文 | 一点财经编辑部 8月中旬，传来了两个消息。 一个是北京时间8月16日凌晨，在巴西总统卢拉、副总统阿尔克明、中国驻巴西大使祝青桥的见证下， 长城汽车巴西工厂正式竣工投产。 另一个是8月19日，泡泡玛特发布2025年上半年财报，中国、亚太、美洲、欧洲及其他四个区域均实现 超三位数增长，其中，美洲营收22.6亿元，同比增长超十倍。 这两个，一个汽车，一个新消费，一个南美，一个美国，两类不同的企业，两个不同的市场，却共同讲 述着同一个故事，同一个旋律——出海！出海！出海！ 出海如果是一场通关游戏，那么2025年半年多以来，许多企业逐渐刷出了新副本。在这个新副本里，中 国式的全球化更猛，更强，也更聪明。 更猛 但争议与讨论只是一时，建设还在继续。 7月1日，下半年第一天，巴西当地新闻报道称，比亚迪在巴伊亚州卡马萨里市正式向媒体开放了新工厂 的大门。比亚迪展示了在此组装的电动汽车等产品，并透露将在数周内正式启动生产。 世界纷纷扰扰，但中国企业的出海征程从未止歇，反而更加迅猛。 据商务部和外汇局统计，1-6月我国全行业对外直接投资5748.6亿元人民币，虽然同比下降5.1%，但非 金融类直接投资5188.9亿元人民 ...

中新网广州8月23日电 (记者 蔡敏婕)第33届广州博览会正在广州举行。本次贵州遵义展馆围绕协作帮扶 促消费的核心主题，集中展示遵义8个对口帮扶县(市)及珠遵消费协作企业联盟的粮油、果蔬、饮料、 茶叶、酱香白酒等名优农特产品，让广大市民感受遵义生态农产品的独特风味。 山川纵横、草绿林密的遵义，已成为炎炎夏日粤港澳大湾区游客避暑的首选旅游目的地。记者从遵义展 馆获悉，截至6月底，粤港澳大湾区城市今年前往遵义游客达210.2万人次，同比增长12.7%。 围绕建设一流旅游城市和打造赤水世界级旅游景区的目标，遵义推进旅游产业化，推出"四季游"主题精 品线路64条，乌江寨荣获"国家级夜间文化和旅游消费集聚区"称号。广博会上的遵义展馆设置农文旅展 区，推介"东线自然·人文茶旅线路""西线丹霞·古镇·酒旅线路"等旅游资源，以图文、视频等方式展现了 遵义万亩茶海、山水风光等丰富的旅游资源。 此外，遵义展馆还设有新茶饮展区，以"遵义茶底+新茶饮调配"直观演绎"山海协作"的味觉创新。2024 年以来，珠海和遵义整合优势，联动高校院士团队成立全国新茶饮供应链联盟，建设全国新茶饮供应链 中心。2024年遵义新茶饮产业集群总产值达到7 ...

Group 1 - The opening of the fishing season in the South China Sea marks a busy period for fishing ports, with numerous fishing boats setting out to sea [33] - In Jiangmen, nearly 1,800 fishing boats departed from various ports, with the first catch hitting the market the same evening [34] - The seafood promotion event in Zhanjiang aims to enhance brand building and market presence for local seafood products through media collaboration [16][18] Group 2 - The "Xinjiang products southbound, Guangdong products northbound" event showcases the strength of Guangdong's textile and apparel industry in Xinjiang [9][10] - The event features representatives from key garment regions in Guangdong promoting their products, highlighting the synergy between Guangdong's manufacturing and Xinjiang's cotton [11] - The event is part of broader efforts to strengthen economic ties and promote regional products [9][10] Group 3 - The "Jiyue Agricultural Shared Economy and Quality Specialty Agricultural Products Promotion Conference" was held during the Changchun International Agricultural and Food Expo, focusing on enhancing agricultural cooperation between Guangdong and Jilin [39][41] - The conference emphasizes the importance of media collaboration in building market systems for agricultural products [42] - The event aims to explore new pathways for cooperation and shared development in agriculture [40][41]

Core Viewpoint - The new tea beverage supply chain is supported by a triangular system of quality raw materials, technological innovation, and standardization, which are essential for its survival and development [12][18]. Group 1: Supply Chain Fundamentals - The quality of raw materials is the foundation of the new tea beverage supply chain, with a focus on fresh and pure tea leaves to extract natural flavors [13]. - Technological innovation acts as the engine for the supply chain, exemplified by the development of "continuous low-temperature countercurrent extraction" technology, which preserves the natural aroma of tea during industrial production [14][15]. - Standardization is crucial for aligning the traditional tea industry with the new tea beverage sector, ensuring a unified quality standard across diverse raw materials and production processes [16][17]. Group 2: Opportunities and Challenges - The rise of niche teas presents both opportunities and challenges for the supply chain, as these teas can enhance raw material diversity but may also lead to shortages and quality inconsistencies due to their small-scale production [23][24]. - To capitalize on the benefits of niche teas, supply chain companies should establish a "flavor database," promote moderate-scale cultivation, and develop flavor adaptation technologies [25][26][27]. Group 3: Design Thinking in Supply Chain - The shift from "producing tea" to "designing tea" represents a fundamental change in supply chain thinking, moving from resource-oriented to demand-oriented approaches [30]. - Cultivating "design thinking" involves creating a closed loop of consumer insights, technology transformation, and product implementation, ensuring that product development aligns with consumer preferences [31][32]. Group 4: Brand Development in New Tea Beverage Supply Chain - The new tea beverage sector is transitioning from traditional agricultural processing to modern industrial manufacturing, presenting significant branding opportunities [35]. - Current branding efforts in the new tea beverage supply chain are still in the early stages, with many companies lacking influential brands and focusing more on products than brand identity [36]. - Enhancing brand value can stabilize and sustain related agricultural industries, increase raw material pricing power, and support rural revitalization by connecting remote tea-producing areas with broader markets [39][40].

Group 1: Coffee Industry Insights - The coffee consumption trend is rising, with over 9,100 coffee shops in Shanghai, showcasing a diverse range of offerings from simple American coffee to creative specialty drinks [2][4] - A new coffee shop in Shanghai has gained popularity by offering unique frozen coffee drinks at an affordable price, attracting significant customer traffic [2][4] - A coffee brand that started from a small shop has expanded to over 800 locations in Shanghai, indicating strong growth in the coffee chain sector [4] - The rise of affordable coffee options and unique "village coffee" shops is contributing to the growth of the coffee market, with a notable presence in rural areas [5][7] - The coffee industry in China is projected to reach a market size of 313.3 billion yuan in 2024, with a year-on-year increase in per capita consumption of 33% [7] Group 2: Tea Industry Developments - The new tea drink sector is experiencing a surge in popularity, particularly among younger consumers, with a focus on health-conscious options [9][11] - The first half of the year saw a significant number of new tea drink companies going public, indicating a robust market environment [12] - The total number of tea drink outlets in China reached 116,978 by June, with a rapid introduction of new products, averaging 1.3 new items daily [12] - Chinese tea drink brands are expanding internationally, with a growing presence in markets like Southeast Asia, projected to reach a market size of 50 billion USD by 2028 [16] - The Chinese ready-to-drink tea market is expected to grow to 312.7 billion yuan in 2024, maintaining a growth rate of 20.97% [17]

Group 1: Cooling Economy Trends - The "cooling economy" is gaining momentum as high temperatures drive demand for cooling products and services, including air conditioning and summer tourism [1][5] - Consumer preferences are shifting towards innovative cooling products, such as new tea drinks and breathable outdoor clothing, reflecting a growing demand for refreshing experiences [2][3] Group 2: Appliance Market Dynamics - The demand for cooling appliances has surged, with significant increases in sales for AI energy-saving air conditioners, central air conditioning systems, and portable fans, with some categories seeing over 220% growth [3][4] - Companies like Haier are focusing on energy efficiency and health features in their products, with sales of energy-efficient air conditioners increasing by 82% in certain regions [3][4] Group 3: Tourism and Summer Activities - Summer tourism is thriving, with various activities being organized to attract visitors, such as camping and music events, enhancing the appeal of summer destinations [5][6] - The government is promoting diverse summer activities and events to stimulate consumption, with initiatives like the "Shanghai Summer" international consumption season and various local tourism campaigns [6]

Core Viewpoint - The recent "takeout subsidy war" initiated by Alibaba and Meituan has significantly boosted the new tea beverage consumption across the country, leading to a surge in stock prices of tea beverage companies in the Hong Kong market [1][2]. Group 1: Market Impact - The introduction of various no-threshold coupons such as "25 yuan off 21 yuan" and "25 yuan off 20 yuan" has ignited a consumption boom in new tea beverages [1]. - As of July 8, 2023, tea beverage stocks saw notable increases, with Cha Bai Dao rising by 5.82% to 11.28 HKD, Nayuki's Tea increasing by 2.53% to 1.62 HKD, and Gu Ming up by 0.36% to 27.7 HKD [1]. - The stock prices of tea beverage brands remained high, with Gu Ming rising by 2.17% to 28.30 HKD and Mi Xue Group increasing by 0.74% to 543.00 HKD as of July 9, 2023 [1]. Group 2: Operational Dynamics - Many tea beverage brands experienced a "surge in orders," with Nayuki reporting multiple stores facing "explosive order" situations, particularly in cities like Shenzhen [2]. - The "takeout war" has positioned tea and coffee consumption as major beneficiaries due to their high frequency, low average transaction value, and stable preparation processes [2]. - Supply chain efficiency has become a core competitive factor, with leading brands like Heytea and Cha Bai Dao leveraging digital supply chain technologies to reduce waste, while smaller brands struggle with technological capabilities [2].

Core Insights - Chinese dining brands are rapidly expanding globally, transitioning from individual store trials to systematic and large-scale international operations, driven by domestic market competition and policy support [1][3][4] - The "going global" trend is not merely about store expansion but involves deep localization of supply chains and cultural integration [1][4] Industry Overview - The overseas Chinese community has historically contributed to the spread of Chinese cuisine, with brands like Quanjude and Donglaishun leading the way post-reform [2] - The hot pot segment is a pioneer in this expansion, with Haidilao operating over 120 international locations, while other brands focus on Southeast Asia with differentiated offerings [2] - The new tea beverage sector is emerging as a significant player, with Mixue Ice Cream and Tea opening over 5,000 stores across 12 countries since 2018 [2] Market Dynamics - The domestic restaurant market is experiencing intense competition, with 1.347 million new registrations and 1.056 million closures in the first half of 2024, indicating a saturated environment [3] - Policy support, including the "Belt and Road" initiative, is facilitating the internationalization of Chinese dining brands [3] Global Demand - The overseas market for Chinese cuisine is expanding, driven by a growing Chinese diaspora and a global trend towards culinary experience [4] - The demand for Chinese dining is supported by local supply chain innovations, such as the "central kitchen + local procurement" model [4] Challenges - Cultural differences, supply chain construction, and regulatory barriers remain significant challenges for Chinese dining brands venturing abroad [4][5] - Localizing flavors while maintaining core brand identity is crucial for success in foreign markets [5][6] Supply Chain Issues - The complexity of international supply chains poses challenges, with many brands relying on domestic sourcing for core ingredients while facing local procurement difficulties [6][7] - Regulatory compliance varies by country, complicating the entry process for Chinese dining brands [7] Strategic Recommendations - Building a robust supply chain and understanding local regulations are essential for successful international expansion [8][9] - Collaboration across the entire industry chain is necessary to achieve economies of scale and ensure consistent quality [9][10] Innovation and Adaptation - New tea brands are exploring innovative supply chain solutions, such as local partnerships and self-developed products, to address supply challenges [10] - Digital platforms are enhancing the international presence of Chinese dining brands, with initiatives like Meituan's global restaurant guide [10][11] Cultural Integration - Successful internationalization requires a deep understanding of local cultures and consumer preferences, transforming dining experiences into cultural exchanges [11][12] - The evolution from "water and soil incompatibility" to "local coexistence" reflects the ongoing adaptation of Chinese dining brands in global markets [12]

Group 1 - The core idea of the article revolves around the revival and modernization of traditional Chinese tea culture, particularly its appeal to Generation Z through new tea brands and practices [2][9]. - The discussion highlights the significance of historical texts, such as Song Huizong's "Da Guan Cha Lun," in establishing tea tasting standards and the "Seven Steps of Tea Pointing" [4][5]. - The role of contemporary tea brands like Bawang Chaji in promoting authentic tea experiences and their alignment with the preferences of younger consumers is emphasized [9][10]. Group 2 - The historical evolution of Chinese tea culture is outlined, from the Tang and Song dynasties' powdered tea to the modern leaf tea practices, showcasing a rich tradition that has adapted over centuries [7]. - The differences between raw and ripe Pu-erh tea are explained, noting that raw tea is more stimulating while ripe tea is smoother due to fermentation processes [8]. - The importance of guiding younger generations in understanding tea culture through educational initiatives and relatable content is stressed, indicating a need for cultural ambassadors [10].

Core Insights - The new tea beverage industry is rapidly growing, with the market size expected to reach 3,547 billion yuan in 2024 and potentially exceed 4,000 billion yuan by 2028, becoming a significant force in the consumer market [1] - New tea beverages are characterized by innovative product offerings and technological empowerment, incorporating diverse ingredients like fresh fruits, cheese, and nuts, thus enhancing consumer experience [1] - The industry faces challenges such as quality control issues, product homogenization, and over-reliance on marketing, necessitating a focus on quality and innovation to sustain growth [2][3] Industry Growth - The new tea beverage market is projected to grow significantly, with a forecasted market size of 3,547 billion yuan in 2024 and a potential to surpass 4,000 billion yuan by 2028 [1] - The sector is becoming a popular choice for social interactions and leisure, indicating a shift in consumer behavior towards new tea beverages [1] Product Innovation - New tea beverages are moving beyond traditional tea and water combinations, introducing unique local ingredients and modern techniques to create distinctive flavors [1] - Brands like 去茶山 are integrating local specialties into their products, showcasing regional characteristics and enhancing brand identity [1] Quality Control Challenges - The industry is facing issues with inadequate raw material procurement standards and quality supervision, leading to food safety concerns [2] - There is a significant problem with product homogenization, where many brands offer similar flavors and packaging, resulting in a lack of differentiation [2] Strategies for Improvement - Companies are encouraged to enhance product quality by establishing comprehensive quality control systems that trace ingredients from source to final product [2] - Implementing digital tools for monitoring operations and improving customer experience is essential for maintaining quality and reducing complaints [2] - Emphasizing brand values and creating unique product offerings can help establish competitive advantages in the market [2] Innovation Focus - The industry must prioritize innovation across product development, technology, and cultural aspects to remain competitive [3] - Companies are urged to invest in research and development to create healthier beverage options that align with consumer trends towards low-sugar and natural ingredients [3] - Embracing digitalization and automation can enhance operational efficiency and reduce costs, allowing for better market responsiveness [3]