图为农户 采摘香水柠檬。 肖斌 摄 中新网河源12月20日电 (张璐 甘建楼)眼下是香水柠檬成熟季。走进河源市紫金县凤安镇仁里村，这里 种植的150亩香水柠檬迎来丰收。成片的柠檬树郁郁葱葱，村民们穿梭在柠檬树间，动作娴熟地将一颗 颗浑圆饱满的柠檬剪下，装筐搬运。 "自从引进香水柠檬，我们村的闲置土地变成了'金土地'，现在我们的日子越来越好了。"村民刘法平 说。 "2023年，我们开始种植香水柠檬，如今第一期已全面进入丰产期。目前，我们的香水柠檬主要销往深 圳、东莞、惠州等城市。第一期种植的香水柠檬每年亩产3000斤左右，年产值达200多万元。"仁里村柠 檬种植基地负责人郑干华说，在第一期种植150亩香水柠檬的基础上，又拓展了200亩的第二期种植基 地，形成了"统一育苗、统一技术、统一收购和销售"的产业化发展模式，届时年产值还会再翻一番。 "等到檬趣农旅园项目完善后，这里将辐射带动周边100多名村民就业，每人每月能增收2000多元。"仁 里村党支部书记刘小莉说，该村通过盘活闲置土地资源，建设了600亩的檬趣农旅园项目，构建"种植基 地+农旅园区+加工链条"的立体产业体系，种植基地采用"合作社+农户"模式，不仅丰 ...

以下文章来源于Tech星球 ，作者张宁洢 Tech星球 . "现在一天能有十单就不错了" ， 店员告诉Tech星球。他指向空荡的柜台，"外卖补贴一停，冬天又来了，基本就没人点了，可能周边的人也喝腻 了，开始换别的牌子了。" 谈起几个月前的外卖大战，他告诉Tech星球，那几个月，算是这店开下来最"辉煌"的时候了。他说，那时一天起码七八十单，冲一下能过百 单 。这 家店开在文创产业园里，位置偏，不像写字楼下的店有稳定的客源。"那时候全靠平台的大额补贴和品牌拼命推流，单量才起来。" 并非所有店铺都像这家柠檬茶店一样，在补贴退潮后迅速滑入谷底。对于部分品牌而言，这更像一次剧烈的震荡，而后出现了些许回弹。 Tech星球，聚焦互联网前沿科技和新商业。 来源|Tech星球 作者| 张宁洢 2025年 5月 ，一场由平台巨额补贴掀起的外卖大战，席卷了整个茶饮市场，订单数字一度 高涨，街头巷尾的 茶饮店 成为了近半年来外卖骑手频繁 奔赴的目的地。 进入秋冬 季 ， 外卖补贴大战的 重点发生了转移，茶饮不再是热门品类，再加上秋冬本来就是淡季， 真正的生存 考验 开始 了 。一边是蜜雪冰城、 奈雪的茶等巨头通过外卖渠道实现业绩增长 ...

过去的几十年，中国的消费版图里，是很少有河南人姓名的。不是他们不努力，而是压根没给机会。 但现在拐点来了，河南人不仅补上了这一课，还直接跳过了教科书，创下一套全新的答案。 最出人意料的，是这三个名字，于东来、张红超、王宁。 没财阀爹、没资本妈，也不是硅谷海归，凭的就是一点，接地气得不像个企业家。 看清楚了，不是他们适应了时代，而是这届消费时代开始像河南人了。 不是河南落后，是时代没等他们！ 来看看河南是怎样熬过来的。 别听那些地图炮讲河南人多事多，真正咬牙撑住的是这个人口第一大省。河南总人口超过1亿，农民就 有4000多万，外出务工人员超过3000万。 但这么一个资源并不富庶、连港口都没有的中原省份，撑起了全国粮食的大盘，换来的却是难以想象的 贫富剪刀差。 光是房价20年飙涨20倍，你去看看小县城的均价都跟一二线擦肩而过。想靠教育搏个机会？2024年高 考，河南报名人数高达136万，但全省只有一所双一流211，北京呢？7万人坐拥8所985。 不想说别的，就这局面，能出人头地的，基本都得拼命。 但偏偏这三个普通得不能再普通的河南人，一脚踢碎了这个局面。 第一个爆出来的，是胖东来的于东来。有人说我夸他像神仙企业家 ...

Core Viewpoint - Vitasoy International's performance in the mainland China market has been adversely affected by a previous public relations crisis, leading to a decline in revenue and market competitiveness. Group 1: Financial Performance - For the six months ending September 30, Vitasoy International reported a revenue of HKD 3.227 billion, a year-on-year decrease of 6% [2] - Operating profit was HKD 247 million, down 4% year-on-year, while profit attributable to shareholders slightly increased by 1% to HKD 172 million, largely due to cost-cutting measures that reduced total operating expenses by 7% [2] - Revenue from the mainland market was HKD 1.778 billion, a decline of 9% year-on-year, with a slight decrease in gross margin to 51.1% due to lower product prices and increased promotional spending [3] Group 2: Market Challenges - The decline in Vitasoy's mainland revenue is attributed to a long-standing impact from a public relations crisis in July 2021, which led to significant brand damage and a 22.77% drop in revenue for the 2022 fiscal year [3] - The company has faced ongoing revenue declines in the mainland market, with a slight recovery only expected in the 2025 fiscal year [3] - Vitasoy's product and channel strategies are losing competitiveness in a fiercely competitive mainland market, with traditional retail channels slowing down and consumers shifting towards e-commerce and chain snack stores [4] Group 3: Competitive Landscape - The plant-based milk sector is still growing, but the market growth rate has slowed, with increased competition from both new and established brands [5] - In the tea beverage segment, competition has intensified, particularly with the rise of new brands and the proliferation of chain tea shops, which have impacted Vitasoy's lemon tea sales and market share [5] Group 4: Management and Future Outlook - Since the public relations crisis in July 2021, Vitasoy's leadership has seen two changes, with the founder's second-generation leader, Lo Yau Lee, being 84 years old and not yet retired [6] - Despite short-term challenges in the mainland market, the executive chairman expressed confidence in the long-term growth potential and plans to optimize channels and innovate products, focusing on low-sugar and no-sugar options [6]

Core Viewpoint - Vitasoy International's performance in the mainland China market has been significantly impacted by a previous public relations crisis, leading to a decline in revenue and market competitiveness. Group 1: Financial Performance - For the six months ending September 30, Vitasoy International reported a revenue of HKD 3.227 billion, a year-on-year decrease of 6% [1] - Operating profit was HKD 247 million, down 4% year-on-year, while net profit attributable to shareholders slightly increased by 1% to HKD 172 million, largely due to cost-cutting measures that reduced total operating expenses by 7% [1] - Revenue from the mainland China market was HKD 1.778 billion, a decline of 9% year-on-year, with a slight decrease in gross margin to 51.1% due to lower product prices and increased promotional spending [1] Group 2: Market Challenges - The decline in Vitasoy's mainland market performance is attributed to a long-standing issue stemming from a public relations crisis in July 2021, which led to a significant drop in revenue and a shift from profit to loss in the 2022 fiscal year [3] - The company has faced ongoing revenue declines in the mainland market for two years, with only a slight recovery projected for the 2025 fiscal year [3] - Vitasoy's product and channel strategies are losing competitiveness in a rapidly evolving market, with traditional retail channels slowing down and consumers shifting towards e-commerce and chain snack stores [3] Group 3: Competitive Landscape - The plant-based milk sector is experiencing growth, but the market's growth rate is slowing, with increased competition from both new and established brands [6] - The tea beverage segment is highly competitive, with a surge in demand for sugar-free tea leading to new brands gaining market share, impacting Vitasoy's lemon tea sales [6] Group 4: Management Perspective - Since the public relations crisis, Vitasoy has seen two changes in leadership for its mainland operations, with the founder's second-generation leader, Lo Yau Lee, still at the helm at the age of 84 [7] - The executive chairman expressed confidence in the long-term potential for growth in the mainland market, emphasizing plans to optimize channels and innovate products, focusing on low-sugar and sugar-free options [7]

Core Insights - The current ready-to-drink tea market is highly competitive, with many similar brands vying for a limited customer base, leading to a phenomenon where multiple tea shops coexist in close proximity [2][4] - Lemon tea has emerged as the second-largest segment in the tea beverage category, with the market expected to exceed 8 billion yuan by 2025, growing at an annual rate of over 20% [2][4] - The industry is witnessing an influx of entrepreneurs and capital, intensifying competition and innovation within the lemon tea sector [2][4] Industry Trends - The concept of "infinite games" is introduced, contrasting with the traditional "finite games" where the goal is to eliminate competitors; the focus is on sustainable growth and continuous value creation [4][5] - The market is characterized by a high density of competitors, as exemplified by Guangzhou, which has numerous coffee shops and tea stores, indicating that there is still room for growth in the lemon tea segment [9] Company Strategy - The company, Lemon Xiang You, aims to focus on the lemon tea category rather than diversifying into multiple brands, emphasizing the importance of mastering one product line [5][10] - The founder's experience includes significant investments in marketing and product development, with a commitment to launching new flavors and maintaining product quality [6][10] - The company has successfully introduced innovative products, such as a Guangdong herbal tea series, which sold over 1 million cups in its first month [10] Market Dynamics - The competitive landscape is described as "intense," with the founder arguing that competition drives value creation across all industries, not just in tea [6][7] - The founder believes that the key to success lies in product quality, channel strategy, and effective marketing, following a specific order of operations [10] - The company is committed to long-term growth, continuously optimizing its business model and brand identity to appeal to younger consumers [11]

Core Viewpoint - The establishment of the Hongshi Outdoor Sports Park in Xinjing District, Chengdu, Sichuan Province, has created a vibrant space for community fitness and entrepreneurship, attracting both local residents and young entrepreneurs [1]. Group 1: Community Engagement - The sports park features diverse facilities including soccer fields, basketball courts, and children's play areas, catering to the varied fitness needs of residents [1]. - Local resident Mr. Zhan expressed satisfaction with the park, highlighting its role as a beautiful place for exercise [1]. Group 2: Entrepreneurial Opportunities - Young entrepreneurs, like the owner of a lemon tea shop, are drawn to the park's favorable environment and stable foot traffic, seeing significant development potential [1]. - The park has attracted a growing number of young people who are inspired to start businesses in the area due to the quality of public space [1]. Group 3: Economic and Cultural Events - Xinjing District has hosted various events such as the Dragon Boat Festival, cycling competitions, and rowing championships, which have invigorated the local economy and culture [1]. - These events not only attract athletes and tourists but also provide opportunities for local brands to gain visibility and recognition [1]. Group 4: Integration of Sports and Economy - The district is promoting a deep integration of culture, commerce, tourism, and sports, transforming event traffic into economic growth [1]. - The combination of local and international events is enhancing the district's appeal and driving economic development [1].

Retail Industry Overview - The total retail sales of consumer goods in China reached 24.55 trillion yuan in the first half of the year, with a year-on-year growth of 5.0%, slightly up from 3.7% in the same period last year [2] - Online retail sales amounted to 7.43 trillion yuan, growing by 8.5%, while offline retail sales were 17.12 trillion yuan, with a growth of 3.75%, indicating a shift in consumer shopping habits towards online platforms [2][5] Store Closures - In the first half of 2025, at least 1.71 million stores closed across various sectors, including major brands like Walmart, Starbucks, and Haidilao [2] - The supermarket sector saw at least 720 store closures, including national and regional brands such as Yonghui Supermarket and Hema [3][4] - The restaurant industry faced nearly 10,000 closures, while the apparel sector saw around 4,500 stores shut down [2][6] Supermarket Sector Challenges - Traditional supermarkets are experiencing accelerated closures due to increased competition from e-commerce and the rise of instant retail, which has grown from 36.6 billion yuan in 2017 to 650 billion yuan in 2023 [6] - Many supermarkets are closing underperforming stores and focusing on online business to adapt to changing consumer preferences [6][7] Department Store and Shopping Center Decline - The department store sector reported a year-on-year growth of only 1.2%, with at least 23 department stores and shopping centers closing in the first half of 2025 [8][9] - The decline is attributed to outdated business models and a lack of unique product offerings, leading to decreased foot traffic [11][12] Tea and Coffee Shop Closures - The tea and coffee sectors saw significant closures, with at least 6,673 tea and coffee shops shutting down in the first half of 2025 [13] - Brands like Heytea and Nayuki faced substantial store reductions, reflecting a market consolidation where only strong brands survive [15][20] Apparel Industry Adjustments - The apparel sector experienced a 3.1% year-on-year growth, with at least 4,563 clothing stores closing, including major brands like Semir and GU [21][24] - The closures are driven by high inventory levels, brand aging, and a shift towards larger store formats, which require higher operational efficiency [24][25][27] Cinema Industry Struggles - The cinema industry is facing a crisis, with a high vacancy rate of 30-40% and at least 38 cinemas closing in the first half of 2025 [28][30] - Factors contributing to this decline include high fixed costs, reliance on blockbuster films, and competition from streaming services [30][31][32] Other Industries - Various other sectors, including pet care, home improvement, and education, also experienced closures, indicating a broader trend of market contraction [34]

Core Insights - The beverage market is witnessing a resurgence of sugary tea drinks after a previous trend towards sugar-free options, with sugary tea beverages regaining prominence on social media platforms [1][5][11] Market Trends - Data from QianGua indicates that the topic of "iced black tea" has generated over twice the number of related posts compared to "sugar-free tea" on Xiaohongshu in the past 90 days, with significantly higher exposure and interaction rates [2] - The ready-to-drink tea market, valued at nearly 100 billion, still sees sugary tea holding a 65% market share in offline channels as of June 2025, indicating its strong presence despite the rise of sugar-free alternatives [6] Brand Strategies - Major brands, including leading players and new entrants, are launching a variety of low-sugar and sugary products, with Genki Forest's iced tea becoming a standout item, achieving over 100 million in monthly sales and a 150% market share growth in sugary ready-to-drink tea from July 2024 to June 2025 [5][6] - The introduction of reduced-sugar versions by Genki Forest has led to significant market penetration, with its iced tea reaching the fifth position in the sugary tea segment by August 2025 [7] Consumer Behavior - The primary consumer demographic for iced tea includes working individuals aged 24-40, predominantly male, who are attracted to the product's affordability, refreshing taste, and health-conscious reduced sugar options [8] - A significant 71.4% of consumers prioritize "sugar-free/reduced sugar" labels when purchasing iced tea, while 82.9% prefer reduced-sugar formulations, highlighting a shift in consumer preferences towards healthier options [10] Product Development - Current product development strategies among brands focus on two main approaches: one involves reducing sugar content using real sugar, while the other combines real sugar with alternative sweeteners to achieve a balance between taste and health [13] - The upcoming food safety regulations in 2025 will require brands to transparently label sugar content, pushing them to communicate their sugar reduction strategies more effectively to consumers [14]

Core Insights - The iced tea market is experiencing intense competition in 2025, with major brands like Nongfu Spring, JDB, Wahaha, and Dongpeng Beverage increasing their investments, while established players like Master Kong and Uni-President are also preparing for battle [1][2]. Market Dynamics - Master Kong, as the market leader, is facing significant competition but is actively launching new low-sugar flavors and leveraging celebrity endorsements to maintain its market position [2][3]. - Despite Master Kong's strong brand presence, its market share has been declining, with figures showing a drop from 22.82% in July 2024 to 22.01% in August 2025 [3][4]. - The company's revenue from beverage sales decreased by 2.6% year-on-year in the first half of 2025, attributed to price increases that have pressured retailers and reduced profit margins [4][5]. Competitive Landscape - Uni-President has benefited from Master Kong's challenges, with its market share rising from 5.68% to 7.26% between January 2024 and August 2025, alongside a 7.6% increase in beverage revenue [10][11]. - New entrants like Nongfu Spring and Wahaha are employing differentiated strategies to capture market share, with Nongfu Spring launching a carbonated iced tea and investing 2 billion yuan in R&D [12][15]. - The competitive landscape is shifting, with brands like Wahaha and Dongpeng gaining traction, as evidenced by increased sales and market share [13][15]. Promotional Strategies - Brands are engaging in aggressive promotional activities, such as discounts and giveaways, to attract consumers, with Master Kong and Uni-President also participating in these marketing tactics [17][18]. - The "1 yuan enjoyment" campaign has proven effective in boosting sales for brands like Dongpeng, which reported a 36.37% increase in revenue in the first half of 2025 [18]. Future Outlook - The iced tea market is expected to continue evolving with ongoing competition among established and new brands, potentially leading to significant changes in market dynamics [18].