five players holding only about 5.6% market share in the high-end tea segment as of 2024 [2][3]. - The company has achieved the highest number of tea chain stores in China and ranks first in revenue in the high-end tea market, oolong tea market, and black tea market [3]. Group 2: Competitive Advantages - Eight Horses Tea has successfully overcome the traditional challenges of the tea industry, characterized by "variety without brand," particularly in the three major tea categories: black tea, rock tea, and Tieguanyin, where it has established significant revenue leadership [8]. - The company’s core competitive advantages are driven by three key elements: product quality, channel strategy, and technological innovation [8][12]. Group 3: Product Quality and Brand Strategy - The company emphasizes a "quality first" philosophy, ensuring high-quality tea through stringent standards and a commitment to authentic production origins, which has led to high premium pricing and stable repurchase rates [9][11]. - Eight Horses Tea has built a network of over 3,700 chain stores across all provinces in mainland China, creating a strong brand presence and customer experience [11]. Group 4: Channel Strategy - The unique "direct sales + franchise" model has enabled Eight Horses Tea to achieve significant scale and establish strong channel barriers, with 3,716 stores nationwide as of the last report [12][13]. - The company supports franchisees through centralized procurement and logistics, enhancing operational efficiency and benefiting franchise partners [13]. Group 5: Technological Innovation - Eight Horses Tea is addressing the non-standardization challenge in the traditional tea industry by investing in smart, digital, and information-based production lines, including a leading "super factory" [14][17]. - The company has actively participated in setting industry standards, converting traditional practices into modern quality control metrics, which is crucial for scaling operations and enhancing profitability [17]. Group 6: Future Growth and Strategic Plans - The successful listing is seen as a lever for deeper integration within the Chinese tea industry, with funds raised aimed at expanding channel networks, upgrading supply chains, and enhancing brand recognition both domestically and internationally [18][22]. - The company plans to target Southeast Asia and countries along the "Belt and Road" initiative for international market expansion, aiming to elevate Chinese tea culture globally [22].
昇望基金产业赋能见成效|所投企业八马茶业成功上市
Xin Lang Cai Jing· 2025-10-28 11:49
Core Viewpoint - The successful listing of Baima Tea on the Hong Kong Stock Exchange marks a significant milestone for the Chinese tea industry, reflecting strong investor confidence in leading enterprises within this sector [1][18]. Group 1: Listing Performance - Baima Tea's dark trading prior to its official listing saw a peak increase of 100%, with the opening price on the listing day at 80.1 HKD, representing a 60.2% increase and a market capitalization exceeding 7.195 billion HKD [1][2]. - The company achieved a record oversubscription of 2,684 times during the public offering, attracting 120 billion HKD in subscription funds, setting a new record for tea companies in Hong Kong [2]. Group 2: Market Position and Financial Performance - Baima Tea is recognized as the leading enterprise in the high-end tea market in China, holding the top position in various categories, including oolong and black tea, with over 3,700 retail stores nationwide [2][3]. - The company's revenue for 2022, 2023, 2024, and the first half of 2025 was 1.818 billion, 2.122 billion, 2.143 billion, and 1.063 billion CNY respectively, with net profits of 166 million, 206 million, 224 million, and 120 million CNY [3]. Group 3: Brand and Cultural Influence - Baima Tea possesses a national intangible cultural heritage status for its "Tieguanyin production technique" and has established a strong brand presence internationally through participation in significant diplomatic and cultural events [5][9]. - The brand has been ranked first in customer satisfaction among tea chain brands in China for three consecutive years, indicating its strong market recognition [5][7]. Group 4: Technological and Supply Chain Innovations - The company utilizes IoT technology to create a "smart tea garden," enabling real-time monitoring of environmental conditions to optimize cultivation processes [9]. - Baima Tea has implemented a fully automated production line and is a key player in the national industrial internet framework, ensuring comprehensive traceability in its supply chain [9]. Group 5: Investment Strategy and Future Outlook - The investment strategy focuses on the potential of the tea industry, emphasizing brand development, channel efficiency, and technological advancements to capture growth opportunities [15][17]. - Baima Tea's approach to integrating culture, channels, and technology positions it as a leader in overcoming the challenges of brand recognition in the tea sector [17][18].
“高端中国茶第一股”八马茶业上市背后的“三重护城河”
Mei Ri Jing Ji Xin Wen· 2025-10-28 10:34
Core Viewpoint - Eight Horses Tea Co., Ltd. has officially listed on the Hong Kong Stock Exchange, marking a significant milestone as the "first high-end Chinese tea stock" and demonstrating its strong market presence and growth potential in a highly fragmented industry [1][3]. Company Overview - Eight Horses Tea has established itself as a leading player in the Chinese tea market, with a national chain scale and high-end brand influence, overcoming structural challenges in a market with over 1.6 million enterprises [3][4]. - The company achieved an oversubscription of 2,680.04 times during its public offering, pricing its shares at HKD 50, and saw a first-day trading surge of 73%, reaching HKD 86.5, with a market capitalization of nearly HKD 7.3 billion [3][4]. Competitive Advantages - Eight Horses Tea has a leading position in multiple segments, including being the top-ranked company in high-end tea, oolong tea, and black tea markets by revenue [4][6]. - The company has successfully addressed the traditional issue of "having categories but no brands" in the tea industry, particularly excelling in the three major tea categories: black tea, rock tea, and Tieguanyin [6][7]. Quality and Brand Strategy - The company emphasizes a "quality first" philosophy, focusing on both "quality tea" and "quality stores" as foundational elements [7][9]. - Eight Horses Tea has over 3,700 chain stores nationwide, creating a strong retail network that enhances customer experience and satisfaction, ranking first in customer satisfaction for tea chain stores for three consecutive years [9][10]. Distribution and Channel Strategy - The "direct + franchise" model has enabled Eight Horses Tea to achieve significant scale and establish strong channel barriers, with 3,716 offline stores as of the latest report [10][11]. - The average annual sales per franchise store exceeded HKD 2 million, with a growing number of franchisees achieving high sales performance [10][11]. Technological Innovation - The company has invested in smart, digital, and information-based production lines, establishing industry-leading "super factories" that enhance production efficiency and ensure consistent tea flavor [11][12][14]. - Eight Horses Tea actively participates in setting industry standards, having led or participated in the formulation of over 20 tea industry standards, which helps modernize quality control [12][14]. Future Growth Plans - The funds raised from the IPO will be strategically allocated to expand the channel network, upgrade supply chains and smart factories, and enhance brand building and international promotion [15][16]. - The company aims to solidify its market position and accelerate industry consolidation, targeting a market size of RMB 135.3 billion by 2029 [16].