高温天的"续命水"，还得是便宜大瓶的。 俗话说,"常温似马尿，冰镇似国窖"，这一口冰爽硬控人间30年，和"过时"二字就从未沾边。 在路面能煎鸡蛋的盛夏，多走几步路就大汗淋漓，急于解渴的人钻进超市，直奔冰柜。来不及深思熟虑，你的大脑只想要快速补充一口熟悉而直接的甜 味。 你看，甭管网红饮料无糖化、养生化的声势多么浩大，冰红茶们的地位就始终岿然不动，只管笑看其他饮料为了配料表卷生卷死，仿佛甜蜜的烦恼从不存 在。 事实又确实胜于内卷。 虽然无糖茶市场经历了两年左右的高速增长，但马上赢数据显示，2023年7月至2025年6月，有糖茶的销售规模始终高于无糖茶近一倍。在即饮茶市场中， 有糖茶与无糖茶的市场份额大致保持6:4的格局。 而在有糖即饮茶中，红茶稳居第一位。人们熟悉的红黄配色包装从未退场，康师傅、统一等老牌的冰红茶依旧能打。新入局者自然也盯上了这块蛋糕，过 去一年，元气森林冰茶以150%的市场份额同比增速领跑，今年，农夫山泉则推出与传统冰红茶稍有不同的碳酸茶，高调进军冰茶领域。 冰红茶被认为不上档次，但也有人引以为傲。（图/《保你平安》） 更多网友熟悉的是冰红茶文学。曾经3元500ml一盒、4元1L一桶，外卖常常 ...

Core Viewpoint - The beverage industry is witnessing a resurgence of iced tea, with companies like Nongfu Spring and Yuanqi Forest introducing new products that emphasize health and reduced sugar content, challenging the dominance of traditional players like Master Kong and Uni-President [2][4][30]. Group 1: Market Dynamics - Nongfu Spring launched a new iced tea product, "Ice Tea," in 2025, utilizing a 100% true tea extraction process and aiming to capture market share with a competitive pricing strategy [2]. - Yuanqi Forest's "Yuanqi Ice Tea" achieved sales of 2 billion yuan in 2023 and is projected to exceed 10 billion yuan in 2024, marking a rapid growth trajectory [4][23]. - The iced tea market is evolving, with a shift towards healthier options, as evidenced by 71.4% of consumers prioritizing "reduced sugar/no sugar" labels when selecting iced tea [30]. Group 2: Competitive Landscape - Master Kong's iced tea sales reached approximately 200 billion yuan, while Uni-President's iced tea sales ranged between 50 billion to 100 billion yuan, indicating a significant market presence [17]. - The introduction of new iced tea products by Yuanqi Forest and Nongfu Spring is seen as a direct challenge to the established dominance of Master Kong and Uni-President in the iced tea segment [30][34]. - The iced tea market is projected to grow from 300 billion yuan in 2024 to 350 billion yuan in 2025, highlighting the potential for new entrants to capture market share [34]. Group 3: Consumer Preferences - The trend towards reduced sugar options is gaining traction, with 82.9% of consumers expressing a preference for reduced sugar formulations [30]. - Yuanqi Forest's strategy includes emphasizing taste while reducing sugar, aiming to balance health and flavor in their iced tea offerings [22]. - The market is witnessing a shift in consumer behavior, with a growing acceptance of new iced tea products that cater to health-conscious consumers [24][30].

Core Viewpoint - The entry of Nongfu Spring into the iced tea market with its new product "Ice Tea" is expected to intensify competition in the beverage industry, particularly targeting the existing player Yuanqi Forest, which has seen significant sales growth in its iced tea segment [6][7]. Group 1: Market Dynamics - Nongfu Spring plans to invest 2 billion yuan in research and promotion for its iced tea product, emphasizing its "100% real tea extraction" process and "0 additives" approach [7]. - Yuanqi Forest's iced tea sales reached 200 million yuan in 2023 and are projected to exceed 1 billion yuan in 2024, marking a 500% year-on-year growth [19]. - The iced tea market is characterized by fierce competition, with Yuanqi Forest's sugary iced tea challenging established brands like Master Kong and Uni-President, while Nongfu Spring's no-sugar iced tea aims to capture market share [7][20]. Group 2: Historical Context - The iced tea category in China was pioneered by the local brand "Xuri Sheng," which launched its iced tea product in 1994 and achieved significant market success, capturing over 70% market share at its peak [9][12]. - Following Xuri Sheng's success, competitors like Uni-President and Master Kong entered the market, leading to intense competition and the eventual decline of Xuri Sheng by 2002 [13][15]. Group 3: Current Competitive Landscape - As of 2024, Master Kong's iced tea revenue approached 18 billion yuan, maintaining a dominant position in the market, while Xuri Sheng has ceased operations [15][20]. - Uni-President has also adapted its strategy by launching low-sugar versions of its products and increasing marketing efforts, resulting in an 8.2% revenue growth in its beverage segment [21]. - Yuanqi Forest has adjusted its product sizes and introduced new flavors to enhance its market presence, achieving a 460% year-on-year sales growth in 2024 [22]. Group 4: Future Trends - The global iced tea market is projected to reach 53.3 billion USD in 2023, with a compound annual growth rate of 6.7%, indicating strong growth potential [24]. - Consumer preferences are shifting towards reduced-sugar or no-sugar options, with 71.4% of consumers considering "sugar reduction" as a key factor in their purchasing decisions [24].