李彦丨作者 木鱼丨编辑 茶咖观察丨出品 6月28日，贵阳茶饮品牌去茶山在杭州开出浙江首店。开业当天上午，社交平台上就被"排队盛况"刷屏。有网友表示，当天排队数量超过3000杯。 创立于贵州贵阳的去茶山，是近年新茶饮行业典型走"地方食材特色"路线的品牌。招牌产品是贵州铜仁抹茶、刺梨气泡水、干酪普洱鲜奶茶等，整体价格带 位于20-30元。装修将黑灰色系与原木风相结合，试图营造出"贵州山野"的氛围。小程序显示，去茶山目前全国直营门店有55家。过去几年，他们在重庆、 成都、深圳、上海等地开首店时，都曾出现过类似的"开业爆单"场景。 那么，这家店究竟是真火爆还是营销做到了极致？开业后的第三天，茶咖观察到杭州中心商场首店现场看了看。 线上排队3000杯，线下设置8张凳 一小时出杯400 不过，相较于产品，茶咖观察认为，去茶山的「爆单机制」更值得关注。 新茶饮界"网红品牌"来杭州，前期爆单是常态。例如上海的红茶公司、阿嬷手作。按照以往看，这类品牌更偏爱"限定数量截单"，例如排队300杯后台就会 停止接单，还想点单的消费者需要等到单量减少至200杯左右，门店重新开放下单，才能重新点单去"抢剩下100杯"的额度。 去茶山没有给 ...

恰巴塔可能是全网"最叛逆"的面包之一。 一块奇形怪状、表面皱巴巴的面包，没有像法棍一样金黄优雅的表皮，也没有欧包表面美丽的割 口，但却以这种"不修边幅"的松弛感，强势挤占橱窗为数不多的C位，和贝果、国王饼一起成为年 轻人们最爱的面包品类TOP 3。 来源 : 库润数据 / 英敏特， 2024 年 4 月 不是说年轻人们买面包首先看颜值吗？恰巴塔凭什么成为例外？ 原因可能是恰巴塔太懂得"错位竞争"了。 诞生于1982年的恰巴塔，其实并不"古老"，它是意大利面包师为了对抗法棍在意大利的市场垄断而 诞生的一种"新意式面包"。 因此它延续了法棍的优势，配方足够干净简单—— 面粉、酵母、水和盐，再加上 3% ~ 5% 橄榄 油，没了。 不靠糖、奶油等原料调味，也不靠黄油增香，纯粹靠面粉的麦香与酵母的风味在时间中慢慢发酵融 合，将原料的风味发挥到极致。这种"极简主义面包"，满足了消费者对于健康饮食的想象。 同时它又没有其他传统欧包那么"又硬又酸"：超高的含水量让它内部湿润，蓬松+韧劲俱备，外脆内 Q，回味带点甘甜麦香，越嚼越香，更符合"亚洲胃"——这是让无数人转为"恰吹"的转折点。 恰巴塔的独特结构，让它在"夹东西"这件 ...

Group 1 - The core viewpoint of the article highlights that Tongrentang has been recognized for its groundbreaking research in precision nutrition, being the only dietary supplement company featured in the Nature supplement on global technology enterprises [1][4] - The article emphasizes that Tongrentang has gradually become a leading player in the global VDS (Vitamins, Dietary Supplements) industry, as evidenced by its repeated appearances in top international journals [4] Group 2 - Tongrentang's precision nutrition research has been notably recognized, including the establishment of China's first fully automated online dry blood spot testing center, which can detect over 40 metabolic components from a simple fingertip blood sample [5] - The company is collaborating with authoritative institutions to develop a new metabolic health assessment model, achieving breakthroughs in multi-dimensional quantification of homeostasis concepts [5] - The focus on scientific evidence is driving the transformation of research outcomes into public health benefits, with an emphasis on addressing common health issues through dietary supplements [6] Group 3 - Tongrentang has conducted significant research on the efficacy of red yeast rice and water-soluble tomato concentrate for cholesterol control and cardiovascular health [7] - The company has innovatively utilized a dual-layer tablet technology to enhance the effectiveness of composite vitamins and minerals [7] - Research has successfully isolated and studied several probiotic strains, exploring their potential benefits for digestive and metabolic health [8] Group 4 - Tongrentang has conducted the first large-scale real-world study in the field of bone and joint health, validating the safety and positive effects of long-term supplementation of glucosamine, chondroitin sulfate, and calcium [8] - The future of precision nutrition is expected to yield more research outcomes that will benefit public health, positioning Tongrentang at the forefront of this emerging field [8]

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Core Insights - The probiotic market has seen significant growth, but the effectiveness of probiotics is determined by rigorous clinical validation rather than marketing claims about strain variety and high live bacteria counts [1][11] - The World Health Organization (WHO) defines probiotics as live microorganisms that confer health benefits when consumed in adequate amounts, emphasizing strain specificity and dose dependency [1][11] Clinical Validation Advantages - Precision targeting through genomic screening of functionally defined strains, such as Bifidobacterium animalis ssp. lactis BB-12, which has been shown to regulate the gut-immune axis and reduce diarrhea incidence in infants [3] - Safety assurance from clinical trials that can identify potential risks, such as infection risks in immunocompromised individuals or antibiotic resistance issues [3] - Scientific dosing to prevent ineffectiveness from insufficient doses or imbalances from excessive amounts [3] Market Competitiveness - Clinically validated strains have become a "hard currency" in the market, with notable examples including: - Lactobacillus rhamnosus GG, which has over 300 studies confirming its ability to shorten the duration of acute diarrhea in children by 26% and reduce antibiotic-associated diarrhea risk [5] - Bifidobacterium animalis ssp. lactis BB-12, which reduced diarrhea incidence from 42% to 26% during antibiotic treatment and is featured in Puractive's children's probiotic products [7] - Weizmannia coagulans BC99, included in products like Yili's "explosion pearl yogurt," which has shown to improve gut barrier function and regulate immunity [8] Market Challenges - Despite the probiotic market exceeding 100 billion, there are significant issues with product quality, including: - Ambiguous strain sources that may not adapt to the gut environment [12] - Exaggerated claims without clinical support, such as weight loss or anti-aging benefits [12] - Concerns over viability due to improper storage and transport conditions [12] - True clinical probiotics require a comprehensive investment in the entire process from strain selection to safety evaluation, as exemplified by the development of Lactobacillus Zhang, which took nearly ten years to validate its cholesterol-lowering effects [12] Consumer Awareness - The healthy development of probiotics relies on consumer education, focusing on: - Strain identification, ensuring traceability to clinical studies [15] - Live bacteria counts, typically needing to reach 10^8 to 10^12 CFU per day [15] - Formulation and storage methods that enhance live bacteria survival [15] - The future of probiotics will likely see advancements with next-generation strains, but the principle of "no scientific evidence equals ineffective supplementation" remains crucial [15]

Core Points - The company is planning to import dairy products due to business expansion needs, which includes various types of dairy such as raw milk, pasteurized milk, and infant formula [1] - The import of dairy products is regulated by multiple laws and regulations in China, including the Food Safety Law and the Import and Export Food Safety Management Measures [1] Group 1: National Access - China implements access management for imported dairy products, with the General Administration of Customs evaluating the food safety management systems of exporting countries before granting access [2] Group 2: Company Qualifications - Foreign dairy producers must be registered through their local authorities and approved by the General Administration of Customs before exporting to China [3] - Exporters and agents must register with the General Administration of Customs to handle food import business [3] Group 3: Import Declaration - Importers must declare the import of dairy products truthfully to customs, providing necessary documents such as health certificates and proof of compliance with Chinese food safety standards [4] - For infant formula, a specific registration certificate is required, and organic products must have relevant certification [5] Group 4: Goods Release and Non-compliance Handling - Customs will release imported dairy products that pass inspection and issue a quarantine certificate, while non-compliant products will be handled according to regulations [6] Group 5: Other Requirements - Packaging must include the registration number of the producer in China or the approval number from the local authority [8] - Infant formula must have a shelf life of at least three months from the date of customs declaration, and large packages cannot be repackaged in China [8] - Labels for special dietary foods must be printed directly on the smallest retail packaging without additional stickers [8]

Group 1 - The yogurt market is experiencing a contraction, with a projected decline of 10.68% in market size for 2024 according to Euromonitor data [2] - Major players like Yili and New Hope are still achieving growth in this shrinking market, with Yili's low-temperature yogurt business significantly increasing its market share by 1.3 percentage points [2][4] - Junlebao's "Jianchun" brand leads the low-temperature yogurt market, holding the top market share in both zero-sugar and low-temperature yogurt categories [2][3] Group 2 - The yogurt market is facing intensified price competition, with mainstream prices dropping from 8-10 yuan to around 5 yuan over the past five years [3] - There is a clear polarization in the yogurt market, where low-end products are struggling to sell despite price cuts, while distinctive mid-to-high-end products are seeing relative growth [3] - Companies are increasingly focusing on innovation and new product launches to drive growth in a challenging market environment [3]

Group 1: New Tea Beverage Industry Trends - In April 2023, 26 new tea beverage chain brands opened 1,857 new stores, a month-on-month increase of 25.05%, but a year-on-year decrease of 34.22% [1] - The total number of existing stores reached 112,252, with an increase of 1,569 stores compared to the previous month [1] - Despite the increase in store openings compared to March, many brands adopted cautious expansion strategies, with brands like Heytea and Naixue's Tea seeing a 90% reduction in year-on-year openings [1] Group 2: Expansion of Naixue's Tea - Naixue's Tea opened its 8th store in Southeast Asia at CENTRAL FESTIVAL in Chiang Mai, Thailand, generating nearly 3.5 million Thai Baht (approximately 770,000 RMB) in its first month [2] - The store is located in a prime area of a luxury shopping center, attracting over 20,000 visitors daily and offering nearly 50 types of tea and baked goods [2] Group 3: Tea Talk's International Expansion - Tea Talk's first store in Vancouver, Canada, has begun trial operations, selling nearly 1,000 cups in half a day [3] - This store is the brand's sixth in Canada, following five locations in Toronto, and features a menu similar to its domestic offerings [3] - The brand is accelerating its overseas expansion, with plans for stores in the US, Europe, Australia, and New Zealand [3] Group 4: Investment in Traditional Tea Brands - Dongshi Grandma's Handmade Tea completed a multi-million yuan Series B financing round, which will be used for supply chain development, regional market expansion, and product innovation [4] - The brand, established in October 2022, aims to promote Chinese tea culture by blending Taiwanese and Guangxi characteristics [4] Group 5: New Product Launch by Heqi Zheng - Heqi Zheng is set to launch a new series of health waters, including flavors like red date and goji berry water, red bean and barley water, and licorice and dried tangerine peel water [6] - The health water market is competitive, with major brands like Master Kong and Uni-President already established in this space [6] - The market for Chinese health waters has grown from 10 million yuan in 2018 to 450 million yuan in 2023, with expectations to exceed 10 billion yuan by 2028 [6]

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行 业 研 究 [Table_Reportdate] 2025年05月22日 [table_invest] 超配 行 业 深 度 食 品 饮 -40% -29% -18% -7% 4% 15% 24-05 24-08 24-11 25-02 申万行业指数:食品饮料(0734) 沪深300 [相关研究 table_product] [Table_NewTitle 产能加快]调整，2025年奶价有望企稳 ——乳制品行业深度报告 [table_main] 投资要点： 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 料 [证券分析师 Table_Authors] 姚星辰 S0630523010001 yxc@longone.com.cn [table_stockTrend] 26% 1.白酒底部区间，大众品关注高成长 性赛道 — — 食 品 饮 料 行 业 周 报 （2025/5/12-2025/5/18） 2.白酒压力释放，关注高景气品类— —食品饮料行业周报（2025/5/5- 2025/5/11） 3.安井食品（603345）：经营稳健， 方向明确——公司 ...