茶汤香气研究技术模式图示。 受访者供图 近日，中国农业科学院茶叶研究所在茶汤风味研究方面取得新进展。研究发现，茶汤中的香气成分 不仅影响茶的香型，还能显著增强天然甜味感知。团队通过分子感官组学和分子对接技术揭示了香气促 进甜味的作用机制，为开发天然甜味增强剂提供了理论依据。这一发现对无糖、低糖茶饮料及其他食品 的研发具有较大应用价值。 "捏鼻子喝茶"有新发现 中国是茶的故乡，茶文化绵延千年。如今，科学家正在用现代技术重新认识这杯茶，从分子层面揭 示香气与味觉之间的互动关系。茶汤中那些微量的香气分子，正在被证明不只是气味的来源，也可能成 为调节口感、引领低糖消费的新钥匙。 "我们在研究茶叶风味化学与品质调控过程中，注意到一个有趣现象：同一杯茶，捏着鼻子喝时， 甜味明显变淡。"中国农业科学院茶叶研究所研究员许勇泉介绍，"长期以来，关于茶汤甜味形成的研究 主要集中在蔗糖、甜味氨基酸等呈味物质上。然而，部分红茶、白茶和黄茶即使糖含量并不高，也能呈 现明显的甜感，这种现象很难被解释。" 随后，科研人员用"计算机模拟对接"技术，发现这些香气具有能帮助蔗糖更紧密结合甜味受体 （T1R2/T1R3）的潜力。许勇泉打了个比方： ...

New Consumption Highlights - Let Tea became the exclusive tea beverage sponsor for Zhejiang TV's "2025 13th Yao Foundation Charity Match," showcasing its brand strength alongside other well-known brands like Wuliangye and Taobao [5][6] - Mogao Co. launched low-bubble wine, expanding its product line with four core strategic new products [6] - Master Kong introduced a new "Specially Fresh Noodles," utilizing a unique cooking process to replicate the taste of freshly cooked noodles [7] - Lays released limited-edition "Sparkling Water Flavor Chips," featuring two flavors that simulate a bubbly taste [8] - AW, a high-end organic supermarket, opened its first store in China, targeting health-conscious consumers [13] - JD.com completed the acquisition of Hong Kong's Jia Bao Food, establishing a new innovative retail division [17] - Bai Ji Fu launched a new strawberry-flavored cheese product, emphasizing high nutritional value [19] - Ha Yao Group's Sanjing Children's Pharmaceutical launched a new children's skincare brand [25] - Proya announced actress Song Jia as its global skincare brand ambassador, enhancing its brand image [25] Industry Events - Asics collaborated with SHUSHU/TONG to launch a new sneaker line, blending unique aesthetics with classic shoe designs [10] - Dream Ice Cream's new CEO visited China, highlighting the importance of the Chinese market for the company's growth [12] - Junlebao and Jiangnan University established a joint innovation center focused on probiotics [12] - The first store of "Tao Xiaopang" supermarket opened in Chongqing, marking its expansion beyond Henan [12] - Fonterra expanded its cheese production capacity in the UK to meet rising demand [12] Investment and Financing Trends - Hangzhou He Peng Biotechnology secured 10 million RMB in angel financing to enhance product development and market expansion [13] - A2 Milk Company announced the acquisition of Yashili New Zealand Dairy for approximately NZD 282 million [16] - JD.com completed the acquisition of Hong Kong's Jia Bao Food, furthering its retail strategy [17] - Arla Foods invested €5.09 million to expand its cheese production line in Bahrain [16] New Product Launches - White Elephant launched a new 1L sugar-free tea, made from selected tea leaves [6] - Li Ziyuan introduced a new bubble milk product with low fat and sodium content [7] - Mengniu launched two new products, including lactose-free milk to cater to lactose-intolerant consumers [7] - Dali's Douben Dou launched a new fruit-flavored soy milk, combining fruit flavors with rich soy taste [7] - Light Up Water introduced barley leaf green juice powder, emphasizing health benefits [22] Beauty and Personal Care Developments - LV opened its first global beauty and fragrance store in Nanjing, marking a significant expansion in the beauty sector [25] - Haya Group's Sanjing Children's Pharmaceutical launched a new children's skincare brand [25] - The skincare brand Oneskin completed a $20 million financing round led by Prelude Growth Partners [15] - The personal care brand Earthism appears to have closed its online stores, indicating potential challenges in the market [28]

Core Viewpoint - Master Kong, once a national brand for the 80s and 90s, is now facing sluggish revenue growth, with a 2.7% year-on-year decline in revenue for the first half of 2025, particularly in its core businesses of instant noodles and beverages [1][2] Revenue and Profit Analysis - In the first half of 2025, Master Kong reported revenue of 40.092 billion yuan, down 2.7% year-on-year, while net profit increased by 20.5% to 2.271 billion yuan [2] - The company’s distribution network has seen a significant reduction, with the number of distributors decreasing by 3,409 to 63,806 and direct retailers down by 1,499 to 219,124 compared to the end of 2024 [2] - The increase in net profit is attributed to a 2.8% rise in gross profit to 13.815 billion yuan and a gain of 211 million yuan from the sale of stakes in two subsidiaries, contributing to a 144% increase in other net income [2] Business Segment Performance - The revenue share of Master Kong's two core businesses in the first half of 2025 was 33.6% for instant noodles and 65.7% for beverages, with the instant noodle segment experiencing a continuous decline [3] - Instant noodle revenue dropped from 29.51 billion yuan in 2020 to 28.414 billion yuan in 2024, with a further decline of 2.5% in the first half of 2025 [3] - The beverage segment, which has become a crucial growth driver, saw its revenue decline by 2.6% to 26.359 billion yuan in the first half of 2025, despite a net profit increase of 19.7% [5][6] Competitive Landscape - The beverage market, particularly in the no-sugar tea segment, has become highly competitive, with Master Kong facing challenges from leading players like Nongfu Spring and Yuanqi Forest [6] - Master Kong's lack of new hit products in recent years has raised concerns about its ability to innovate and compete effectively in the evolving market [6] - The company is responding to consumer demand for health-oriented products by launching herbal drinks, but the new market segment is also attracting strong competition [6]

Group 1: Luckin Coffee's Expansion in the U.S. - Luckin Coffee has opened two stores in New York, named "Luck In Coffee Shop" and "Luckin Coffee 2nd shop" [1] - The Broadway location is strategically positioned between New York University and Union Square, with a significant student population nearby [1] - The 6th Avenue store is located near the Empire State Building, targeting both tourists and local consumers to enhance brand visibility [1] Group 2: Jiahe Foods' Coffee Business Strategy - Jiahe Foods has a dual-channel approach for its coffee business, focusing on both online branding and offline distribution through dealers [2] - The company is actively expanding into Southeast Asia and aims to improve its product offerings and marketing efficiency [2] - Increased sales expenses in 2024 and Q1 2025 are attributed to enhanced C-end promotions, particularly in online operations [2] Group 3: FBIF 2025 Forum Insights - The FBIF 2025 forum highlighted the growth potential of sugar-free tea, which is expected to dominate the market in the next 10-20 years [3][4] - The organic fruit and vegetable juice market is projected to experience significant growth, with a strong consumer preference for organic products [4] Group 4: High-End Coffee Pricing in Shanghai - A coffee shop in Shanghai has stirred discussions by selling a cup of coffee for 1800 yuan, using high-end beans from Sofia Garden [5] - The shop offers a variety of coffee beans, with the cheapest option priced at 90 yuan per bag [5] Group 5: Xiangpiaopiao's Response to Revenue Decline - Xiangpiaopiao's chairman addressed the revenue decline in its brewing business due to external market conditions and inventory adjustments [6] - The company plans to enhance product quality and explore new markets, including coffee and ready-to-drink milk tea, to boost growth [6]