中国国际茶文化研究会副会长、中国茶叶学会副理事长、浙江大学茶叶研究所所长王岳飞在主旨演讲中 提及，在"大食物观"指引下，茶正通过"全价利用、跨界开发"，从单纯的"饮"向"食"延展。在他看来， 新茶食的使命价值在于满足群众日益多元化的食物消费需求，其概念比新茶饮更契合当下的生活场景。 中新网衢州1月9日电(林波 郭婧)1月9日，浙江省衢州市开化县新茶饮新茶食高质量发展推进会暨龙顶茶 镇"三茶融合"创新园招商洽谈活动在当地举行。开化官宣启用龙顶茶镇"三茶融合"创新园新茶饮供应链 中心。 作为目前浙江省单体规模最大、智能化程度最高的茶叶初制加工园区，该创新园核心区建筑面积达6万 平方米，配备了12条全自动化生产线，被业界视为解决新茶饮供应链痛点的"超级工厂"。 新茶饮是以年轻"新新"消费者为主要客群的中国新兴茶饮品类，以新鲜食材、新技术应用及创新品牌价 值为特征。近年来，作为茶饮界的"新势力"，新茶饮已成为当下年轻人品茶的新风向标。 "新茶饮市场规模庞大，但对供应链的稳定性、标准化要求极高。"开化县两山投资集团有限公司党委书 记、董事长吴鹏远在推介中指出，在这里，无论是传统的烘炒青绿茶、红茶，还是新式的碾茶、扁茶， ...

头部企业集体涌向公开市场 深圳商报·读创客户端记者 李佳佳 文/图 国家统计局2025年12月中旬发布最新数据显示，2025年11月，全国餐饮收入6057亿元，同比增长 3.2%；限额以上单位餐饮收入1380亿元，同比增长1.2%。2025年1月至11月，全国餐饮收入累计达到 52245亿元，同比增长3.3%。 表面看，餐饮市场延续了"稳中有进"的态势，成为消费大盘中一抹亮色。但中国烹饪协会指出，餐饮业 仍面临"供强需弱"的挑战。业内人士认为，餐饮行业竞争已进入全新阶段，单纯的产品或服务优势难以 留住消费者，餐饮行业的竞争全面升级为供应链、数字化与资本实力的综合较量。 记者发现，2025年，中国餐饮行业上演了一轮密集的资本化冲刺。在资本周期、政策环境等共同作用 下，中国餐饮行业以新茶饮品牌为先锋，火锅、正餐、快餐等各品类头部企业集体涌向公开市场，构成 了一股上市热潮。 2025年上半年，蜜雪冰城、古茗、霸王茶姬等品牌相继在港交所或纳斯达克挂牌。从年初到年中，上述 企业相继在港股和美股敲钟上市，希望通过资本市场融资来支持其快速扩张和品牌建设。 其中，蜜雪冰城港股首日市值即突破千亿港元，成为年内最具标志性的IPO ...

解读新茶饮品牌 TOP50：拼口味 是幌子，供应链 才是真王牌？_ 南方+_南方plus 写字楼的取餐屏 飞速滚动，街角 的茶饮店永远排 着长队，店员3 分钟内递出一排 饮品，低糖、天 然成分成标配； 千里之外的贵州 遵义茶山，鲜茶 正通过冷链发往 全国门店；后台 系统里，AI已精 准预测出爆款销 量，误差率控制 在5%以内，库 存周转率提升 40%。这杯你随 手点的新茶饮， 从茶园到杯端， 串联着一条"看 不见"却至关重 要的供应链。 日前，2025 年"珠遵杯"中国 新茶饮（供应 链）企业品牌价 值50强榜单及专 项报告（下称 "榜单""报告"） 重磅发布。该榜 单及报告具有鲜 明的东西部协作 属性，由广东省 粤黔协作工作队 遵义工作组、南 方报业传媒集团 南方农村报社、 中国广告协会国 际传播工作委员 会、中央民族大 学新闻与传播学 院等权威机构联 合发起，突破以 往仅以门店数量 或营收为核心的 传统评价视角， 转而挖掘新茶饮 供应链企业在原 料品质、供应能 力、效率模型、 服务深度、品牌 协同、生态建设 等维度的核心评 价数据，立体呈 现2025年新茶饮 产业链的核心竞 争力格局。 当前，行业正从 高 ...

在世界第一高桥塔尖喝冠军咖啡、在古村老宅中参与非遗手作工坊……近年来，一批批消费场景"上新"，成为激活消费的重要引擎。 消费新场景是消费新业态、新模式、新产品的系统集成。随着人们物质条件的日益富足，消费不仅是单纯的商品购置，还叠加了对情绪价值与身心愉悦的 追求。 场景之核，在于创造意义体验。真正优质的消费场景在于提供独特意义与深度体验，贵阳竞逐国家消费新业态试点，精品咖啡、新茶饮、精酿啤酒等新业 态升温，正是对年轻消费群体个性化、品质化需求的回应。 消费之争是场景之争，体验之争，价值认同之争。以场景为载体，让产品融入风土、技艺与情感，出售一片风景、一种情怀、一段值得珍藏的记忆，更能 有效激发消费潜力。 三审 马刚 编辑 金妮 二审 伍少安 贵州日报天眼新闻评论员 朱登芳 贵州加快消费场景的接续打造，目前已建成18个美酒美食街区、打造21个酒旅融合景区；"村BA""村超"商文旅体融合成效初显；上月，贵阳作为拟入选 消费新业态新模式新场景试点城市名单予以公示…… 场景之网，在于激活全域消费。消费活力贵在流动与接续，美酒美食街区汇聚人气、商气、烟火气；酒旅融合景区、白酒体验酒店将"过客"变为"留客"， 让消费从单一 ...

新华网海南博鳌12月4日电 题：新国货，"上链接"！ 新华网记者 李洁琼 钟奕 "3、2、1，上链接！"2025企业家博鳌论坛展厅现场，3D打印鞋前围满体验者，新茶饮试喝区排起长 队，直播间的弹幕与订单同步飙升……火爆场景背后，是新国货正在进行一场关乎产业、文化与消费的 全面"逆袭"。 12月3日， 在2025企业家博鳌论坛国民共"拾"光市集，参展企业正在进行网络直播。新华网记者 钟奕摄 新国货的"科技感" "十年前，国外设计师把设计稿给我们，对'中国制造'还尚有疑虑。"深圳国瓷永丰源副总裁郭京洲的感 慨，道出了老国货曾经的处境。但现在，这家公司已成为国际设计团队争相合作的对象，背后是每年近 10%营收投入研发的狠劲，以及40项发明专利、501项外观设计专利的"硬支撑"。 科技对国货的赋能，已渗透到国货的"毛细血管"。 12月3日， 在2025企业家博鳌论坛国民共"拾"光市集，参会嘉宾正在新国货商店体验饮品。新华网记者 钟奕摄 瘦吧科技则将AI大模型融入健康管理。"我们结合AI推出体重管理大模型。经过持续的迭代，最新的AI 助手已经可以通过语音交互为用户提供'千人千面'的减脂方案。"瘦吧科技创始人郭致诚介绍。 ...

Group 1: Industry Environment - Chinese companies face challenges in compliance, capital flow, and localization when going abroad, with experts suggesting diversified transaction designs and flexible capital reserves as solutions [3][4] - The trend of going abroad will focus on compliance, collaboration, and localization, with RMB settlement and precise layout becoming key priorities [4] - The micro-short drama industry has seen significant growth due to domestic competition and market gaps, emphasizing the importance of localization to avoid cultural misunderstandings [5] - By 2025, China's industrial internet is expected to enter a phase of large-scale harvest, becoming a core engine for enterprise growth through various outbound models [6] - Cultural understanding is crucial for Chinese companies entering the Latin American market, highlighting the need to respect local customs and community awareness [7] Group 2: Market Trends - Chinese AI companies are rapidly entering the Middle East market, driven by domestic financing cuts and increasing AI demand, with significant contributions expected to local GDPs [9] - New tea beverage brands are successfully penetrating Southeast Asia by modernizing traditional tea concepts and appealing to local youth, with significant growth in store openings and sales [10] - The commercial vehicle industry in China is recovering, with a notable increase in exports and a shift towards new energy vehicles, which now account for 24.6% of the market [11] - The semiconductor industry is seeing A-share companies expand globally, with a focus on technology breakthroughs and capacity layout to enhance competitiveness [12] - The Chinese robotics industry is expanding globally, with a complete supply chain and significant growth in service and industrial robots [14] Group 3: Brand Dynamics - Cloud technology is accelerating its global strategy by collaborating with Saudi companies to enhance hotel automation, despite facing financial pressures [22] - Ecovacs has transformed from product export to comprehensive brand and technology output, achieving significant international revenue [23] - Didi's autonomous driving technology is making strides in the Middle East, marking a significant step in the commercialization of autonomous vehicles [26] - Dazhong Dianping is expanding its overseas presence with local dining recommendations, aiming to become a global information platform [27] - E-point Tianxia is partnering with Alibaba Cloud to enhance AI content production and marketing for overseas markets [29] Group 4: Strategic Insights - Longcheng Automobile is showcasing its hydrogen energy technology at COP30, emphasizing its commitment to clean energy and international collaboration [30] - Ningji's overseas strategy involves respecting local market differences and adapting to cultural nuances to succeed in diverse regions [31]

Core Insights - The article highlights the strategic development plan of Ding'an, focusing on attracting investments in six key industries, leveraging its geographical and policy advantages [4]. Group 1: Key Industries - The six targeted industries for investment include high-end food processing, green building materials, pharmaceuticals and medical devices, commercial supply chains, inspection and testing, and cultural and tourism consumption [4][5]. Group 2: High-end Food Processing - The high-end food processing sector has established a leading industry cluster centered around Mixue Ice City, with fresh coconut milk production accounting for over 50% of the national market [4]. - Future plans include promoting integrated development of food processing, science, and trade, expanding research and production of new tea beverages, and developing functional foods and pet foods [4]. Group 3: Green Building Materials - The green building materials sector has formed a leading industry cluster with companies like China Resources and Liansu Group [5]. - Key development areas will focus on prefabricated buildings, sand and gravel aggregates, environmentally friendly asphalt, and new green building materials [5]. Group 4: Pharmaceuticals and Medical Devices - The pharmaceutical and medical device sector is led by Baimaike, focusing on medical device manufacturing, traditional Chinese medicine processing, and pharmaceutical supply chains [4]. - The goal is to create an integrated industry cluster encompassing research, manufacturing, and distribution [4]. Group 5: Commercial Supply Chains - The commercial supply chain sector is spearheaded by companies like Xuewang and Meiyijia, targeting both domestic and international markets [5]. - Development will focus on international trade distribution for products like coffee, coconut, and dairy, as well as establishing supply chain sorting centers for local food and pharmaceuticals [5]. Group 6: Inspection and Testing - Ding'an is accelerating the establishment of an inspection and testing certification industry, concentrating on tropical specialty agriculture, food processing, and import-export trade [5]. - The aim is to create a concentrated area for inspection and testing certification, enhancing industry clustering effects [5]. Group 7: Cultural and Tourism Consumption - The cultural and tourism consumption sector will focus on integrating culture, sports, and tourism, with an emphasis on sports tourism, cultural tourism, health tourism, industrial tourism, and rural tourism [5].

Core Insights - The 34th China Tea Science and Technology Conference and the 2nd Tea Culture Conference were held in Yunnan, focusing on the high-quality development path of the Chinese tea industry [1][2] - The tea industry is recognized as a pillar for rural revitalization in China, with emphasis on the health benefits of tea components such as catechins, theanine, and caffeine [1] - Strategies for internationalizing Chinese tea include cultural promotion, technological enhancement, and market leadership to transition from raw material exports to cultural sharing [1][2] Group 1 - The conference gathered tea industry professionals, scholars, and entrepreneurs to discuss the development of the tea industry [1] - Liu Zhonghua, an academician, highlighted the health properties of tea and proposed the development of functional tea products based on scientific research [1] - The conference also featured a technology exhibition showcasing 31 innovative tea varieties and technologies [2] Group 2 - Jiang Renhua, president of the China Tea Association, emphasized the need for "health and localization" to overcome international market barriers [2] - The event served as a comprehensive platform for industry-academia-research exchanges, promoting the transformation of tea technology achievements [2] - The next conference is scheduled to be held in Guilin, Guangxi, indicating ongoing efforts to enhance the tea industry's global presence [2]

Investment Rating - The report indicates a positive outlook for the oolong tea industry, with expectations of market expansion and growth driven by new tea beverage consumption upgrades and cultural promotion [4][6]. Core Insights - The oolong tea market in China is projected to grow from 261.2 billion yuan in 2021 to 327.5 billion yuan in 2024, with an expected market size of 418.0 billion yuan by 2029, reflecting a growth rate higher than the industry average [4][6][35]. - The increase in demand for freshly brewed tea and the integration of new tea beverages and tea tourism are revitalizing the oolong tea industry, leading to a consistent rise in sales [5][6]. Summary by Sections Industry Overview - Oolong tea is produced through unique processing techniques involving withering, oxidation, and drying, primarily in regions like Fujian and Guangdong [3][21]. - The industry has evolved significantly since the Song Dynasty, with major growth occurring post-1980s due to market liberalization and increased domestic consumption [24][26]. Market Size - The oolong tea market is expected to continue expanding, with a forecasted market size of 418.0 billion yuan by 2029, following a steady growth trajectory from 261.2 billion yuan in 2021 [4][35]. - The overall tea market in China is projected to grow from 3,045.9 billion yuan in 2020 to 5,021.7 billion yuan by 2029, indicating a robust demand for tea products [35]. Production Structure - The total area of tea plantations in China has increased from 4,338.7 million mu in 2015 to 5,149.8 million mu in 2023, with a steady annual growth rate of 2%-3% [56][60]. - The total production of dry tea has risen from 2.278 million tons in 2015 to 3.340 million tons in 2023, reflecting a consistent increase in market demand [66]. Export and Import Analysis - China’s oolong tea exports significantly exceed imports, indicating a strong international market presence, particularly in countries like Japan and Malaysia [36][39]. - The export value of oolong tea is concentrated in specific regions, with Fujian leading in both export volume and value [42].

Core Insights - The new tea beverage industry is transitioning from a growth phase to an industrial transformation phase, with players exploring various strategies such as international expansion, cross-industry collaboration, and supply chain optimization [2][3][4] - The focus is shifting from consumer-driven growth to industry-led development, indicating a significant change in the operational dynamics of the new tea beverage sector [2][4] Supply Side Developments - The supply side of the new tea beverage industry is releasing new potential, with players integrating and upgrading their supply chains to meet evolving consumer demands [3][4] - Players are investing in building their own supply chains, enhancing infrastructure from raw material sourcing to cold chain logistics, and upgrading equipment and digital capabilities in stores [3][4] Cost Efficiency and Upgrades - New tea beverage players are achieving cost reduction and efficiency improvements, amplifying scale effects and driving iterative upgrades within the industry [4] - This transformation is leading to a digital and industrialized supply side, which is expected to generate new growth opportunities and shift the focus from consumer demand to supply-side capabilities [4] New Imagination and Branding - The industry is witnessing innovative branding efforts, such as serialized novels on receipts and the creation of IPs and merchandise, exemplified by leading players like Mixue Ice City [5][6] - These initiatives reflect a broader trend of players seeking to redefine their brand identities and explore new avenues for growth [6][7] Demand Side Changes - The demand side is undergoing profound changes, with consumers increasingly seeking healthier options, such as sugar-free beverages, and showing interest in product derivatives [8][9] - This shift in consumer preferences is opening new market opportunities for players in the new tea beverage sector, necessitating a reevaluation of traditional supply models [8][9] Industry Internet as a Key Driver - The concept of industrial internet is emerging as a crucial factor for the new tea beverage industry, as players look to leverage it to meet new consumer demands and unlock growth potential [9] - The focus on industrial internet signifies a strategic pivot for players aiming to find new growth points and capitalize on the evolving landscape of the new tea beverage market [9]